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{{#badges:SPN|AEX}}The '''Roe Foundation''' belonged to was started by [[Thomas A. Roe]](1927-2000), founding chairman of the [[State Policy Network]]; it (SPN) and founder of the [[South Carolina Policy Council]]. It "continues to provide financial support to free-market policy groups across the country," according to SPN."<ref name=spn>{{cite web

}}.</ref> Roe was also an early funder of the [[Heritage Foundation]], joining [[Joseph Coors]], Samuel Roberts Noble, and [[Richard Mellon Scaife]]. He led Heritage's finance committee.<ref name="CRC"/> This article is a breakout of the [[State Policy Network]] article. '''Please see [[State Policy Network]] for more.'''__TOC__ ==No "Collectivist World" or Organized Musicians: Strict Instructions for Endowment at Roe Foundation== [[Image:TheFountainhead.jpg|frame|The main characters in [[Ayn Rand]]’s ''The Fountainhead'' also take a stand against a "collectivist world."|left]]According to the conservative "opposition research" think tank [[Capital Research Center]] (CRC), Roe believed in maintaining "donor intent," so the foundation his personal wealth endowed, the [[Roe Foundation]], has explicit by-laws and requires grantees to "sign a document promising to uphold" the following principles:<ref name="CRC">John J. Miller, [https://www.capitalresearch.org/pubs/pdf/v1185478634.pdf Safeguarding a Conservative Donor’s Intent: The Roe Foundation at 39], ''Foundation Watch'', Capital Research Center publication, May 2007, accessed September 2012.</ref> :"First, 'the maximum potential of a free people is achieved when they are free to control their own destiny'; second, 'the greatest threat to these freedoms is intrusive government'; and third, 'the Judeo-Christian tradition represents the underpinnings of a just society.' Furthermore, recipients of the foundation’s support must recognize 'the importance of state and local organizations functioning alongside national organizations in the pursuit of a free society.' Finally, they must 'educate the public at large and all public policy makers to a better understanding of these fundamental values and practical ways to achieve the goals of expanding human freedom.'"<ref name="CRC"/> A few grants can go to "nonprofit organizations in the metropolitan area of Greenville until such time as there are no descendents [''sic''] of Tom or Shirley Roe living there, but one such grant, to the Greenville Symphony Orchestra, "stipulates that its musicians cannot unionize. 'Tom didn’t like unions,' says [his widow] Shirley Roe."<ref name="CRC"/> Roe gave [[Mont Pelerin Society]] and the [[Philadelphia Society]] "standing to sue" the Roe Foundation if, after his death, the Roe Foundation makes a grant to an organization“whose activities or public statements reflect a belief in a ''collectivist world'' or any view inconsistent” with the foundation’s announced principles (emphasis added), according to Chicago lawyer Paul Rhoads, who has written for the [[Philanthropy Roundtable]].<ref name="CRC"/>{{clear}}==Ties to the American Legislative Exchange Council== The Roe Foundation has granted $28,500 to the [[American Legislative Exchange Council]] (ALEC) between 2000 and 2011, according to a review of the foundation's IRS filings by the Center for Media and Democracy (CMD).<ref name="2011 990"/><ref name="2010 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2010/237/011/2010-237011541-072a5bf2-F.pdf Form 990], organizational IRS tax filing, 2010.</ref><ref name="2009 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2009/237/011/2009-237011541-05cff458-F.pdf Form 990], organizational IRS filing, 2009.</ref><ref name="2008 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2008/237/011/2008-237011541-04fee3c7-F.pdf Form 990], organizational IRS tax filing, 2008.</ref><ref name="2007 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2007/237/011/2007-237011541-03f686c1-F.pdf Form 990], organizational IRS tax filing, 2007.</ref><ref name="2006 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2006/237/011/2006-237011541-0309924b-F.pdf Form 990], organizational IRS tax filing, 2006.</ref><ref name="2005 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2005/237/011/2005-237011541-0248bb7c-F.pdf Form 990], organizational IRS tax filing, 2005.</ref><ref name="2004 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2004/237/011/2004-237011541-1-F.pdf Form 990], organizational IRS tax filing, 2004.</ref><ref name="2003 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2003/237/011/2003-237011541-1-F.pdf Form 990], organizational IRS tax filing, 2003.</ref><ref name="2002 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2002/237/011/2002-237011541-1-F.pdf Form 990], organizational IRS tax filing, 2002.</ref><ref name="2001 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2001/237/011/2001-237011541-1-F.pdf Form 990], organizational IRS tax filing, 2001.</ref><ref name="2000 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2000/237/011/2000-237011541-1-F.pdf Form 990], organizational IRS tax filing, 2000.</ref> {{about_ALEC}}Larger Roe Foundation grants go to ALEC members like SPN and the [[Texas Public Policy Foundation]] (TPPF).<ref>Roe Foundation, [http://www.guidestar.org/FinDocuments/2011/237/011/2011-237011541-08339197-F.pdf 2011 Form 990], organizational IRS filing, available via Guidestar.org, May 9, 2012.</ref>  Roe Foundation board member and SPN executive director [[Tracie Sharp]] is also extensively involved with ALEC. She is a member of ALEC's [[Education Task Force]]<ref>American Legislative Exchange Council, [http://www.commoncause.org/atf/cf/%7BFB3C17E2-CDD1-4DF6-92BE-BD4429893665%7D/education_35-day_mailing%20-%20new%20orleans.pdf Education Task Force Director], organizational document, July 1, 2011, document obtained and released by Common Cause.</ref> and [[Health and Human Services Task Force]],<ref>American Legislative Exchange Council, [http://www.commoncause.org/atf/cf/%7BFB3C17E2-CDD1-4DF6-92BE-BD4429893665%7D/35-day_mailing_hhs%20New%20Orleans.pdf HHS Task Force Directory], organizational document, June 29, 2011, document obtained and released by Common Cause.</ref> and she was the recipient of ALEC's 2009 [[ALEC Award Winners|Private Sector Member of the Year Award]].<ref>American Legislative Exchange Council, [http://w3.nexis.com/new/docview/getDocForCuiReq?lni=7W88-TKS0-Y9B9-K0HG&csi=299219&oc=00240&perma=true ALEC Announces 2009 Award Recipients], organizational press release, July 24, 2009.</ref> ==Groups Funded== ===Funding SPN and SPN State Think Tanks=== '''TOTAL to SPN and SPN State Think Tanks 1998-2011: $9,531,000''', broken down as follows:<ref>Center for Media and Democracy, [[#Forms 990|Review of Roe Foundation Forms 990, 1998-2011]], ''SourceWatch.org'', March 2013.</ref> * [[State Policy Network]]: $990,000 (1998-2011)* [[Alabama Policy Institute]]: $99,000 (2000-2011)* [[Arkansas Policy Foundation]]: $25,000 (1998-2009)* Kentucky's [[Bluegrass Institute for Public Policy Solutions]]: $125,000 (2004-2011)* Ohio's [[Buckeye Institute for Public Policy Solutions]]: $315,000 (1998-2011)* Maryland's [[Calvert Institute for Policy Research]]: $25,000 (1998-2007)* Oregon's [[Cascade Policy Institute]]: $330,000 (1998-2011)* Center for Policy Research of New Jersey: $67,500 (2003-2009)* Minnesota's [[Center of the American Experiment]]: $175,000 (1998-2011)* Pennsylvania's [[Commonwealth Foundation]]: $203,000 (1998-2011)* [[Empire Center for New York State Policy]]: $95,000 (2005-2011)* Vermont's [[Ethan Allen Institute]]: $100,000 (1998-2011)* Washington's [[Evergreen Freedom Foundation]]: $375,000 (1998-2011)* [[Freedom Foundation of Minnesota]]: $55,000 (2008-2011)* [[Georgia Public Policy Foundation]]: $110,000 (1999-2011)* Arizona's [[Goldwater Institute]]: $277,500 (1998-2011)* [[Grassroot Institute of Hawaii]]: $115,000 (2005-2011)* South Dakota's [[Great Plains Public Policy Institute]]: $27,500 (2003-2009)* [[Idaho Freedom Foundation]]: $30,000 (2010-2011)* [[Illinois Policy Institute]]: $120,000 (2004-2011)* Colorado's [[Independence Institute]]: $262,500 (2001-2011)* [[Indiana Policy Review Foundation]]: $271,000 (1998-2011)* Florida's [[James Madison Institute]]: $310,000 (1998-2011)* North Carolina's [[John Locke Foundation]]: $250,000 (1998-2011)* New Hampshire's [[Josiah Bartlett Center for Public Policy]]: $153,500 (1998-2011)* [[Kansas Policy Institute]] (formerly Flint Hills Center for Public Policy): $77,500 (1998-2011)* Michigan's [[Mackinac Center for Public Policy]]: $365,000 (1998-2011)* [[Maine Heritage Policy Center]]: $140,000 (2004-2011)* [[Maryland Public Policy Institute]]: $185,000 (2002-2011)* [[Mississippi Center for Public Policy]]: $165,000 (2004-2011)* [[Montana Policy Institute]]: $45,000 (2009-2011)* [[Nevada Policy Research Institute]]: $200,000 (1998-2011)* [[North Dakota Policy Council]]: $45,000 (2008-2011)* Rhode Island's Ocean State Policy Research Institute: $30,000 (2009-2011)* [[Oklahoma Council of Public Affairs]]: $275,000 (1998-2011)* California's [[Pacific Research Institute]]: $191,000 (1998-2011)* Louisiana's [[Pelican Institute for Public Policy]]: $45,000 (2009-2011)* Massachusetts' [[Pioneer Institute]]: $83,000 (1998-2011)* Nebraska's [[Platte Institute for Economic Research]]: $55,000 (2008-2011)* Iowa's [[Public Interest Institute]]: $1,000 (1998)* [[Public Policy Foundation of West Virginia]]: $25,000 (2008-2009)* New Mexico's [[Rio Grande Foundation]]: $125,000 (2002-2011)* Missouri's [[Show-Me Institute]]: $60,000 (2007-2011)* [[South Carolina Policy Council]]: $1,161,000 (1998-2011)* Utah's [[Sutherland Institute]]: $205,000 (2008-2011)* [[Beacon Center of Tennessee]] (formerly Tennessee Center for Policy Research): $115,000 (2007-2011)* [[Texas Public Policy Foundation]]: $237,000 (1998-2011)* Virginia's [[Thomas Jefferson Institute]]: $168,000 (1998-2011)* [[Virginia Institute for Public Policy]]: $175,000 (1998-2011)* [[Washington Policy Center]]: $92,500 (2001-2008)* [[Wisconsin Policy Research Institute]]: $161,000 (1998-2010)* [[Wyoming Liberty Group]]: $20,000 (2010-2011)* Connecticut's [[Yankee Institute for Public Policy]]: $177,500 (2000-2011) ===Forms 990=== * Roe Foundation, [http://www.guidestar.org/FinDocuments/2011/237/011/2011-237011541-08339197-F.pdf 2011 Form 990], foundation's IRS filing, May 9, 2012.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2010/237/011/2010-237011541-072a5bf2-F.pdf 2010 Form 990], foundation's IRS filing, May 9, 2011.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2009/237/011/2009-237011541-05cff458-F.pdf 2009 Form 990], foundation's IRS filing, April 13, 2010.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2008/237/011/2008-237011541-04fee3c7-F.pdf 2008 Form 990], foundation's IRS filing, May 12, 2009.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2007/237/011/2007-237011541-03f686c1-F.pdf 2007 Form 990], foundation's IRS filing, May 8, 2008.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2006/237/011/2006-237011541-0309924b-F.pdf 2006 Form 990], foundation's IRS filing, April 24, 2007.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2005/237/011/2005-237011541-0248bb7c-F.pdf 2005 Form 990], foundation's IRS filing, May 8, 2006.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2004/237/011/2004-237011541-1-F.pdf 2004 Form 990], foundation's IRS filing, May 11, 2005.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2003/237/011/2003-237011541-1-F.pdf 2003 Form 990], foundation's IRS filing, April 22, 2004.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2002/237/011/2002-237011541-1-F.pdf 2002 Form 990], foundation's IRS filing, April 1, 2003.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2001/237/011/2001-237011541-1-F.pdf 2001 Form 990], foundation's IRS filing, May 9, 2002.* Roe Foundation, [http://www.guidestar.org/FinDocuments/2000/237/011/2000-237011541-1-F.pdf 2000 Form 990], foundation's IRS filing, May 14, 2001.* Roe Foundation, [http://www.guidestar.org/FinDocuments/1999/237/011/1999-237011541-1-F.pdf 1999 Form 990], foundation's IRS filing, May 10, 2000.* Roe Foundation, [http://www.guidestar.org/FinDocuments/1998/237/011/1998-237011541-1-F.pdf 1998 Form 990], foundation's IRS filing, May 12, 1999. ==Key Personnel== ===Board of Directors=== The Roe Foundation's board of directors, as of its 2011 tax filing, consists of:<ref name="2011 990">Roe Foundation, [http://www.guidestar.org/FinDocuments/2011/237/011/2011-237011541-08339197-F.pdf Form 990], organizational IRS tax filing, 2011, p. (S) 10.</ref> * Shirley W. Roe (Roe's widow), Chairman* [[Edwin J. Feulner]], Jr., Vice Chairman (President, [[Heritage Foundation]])* Carl O. Helstrom, III (Executive Director, [[JM Foundation]], and Board Member, [[State Policy Network]])* [[Tracie Sharp]] (Executive Director, [[State Policy Network]])* Thomas L. Willcox (Board Member, [[State Policy Network]])* [[Byron S. Lamm]] (former Executive Director and Board Member, [[State Policy Network]]) ==Contact Information== 301 N Main St Ste 1735<br>Greenville , SC 29601<br>Phone: (864) 242-5007<ref>Guidestar.org, [http://www.guidestar.org/ReportOrganization.aspx?ein=23-7011541 Roe Foundation], online organization report, accessed September 2012</ref> ==Articles and resourcesResources== ===Related SourceWatch articlesArticles=== {{Template:SPN SW}}* [[Edwin J. Feulner]] ===Related PRWatch Articles=== {{Template:SPN PRW}} ===External resourcesResources=== * Guidestar.org, [http://mediamattersactionwww.guidestar.org/transparencyReportOrganization.aspx?ein=23-7011541 Roe Foundation], online foundation profile and IRS documents.* Bridge Project, [http://bridgeproject.com/?organization/Roe_Foundation Media Matters data on the &id=253685 Roe Foundation], online funder profile and right-wing connections database.{{Template:SPN Ex}} ===External articlesArticles===* John J. Miller, "[https://www.capitalresearch.org/pubs/pdf/v1185478634.pdf Safeguarding a Conservative Donor’s Intent: The Roe Foundation at 39]," ''Foundation Watch'', [[Capital Research Center]] publication, May 2007.