Robert and Dana Emery Family Foundation

Private foundation · EIN 37-6537105 · since 2013·California, Massachusetts·Updated 13 October 2026

At a glance

$5.7M
Annual giving, 2024 tax year
From the Form 990-PF filing
$10,000 to $50,000
Grant range
From grants in the 990-PF filings
$25,000
Typical grant (median)
81 grants in the latest filing
Open to applications
Fixed application deadlines · unsolicited applications welcome

Key takeaways

  • The filing's stated purposes centre on scholarships, education, literacy and numeracy, youth academic enrichment and college preparation, with some giving to social services, health, athletics and culture, so a request for education or youth work fits most naturally.
  • Only organisations recognised under IRC Section 501(c)(3) are eligible, so a group without that status should not apply.
  • About 8 in 10 grants fall between $10,000 and $50,000 with a median of $25,000, so a request in that region is realistic, although the largest grant was $2,800,000, so this band is typical rather than a ceiling.
  • Because 94% of grant dollars in its latest filing went to organisations it had also funded in earlier filings, existing relationships appear to matter a great deal, so a first approach should be made with that in mind.
  • Send a written request, which needs no prescribed format, before the June 30 deadline.

Overview

Robert and Dana Emery Family Foundation is a US private foundation administered by its trustee, The Rockefeller Trust Company, in Wilmington, DE.

What they fund

Profile based on the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 13 October 2026.

Priority Areas

The foundation's filed grant purposes show a strong emphasis on scholarships and educational activity, alongside literacy and numeracy, youth academic enrichment and college preparation. Its recorded giving also supports work on poverty, social services, athletics, health and cultural activity. Recipients include universities and schools, scholarship and college-access organisations, youth programmes, and community service and cultural organisations. The purposes also include services for older people, people experiencing homelessness and people affected by domestic violence. Applicants must be organisations recognised under IRC Section 501(c)(3), and the filing requests a written submission without prescribing a format.

Geographic Focus

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

How to apply

Send a written request; no required format is specified.

Deadlines: Applications are due June 30.

Application success factors

  • Repeat giving: In its TY2024 filing, 94% 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 216 grants to organisations were $25,000 or less.

Where grants go

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

Grant dollars by state

California57%
Massachusetts34%
Colorado3%
New York3%
Virginia1%
Montana<1%

4 other states: <1%

  • The largest single recipient received 33% of grant dollars to organisations.
  • In tax year 2024, 94% of grant dollars went to organisations Robert and Dana Emery Family Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.
  • 4% of grant dollars went to intermediaries that regrant to other organisations.

Grants

81 grants in the latest filing analysed · median $25,000

How much do they typically give?

Share of 81 grants in tax year 2024 by size

$5k–$10k5%
$10k–$25k14%
$25k–$50k57%
$50k–$100k12%
$100k–$250k6%
$250k–$500k2%
$500k–$1M1%
$1M and over2%

Median $25,000 (tax year 2024)

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

  • Stanford University · Unrestricted grant related to scholarships
    $1,000,0002024 tax year
  • Imagine Worldwide · Unrestricted grant related to support the literacy & numeracy skills of children
    $1,000,0002024 tax year
  • Saint Ignatius College Preparatory · Unrestricted grant related to scholarships
    $550,0002024 tax year
  • Summer Search · Unrestricted grant related to scholarships
    $480,0002024 tax year
  • Deer Hill Foundation · Unrestricted grant related to educational activities
    $300,0002024 tax year
  • One Love Foundation · Unrestricted grant related to educational activities
    $100,0002024 tax year
  • Bay Scholars · Unrestricted grant related to support higher education scholarships for students of need
    $100,0002024 tax year
  • Champion Charities · Unrestricted grant related to support to help fight brain cancer and brain disease
    $100,0002024 tax year

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

Officers and directors

  • Dana M Emery — Trustee
  • Robert L Emery — Trustee

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$5,136,228$5,060,000$112,785,545Filing for 2022 tax year
2023 tax year$5,348,562$5,250,000$135,716,734Filing for 2023 tax year
2024 tax year$5,764,886$5,680,000$155,552,794Filing 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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