Roberts Brothers Foundation

Private foundation · Grantmaker Santa Barbara, CA EIN: 23-7023105

Roberts Brothers Foundation is a private foundation, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 7 grants totaling $90K. Net investment income was $46K.

Roberts Brothers Foundation at a glance

In short: Roberts Brothers Foundation gave $90K across 7 grants in 2024 (avg $13K), mostly in California. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$90,037
+5.3% vs 2023
Grants made (2024)
7
+0.0% vs 2023
Average grant
$12,862
+5.3% vs 2023
Median grant
$10,000
Total assets
$2,068,268
-4.0% vs 2023
Primary geography
California (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

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

Who Roberts Brothers Foundation funds

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

To Other Various Organizations (25 - Less Than 5000 Each): $50KTo Other Various Organizations(25 - Less Than 5000 Each)$50KDignity Moves: $10KDignity Moves$10KFoodbank of Santa Barbara County: $10KFoodbank of Santa BarbaraCounty$10KUnity Shoppe: $10KUnity Shoppe$10KScholarship Foundation of Santa Barbara: $5KScholarship Foundation ofSanta Barbara$5KSanta Barbara Humane Society: $5KSanta Barbara Humane Society$5KOther from K-1: $37Other from K-1$37

The largest 2024 recipient was To Other Various Organizations (25 - Less Than 5000 Each) ($50K). Together the top 7 received $90K.

Grant Size Distribution

39 grants across all recorded years

38<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 38 grants of 39 (97%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2024 grant dollars across all 7 itemized grants.

Cities

Santa BarbaraCarlisleCharlottesvilleLos AngelesSan FranciscoSan RafaelColumbiaGoletaPark CityWinston-Salem

How Roberts Brothers Foundation gives

  • Giving fell 27% from 2021 to 2024. Method
  • In 2024 it paid out 84% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K12 grants2020 13 grants2021 0 grants2022 7 grants2023 7 grants2024

From 2020 to 2024, annual grant giving ranged from $86K (2023) to $124K (2021). In 2024 it made 7 grants totaling $90K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
To Other Various Organizations (25 - Less Than 5000 Each) Santa Barbara, CACharitable Contribution$50,000
Dignity Moves San Francisco, CACharitable Contribution$10,000
Foodbank of Santa Barbara County Santa Barbara, CACharitable Contribution$10,000
Unity Shoppe Santa Barbara, CACharitable Contribution$10,000
Scholarship Foundation of Santa Barbara Santa Barbara, CACharitable Contribution$5,000
Santa Barbara Humane Society Santa Barbara, CACharitable Contribution$5,000
Other from K-1 Santa Barbara, CACharitable Contribution$37
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$2,068,268$84,699$170,461$90,0377$129,039$45,991$153,032
2023$2,154,528$92,535$165,234$85,5007$122,957$71,239$135,602
2022$2,227,668———————
2021$2,314,742$201,631$226,568$124,04713$161,332$136,799$147,280
2020$2,339,632$-198,131$136,348$119,52812—$101,290$123,474

Under IRS private-foundation payout rules, Roberts Brothers Foundation reported a distributable amount of $153K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Roberts Brothers Foundation is led by Robin Roberts Cudahy, President on every filing since 2020; 1 of 4 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Robin Roberts Cudahy

    President

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Reed Spangler CPA

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Sandra Matson

    Secretary & Treasurer

    On filings since 2020

    1 hr/week

    $4K (2020) → $4K (2024)

  • Karen M. Roberts

    Agent

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Sandra Matson — Secretary/Treasurer: $4KSandra MatsonSecretary/Treasurer$4K

The highest reported compensation on the 2024 filing was $4K, to Sandra Matson (Secretary/Treasurer).

Frequently asked questions about Roberts Brothers Foundation

How much does Roberts Brothers Foundation give each year?

Roberts Brothers Foundation gave $90K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $86K across 7 grants.

What is Roberts Brothers Foundation's typical grant size?

Roberts Brothers Foundation's median grant in 2024 was $10,000, and its average grant was $12,862, across 7 grants on its 2024 IRS Form 990-PF.

Where does Roberts Brothers Foundation give grants?

Roberts Brothers Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (6 grants).

Who are Roberts Brothers Foundation's largest grantees?

Roberts Brothers Foundation's largest 2024 grantees include To Other Various Organizations (25 - Less Than 5000 Each) ($50,000), Dignity Moves ($10,000) and Foodbank of Santa Barbara County ($10,000), according to its 2024 IRS Form 990-PF. Together they received 78% of its itemized 2024 grant dollars.

How large is Roberts Brothers Foundation?

Roberts Brothers Foundation reported $2.1M in total assets on its 2024 IRS Form 990-PF. It paid out $129K in qualifying distributions that year, against a required minimum of $153K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Roberts Brothers Foundation's EIN?

Roberts Brothers Foundation's EIN (Employer Identification Number) is 23-7023105. IRS Form 990 filing data is available on this page for 2020–2024.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Roberts Brothers Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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