Roberts Family Foundation

Private foundation · EIN 04-3522054 · since 2001·Massachusetts, New Jersey·Updated 13 October 2026

At a glance

$2.5M
Annual giving, 2024 tax year
From the Form 990-PF filing
$100 to $1.4M
Grant range
From grants in the 990-PF filings
$4,560
Typical grant (median)
12 grants in the latest filing
Invitation only
Unsolicited applications are not accepted

This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.

Key takeaways

  • The foundation does not accept unsolicited requests and makes its contributions only to organisations it has preselected, so an organisation without an invitation should not send an application.
  • Its giving is heavily repeat support: 99% of its grant dollars in the filing for its most recent year went to organisations it had also funded in one of the two filings before, so new organisations face a steep climb.
  • Where grants are made, about 8 in 10 of its grants to organisations fall between $100 and $1,350,000, and half were about $1,050 or less, so any request should be sized modestly; that band is typical rather than a ceiling, as its largest grant was about $1,500,000.
  • The filings show its grants mainly in Massachusetts and New Jersey, but no geographic focus or wider funding remit is stated, and the available sources do not explain how organisations are selected, so a small charity should not assume its work fits.

Overview

Roberts Family Foundation is a US private foundation based in Boston, MA.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) and web pages about the foundation (alumni.hbs.edu), with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The grant record is dominated by support for a university-based undergraduate technology innovation fellowship fund. Other recorded grants were largely unrestricted contributions to public charities, including a university, churches and schools, alongside smaller gifts to other charitable organisations. The public description of the fellowship says that it develops entrepreneurial skills and provides selected Harvard College students with mentorship and programme resources; that describes the funded programme, not a general statement of the foundation’s wider priorities. The available sources do not state a broader funding remit or explain how organisations are selected.

Geographic Focus

No geographic focus is stated; the filings show grants mainly in Massachusetts and New Jersey.

How to apply

The foundation makes contributions to preselected charitable organisations and does not accept unsolicited requests.

Application success factors

  • Repeat giving: In its TY2024 filing, 99% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
  • Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 27 grants to organisations were about $1,050 or less.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2022–2024.

Grant dollars by state

Massachusetts68%
New Jersey32%
Florida<1%
Tennessee<1%
New York<1%
  • The largest single recipient received 67% of grant dollars to organisations.
  • In tax year 2024, 100% of grant dollars went to organisations Roberts Family Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.

Grants

12 grants in the latest filing analysed · median $4,560

How much do they typically give?

Share of 12 grants in tax year 2024 by size

Under $1k17%
$1k–$2.5k33%
$2.5k–$5k0%
$5k–$10k8%
$10k–$25k8%
$25k–$50k0%
$50k–$100k0%
$100k–$250k17%
$250k–$500k0%
$500k–$1M8%
$1M and over8%

Median $4,560 (tax year 2024)

The largest grants to organisations in the foundation’s latest filing:

  • Harvard Business School · Hbs roberts family undergraduate technology innovation fellowship fund
    $1,347,5342024 tax year
  • Harvard Business School · Hbs roberts family undergraduate technology innovation fellowship fund
    $758,9402024 tax year
  • Harvard Business School · Hbs roberts family undergraduate technology innovation fellowship fund
    $219,7122024 tax year
  • Harvard Business School · Hbs roberts family undergraduate technology innovation fellowship fund
    $167,6252024 tax year
  • Revolutionary Spaces · Unrestricted
    $10,0002024 tax year
  • Pan-Mass Challenge · Unrestricted
    $8,0802024 tax year
  • Gary Sinise Foundation · Unrestricted
    $1,0402024 tax year
  • ST Edwards Catholic Church · Unrestricted
    $1,0402024 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

  • Thomas S Roberts — Trustee
  • Kristen Roberts — Trustee
  • Robert G Bannish — Trustee

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$2,565,835$2,252,675$49,628,739Filing for 2022 tax year
2023 tax year$4,230,269$2,940,052$53,850,180Filing for 2023 tax year
2024 tax year$3,700,209$2,516,336$61,811,593Filing for 2024 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

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Contact

  • Boston, MA