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· Private foundation

The Roche Family 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.

$530k
Granted FY2024still arriving
7
Grants FY2024still arriving
5
States reached
$230k
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$5.6MArts & Culture$2.0MHealth$2.0MEmployment$987kHuman Services$550kPhilanthropy$480kYouth Development$125kCommunity Improvement$100kOther$0
02FY2024 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k4 grants · $100k
  • $50k–250k3 grants · $430k
$25,000
Median grant
5
States reached
$45M
Total assets
Largest grants
RecipientAmount
BOWDOIN COLLEGE$230,000
THE NIGHTINGALE-BAMFORD SCHOOL$100,000
EVERYMAN THEATRE INC$100,000
FIRST TEE - GREATER BALTIMORE$25,000
UNITED WAY OF CENTRAL MARYLAND$25,000
UNC - INSTITUTE FOR THE ARTS AND HUMANITIES$25,000
HARVARD LAW SCHOOL$25,000
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 (FY22–23, $550k) land where the poverty rate runs at 19%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%ASSOCIATED CATHOLIC CHARITIES: $500k → 19%ASSOCIATED CATHOLIC CHARITIES: $50k → 19%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.
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.

68%of every dollar goes to organizations it has funded before.
$8.5M · 18 repeat orgs$4.0M to everyone else

18 repeat relationships: 6 still active in FY2024, 12 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

18
25

Total granted

$8.5M
$4.0M

Median revenue growth · since first grant

+25%
+29%

Still filing today

67%
52%

New vs renewed · share of each year

In FY2024, 95% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
EducationArts & CultureEmploymentPhilanthropyCommunity ImprovementYouth DevelopmentOther
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

  • CF
    COLLEGEBOUND FOUNDATION
    3× · 2021–2023 · $2.5M · revenue +41% · 29% of their budget
  • ET
    EVERYMAN THEATRE INC
    5× · 2017–2024 · $900k · revenue +54%
  • BC
    Bowdoin College
    4× · 2021–2024 · $870k · revenue +25%

Funded once

  • LC
    LIVING CLASSROOMS FOUNDATION
    one grant, 2022 · $1.0M
  • BC
    BALTIMORE CORPS INC
    one grant, 2022 · $982k · revenue -26%
  • TL
    THE LOYOLA SCHOOL INC
    one grant, 2023 · $500k
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
Boston Architectural College

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

—
2
Center Stage Associates Inc

See schedule o.inspired by our home city, baltimore center stage acts as a cultural catalyst for all communities to access theater in every form and engage in compelling conversations. programming: capture the collective imagination and…

Arts & Culture
3
The Maryland School for the Blind

As a statewide resource center, the school provides outreach, educational and residential services for students to reach their fullest potential by preparing them to be as successful, independent, and well-rounded contributing members of…

Education
4
University of Maryland Physicians Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

—
5
Bullis School

Bullis school provides a student-centered balanced experience in academics, arts, athletics and community service. bullis uniquely prepares all students to become caring citizens and creative, critical thinkers who will thrive in…

Education
6
University of Maryland Eye Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
7
University of Maryland Anesthesiology Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

—
8
University of Maryland Oncology Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
9
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

—
10
University of Maryland Pediatric Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
11
University of Maryland Surgical Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
12
University of Maryland Dermatologists Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
How this is measured
The grantee most central to the portfolio’s shape is Everyman Theatre Inc; the most unlike its peers is Albert & Mary Lasker 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.
04the grantee network

27 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. 27 of the 44 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.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
26/27
Grantees still filing
20/27
Grew since first funded

Where the money sits, by cause and then by grantee

COLLEGEBOUND FOUNDATION: $2,530,000 · OtherCOLLEGEBOUND FOUNDATIONLIVING CLASSROOMS FOUNDATION: $1,000,000 · OtherLIVING CLASSROOMS FOUNDATIONCOMPREHENSIVE CARE PRACTICE OF JOHNS HOPKINS MEDICINE: $500,000 · OtherCOMPREHENSIVE CARE PRACTICE OF JOHNS HOPKINS MEDICINETHE LOYOLA SCHOOL INC: $500,000 · OtherTHE LOYOLA SCHOOL INCJOHNS HOPKINS LYME DISEASE CLINICAL RESEARCH CENTER: $500,000 · OtherJOHNS HOPKINS LYME DISEASE CLINICAL RESEARCH CENTERALBERT & MARY LASKER FOUNDATION INC: $300,000 · OtherIndividual grant recipient: $250,000 · Other+18 more: $1,207,500 · Other+18 moreBowdoin College: $870,000 · EducationBowdoin CollegeUniversity of Maryland Medical System Foundation Inc: $725,000 · EducationUniversity of Maryl…THE NIGHTINGALE-BAMFORD SCHOOL: $400,000 · EducationTHE NIGHTINGALE-BAM…+3 more: $150,000 · Education+3 moreEVERYMAN THEATRE INC: $900,000 · Arts & CultureEVERYMAN THEATR…SIGNATURE THEATRE COMPANY INC: $455,000 · Arts & CultureSIGNATURE THEAT…CREATIVE ALLIANCE INC: $150,000 · Arts & CultureCREATIVE ALLIAN…BALTIMORE SYMPHONY ORCHESTRA INC: $100,000 · Arts & CultureBALTIMORE SYMPH…+2 more: $100,000 · Arts & Culture+2 moreBALTIMORE CORPS INC: $981,654 · Employment+1 more: $5,000 · EmploymentASSOCIATED CATHOLIC CHARITIES INC: $550,000 · Human ServicesTHE UNITED WAY OF CENTRAL MARYLAND INC: $175,000 · Philanthropy+1 more: $5,000 · PhilanthropyREBUILD METRO INC: $100,000 · Community ImprovementNO BOUNDARIES COALITION INC: $62,500 · Community Improvement
Other$6,787,500Education$2,145,000Arts & Culture$1,705,000Employment$986,654Human Services$550,000Philanthropy$180,000Community Improvement$162,500

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCOLLEGEBOUND FOUNDATION: $2,530,000 over 3y, 29% of budgetBALTIMORE CORPS INC: $981,654 over 1y, 9.4% of budgetEVERYMAN THEATRE INC: $900,000 over 5y, 9.3% of budgetBowdoin College: $870,000 over 4y, 0.1% of budgetUniversity of Maryland Medical System Foundation Inc: $725,000 over 3y, 2.5% of budgetASSOCIATED CATHOLIC CHARITIES INC: $550,000 over 2y, 0.3% of budgetSIGNATURE THEATRE COMPANY INC: $455,000 over 2y, 3.6% of budgetTHE NIGHTINGALE-BAMFORD SCHOOL: $400,000 over 4y, 0.2% of budgetALBERT & MARY LASKER FOUNDATION INC: $300,000 over 5y, 1.6% of budgetTHE UNITED WAY OF CENTRAL MARYLAND INC: $175,000 over 5y, 0.2% of budgetCREATIVE ALLIANCE INC: $150,000 over 5y, 3.0% of budgetHELPING UP MISSION INC: $100,000 over 2y, 0.3% of budgetBALTIMORE SYMPHONY ORCHESTRA INC: $100,000 over 1y, 0.4% of budgetREBUILD METRO INC: $100,000 over 1y, 0.6% of budgetNO BOUNDARIES COALITION INC: $62,500 over 1y, 17% of budgetBALTIMORE SQUASHWISE INC: $50,000 over 1y, 1.0% of budgetThe United States Holocaust Memorial Museum: $50,000 over 1y, 0.0% of budgetTeach for America Inc: $50,000 over 2y, 0.0% of budgetINSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES INC: $50,000 over 1y, 2.4% of budgetARTS FOR LEARNING MARYLAND INC: $50,000 over 1y, 0.4% of budgetPRESBYTERIAN COLLEGE: $50,000 over 1y, 0.1% of budgetKIPP BALTIMORE INC: $50,000 over 1y, 0.3% of budgetTHE FIRST TEE OF GREATER BALTIMORE INC: $25,000 over 1y, 2.7% of budgetMANY HOPES INC: $10,000 over 1y, 1.0% of budgetTHE HOPE PROGRAM INC: $5,000 over 1y, 0.1% of budgetROBIN HOOD FOUNDATION: $5,000 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.

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 Abell Foundation IncMD28.1× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Abell Foundation Inc · Baltimore Community Foundation Inc · T Rowe Price Program for Charitable Giving Inc · T Rowe Price Foundation · The United Way of Central Maryland Inc · Associated Jewish Charities of Baltimore · The Harry and Jeanette Weinberg Foundation Inc · France-Merrick Foundation Inc · Annie E Casey Foundation Inc · The Morris Goldseker Foundation of Maryland Inc · Fund for Educational Excellence Inc · Brown Advisory Charitable Foundation 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 Roche Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Roche Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%2%8%17%30%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 10%
  • Baltimore Squashwise Inc: 23% of income from government
  • Baltimore Corps Inc: 15% of income from government
  • Everyman Theatre Inc: 15% of income from government
  • Baltimore Symphony Orchestra Inc: 11% of income from government
  • Associated Catholic Charities Inc: 10% of income from government
  • Helping Up Mission Inc: 6% of income from government
  • Rebuild Metro Inc: 5% of income from government
  • The United Way of Central Maryland Inc: 2% of income from government
  • Arts for Learning Maryland Inc: 1% of income from government
no gov moneyreceives it· size = income
2get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
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.

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 44 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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