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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 it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Philanthropy$120kReligion$96kHealth$84kEducation$77kHousing & Shelter$32kRecreation & Sports$15kArts & Culture$12kHuman Services$10kOther$0
02FY2025 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

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
FRIENDS OF VIM CLINIC$1,000
BRYN MAWR COLLEGE$1,000
SAINT JUDES CHILDREN RESEARCH HOSPI$1,000
CAPE REGIONAL MEDICAL CENTER$800
02The need
03

Does the money reach high-need areas?

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

show:

Its 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. Its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NY
OH
PA
NJ
MO
VA
AZ
SC
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

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

Grantees it renews have grown median revenue +67% since the first grant, against +13% for those 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
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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
  • WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    one grant, 2024 · $10k · revenue +0%
  • LS
    LITTLE SISTERS OF THE POOR
    one grant, 2022 · $10k · revenue -5259%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is Project Home; 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.
04the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
24/25
Grantees still filing
18/25
Grew since first funded

Where the money sits, by cause and 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 · EducationTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,000 · EducationBRYN MAWR COLLEGE: $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 · HealthWEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY: $10,000 · Arts & CultureTHE COBBS CREEK RESTORATION AND COMMUNITY FOUNDATION: $10,000 · Recreation & Sports
Other$321,950Philanthropy$60,000Housing & Shelter$31,500Education$14,500Health$14,020Arts & Culture$10,000Recreation & Sports$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's 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 budgetWEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY: $10,000 over 1y, 0.1% of budgetDREXEL UNIVERSITY: $10,000 over 1y, 0.0% 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 budgetSAMUEL D COZEN MEMORIAL FUND: $1,000 over 1y, 0.8% of budgetALZHEIMER'S FOUNDATION OF AMERICA INC: $1,000 over 1y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,000 over 1y, 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 budgetBoys and Girls Club of Syracuse: $1,000 over 1y, 0.1% of budgetAVALON RESCUE SQUAD INC: $500 over 1y, 1.2% 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 budgetPROJECT HOME: $500 over 1y, 0.0% of budgetFOUNDING FORWARD (FORMERLY THE UNION LEAGUE LEGACY FOUNDATION): $500 over 1y, 0.0% of budgetHPS Helping People Succeed Inc: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY ↗
  • Who funds LITTLE SISTERS OF THE POOR ↗
  • Who funds DREXEL UNIVERSITY ↗
  • Who funds THE COBBS CREEK RESTORATION AND COMMUNITY FOUNDATION ↗
  • 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 NEW HORIZONS OF THE TREASURE COAST INC ↗
  • Who funds DREXEL NEUMANN ACADEMY INC ↗
  • Who funds COOPER UNIVERSITY HOSPITAL CAPE REGIONAL INC ↗
  • Who funds SAMUEL D COZEN MEMORIAL FUND ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The John and Charlene Roberts Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The John and Charlene Roberts Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 2%
  • United Way of Martin County Inc: 4% of income from government
  • Boys & Girls Club of Martin County: 2% of income from government
  • Shriners Hospitals for Children: 0% 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 64 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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