Roberts Brothers Foundation
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1M
-4.0% YoY
Annual Giving
$90K
+5.3% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$13K
+5.3% YoY
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.
About Roberts Brothers Foundation
Based on IRS filings
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,068,268 | $2,154,528 | $2,227,668 |
| Revenue | $84,699 | $92,535 | — |
| Expenses | $170,461 | $165,234 | — |
| Qualifying Distributions | $129,039 | $122,957 | — |
| Net Investment Income | $45,991 | $71,239 | — |
| Distributable Amount | $153,032 | $135,602 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
39 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include To Other Various Organizations (25 - Less Than 5000 Each) ($50,000), Dignity Moves ($10,000), Foodbank of Santa Barbara County ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DIGNITY MOVES SAN FRANCISCO, CA | CHARITABLE CONTRIBUTION | $10,000 |
| FOODBANK OF SANTA BARBARA COUNTY SANTA BARBARA, CA | CHARITABLE CONTRIBUTION | $10,000 |
| UNITY SHOPPE SANTA BARBARA, CA | CHARITABLE CONTRIBUTION | $10,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA SANTA BARBARA, CA | CHARITABLE CONTRIBUTION | $5,000 |
| SANTA BARBARA HUMANE SOCIETY SANTA BARBARA, CA | CHARITABLE CONTRIBUTION | $5,000 |
| OTHER FROM K-1 SANTA BARBARA, CA | CHARITABLE CONTRIBUTION | $37 |
| TO OTHER VARIOUS ORGANIZATIONS (25 - LESS THAN 5000 EACH) SANTA BARBARA, CA | CHARITABLE CONTRIBUTION | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBIN ROBERTS CUDAHY | PRESIDENT | 0.5 | — |
| SANDRA MATSON | SECRETARY/TREASURER | 1 | $3,600 |
| KAREN M ROBERTS | AGENT | 0.5 | — |
| REED SPANGLER CPA | DIRECTOR | 0.5 | — |
Frequently Asked Questions
How large is Roberts Brothers Foundation?
As of 2024, Roberts Brothers Foundation holds $2.1M in total assets with $85K in annual revenue. It awarded 7 grants totaling $90K in 2024.
Where does Roberts Brothers Foundation operate?
Roberts Brothers Foundation has awarded grants in California, North Carolina, Pennsylvania, South Carolina, Utah, Virginia.
What size grants does Roberts Brothers Foundation award?
In 2024, Roberts Brothers Foundation awarded 7 grants totaling $90K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Roberts Brothers Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roberts Brothers Foundation reported a distributable amount of $153K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Roberts Brothers 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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