ROBERTS CHARITABLE FOUNDATION TR 2003

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Cite this

Plain text ROBERTS CHARITABLE FOUNDATION TR 2003. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/roberts-charitable-foundation-tr-2003-226948512. Retrieved 2026-11-05.

APA furp.org. (n.d.). ROBERTS CHARITABLE FOUNDATION TR 2003 [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 5, 2026, from https://furp.org/org/roberts-charitable-foundation-tr-2003-226948512

MLA “ROBERTS CHARITABLE FOUNDATION TR 2003.” furp.org, tax years 2015–2024, https://furp.org/org/roberts-charitable-foundation-tr-2003-226948512. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $1.3M · expenses $1.3M · assets $23.8M

EIN
22-6948512
Address
110 AIRPORT RD STE 104, WESTERLY, RI 02891-3434
NTEE code
T22 Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
FURP topic
shelter: animal (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
December 2005 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Morgan Stanley Co Incorporated Institution (former) Trustee2015 $81,982$81,982 7

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Grant G Simmons III Trustee2016-2024 3 $0 reported 1
Robert C Murray Trustee2016-2024 3 $0 reported 1
Carl A Contiguglia Trustee2016-2024 3 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee3 $0-$0 $01
Robert C Murray Trustee3 $0-$0 $01
Carl A Contiguglia Trustee3 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee3 $0-$0 $01
Robert C Murray Trustee3 $0-$0 $01
Carl A Contiguglia Trustee3 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee3 $0-$0 $01
Robert C Murray Trustee3 $0-$0 $01
Carl A Contiguglia Trustee3 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee3 $0-$0 $01
Robert C Murray Trustee3 $0-$0 $01
Carl A Contiguglia Trustee3 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee3 $0-$0 $01
Robert C Murray Trustee3 $0-$0 $01
Carl A Contiguglia Trustee3 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee3 $0-$0 $01
Robert C Murray Trustee3 $0-$0 $01
Carl A Contiguglia Trustee3 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee3 $0-$0 $01
Robert C Murray Trustee3 $0-$0 $01
Carl A Contiguglia Trustee3 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee2 $0-$0 $01
Robert C Murray Trustee2 $0-$0 $01
Carl A Contiguglia Trustee2 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Grant G Simmons III Trustee2 $0-$0 $01
Robert C Murray Trustee2 $0-$0 $01
Carl A Contiguglia Trustee2 $0-$0 $01
2015 · 1 person listed · 1 paid, $82K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Morgan Stanley Private Bank Institution Trustee5 $81,982-$0 $81,9827

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 12 grants to organizations · $1.0M
2023 · 13 grants to organizations · $894K
2022 · 10 grants to organizations · $1.2M
2021 · 9 grants to organizations · $958K
2020 · 8 grants to organizations · $308K · 1 grant to individuals · $10K
2019 · 8 grants to organizations · $414K
2018 · 2 grants to organizations · $95K · 1 grant to individuals · $20K
2017 · 7 grants to organizations · $394K
2016 · 8 grants to organizations · $593K · 1 grant to individuals · $3K
2015 · 8 grants to organizations · $2.0M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,309,760$1,279,388 $23,773,586$23,773,586 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$782,879$1,101,698 $22,401,763$22,401,763 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$964,917$1,373,674 $20,363,165$20,363,165 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,294,177$1,149,765 $26,291,278$26,291,278 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$643,601$515,252 $24,790,835$24,790,835 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$957,885$597,424 $21,530,936$21,530,936 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$560,090$313,797 $18,424,710$18,424,710 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$1,272,585$599,481 $20,171,668$19,971,668 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
-$20,269$773,682 $18,719,303$17,619,303 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$1,290,630$2,318,196 $16,549,491$16,549,491 -- $81,982--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BAZARSKY FAMILY FOUNDATIONRIT22 $1,194,814$1,373,000 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
GEORGE AND MARY AGOSTINI FAMILY FOUNDATION INCRIT22 $1,183,647$141,532 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
RIEGER CHARITABLE FOUNDATION TRNYT22 $1,537,893$776,298 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
TBL CHARITABLE FOUNDATIONMAT22 $1,467,712$2,537,181 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
TSH CHARITABLE FOUNDATIONNCT22 $1,532,155$1,105,385 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
THE ROBERT D WALTERS CHARITABLE FOUNDATIONMIT22 $1,499,921$0 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TRALT22 $1,176,872$509,240 TRUSTEE$74,414 Same NTEE code T22, revenue within 2x, similar name
GRABER CHARITABLE FOUNDATIONILT22 $1,144,109$492,412 PRESIDENT/TREAS/DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
TAN TEO CHARITABLE FOUNDATIONDET22 $1,565,491$1,433,197 Pres, Dir, Sec$0 Same NTEE code T22, revenue within 2x, similar name
MT TABOR CHARITABLE FOUNDATIONMOT22 $1,476,565$789,445 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
PEACH TREE CHARITABLE FOUNDATIONMAT22 $1,506,210$778,691 President$0 Same NTEE code T22, revenue within 2x, similar name
S & S CHARITABLE FOUNDATION INCCAT22 $1,303,018$1,774,772 SECRETARY$200,000 Same NTEE code T22, revenue within 2x, similar name
PELINO CHARITABLE FOUNDATIONILT22 $1,415,128$34,245 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
M V MAYO CHARITABLE FOUNDATIONDCT22 $1,289,167$514,333 MANAGING DIR$142,798 Same NTEE code T22, revenue within 2x, similar name
CHUNG CHARITABLE FOUNDATION INCCAT22 $1,203,683$445,733 President$0 Same NTEE code T22, revenue within 2x, similar name
MCINTYRE CHARITABLE FOUNDATIONDET22 $1,151,461$743,337 Dir, Pres$0 Same NTEE code T22, revenue within 2x, similar name
REGAL-BELOIT CHARITABLE FOUNDATIONWIT22 $1,242,852$916,400 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
MCKINSTRY CHARITABLE FOUNDATIONWAT22 $1,394,144$1,513,444 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
SER FAMILY CHARITABLE FOUNDATIONMAT22 $1,207,520$1,842,733 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
HEAD FAMILY CHARITABLE FOUNDATIONPAT22 $1,291,551$1,742,394 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
FIVE STONES CHARITABLE FOUNDATIONORT22 $1,186,545$216,283 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
ROBERT A & CHRISTINE J PIETRANDREA CHARITABLE FOUNDATIONPAT22 $1,541,173$2,834,828 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
BLAKE FAMILY CHARITABLE FOUNDATIONFLT22 $1,224,788$242,531 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
MILLER FAMILY CHARITABLE FOUNDATIONAZT22 $1,409,828$171,948 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
HAWAII REALTORS CHARITABLE FOUNDATIONHIT22 $1,326,493$1,326,758 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SUNDELL FAMILY FOUNDATION Private foundation$3,333,3331 12017–2017 PEACH TREE CHARITABLE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$956,19815 22016–2024 VISION CHARITABLE TRUST; TURN 2 FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$790,7019 12016–2024 VISION CHARITABLE TRUST
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$516,7005 12020–2024 VISION CHARITABLE TRUST
THE CHESTNUT FOUNDATION Private foundation$421,6361 12014–2014 CHESTNUT FOUNDATION
GOLDMAN SACHS CHARITABLE GIFT FUND DAF sponsor$286,0003 12023–2024 TURN 2 FOUNDATION INC
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$200,7503 12019–2024 TURN 2 FOUNDATION INC
COLUMBUS FOUNDATION DAF sponsor$144,2002 12023–2024 TONY R WELLS FOUNDATION
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$123,9006 22019–2024 VISION CHARITABLE TRUST; TURN 2 FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$121,5008 22016–2024 VISION CHARITABLE TRUST; TURN 2 FOUNDATION INC
SERVANT FOUNDATION DAF sponsor$59,9504 12020–2023 VISION CHARITABLE TRUST
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$55,0005 32018–2024 VISION CHARITABLE TRUST; TONY R WELLS FOUNDATION; TURN 2 FOUNDATION INC
FJC DAF sponsor$50,0001 12019–2019 TURN 2 FOUNDATION INC
CHARITIES AID FOUNDATION AMERICA DAF sponsor$42,9904 12021–2024 TURN 2 FOUNDATION INC
THE AYCO CHARITABLE FOUNDATION DAF sponsor$40,0001 12024–2024 TURN 2 FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $1,279,388 spent · pay $0 · grants $1,047,598 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,047,598 81.9%
Other expenses $195,956 15.3%
Taxes $22,691 1.8%
Fees: other professional $9,643 0.8%
Fees: accounting $3,500 0.3%
Total$1,279,388100%

View the filing

2023 · Form 990PF · $1,101,698 spent · pay $0 · grants $894,157 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $894,157 81.2%
Other expenses $181,822 16.5%
Taxes $13,095 1.2%
Fees: other professional $9,624 0.9%
Fees: accounting $3,000 0.3%
Total$1,101,698100%

View the filing

2022 · Form 990PF · $1,373,674 spent · pay $0 · grants $1,155,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,155,800 84.1%
Other expenses $192,089 14.0%
Taxes $13,347 1.0%
Fees: other professional $7,710 0.6%
Fees: accounting $3,000 0.2%
Interest $1,531 0.1%
Fees: legal $197 0.0%
Total$1,373,674100%

View the filing

2021 · Form 990PF · $1,149,765 spent · pay $0 · grants $958,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $958,500 83.4%
Other expenses $173,129 15.1%
Fees: other professional $7,418 0.6%
Taxes $5,566 0.5%
Fees: accounting $3,000 0.3%
Fees: legal $1,770 0.2%
Interest $382 0.0%
Total$1,149,765100%

View the filing

2020 · Form 990PF · $515,252 spent · pay $0 · grants $317,712 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $317,712 61.7%
Other expenses $175,758 34.1%
Fees: other professional $12,140 2.4%
Taxes $6,642 1.3%
Fees: accounting $3,000 0.6%
Total$515,252100%

View the filing

2019 · Form 990PF · $597,424 spent · pay $0 · grants $413,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $413,500 69.2%
Other expenses $158,129 26.5%
Fees: other professional $10,590 1.8%
Taxes $8,209 1.4%
Fees: legal $3,996 0.7%
Fees: accounting $3,000 0.5%
Total$597,424100%

View the filing

2018 · Form 990PF · $313,797 spent · pay $0 · grants $115,000 · events $0
LineAs describedTotalShare
Other expenses $161,177 51.4%
Contributions, gifts, grants paid $115,000 36.6%
Taxes $14,984 4.8%
Fees: other professional $9,330 3.0%
Fees: legal $5,721 1.8%
Interest $4,585 1.5%
Fees: accounting $3,000 1.0%
Total$313,797100%

View the filing

2017 · Form 990PF · $599,481 spent · pay $0 · grants $394,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $394,500 65.8%
Other expenses $147,721 24.6%
Interest $25,488 4.3%
Fees: legal $11,920 2.0%
Fees: other professional $9,340 1.6%
Taxes $7,512 1.3%
Fees: accounting $3,000 0.5%
Total$599,481100%

View the filing

2016 · Form 990PF · $773,682 spent · pay $0 · grants $596,482 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $596,482 77.1%
Other expenses $146,250 18.9%
Fees: legal $18,250 2.4%
Fees: other professional $9,626 1.2%
Fees: accounting $2,850 0.4%
Taxes $224 0.0%
Total$773,682100%

View the filing

2015 · Form 990PF · $2,318,196 spent · pay $81,982 · grants $2,029,490 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,029,490 87.5%
Other expenses $137,631 5.9%
Pay: officers, directors, trustees $81,982 3.5%
Taxes $41,001 1.8%
Fees: legal $20,788 0.9%
Fees: other professional $6,304 0.3%
Fees: accounting $1,000 0.0%
Total$2,318,196100%

View the filing

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