Robert Family Foundation

Foundation · Grantmaker Pennington, NJ EIN: 91-2172014

Robert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 9 grants totaling $123K. Net investment income was $206K.

Key facts about Robert Family Foundation

EIN: 91-2172014
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $123,000
Grants made (2024): 9
Average grant: $13,667
Median grant: $7,500
Total assets: $2,662,903
Primary geography: California (53% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Robert Family Foundation funds

By grant dollars, the top recipient states for Robert Family Foundation's 9 itemized 2024 grants were California (53%) and Oregon (44%). The most frequent recipient cities were Eugene, OR (2 grants), Santa Clara, CA (2 grants) and San Jose, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.

How Robert Family Foundation gives

Giving held roughly steady from 2021 to 2024 (+5%). Method
In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Robert Family Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

+2.7% YoY

Annual Giving

$123K

-1.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$14K

-1.6% YoY

Under IRS private-foundation payout rules, Robert Family Foundation reported a distributable amount of $150K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $65K (53%)

Oregon $54K (44%)

Tennessee $4K (3%)

Share of all 9 itemized 2024 grant dollars.

States

California Oregon Rhode Island Tennessee Texas

Cities

San JoseEugeneSanta ClaraCampbellMilpitasMemphisPlanoAllenAshlandProvidence

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,662,903	$2,593,465	$2,659,605
Revenue	$227,860	$91,250	$136,005
Expenses	$158,857	$156,730	$179,077
Qualifying Distributions	$137,397	$137,794	$153,630
Net Investment Income	$206,051	$70,977	$116,320
Distributable Amount	$150,162	$136,158	$138,454

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

37 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include University of Oregon Foundation ($48,500), Eating Disorders Resource Center ($20,000), JW House ($15,000).

Recipient	Purpose	Amount
UNIVERSITY OF OREGON FOUNDATION Eugene, OR	UNRESTRICTED GENERAL	$48,500
EATING DISORDERS RESOURCE CENTER Campbell, CA	UNRESTRICTED GENERAL	$20,000
JW HOUSE Santa Clara, CA	UNRESTRICTED GENERAL	$15,000
SECOND HARVEST FOOD BANK San Jose, CA	UNRESTRICTED GENERAL	$10,000
HEALTHIER KIDS FOUNDATION San Jose, CA	UNRESTRICTED GENERAL	$7,500
BOYS' GIRLS' CLUB OF SILICON VALL Milpitas, CA	UNRESTRICTED GENERAL	$7,500
CHAMBER MUSIC AMICI Eugene, OR	UNRESTRICTED GENERAL	$5,500
BILL WILSON CENTER Santa Clara, CA	UNRESTRICTED GENERAL	$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL Memphis, TN	UNRESTRICTED GENERAL	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Edward E Robert	President	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Robert Family Foundation?

Robert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. It holds $2.7M in total assets as of 2024.

How large is Robert Family Foundation?

As of 2024, Robert Family Foundation holds $2.7M in total assets with $228K in annual revenue. It awarded 9 grants totaling $123K in 2024.

Where does Robert Family Foundation operate?

Robert Family Foundation has awarded grants in California, Oregon, Rhode Island, Tennessee, Texas.

What size grants does Robert Family Foundation award?

In 2024, Robert Family Foundation awarded 9 grants totaling $123K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Robert Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert Family Foundation reported a distributable amount of $150K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.