Robert and Dana Emery Family Foundation
The Robert and Dana Emery Family Foundation is a private independent foundation established in 2013 and incorporated in Delaware. Based in Wilmington, Delaware, the foundation is a 501(c)(3) organization that provides philanthropic support to nonprofit organizations through grantmaking activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$155.6M
+14.6% YoY
Annual Giving
$5.7M
+8.2% YoY
Grant Count
81
+1.3% YoY
Avg Grant Size
$70K
+6.9% YoY
Under IRS private-foundation payout rules, Robert and Dana Emery Family Foundation reported a distributable amount of $7.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation provides general operating support and project-specific funding to nonprofit organizations. Primary funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Literacy and numeracy skills for children
- Scholarships
- Educational activities
Grantmaking
The foundation makes both unrestricted grants and project-specific funding awards to 501(c)(3) organizations.
Grant Range
Approximately $70,000
Average Grant
Approximately $70,000
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Geographic Focus
Where this funder awards grants
The foundation primarily supports nonprofit organizations in the San Francisco Bay Area of California. Grantmaking also extends to organizations in New York and Montana.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2024):
- Total assets: $155,552,794
- Total revenues: $20,562,210
- Total expenses: $5,764,886
- Annual contributions received: Approximately $10 million
- Total liabilities: $0
Historical Growth: The foundation has experienced significant growth since its 2013 establishment, expanding from $10 million in assets in 2012 to over $155 million in 2024.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $155,552,794 | $135,716,734 | $112,785,545 |
| Revenue | $20,562,210 | $14,335,430 | $15,047,422 |
| Expenses | $5,764,886 | $5,348,562 | $5,136,228 |
| Qualifying Distributions | $5,694,450 | $5,261,800 | $5,074,150 |
| Net Investment Income | $10,247,760 | $4,323,630 | $5,033,272 |
| Distributable Amount | $7,220,128 | $5,698,435 | $5,259,218 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
193 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Stanford University ($1,000,000), St Ignatius College Prep ($550,000), Summer Search ($480,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 10000 DEGREES SAN RAFAEL, CA | UNRESTRICTED GRANT RELATED TO SUPPORT HIGHER EDUCATION SCHOLARSHIPS FOR STUDENTS OF NEED | $25,000 |
| AIM HIGH SAN FRANCISCO, CA | UNRESTRICTED GRANT RELATED TO SUMMER SCHOOL FOR UNDERRESOURCED MIDDLE SCHOOL YOUTH | $25,000 |
| BISHOP O'DOWD HIGH SCHOOL OAKLAND, CA | UNRESTRICTED GRANT RELATED TO SCHOLARSHIPS | $10,000 |
| BOYS GIRLS CLUB OF SAN FRANCISCO SAN FRANISCO, CA | UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT | $25,000 |
| BREAKTHROUGH COLLABORATIVE SAN FRANCISCO, CA | UNRESTRICTED GRANT RELATED TO SCHOLARSHIPS | $100,000 |
| CALIFORNIA ACADEMY OF SCIENCES SAN FRANCISCO, CA | UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT | $50,000 |
| FIRST GRADUATE SAN FRANCISCO, CA | UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT | $25,000 |
| BAY AREA DISCOVERY MUSEUM SAUSALITO, CA | UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT | $35,000 |
| LA CASA DE LAS MADRES SAN FRANISCO, CA | UNRESTRICTED GRANT RELATED TO DOMESTIC VIOLENCE | $25,000 |
| LEGAL SERVICES FOR CHILDREN SAN FRANCISCO, CA | UNRESTRICTED GRANT RELATED TO LEGAL ASSISTANCE FOR CHILDREN | $25,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Founders:
- Robert Langworthy Emery (former CEO of Robertson Stephens investment bank)
- Dana Morton Emery (President and CEO of Dodge & Cox)
Trustee:
- Rockefeller Trust Company (Delaware)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THE ROCKEFELLER TRUST COMPANY | Trustee | — | $20,000 |
| ROBERT L EMERY CO ROCKEFLLER | Trustee | — | — |
| DANA M EMERY CO ROCKEFELLER | Trustee | — | — |
Contact Information
Address: 3711 Kennett Pike, Suite 220 Wilmington, DE 19807
Phone: (302) 498-6008
EIN: 37-6537105
Tax-Exempt Status: Designated as 501(c)(3) since July 2013
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Robert and Dana Emery Family Foundation fund?
The foundation provides general operating support and project-specific funding to nonprofit organizations. Primary funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Literacy and numeracy skills for children • Scholarships • Educational activities
How do I apply for a grant from Robert and Dana Emery Family Foundation?
**Grant Activity (2024):** • Total grants distributed: $5,680,000 • Number of grants: 81 awards • Average grant size: Approximately $70,000 • Typical grant range: $10,000 - $200,000 **Recent Grantees (2024):** • Imagine Worldwide: $1,000,000 (support for literacy and numeracy skills of children) • Deer Hill Foundation: $300,000 (educational activities) • Breakthrough Collaborative: $100,000 (scholarships) • Summer Search The foundation makes both unrestricted grants and project-specific funding…
Where does Robert and Dana Emery Family Foundation make grants?
The foundation primarily supports nonprofit organizations in the San Francisco Bay Area of California. Grantmaking also extends to organizations in New York and Montana.
What size grants does Robert and Dana Emery Family Foundation award?
In 2024, Robert and Dana Emery Family Foundation awarded 81 grants totaling $5.7M — an average of about $70K per grant, based on its IRS Form 990 filings.
How much is Robert and Dana Emery Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert and Dana Emery Family Foundation reported a distributable amount of $7.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert and Dana Emery Family Foundation's EIN?
Robert and Dana Emery Family Foundation's EIN (Employer Identification Number) is 37-6537105. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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