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· Private foundation

The John and Charlene Roberts Family Foundation Inc

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$42k
Granted FY2025still arriving
10
Grants FY2025still arriving
5
States reached
$10k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 68% of THE JOHN AND CHARLENE ROBERTS FAMILY FOUNDATION INC’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 10 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k7 grants · $12k
  • $10k–50k3 grants · $30k
$2,500
Median grant
5
States reached
$797k
Total assets
Largest grants
RecipientAmount
COBBS CREEK FOUNDATION$10,000
CLEVELAND CLINIC$10,000
CARON TREATMENT CENTER$10,000
DIOCESE OF PALM BEACH$3,500
Individual grant recipient$2,500
SHRINERS HOSPITAL$2,420
BRYN MAWR COLLEGE$1,000
SAINT JUDES CHILDREN RESEARCH HOSPI$1,000
FRIENDS OF VIM CLINIC$1,000
CAPE REGIONAL MEDICAL CENTER$800
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY21–23, $6k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 9% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%PROJECT HOME: $500 → 22%LOVE AND HOPE IN ACTION: $5k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NY
OH
PA
NJ
MO
VA
AZ
SC
DC
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your 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.

71%of every dollar goes to organizations you’ve funded before.
$327k · 17 repeat orgs$134k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +67% since the first grant, against +13% for the ones you funded once.

17 repeat relationships — 8 still active in FY2025, 9 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
44

Total granted

$327k
$123k

Median revenue growth · since first grant

+67%
+13%

Still filing today

24%
39%

New vs renewed · share of each year

In FY2025, 74% of grant dollars renewed an existing relationship; $11k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
HealthEducationYouth DevelopmentHuman ServicesPhilanthropyHousing & ShelterOther

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

  • UW
    UNITED WAY OF MARTIN COUNTY INC
    2× · 2020–2023 · $60k · revenue +8%
  • MS
    MARY'S SHELTER OF THE TREASURE COAST INC
    2× · 2020–2021 · $32k · revenue +79%
  • SHRINERS HOSPITALS FOR CHILDREN
    3× · 2023–2025 · $5k · revenue +67%

Funded once

  • HC
    HOLY CHILD SCHOOL - ROSEMONT PA
    one grant, 2023 · $21k
  • DU
    DREXEL UNIVERSITY
    one grant, 2020 · $10k · revenue +10%
  • LS
    LITTLE SISTERS OF THE POOR
    one grant, 2022 · $10k · revenue -5259%

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

04Your 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
The Children's Hospital of Philadelphia

The children's hospital of philadelphia, the oldest hospital in the united states dedicated exclusively to pediatrics, strives to be the world leader in the advancement of health care for children by integrating excellent patient care,…

Health
2
Saint Joseph's University

As philadelphia's jesuit catholic university, saint joseph's provides a rigorous, student-centered education rooted in the liberal arts. we prepare students for personal excellence, professional success, and engaged citizenship. striving…

Education
3
Upmc Pinnacle Hospitals

Upmc pinnacle hospitals mission as a charitable organization is dedicatied to maintaining and improving the health and quality of life for all persons of the central pennsylvania area.

Health
4
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
5
Seton Hall University

Seton hall university is a catholic institution of higher education

6
Philadelphia Health Partnership
Health
7
Upmc Carlisle

Upmc carlisle's mission is to serve the community by providing access to outstanding patient care and to shape tomorrow's health care system through clinical and technological innovation, research and education.

Health
8
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
9
Upmc Group

Healthcare, education, and research

10
Thomas Jefferson University

Thomas jefferson university ("tju") is a comprehensive university with preeminence in transdisciplinary, experiential professional education, research and discovery, delivering exceptional value for the 21st century students with…

Education
11
Penn State Health

Penn state health's mission is to continually improve the health and well-being of the people of pennsylvania, and beyond. the organization provides patients with excellent, compassionate and equitable care; educates and trains (continued…

Health
12
Children's Hospital of Pittsburgh Foundation

Children's hospital of pittsburgh foundation is the sole fundraising arm of upmc children's hospital of pittsburgh.the foundation exists to provide financial support for the hospital's mission of improving the health and well-being of…

Health

For reference, the grantee most central to the portfolio’s shape is Project Home and the most unlike its peers is Little Sisters of the Poor. 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 backsteadyPediatric and Cancer Health…Community Health and Behavi…Volunteer Fire & Emergency …Animal Rescue and AdoptionFamily Philanthropic Founda…Charter SchoolsFaith-Based Humanitarian Ou…
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 61 years old; the field is 12. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number27%0%<5yr16%4%5–10yr20%8%10–20yr15%13%20–35yr9%17%35–55yr12%58%55yr+
THE FIELDby orgYOUR MONEYby value27%0%<5yr16%8%5–10yr20%24%10–20yr15%10%20–35yr9%9%35–55yr12%49%55yr+

The field is 27% 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 3% lost their exemption, against 17% of the field you don’t fund.

orgs you fund
3%1/30
the rest of the field
17%
17,088/103,014

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.

04the grantee network

25 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. 25 of the 64 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)
5
Early backer (in before they grew)
24/25
Grantees still filing
18/25
Grew since you first funded

Where your money sits — by cause, then by grantee

ST ANDREW'S CATHOLIC CHURCH — $70,000 · OtherST ANDREW'S CATHOLIC CHURCHCARON FOUNDATION — $45,000 · OtherCARON FOUNDATIONCLEVELAND CLINIC — $40,000 · OtherCLEVELAND CLINICHOLY CHILD SCHOOL AT ROSEMONT — $28,500 · OtherHOLY CHILD SCHOOL AT ROSEMONTHOLY CHILD SCHOOL - ROSEMONT PA — $21,000 · OtherHOLY CHILD SCHOOL - ROSEMONT PACARON TREATMENT CENTER — $20,000 · OtherCARON TREATMENT CENTER+43 more — $97,450 · Other+43 moreUNITED WAY OF MARTIN COUNTY INC — $60,000 · PhilanthropyUNITED WAY OF …MARY'S SHELTER OF THE TREASURE COAST INC — $31,500 · Housing & ShelterDREXEL UNIVERSITY — $10,000 · EducationDREXEL NEUMANN ACADEMY INC — $2,500 · EducationBRYN MAWR COLLEGE — $1,000 · EducationTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA — $1,000 · EducationSHRINERS HOSPITALS FOR CHILDREN — $5,420 · HealthNATIONAL OVARIAN CANCER COALITION INC — $2,500 · HealthNEW HORIZONS OF THE TREASURE COAST INC — $2,500 · HealthCOOPER UNIVERSITY HOSPITAL CAPE REGIONAL INC — $1,600 · HealthALZHEIMER'S FOUNDATION OF AMERICA INC — $1,000 · HealthHOPPYS HOPE TO END HUNTINGTONS DISEASE — $500 · HealthHPS Helping People Succeed Inc — $500 · HealthTHE COBBS CREEK RESTORATION AND COMMUNITY FOUNDATION — $10,000 · Recreation & SportsWEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY — $10,000 · Arts & Culture
Other$321,950Philanthropy$60,000Housing & Shelter$31,500Education$14,500Health$14,020Recreation & Sports$10,000Arts & Culture$10,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetUNITED WAY OF MARTIN COUNTY INC — $60,000 over 2y, 1.1% of budgetMARY'S SHELTER OF THE TREASURE COAST INC — $31,500 over 2y, 5.1% of budgetDREXEL UNIVERSITY — $10,000 over 1y, 0.0% of budgetWEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY — $10,000 over 1y, 0.1% of budgetSAMARITAN HOUSE FOR BOYS INC — $6,000 over 1y, 1.6% of budgetSHRINERS HOSPITALS FOR CHILDREN — $5,420 over 3y, 0.0% of budgetLOVE AND HOPE IN ACTION INC — $5,000 over 1y, 0.6% of budgetNATIONAL OVARIAN CANCER COALITION INC — $2,500 over 1y, 0.1% of budgetNEW HORIZONS OF THE TREASURE COAST INC — $2,500 over 1y, 0.0% of budgetCOOPER UNIVERSITY HOSPITAL CAPE REGIONAL INC — $1,600 over 2y, 0.0% of budgetBRYN MAWR COLLEGE — $1,000 over 1y, 0.0% of budgetDELAWARE COUNTY SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS — $1,000 over 1y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA — $1,000 over 1y, 0.0% of budgetSAMUEL D COZEN MEMORIAL FUND — $1,000 over 1y, 0.8% of budgetBoys and Girls Club of Syracuse — $1,000 over 1y, 0.1% of budgetALZHEIMER'S FOUNDATION OF AMERICA INC — $1,000 over 1y, 0.0% of budgetAVALON RESCUE SQUAD INC — $500 over 1y, 1.2% of budgetPROJECT HOME — $500 over 1y, 0.0% of budgetFOUNDING FORWARD (FORMERLY THE UNION LEAGUE LEGACY FOUNDATION) — $500 over 1y, 0.0% of budgetHOPPYS HOPE TO END HUNTINGTONS DISEASE — $500 over 1y, 0.5% of budgetBOYS & GIRLS CLUB OF MARTIN COUNTY — $500 over 1y, 0.0% of budgetHPS Helping People Succeed Inc — $500 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.

  • Who funds UNITED WAY OF MARTIN COUNTY INC
  • Who funds MARY'S SHELTER OF THE TREASURE COAST INC
  • Who funds DREXEL UNIVERSITY
  • Who funds THE COBBS CREEK RESTORATION AND COMMUNITY FOUNDATION
  • Who funds LITTLE SISTERS OF THE POOR
  • Who funds WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
  • Who funds SAMARITAN HOUSE FOR BOYS INC
  • Who funds SHRINERS HOSPITALS FOR CHILDREN
  • Who funds LOVE AND HOPE IN ACTION INC
  • Who funds NATIONAL OVARIAN CANCER COALITION INC
  • Who funds DREXEL NEUMANN ACADEMY INC
  • Who funds NEW HORIZONS OF THE TREASURE COAST INC
  • Who funds COOPER UNIVERSITY HOSPITAL CAPE REGIONAL INC
  • Who funds BRYN MAWR COLLEGE

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.

The Community Foundation - Martin / St Lucie IncFL19.9× affinity7 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation - Martin / St Lucie Inc · United Way of Martin County Inc · Connelly Foundation · Community Foundation for Palm Beach and Martin Counties Inc · Hobe Sound Community Chest Inc · W and H Thomas Charitable Trust · Publix Super Markets Charities Inc · The Bessemer Giving Fund · Chubb Charitable Foundation · Enterprise Holdings Foundation · Charities Aid Foundation America · Gs Donor Advised Philanthropy Fund for Wealth Management Inc

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.

Government reliance of your grantees

Every dot is one organization The John and Charlene Roberts Family Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 20%1%3%6%10%your share of their income ↑0%5%10%15%20%share of the org’s income from governmentmedian 2%
  • United Way of Martin County Inc4% of income from government
  • Boys & Girls Club of Martin County2% of income from government
  • Shriners Hospitals for Children0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The John and Charlene Roberts Family Foundation Inc?

Find your warmest path to The John and Charlene Roberts Family Foundation Inc 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 64 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 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph