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A.M. Roberts Charitable Foundation

Profile

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

EIN

226948512

Background

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

Subjects
  • 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