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· Private foundation

The Roberts Foundation Founded by William C Roberts Md

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.

$381k
Granted FY2025still arriving
28
Grants FY2025still arriving
12
States reached
$60k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 71% of The Roberts Foundation Founded by William C Roberts Md’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 · 28 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k18 grants · $70k
  • $10k–50k7 grants · $152k
  • $50k–250k3 grants · $160k
$5,000
Median grant
12
States reached
$11M
Total assets
Largest grants
RecipientAmount
Baylor Scott & White Dallas Foundation$60,000
Castle Pinckney Historical Preservation Society$50,000
Thoracic Surgery Foundation$50,000
Michael M Boone Elementary School PTO$41,500
Friends of Charleston National Parks$32,000
Do No Harm$30,000
Calhoun Monument Society$15,000
Northway Christian Day Schools$12,500
Medical University of South Carolina MUSC Foundation$10,526
American Battlefield Trust$10,000
Atlanta Preservation Center$9,000
MH Mitchell Foundation$8,000
Fort Sumter Civil War Round Table$7,000
Philanthropy Roundtable$5,000
John Ritter Foundation$5,000
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:

Dollar for dollar, your grants (FY19–25) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 93% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%Shatterproof Addiction Foundation: $5k → 16%John Ritter Foundation: $5k → 14%TYLER G FOUNDATION: $5k → 17%Baylor Scott & White Dallas Foundation: $60k → 14%Friends of Charleston National Parks: $32k → 12%American Battlefield Trust: $10k → 14%Oxford Historical Cemetery Foundation: $5k → 12%BELL RESEARCH CENTER: $10k → 13%EMORY UNIVERSITY MEDICAL SCHOOL: $5k → 14%MERCER UNIVERISITY PRESS: $10k → 23%GEN BARTON & STOVALL HISTORY: $5k → 10%Thoracic Surgery Foundation: $50k → 14%Do No Harm: $30k → 5%LSU HEALTH FOUNDATION NEW ORLEANS: $5k → 23%BAYLOR SCOTT WHITE FOUNDATION: $50k → 14%FRIENDS OF CHARLESTON NATIONA PARKS: $13k → 12%AMERICAN BATTLEFIELD TRUST: $5k → 14%Atlanta Preservation Center: $9k → 13%THORACIC SURGERY FOUNDATION: $50k → 14%DO NO HARM ORG: $15k → 5%BAYLOR SCOTT & WHITE FOUNDATION: $15k → 14%CHARLESTON LIBARY SOCIETY: $12k → 12%AMERICAN BATTLEFIELD TRUST: $5k → 14%ATLANTA PRESERVATION CENTER: $5k → 13%THORACIC SURGERY FOUNDATION: $50k → 14%DO NO HARM ORG: $10k → 5%BAYLOR SCOTT WHITE FOUNDATION: $10k → 14%ROPER ST FRANCIS FOUNDATION: $5k → 12%AMERICAN BATTLEFIELD TRUST: $5k → 14%ATLANTA PRESERVATION CENTER: $5k → 13%THORACIC SURGERY FOUNDATION: $50k → 14%BSW-DALLAS FOUNDATON: $10k → 14%FORT SUMTER HISTORICAL TRUST: $5k → 12%ATLANTA PRESERVATION CENTER: $5k → 13%TEXAS TREE FOUNDATION: $5k → 14%FRIENDS OF CHARLESTON NATIOA PARKS: $5k → 12%AMERICAN HEART ASSOCIATION: $25k → 14%MH Mitchell Foundation: $8k → 13%AMERICAN HEART ASSOCIATION: $10k → 14%Michael M Boone Elementary School PTO: $42k → 14%BOONE ELEMENTARY PTA: $25k → 14%BOONE ELEMENTARY PTA: $20k → 14%NORTHWAY CHRISTIAN: $15k → 14%Northway Christian Day Schools: $13k → 14%BOONE ELEMENTARY PTA: $10k → 14%NORTHWAY CHRISTIAN: $8k → 14%Medical University of South Carolina MUSC Foundation: $11k → 12%Fort Sumter Civil War Round Table: $7k → 12%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

WA
IL
NY
MA
PA
CA
VA
TN
NC
SC
DC
LA
AL
GA
TX

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.

65%of every dollar goes to organizations you’ve funded before.
$679k · 29 repeat orgs$363k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +31% since the first grant, against -13% for the ones you funded once.

29 repeat relationships — 15 still active in FY2025, 14 since wound down; 13 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

29
22

Total granted

$679k
$111k

Median revenue growth · since first grant

+31%
-13%

Still filing today

45%
14%

New vs renewed · share of each year

In FY2025, 34% of grant dollars renewed an existing relationship; $252k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
HealthArts & CultureEducationEnvironmentPhilanthropyPublic Safety & DisasterOther

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

  • TT
    THE THORACIC SURGERY FOUNDATION
    4× · 2022–2025 · $200k · revenue +20%
  • AH
    American Heart Association Inc
    3× · 2020–2022 · $40k · revenue +53%
  • AP
    ATLANTA PRESERVATION CENTER INC
    7× · 2019–2025 · $36k · revenue +57%

Funded once

  • BS
    BAYLOR SCOTT & WHITE FOUNDATION
    one grant, 2021 · $15k
  • FO
    FRIENDS OF CHARLESTON NATIONA PARKS
    one grant, 2024 · $13k
  • BR
    BELL RESEARCH CENTER
    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.

1
The Johns Hopkins Hospital

For more than 125 years, the mission of the johns hopkins hospital has been to lead the world in the diagnosis and treatment of disease and to train tomorrow's great physicians, nurses and scientists. above all, we aim to provide the…

Health
2
Baylor Research Institute

To improve the care and well being of our community, nationally and internationally, through innovative clinically relevant research that is consistent with the mission, vision and values of Baylor Scott & White Health (BSWH).

Health
3
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
4
William Marsh Rice University

As a leading research university with a distinctive commitment to undergraduate education, Rice University aspires to path breaking research, unsurpassed teaching, and contributions to the betterment of our world. It seeks to fulfill this…

Education
5
Sanford Burnham Prebys Medical Discovery Institute

Sanford burnham prebys medical discovery institute's mission is to advance the biomedical sciences by cultivating the next generation of scientific leaders, providing meaningful opportunities for researchers of all backgrounds to learn,…

Health
6
The North Caroliniana Society

To promote interest in, knowledge of, and appreciation for north carolina history and culture through historical preservation, library service, and perpetuation of state literary and cultural heritage.

7
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
8
Texas Heart Institute

The mission of Texas Heart Institute (THI) is to reduce the devastating toll of cardiovascular disease through innovative and progressive programs in research, education, and improved patient care.

Health
9
Atlanta Historical Society Inc

Atlanta history center seeks to connect people, history, and culture to build a stronger community. through exhibitions, collections, historic houses, gardens, archives, educational school tours, public programs, and digital and virtual…

Arts & Culture
10
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
11
South Carolina Public Interest Foundation
Crime & Legal
12
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education

For reference, the grantee most central to the portfolio’s shape is Medical University of South Carolina Foundation and the most unlike its peers is Tyler G Foundation Inc. 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 backsteadyCommunity Health CentersLand Conservation Organizat…Public University Foundatio…Cancer Support OrganizationsGovernment Accountability R…Faith-Based Liberal Arts Co…Community Arts Organizations
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 38 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%12%<5yr14%12%5–10yr19%0%10–20yr16%16%20–35yr13%36%35–55yr16%24%55yr+
THE FIELDby orgYOUR MONEYby value22%7%<5yr14%4%5–10yr19%0%10–20yr16%7%20–35yr13%64%35–55yr16%17%55yr+

The field is 22% startups (under 5 years old) — 12% of your grantees by number, and just 7% of your money.

Closures · last 5 years

The orgs you fund almost never close 3% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
3%1/29
the rest of the field
13%
240,395/1,819,536

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

24 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. 24 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.

1
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
23/24
Grantees still filing
14/24
Grew since you first funded

Where your money sits — by cause, then by grantee

THE THORACIC SURGERY FOUNDATION — $200,000 · OtherTHE THORACIC SURGERY FOUNDATIONIndividual grant recipient — $60,000 · OtherIndividual grant recipientBAYLOR SCOTT WHITE FOUNDATION — $60,000 · OtherBAYLOR SCOTT WHITE FOUNDATIONCASTLE PINCKNEY HISTORICAL PRESERVATION SOCIETY — $50,000 · OtherCASTLE PINCKNEY HISTORICAL PRESERVATION SOCIETYMichael M Boone Elementary School PTO — $41,500 · OtherMichael M Boone Elementary School PTODO NO HARM ORG — $25,000 · Other+39 more — $306,200 · Other+39 moreBaylor Health Care System Foundation — $60,000 · HealthBaylor Health …American Heart Association Inc — $40,000 · HealthAmerican Heart…Roper St Francis Foundation — $11,500 · HealthRoper St Franc…MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION — $10,526 · HealthMEDICAL UNIVER…LSU HEALTH FOUNDATION NEW ORLEANS — $5,000 · Health+1 more — $3,000 · HealthATLANTA PRESERVATION CENTER INC — $36,000 · Arts & CultureAmerican Battlefield Trust — $25,000 · Arts & CultureTHE SOUTH CAROLINA HISTORICAL SOCIETY — $7,000 · Arts & Culture+2 more — $2,000 · Arts & CultureFRIENDS CHARLESTON NATIONAL PARKS — $32,000 · EnvironmentConserving Carolina — $7,000 · EnvironmentDO NO HARM — $30,000 · Public Safety & DisasterTHE PHILANTHROPY ROUNDTABLE — $12,564 · PhilanthropyTYLER G FOUNDATION INC — $5,000 · PhilanthropySouthern Methodist University — $10,000 · EducationABBEVILLE INSTITUTE LTD — $2,000 · EducationVanderbilt University — $1,000 · Education
Other$742,700Health$130,026Arts & Culture$70,000Environment$39,000Public Safety & Disaster$30,000Philanthropy$17,564Education$13,000

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 budgetTHE THORACIC SURGERY FOUNDATION — $200,000 over 4y, 2.0% of budgetBaylor Health Care System Foundation — $60,000 over 1y, 0.1% of budgetAmerican Heart Association Inc — $40,000 over 3y, 0.0% of budgetATLANTA PRESERVATION CENTER INC — $36,000 over 7y, 2.5% of budgetFRIENDS CHARLESTON NATIONAL PARKS — $32,000 over 1y, 27% of budgetAmerican Battlefield Trust — $25,000 over 4y, 0.0% of budgetCharleston Library Society — $22,700 over 5y, 0.5% of budgetTHE PHILANTHROPY ROUNDTABLE — $12,564 over 5y, 0.0% of budgetRoper St Francis Foundation — $11,500 over 3y, 0.0% of budgetMEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION — $10,526 over 1y, 0.0% of budgetSouthern Methodist University — $10,000 over 1y, 0.0% of budgetTHE SOUTH CAROLINA HISTORICAL SOCIETY — $7,000 over 3y, 0.3% of budgetConserving Carolina — $7,000 over 3y, 0.0% of budgetTEXAS TREES FOUNDATION — $7,000 over 2y, 0.1% of budgetThe Preservation Society of Charleston Inc — $6,000 over 3y, 0.1% of budgetLSU HEALTH FOUNDATION NEW ORLEANS — $5,000 over 1y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC — $2,500 over 2y, 0.0% of budgetABBEVILLE INSTITUTE LTD — $2,000 over 1y, 0.6% of budgetCenter For Civil War Photograp — $1,000 over 2y, 0.8% of budgetSOUTH CAROLINA AMERICAN REV TRUST — $1,000 over 1y, 0.6% of budgetVanderbilt University — $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.

  • Who funds THE THORACIC SURGERY FOUNDATION
  • Who funds Baylor Health Care System Foundation
  • Who funds American Heart Association Inc
  • Who funds ATLANTA PRESERVATION CENTER INC
  • Who funds FRIENDS CHARLESTON NATIONAL PARKS
  • Who funds DO NO HARM
  • Who funds American Battlefield Trust
  • Who funds Charleston Library Society
  • Who funds THE PHILANTHROPY ROUNDTABLE
  • Who funds Roper St Francis Foundation
  • Who funds MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION
  • Who funds Southern Methodist University
  • Who funds THE SOUTH CAROLINA HISTORICAL SOCIETY
  • Who funds Conserving Carolina
  • Who funds TEXAS TREES FOUNDATION
  • Who funds The Preservation Society of Charleston Inc

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 FoundationNY13.6× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Stony Point Foundation · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · 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 organization The Roberts Foundation Founded by William C Roberts Md 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.

2024
202122232425
no gov · 00%2%8%17%30%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 7%
  • Dana-Farber Cancer Institute Inc7% of income from government
  • Pan-Massachusetts Challenge Inc0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
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 Roberts Foundation Founded by William C Roberts Md?

Find your warmest path to The Roberts Foundation Founded by William C Roberts Md 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