The Eric and Lulu Roberts Family
The Eric and Lulu Roberts Family is a private foundation based in San Mateo, California. It reported 12 grants totaling $736,503 in 2025, supporting charitable organizations in California, including educational, community, employment, and animal-welfare organizations.
The Eric and Lulu Roberts Family at a glance
In short: The Eric and Lulu Roberts Family gave $737K across 12 grants in 2025 (avg $61K), mostly in California. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $736,503
- -41.0% vs 2024
- Grants made (2025)
- 12
- -25.0% vs 2024
- Average grant
- $61,375
- -21.3% vs 2024
- Median grant
- $37,481
- Total assets
- $259,029
- +1137.1% vs 2024
- New grantees (estimate)
- 17% first-time grantees (2 of 12, 2025; small sample)
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Eric and Lulu Roberts Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it 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 Eric and Lulu Roberts Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Joy Culture Foundation ($200K). Together the top 10 received $716K.
Grant Size Distribution
67 grants across all recorded years
The most common grant size was under $50K: 46 grants of 67 (69%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in California. The listed recipients are in locations including San Francisco, Menlo Park, Los Olivos, Palo Alto, Atherton, and Burlingame.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
States
Cities
Is The Eric and Lulu Roberts Family open to new grantees?
17%
first-time grantees, 2025
In 2025, 2 of 12 grantees (17%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $102K; repeat grants $53K. How we count
Medians: $102K first-time, $37K repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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
From 2020 to 2025, annual grant giving ranged from $699K (2022) to $1.2M (2024). In 2025 it made 12 grants totaling $737K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Joy Culture Foundation Menlo Park, CA | General Operations (1,233 SHS Procter & Gamble CO.) | $200,356 |
| San Francisco SPCA San Francisco, CA | General Operations (1,169 SHS Procter & Gamble CO.) | $194,152 |
| Dunn School Los Olivos, CA | General Operations (677 SHS Procter & Gamble CO.) | $100,424 |
| Silicon Valley International School Palo Alto, CA | General Operations (319 SHS Procter & Gamble CO.) | $50,556 |
| Redf San Francisco, CA | General Operations (309 SHS Procter & Gamble CO.) | $49,894 |
| Tipping Point San Francisco, CA | General Operations (309 SHS Procter & Gamble CO.) | $49,743 |
| Sacred Heart Schools Atherton, CA | General Operations (170 SHS Procter & Gamble CO.) | $25,218 |
| Boys and Girls Club of the Peninsula Menlo Park, CA | General Operations (133 SHS Procter & Gamble CO.) | $20,254 |
| 10000 Degrees San Rafael, CA | General operation ( 94 shs procter & gamble co.) | $15,387 |
| Marine Mammal Center Sausalito, CA | General Operations (63 SHS Procter & Gamble CO.) | $10,173 |
Ready to take the next step with The Eric and Lulu Roberts Family?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $259,029 | $1,011,985 | $745,416 | $736,503 | 12 | $740,703 | $5,502 | $27,361 |
| 2024 | $20,938 | $17,118 | $1,256,540 | $1,247,747 | 16 | $1,251,747 | $12,918 | $30,551 |
| 2023 | $1,077,448 | $1,007,963 | $963,291 | $935,403 | 14 | $940,253 | $12,134 | $37,414 |
| 2022 | $991,766 | $1,111,344 | $724,060 | $698,967 | 12 | $711,166 | $560,188 | $24,880 |
| 2021 | $547,837 | $1,004,681 | $1,015,669 | $1,015,031 | 13 | $1,015,031 | $34,253 | $61,837 |
| 2020 | $433,765 | $1,021,393 | $1,165,260 | $1,164,331 | 10 | — | $17,341 | $33,780 |
Under IRS private-foundation payout rules, The Eric and Lulu Roberts Family reported a distributable amount of $27K 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 foundation mission statement is provided. The 2025 grants show support for organizations with varied missions. For example, The Joy Culture Foundation says it empowers Chinese-speaking families through cultural programs, educational initiatives, community engagement, and a Chinese-language library. Dunn School says its mission is to educate students to their fullest potential and prepare them for learning and leadership; Silicon Valley International School describes its focus as inquiry and bilingualism.
Other 2025 grantees describe work in employment social enterprises (REDF), college access and success for students from low-income backgrounds (10,000 Degrees), and building healthy relationships between people and animals (Peninsula Humane Society & SPCA).
Grantmaking
In 2025, the foundation reported 12 grants totaling $736,503. Grant amounts ranged from $10,173 to $200,356, with a median grant of $37,480. Its largest awards included:
The listed grants were for general operations. The filing’s program description refers to an unrealized loss on a contribution of 4,602 shares of Procter & Gamble Co.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Eric B. Roberts and Huei Ju Roberts as trustees.
The Eric and Lulu Roberts Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Eric B. Roberts
Trustee
On filings since 2020
1 hr/week
No compensation reported
Huei Ju Roberts
Trustee
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Eric and Lulu Roberts Family
How much does The Eric and Lulu Roberts Family give each year?
The Eric and Lulu Roberts Family gave $737K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 16 grants.
What is The Eric and Lulu Roberts Family's typical grant size?
The Eric and Lulu Roberts Family's median grant in 2025 was $37,481, and its average grant was $61,375, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Eric and Lulu Roberts Family that year got $102K on average.
Where does The Eric and Lulu Roberts Family give grants?
The Eric and Lulu Roberts Family gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Francisco, CA (3 grants) and Menlo Park, CA (2 grants).
Does The Eric and Lulu Roberts Family give general operating support?
Yes: 100% of The Eric and Lulu Roberts Family's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Eric and Lulu Roberts Family's largest grantees?
The Eric and Lulu Roberts Family's largest 2025 grantees include The Joy Culture Foundation ($200,356), San Francisco SPCA ($194,152) and Dunn School ($100,424), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is The Eric and Lulu Roberts Family?
The Eric and Lulu Roberts Family reported $259K in total assets on its 2025 IRS Form 990-PF. It paid out $741K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
What does The Eric and Lulu Roberts Family fund?
No foundation mission statement is provided. The 2025 grants show support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The Eric and Lulu Roberts Family?
The foundation states that it 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 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 2020–2025.
Does The Eric and Lulu Roberts Family 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in The Eric and Lulu Roberts Family's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Eric and Lulu Roberts Family funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/the-eric-and-lulu-roberts-family-morg_e6560cd06e48454097276c372013f103
BibTeX
@misc{grantable_260271567_2026,
author = {{Grantable}},
title = {{The Eric and Lulu Roberts Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-eric-and-lulu-roberts-family-morg_e6560cd06e48454097276c372013f103},
note = {Accessed 2026-10-05. 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 Eric and Lulu Roberts Family'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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