The Eric and Lulu Roberts Family
The Eric and Lulu Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21K in total assets. In 2024, it awarded 16 grants totaling $1.2M. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$21K
Annual Giving
$1.2M
Grant Count
16
Avg Grant Size
$78K
Under IRS private-foundation payout rules, The Eric and Lulu Roberts Family reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About The Eric and Lulu Roberts Family
Based on IRS filings
The Eric and Lulu Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21K in total assets. In 2024, it awarded 16 grants totaling $1.2M. Net investment income was $13K.
Focus Areas
Ready to take the next step with The Eric and Lulu Roberts Family?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $20,938 | $991,766 | $547,837 |
| Revenue | $17,118 | $1,111,344 | $1,004,681 |
| Expenses | $1,256,540 | $724,060 | $1,015,669 |
| Qualifying Distributions | $1,251,747 | $711,166 | $1,015,031 |
| Net Investment Income | $12,918 | $560,188 | $34,253 |
| Distributable Amount | $30,551 | $24,880 | $61,837 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Joy Culture Foundation ($444,016), Dunn School ($302,334), Cartoon Art Museum ($149,494).
| Recipient | Purpose | Amount |
|---|---|---|
| CARTOON ART MUSEUM SAN FRANCISCO, CA | GENERAL OPERATIONS (858 SHS PROCTER & GAMBLE CO.) | $149,494 |
| DUNN SCHOOL LOS OLIVOS, CA | GENERAL OPERATIONS (1788 SHS PROCTER & GAMBLE CO.) | $302,334 |
| SILICON VALLEY INTERNATIONAL SCHOOL PALO ALTO, CA | GENERAL OPERATIONS (311 SHS PROCTER & GAMBLE CO.) | $50,684 |
| MARINE MAMMAL CENTER SAUSALITO, CA | GENERAL OPERATIONS (91 SHS PROCTER & GAMBLE CO.) | $15,171 |
| REDF SAN FRANCISCO, CA | GENERAL OPERATIONS (152 SHS PROCTER & GAMBLE CO.) | $25,341 |
| SACRED HEART SCHOOLS ATHERTON, CA | GENERAL OPERATIONS (150 SHS PROCTER & GAMBLE CO.) | $25,529 |
| SAN FRANCISCO ZOOLOGICAL SOCIETY SAN FRANCISCO, CA | GENERAL OPERATIONS (296 SHS PROCTER & GAMBLE CO.) | $50,347 |
| SFSPCA SAN FRANCISCO, CA | GENERAL OPERATIONS (254 SHS PROCTER & GAMBLE CO.) | $42,427 |
| TIPPING POINT SAN FRANCISCO, CA | GENERAL OPERATIONS (301 SHS PROCTER & GAMBLE CO.) | $50,181 |
| CONSERVATION EARTH INC DBA WILDLIFE ASSOCIATES HALF MOON BAY, CA | GENERAL OPERATIONS (298 SHS PROCTER & GAMBLE CO.) | $50,717 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC B ROBERTS | TRUSTEE | 1 | — |
| HUEI JU ROBERTS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Eric and Lulu Roberts Family?
The Eric and Lulu Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. It holds $21K in total assets as of 2024.
How large is The Eric and Lulu Roberts Family?
As of 2024, The Eric and Lulu Roberts Family holds $21K in total assets with $17K in annual revenue. It awarded 16 grants totaling $1.2M in 2024.
Where does The Eric and Lulu Roberts Family operate?
The Eric and Lulu Roberts Family has awarded grants in California, New York, Vermont.
What size grants does The Eric and Lulu Roberts Family award?
In 2024, The Eric and Lulu Roberts Family awarded 16 grants totaling $1.2M — an average of about $78K per grant, based on its IRS Form 990 filings.
How much is The Eric and Lulu Roberts Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Eric and Lulu Roberts Family reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Eric and Lulu Roberts Family's EIN?
The Eric and Lulu Roberts Family's EIN (Employer Identification Number) is 26-0271567. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Eric and Lulu Roberts Family's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
Silicon Valley Community Foundation
MOUNTAIN VIEW, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
The San Francisco Foundation
SAN FRANCISCO, CA
Assets
$1.7B
Grants
1,623
Total Given
$189.1M
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
Jewish Community Federation of San
SAN FRANCISCO, CA
Assets
$1.5B
Grants
991
Total Given
$123.7M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
The Mark Roberts Foundation
SAN MATEO, CA
Assets
$1.3M
Grants
4
Total Given
$101K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Eric and Lulu Roberts Family on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities