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· Private foundation

Roberts Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$85k
Granted FY2024still arriving
22
Grants FY2024still arriving
8
States reached
$15k
Largest
01What you fund
0189% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Education$86kHealth$42kScience & Tech$15kReligion$15kArts & Culture$13kEnvironment$10kHuman Services$8kYouth Development$6kOther$0
02FY2024 · 22 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k19 grants · $45k
  • $10k–50k3 grants · $40k
$2,500
Median grant
8
States reached
$2.5M
Total assets
Largest grants
RecipientAmount
Sinclair Community College Foundation$15,000
Morgridge Institute for Research Inc$15,000
University of Wisconsin Foundation$10,000
The University of Alabama at Birmingham$5,000
Sinclair Community College Foundation$5,000
Dayton Art Institute$5,000
Carleton College$5,000
Western Reserve Academy$2,500
James M Cox Jr Arboretum Foundation$2,500
Kenyon College$2,500
Walloon Lake Association and Conservancy$2,500
Bay View Association of the United Methodist Church$2,000
Kids in New Directions Inc$2,000
Petoskey District Library$1,500
American Associates of the National Theater Inc$1,500
02Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

74%of every dollar goes to organizations you’ve funded before.
$144k · 14 repeat orgs$51k to everyone else

14 repeat relationships — 11 still active in FY2024, 3 since wound down; 10 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

14
11

Total granted

$144k
$37k

Median revenue growth · since first grant

+8%
+21%

Still filing today

86%
36%

New vs renewed · share of each year

In FY2024, 83% of grant dollars renewed an existing relationship; $14k went to new ones.

50%100%’21’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’23’24
EducationArts & CultureHealthHuman ServicesFood & NutritionYouth DevelopmentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • SC
    SINCLAIR COMMUNITY COLLEGE FOUNDATION
    3× · 2021–2024 · $32k · revenue +8%
  • TM
    THE MORGRIDGE INSTITUTE FOR RESEARCH INC
    2× · 2021–2024 · $30k · revenue +167%
  • OH
    OHIO'S HOSPICE FOUNDATION
    2× · 2021–2023 · $10k · revenue +47%

Funded once

  • MI
    Morgridge Institute for Research Foundation
    one grant, 2023 · $15k
  • SJ
    St. John's Lutheran Church
    one grant, 2021 · $5k
  • PF
    PEO Foundationgraduated
    one grant, 2021 · $5k · revenue +60%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

03Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
2
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
3
Wheaton College

Wheaton college provides a transformative liberal arts education, combining theory and practice, for intellectually curious students within a collaborative and vibrant extended community and network that values and strives to create an…

Education
4
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
5
State University of Iowa Alumni Association

Our mission is to strengthen the university of iowa through alumni engagement. we do this through our communications, alumni programs, and events.

6
Delaware Valley University

See schedule o.we are inspired by the ideals of our founder who, in 1896, emphasized respect for all people and ideas, who honored knowledge with practice, progress and the common good. our historical commitment to experiential learning…

7
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

8
Widener University

Empowering our community of learners to discover and create better futures.

Education
9
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
10
Wartburg College

Wartburg college is dedicated to challenging and nurturing students for lives of leadership and service as a spirited expression of their faith and learning.

Education
11
Ashland University

Ashland university, guided by our christian heritage, is a comprehensive, private university that provides a transformative learning experience, shaping graduates who work, serve and lead with integrity in their local, national, and global…

Education
12
Lakeland University

Lakeland university educates individuals of diverse backgrounds, preparing them to think critically, to communicate effectively, to succeed professionally, and to lead ethical, purposeful, and fulfilling lives. rooted in the values of the…

Education

For reference, the grantee most central to the portfolio’s shape is The Air Force Museum Foundation Inc and the most unlike its peers is The German Society of Pennsylvania. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyFaith-Based Liberal Arts Co…Charter and Independent Sch…Environmental Advocacy and …College Foundation SupportLocal History MuseumsCommunity Theater CompaniesFood Pantries and AssistanceFaith-Based Senior LivingHospice and Palliative CareChildhood Cancer Support
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 57 years old; the field is 19. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number18%0%<5yr12%11%5–10yr21%4%10–20yr14%11%20–35yr16%22%35–55yr20%52%55yr+
THE FIELDby orgYOUR MONEYby value18%0%<5yr12%5%5–10yr21%19%10–20yr14%11%20–35yr16%12%35–55yr20%53%55yr+

The field is 18% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 4% lost their exemption, against 11% of the field you don’t fund.

orgs you fund
4%1/28
the rest of the field
11%
8,037/74,278

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

03the grantee network

26 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 26 of the 36 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
25/26
Grantees still filing
16/26
Grew since you first funded

Where your money sits — by cause, then by grantee

SINCLAIR COMMUNITY COLLEGE FOUNDATION — $32,000 · EducationSINCLAIR COMMUNITY COLLEGE FOUNDATIONUNIVERSITY OF WISCONSIN FOUNDATION — $12,500 · EducationUNIVERSITY OF WISCONSIN FOUNDATIONCARLETON COLLEGE — $7,500 · EducationCARLETON COLLEGEWESTERN RESERVE ACADEMY — $6,500 · EducationWESTERN RESERVE ACADEMYPEO Foundation — $5,000 · EducationPEO FoundationKENYON COLLEGE — $2,500 · Education+3 more — $5,000 · Education+3 moreMorgridge Institute for Research Foundation — $15,000 · OtherMorgridge Institute for Researc…The University of Alabama at Birmingham — $10,000 · OtherThe University of Alabama at Bi…EPIPHANY LUTHERAN CHURCH — $7,500 · OtherEPIPHANY LUTHERAN CHURCHSt. John's Lutheran Church — $5,000 · OtherSt. John's Lutheran ChurchUniversity of Wisconsin — $2,000 · OtherTHE JAMES M COX JR ARBORETUM FOUNDATION — $3,500 · OtherTHE JAMES M COX JR ARBORETUM FO…Kansas Lions Foundation — $2,000 · OtherTHE BAY VIEW ASSOCIATION OF THE UNITED METHODIST CHURCH — $2,000 · Other+7 more — $7,500 · Other+7 moreTHE MORGRIDGE INSTITUTE FOR RESEARCH INC — $30,000 · HealthTHE MORGRIDGE INSTITUTE …OHIO'S HOSPICE FOUNDATION — $10,000 · HealthOHIO'S HOSPICE FOUNDATIO…Lane Thomas Foundation — $2,000 · HealthTHE DAYTON ART INSTITUTE — $7,000 · Arts & CultureTHE AIR FORCE MUSEUM FOUNDATION INC — $1,500 · Arts & CultureTHE WILMA THEATER — $1,000 · Arts & CultureSTUDIO BY THE TRACKS INC — $1,000 · Arts & CultureGRACEWORKS LUTHERAN SERVICES — $6,500 · Human ServicesYOUNG WOMENS CHRISTIAN ASSN OF BIRMINGHAM — $1,000 · Human ServicesWALLOON LAKE ASSOCIATION AND CONSERVANCY — $5,000 · Food & NutritionSECOND HARVEST FOOD BANK OF MIDDLE TN INC — $1,000 · Food & NutritionKids in New Directions — $4,000 · Youth Development
Education$71,000Other$54,500Health$42,000Arts & Culture$10,500Human Services$7,500Food & Nutrition$6,000Youth Development$4,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetSINCLAIR COMMUNITY COLLEGE FOUNDATION — $32,000 over 3y, 0.7% of budgetTHE MORGRIDGE INSTITUTE FOR RESEARCH INC — $30,000 over 2y, 0.1% of budgetUNIVERSITY OF WISCONSIN FOUNDATION — $12,500 over 2y, 0.0% of budgetOHIO'S HOSPICE FOUNDATION — $10,000 over 2y, 0.1% of budgetCARLETON COLLEGE — $7,500 over 2y, 0.0% of budgetTHE DAYTON ART INSTITUTE — $7,000 over 3y, 0.1% of budgetWESTERN RESERVE ACADEMY — $6,500 over 2y, 0.0% of budgetGRACEWORKS LUTHERAN SERVICES — $6,500 over 2y, 0.0% of budgetPEO Foundation — $5,000 over 1y, 0.0% of budgetWALLOON LAKE ASSOCIATION AND CONSERVANCY — $5,000 over 2y, 0.3% of budgetKids in New Directions — $4,000 over 3y, 0.9% of budgetTHE JAMES M COX JR ARBORETUM FOUNDATION — $3,500 over 2y, 1.6% of budgetKENYON COLLEGE — $2,500 over 1y, 0.0% of budgetINDIAN SPRINGS SCHOOL — $2,000 over 2y, 0.1% of budgetSTATE UNIVERSITY OF IOWA FOUNDATION — $2,000 over 1y, 0.0% of budgetKansas Lions Foundation — $2,000 over 1y, 3.1% of budgetTHE BAY VIEW ASSOCIATION OF THE UNITED METHODIST CHURCH — $2,000 over 1y, 0.0% of budgetLane Thomas Foundation — $2,000 over 1y, 0.5% of budgetTHE AIR FORCE MUSEUM FOUNDATION INC — $1,500 over 1y, 0.0% of budgetSECOND HARVEST FOOD BANK OF MIDDLE TN INC — $1,000 over 1y, 0.0% of budgetTHE WILMA THEATER — $1,000 over 1y, 0.0% of budgetHIGHLANDS DAY SCHOOL FOUNDATION — $1,000 over 1y, 0.0% of budgetSTUDIO BY THE TRACKS INC — $1,000 over 1y, 0.2% of budgetYOUNG WOMENS CHRISTIAN ASSN OF BIRMINGHAM — $1,000 over 1y, 0.0% of budgetPresident and Fellows of Harvard College — $1,000 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Dayton Foundation DepositoryOH24.9× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Dayton Foundation Depository · The Dayton Foundation · Dayton Foundation Plus Inc · Kettering Family Foundation · The CareSource Foundation · Synchrony Foundation · Ibm International Foundation · Ge Aerospace Foundation · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Natl Christian Charitable Fdn Inc · American Endowment Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

04Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Roberts Foundation?

Find your warmest path to Roberts Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 36 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph