The Courtney Roberts and Steve Preston

Private foundation · Grantmaker San Mateo, CA EIN: 26-0271526

The Courtney Roberts and Steve Preston is a private foundation based in San Mateo, California. In 2025, it reported 14 grants totaling $733,500, with listed grants supporting organizations working in areas including marine research, education, environmental solutions, and arts and culture.

The Courtney Roberts and Steve Preston at a glance

In short: The Courtney Roberts and Steve Preston gave $734K across 14 grants in 2025 (avg $52K), mostly in California. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$733,500
+34.2% vs 2024
Grants made (2025)
14
+55.6% vs 2024
Average grant
$52,393
-13.7% vs 2024
Median grant
$35,000
Total assets
$8,657,903
-3.8% vs 2024
Primary geography
California (83% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to The Courtney Roberts and Steve Preston

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 155 Bovet Road 770, San Mateo, CA 94402
Phone: (650) 653-2406

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Courtney Roberts and Steve Preston funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

San Francisco SPCA: $167KSan Francisco SPCA$167KThe Grabhorn Institute: $115KThe Grabhorn Institute$115K5 Gyres Institute: $100K5 Gyres Institute$100KGreat Basin Wildlife Rescue: $80KGreat Basin Wildlife Rescue$80KEarth Species Project: $50KEarth Species Project$50KCalifornia Ocean Alliance: $40KCalifornia Ocean Alliance$40KUc Santa Cruz Foundation: $35KUc Santa Cruz Foundation$35KMenlo Park Atherton Education Foundation: $35KMenlo Park Atherton EducationFoundation$35KThe Opportunity Trust: $35KThe Opportunity Trust$35KJoy Culture Foundation: $25KJoy Culture Foundation$25K

The largest 2025 recipient was San Francisco SPCA ($167K). Together the top 10 received $682K.

Grant Size Distribution

63 grants across all recorded years

42<$50K13$50–100K7$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 42 grants of 63 (67%).

Geographic Focus

Where this funder awards grants

In 2025, 83% of grant dollars went to recipients in California, 11% to Utah, 5% to Missouri, 1% to Vermont, and less than 1% to Hawaii.

Grant Distribution by State

9states

Share of 2025 grant dollars across all 14 itemized grants.

Cities

San FranciscoAthertonMenlo ParkSanta MonicaShelburneHiloMelno ParkNew YorkBerkeleyHalf Moon BaySan MateoSpanish ForkHolualoaKailuakonaKykotsmoviSan CarlosSanta CruzAptosCincinnatiFullerton

How The Courtney Roberts and Steve Preston gives

  • 50% of 2025 grantees were also funded in 2024. Method
  • Giving grew 51% from 2022 to 2025. Method
  • In 2025 it paid out 167% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M2 grants2019 15 grants2020 18 grants2021 13 grants2022 9 grants2023 9 grants2024 14 grants2025

From 2019 to 2025, annual grant giving ranged from $85K (2019) to $876K (2020). In 2025 it made 14 grants totaling $734K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
San Francisco SPCA San Francisco, CAGeneral Operations$167,000
The Grabhorn Institute San Francisco, CAGeneral Operations$115,000
5 Gyres Institute Santa Monica, CAGeneral Operations$100,000
Great Basin Wildlife Rescue Spanish Fork, UTGeneral Operations$80,000
Earth Species Project Berkeley, CAGereral Operations$50,000
California Ocean Alliance Aptos, CAGeneral Operations$40,000
Uc Santa Cruz Foundation Santa Cruz, CAGeneral Operations$35,000
Menlo Park Atherton Education Foundation Melno Park, CAGeneral Operations$35,000
The Opportunity Trust St. Louis, MOGeneral Operations$35,000
Joy Culture Foundation Menlo Park, CAGeneral Operations$25,000
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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
2025$8,657,903$476,334$816,862$733,50014$770,068$399,653$460,368
2024$8,998,431$538,969$609,672$546,5009$576,034$501,838$467,033
2023$9,069,134$385,342$572,352$518,0009$543,472$282,913$453,090
2022$9,256,144$97,844$537,170$485,00013$510,772$116,535$467,446
2021$9,695,470$264,944$581,923$530,00018$555,671$239,198$508,101
2020$10,012,449$261,792$988,566$875,50015—$261,687$526,331
2019$10,739,223$640,680$85,079$85,0002—$602,157$501,540

Under IRS private-foundation payout rules, The Courtney Roberts and Steve Preston reported a distributable amount of $460K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for a range of organizations. For example, the California Ocean Alliance says its mission is to conduct marine research that informs policy and safeguards oceans and marine mammals. The Opportunity Trust says it invests in educators and school systems seeking to build capacity for significant, measurable change. FOR-SITE Foundation says its exhibitions, commissions, residencies, and education programs are based on the belief that art can inspire dialogue about the natural and cultural environment. One Tree Planted says it works toward a sustainable and resilient future through nature-based solutions rooted in tree science.

Grantmaking

In 2025, the foundation reported 14 grants totaling $733,500. Grant amounts ranged from $2,500 to $167,000, with a median grant of $35,000. The largest listed awards included $167,000 to the San Francisco SPCA, $115,000 to the Grabhorn Institute, $100,000 to 5 Gyres Institute, and $80,000 to Great Basin Wildlife Rescue. Other listed grants included $50,000 to Earth Species Project, $40,000 to California Ocean Alliance, $35,000 each to UC Santa Cruz Foundation, Menlo Park Atherton Education Foundation, and The Opportunity Trust, and $25,000 each to Joy Culture Foundation and One Community Campaign. One Tree Planted received $4,000.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Courtney Roberts and Stephen Preston as trustees.

The Courtney Roberts and Steve Preston's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Courtney Roberts

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Stephen Preston

    Trustee

    New on the 2025 filing

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Courtney Roberts and Steve Preston

How much does The Courtney Roberts and Steve Preston give each year?

The Courtney Roberts and Steve Preston gave $734K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $547K across 9 grants.

What is The Courtney Roberts and Steve Preston's typical grant size?

The Courtney Roberts and Steve Preston's median grant in 2025 was $35,000, and its average grant was $52,393, across 14 grants on its 2025 IRS Form 990-PF.

Where does The Courtney Roberts and Steve Preston give grants?

The Courtney Roberts and Steve Preston gives mostly in California: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Utah (11%). The most frequent recipient cities were San Francisco, CA (3 grants).

Does The Courtney Roberts and Steve Preston give general operating support?

Yes: 93% of The Courtney Roberts and Steve Preston's 2025 grants with a stated purpose (13 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Courtney Roberts and Steve Preston's largest grantees?

The Courtney Roberts and Steve Preston's largest 2025 grantees include San Francisco SPCA ($167,000), The Grabhorn Institute ($115,000) and 5 Gyres Institute ($100,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.

How large is The Courtney Roberts and Steve Preston?

The Courtney Roberts and Steve Preston reported $8.7M in total assets on its 2025 IRS Form 990-PF. It paid out $770K in qualifying distributions that year, against a required minimum of $460K (roughly 5% of its investment assets).

What does The Courtney Roberts and Steve Preston fund?

No mission statement for the foundation is provided. Its 2025 grants included support for a range of organizations. For example, the California Ocean Alliance says its mission is to conduct marine research that informs policy and safeguards oceans and marine mammals. See mission & focus areas ↑

How do I apply for a grant from The Courtney Roberts and Steve Preston?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Courtney Roberts and Steve Preston's EIN?

The Courtney Roberts and Steve Preston's EIN (Employer Identification Number) is 26-0271526. IRS Form 990 filing data is available on this page for 2019–2025.

Does The Courtney Roberts and Steve Preston accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  6. Added Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)

Live grants for the work The Courtney Roberts and Steve Preston funds

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Cite this profile

Grantable. (2026). The Courtney Roberts and Steve Preston funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/the-courtney-roberts-and-steve-preston-morg_1bbbad14421045c7890057ea9a18f1d9

BibTeX
@misc{grantable_260271526_2026,
  author       = {{Grantable}},
  title        = {{The Courtney Roberts and Steve Preston funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/the-courtney-roberts-and-steve-preston-morg_1bbbad14421045c7890057ea9a18f1d9},
  note         = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from The Courtney Roberts and Steve Preston'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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