Robert & Helen E Grant Foundation
Robert & Helen E Grant Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 3 grants totaling $130K. Net investment income was $85K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+58.9% YoY
Annual Giving
$130K
+8.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$43K
+8.3% YoY
Under IRS private-foundation payout rules, Robert & Helen E Grant Foundation reported a distributable amount of $104K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert & Helen E Grant Foundation
Based on IRS filings
Robert & Helen E Grant Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 3 grants totaling $130K. Net investment income was $85K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,805,281 | $1,135,814 | $1,215,697 |
| Revenue | $804,010 | $47,499 | $68,229 |
| Expenses | $134,543 | $126,015 | $93,361 |
| Qualifying Distributions | $130,000 | $120,000 | $90,000 |
| Net Investment Income | $84,600 | $48,168 | $63,211 |
| Distributable Amount | $104,484 | $64,619 | $54,461 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Promises2kids ($90,000), San Diego Natural History Museum ($20,000), San Diego Ymca ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PROMISES2KIDS SAN DIEGO, CA | CAMP CONNECT FUNDING | $90,000 |
| SAN DIEGO NATURAL HISTORY MUSEUM SAN DIEGO, CA | SDNAT SUMMER CAMP SCHOLARSHIPS | $20,000 |
| SAN DIEGO YMCA SAN DIEGO, CA | CAMP MARSTON SCHOLARSHIPS | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT A PETTERSON | CEO/CHAIR | 1.75 | — |
| GAIL J PETTERSON | SECRETARY/TR | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert & Helen E Grant Foundation?
Robert & Helen E Grant Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. It holds $1.8M in total assets as of 2024.
How large is Robert & Helen E Grant Foundation?
As of 2024, Robert & Helen E Grant Foundation holds $1.8M in total assets with $804K in annual revenue. It awarded 3 grants totaling $130K in 2024.
Where does Robert & Helen E Grant Foundation operate?
Robert & Helen E Grant Foundation has awarded grants in California.
What size grants does Robert & Helen E Grant Foundation award?
In 2024, Robert & Helen E Grant Foundation awarded 3 grants totaling $130K — an average of about $43K per grant, based on its IRS Form 990 filings.
How much is Robert & Helen E Grant Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert & Helen E Grant Foundation reported a distributable amount of $104K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert & Helen E Grant Foundation's EIN?
Robert & Helen E Grant Foundation's EIN (Employer Identification Number) is 46-3647196. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Robert & Helen E Grant Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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