Joseph P Roberson Foundation

SACRAMENTO, CA EIN: 94-3148459

Joseph P Roberson Foundation is a private foundation focused on Education, based in SACRAMENTO, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $438K in total assets. In 2025, it awarded 1 grants totaling $30K. Net investment income was $49K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$438K

+8.4% YoY

Annual Giving

$30K

+7.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$30K

+7.1% YoY

Under IRS private-foundation payout rules, Joseph P Roberson Foundation reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.

About Joseph P Roberson Foundation

Based on IRS filings

Joseph P Roberson Foundation is a private foundation focused on Education, based in SACRAMENTO, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $438K in total assets. In 2025, it awarded 1 grants totaling $30K. Net investment income was $49K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Sacramento

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$38K$57K$75K202020212022202320242025
Metric202520242023
Total Assets$437,771$403,847$401,493
Revenue$68,548$36,125$37,473
Expenses$34,624$33,771$32,795
Qualifying Distributions$31,520$31,256$30,627
Net Investment Income$49,496$18,900$11,533
Distributable Amount$26,105$23,947$22,013

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$36K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

UNIVERSITY OF CALIFORNIA…$30K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of California Davis ($30,000).

RecipientPurposeAmount
UNIVERSITY OF CALIFORNIA DAVIS SACRAMENTO, CARESEARCH TO FIND TREATMENTS FOR PEOPLE WITH HUNTINGTON'S DISEASE.$30,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
Judy RobersonPresident1
Joann MurphyTreasurer1
Christine GarciaSecretary1
Victoria Wheelock MDDirector1
Edward MurphyDirector1
Andy RobersonDirector1
Sherry McCullochDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Joseph P Roberson Foundation?

Joseph P Roberson Foundation is a private foundation focused on Education, based in SACRAMENTO, CA. It holds $438K in total assets as of 2025.

How large is Joseph P Roberson Foundation?

As of 2025, Joseph P Roberson Foundation holds $438K in total assets with $69K in annual revenue. It awarded 1 grants totaling $30K in 2025.

Where does Joseph P Roberson Foundation operate?

Joseph P Roberson Foundation has awarded grants in California.

What size grants does Joseph P Roberson Foundation award?

In 2025, Joseph P Roberson Foundation awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Joseph P Roberson Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Joseph P Roberson Foundation reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph P Roberson Foundation's EIN?

Joseph P Roberson Foundation's EIN (Employer Identification Number) is 94-3148459. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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