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A.M. Roberts Charitable Foundation


Last Updated: 2016-05-11

At A Glance

A.M. Roberts Charitable Foundation

Morgan Stanley Private Bank, N A - 1 New York Plaza, 7th Floor

New York City, NY United States 10004

Type of Grantmaker

Independent foundation

Additional Descriptor

  • Family foundation

Financial Data

(yr. ended 2014-12-31)

Assets: $20,012,768

Total giving: $627,040




Established in 2003 in FL

Purpose and Activities

The foundation's primary mission is to benefit charitable organizations in the two communities in which Cmdr. Roberts made his home-- Jacksonville and northern Florida and Watch Hill, Westerly, Rhode Island. A particular focus is to identify unmet community needs and to develop innovative strategies to address them.

Fields of Interest

  • Animal welfare
  • Education
  • Historic preservation
  • Plant biodiversity

Financial Data

Year ended 2014-12-31

Assets: $20,012,768 (market value)

Expenditures: $989,870

Total giving: $627,040

Qualifying distributions: $796,308