How much did THE ROBERTS FOUNDATION FOUNDED BY grant in FY2024?

A cause breakdown isn’t shown here: 81% of THE ROBERTS FOUNDATION FOUNDED BY’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2019

—

2020

on-going

2021

on-goingroundtablefort sumter

2022

on-going oeprationscharlestonroundtablecivilfort sumterpreservation

2023

charlestonon-going oeprationsroundtablepreservation

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 30 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k24 grants · $80k
$10k–50k4 grants · $65k
$50k–250k2 grants · $100k

$5,000

Median grant

States reached

$11M

Total assets

Largest grants

BAYLOR SCOTT WHITE FOUNDATION$50,000
THORACIC SURGERY FOUNDATION$50,000
BOONE ELEMENTARY PTA$25,000
DO NO HARM ORG$15,000
FRIENDS OF CHARLESTON NATIONA PARKS$12,500
CHARLESTON LIBARY SOCIETY$12,000
COMPUTERS WITH A CAUSE$5,000
TYLER G FOUNDATION$5,000
EMORY UNIVERSITY MEDICAL SCHOOL$5,000
ROPER ST FRANCIS FOUNDATION$5,000
PHI DELTA THETA HOUSE FOUNDATION$5,000
CASTLE PINCKNEY HISTORICAL SOCIETY$5,000
ATLANTA PRESERVATION CENTER$5,000
MEDICAL UNIV OF SOUTH CAROLINA$5,000
NORTHWAY CHRISTIAN DAY SCHOOLS$5,000

02The need

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:

Dollar for dollar, your grants (FY19–24) land where the poverty rate runs at 13% — the area typically sits at 12%. 94% of your dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

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 line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

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, United Way ALICE — 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.

81%of every dollar goes to organizations you’ve funded before.

$533k · 25 repeat orgs$128k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +42% since the first grant, against +39% for the ones you funded once.

25 repeat relationships — 21 still active in FY2024, 4 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$533k

$89k

Median revenue growth · since first grant

+42%

+39%

Still filing today

36%

22%

New vs renewed · share of each year

In FY2024, 84% of grant dollars renewed an existing relationship; $39k went to new ones.

RenewedFirst-time

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

Arts & CultureHealthPhilanthropyEducationOther

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

TS
THORACIC SURGERY FOUNDATION
3× · 2022–2024 · $150k · revenue +97%
AH
AMERICAN HEART ASSOCIATION
3× · 2020–2022 · $40k · revenue +14%
AP
ATLANTA PRESERVATION CENTER
6× · 2019–2024 · $27k · revenue +42%

Funded once

BS
BAYLOR SCOTT & WHITE FOUNDATION
one grant, 2021 · $15k
BR
BELL RESEARCH CENTER
one grant, 2021 · $10k
SM
SOUTHERN METHODIST UNIVERSITY
one grant, 2021 · $10k

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.

The Charleston Museum

To educate Charleston area residents and visitors about the natural and cultural history of the South Carolina Lowcountry through collections, exhibitions, preservation, conservation, research and related programming.

Arts & Culture

American Society of Plastic Surgeons

Asps promotes the highest standards in advocacy, research, education, patient safety, and ethical standards for plastic surgery, our members, and their patients.

—

American Association for Thoracic

Promote scholarship, innovation, and leadership for thoracic and cardiovascular surgery.

—

American Physiological Society

To advance scientific discovery, understand life, and improve health.

Health

American Society of Transplant Surgeons

To advance the art and science of transplant surgery.

Health

South Carolina Hospital Association

Scha's mission is to support its member hospitals in creating a world-class health care delivery system for the people of south carolina by fostering high quality patient care and serving as effective advocates for the hospital community.

—

Federation of State Medical Boards of

Leader in medical regulation, serving as an innovative catalyst for effective policy & standards.

Health

American Society for Horticultural

To promote/encourage nat'l/int'l interest in scientific research/ed in all branches of horticulture.

Environment

The Southern Assoc of

—

American Antiquarian Society

The american antiquarian society cultivates a deeper understanding of the american past, grounded in its ever-growing collection of printed and manuscript sources. as a national research library, aas collects, preserves, and makes…

Education

American Civil Liberties Union

At the aclu of south carolina foundation, we envision a south carolina where "we the people" means all of us. we defend and advance the civil rights and civil liberties of all south carolinians through litigation, education, and advocacy.

Civil Rights

International Life Sciences Institute

Ilsi is a global, nonprofit federation dedicated to generating and advancing emerging science and groundbreaking research to ensure foods are safe, nutritious and sustainable, and that they improve planetary and human health and well-being…

Science & Tech

For reference, the grantee most central to the portfolio’s shape is The South Carolina Historical Society and the most unlike its peers is Medical University of South Carolina. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

16 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

15/16

Grantees still filing

12/16

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$538,000Health$61,500Arts & Culture$44,500Philanthropy$15,064Education$2,000

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

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.

The Stony Point FoundationNY13.8× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Stony Point Foundation · Coastal Community Foundation of South · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Natl Christian Charitable Fdn Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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.

Government reliance of your grantees

Every dot is one organisation THE ROBERTS FOUNDATION FOUNDED BY 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 or a single department — and drag the year to watch it move.

2025

’20’21’22’23’24’25

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

typical government reliance, FY20–25

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. 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

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: ATLANTA PRESERVATION CENTER.

Agentic due diligence · confidence × risk

Financial management

medium risk

~3 months of operating runway; revenue grew over 6 filed years.

Track record & reputation

low risk

6 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 581387857 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on ATLANTA PRESERVATION CENTER, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

WatchFinancial stability— Roughly 3 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 2% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The Roberts Foundation Founded By?

Find your warmest path to The Roberts Foundation Founded By through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE ROBERTS FOUNDATION FOUNDED BY

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

16 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Roberts Foundation Founded By?

More from the funding graph

THE ROBERTS FOUNDATION FOUNDED BY

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

16 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Roberts Foundation Founded By?

More from the funding graph