Allan B Roby And Frances M Roby Charitable Trust
- Assets
- $2.2m
- Revenue
- $200.0k
- Investments
- $2.1m
- Employees
- 0
- Location
- Lyme, NH
- Founding
- 10/1997
- Data as of
- 06/2024
- EIN
- 02-6106324
Organization Overview
Allan B Roby And Frances M Roby Charitable Trust is located in Lyme, NH. The organization was established in 1997. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Allan B Roby And Frances M Roby Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, Allan B Roby And Frances M Roby Charitable Trust generated $200.0k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 4.1% each year. All expenses for the organization totaled $676.6k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Allan B Roby And Frances M Roby Charitable Trust has awarded 167 individual grants totaling $1,994,691. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David M Roby Trustee | 2 | $0 | |
Barbara Roby Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $11 |
| Dividends & Interest | $46,107 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $153,871 |
| Capital Gain Net Income | $153,871 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $199,989 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $75 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,142 |
| Total operating and administrative expenses | $4,867 |
| Contributions, gifts, grants paid | $671,700 |
| Total expenses and disbursements | $676,567 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $28,725 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,133,325 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,162,050 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Allan B Roby And Frances M Roby Charitable Trust has awarded $671,700 in support to 31 organizations.
| Grant Recipient | Amount |
|---|---|
350 NEW HAMPSHIRE PURPOSE: GENERAL SUPPORT | $2,500 |
ACLU FOUNDATION PURPOSE: GENERAL SUPPORT | $5,000 |
BEREA COLLEGE PURPOSE: GENERAL SUPPORT | $50,000 |
CONNECTICUT RIVER CONSERVANCY PURPOSE: GENERAL SUPPORT | $5,000 |
ENDANGERED WILDLIFE TRUST PURPOSE: GENERAL SUPPORT | $2,000 |
ENVIRONMENTAL DEFENSE FUND PURPOSE: GENERAL SUPPORT | $10,000 |