The Mark and Kwala Roberts Family
The Mark and Kwala Roberts Family is a private foundation, based in San Mateo, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 5 grants totaling $251K. Net investment income was $95K.
The Mark and Kwala Roberts Family at a glance
In short: The Mark and Kwala Roberts Family gave $251K across 5 grants in 2025 (avg $50K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $250,789
- +147.7% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $50,158
- +98.2% vs 2024
- Median grant
- $12,500
- Total assets
- $1,146,022
- -14.0% vs 2024
- Primary geography
- California (76% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Mark and Kwala Roberts Family funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was San Francisco SPCA ($167K). Together the top 5 received $251K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 28 grants of 32 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How The Mark and Kwala Roberts Family gives
- Giving grew 179% from 2022 to 2025. Method
- In 2025 it paid out 392% of its IRS minimum distribution (the 5% rule). 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
From 2019 to 2025, annual grant giving ranged from $65K (2019) to $251K (2025). In 2025 it made 5 grants totaling $251K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| San Francisco SPCA San Francisco, CA | General Operations | $167,432 |
| The Cambridge School of Weston Weston, MA | General Operations | $50,677 |
| San Francisco Zoological Society San Francisco, CA | General Operations | $12,500 |
| Child Mind Institute NYC, NY | General Operations | $10,180 |
| The Joy Culture Foundation Atherton, CA | General Operations | $10,000 |
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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 | $1,146,022 | $105,324 | $283,875 | $250,789 | 5 | $260,739 | $95,274 | $66,508 |
| 2024 | $1,333,018 | $569,793 | $117,748 | $101,252 | 4 | $109,240 | $59,720 | $57,373 |
| 2023 | $881,097 | $-23,140 | $152,295 | $137,000 | 8 | $144,353 | $5,965 | $45,651 |
| 2022 | $1,056,532 | $11,224 | $105,508 | $90,000 | 6 | $97,484 | $3,690 | $51,292 |
| 2021 | $1,150,816 | $66,796 | $97,288 | $88,600 | 9 | $92,689 | $62,707 | $61,843 |
| 2020 | $1,181,308 | $19,080 | $76,858 | $75,000 | 1 | — | $18,602 | $60,536 |
| 2019 | $1,239,086 | $25,077 | $65,029 | $65,000 | 2 | — | $25,077 | $61,860 |
Under IRS private-foundation payout rules, The Mark and Kwala Roberts Family reported a distributable amount of $67K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Mark and Kwala Roberts Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Mark Roberts
Trustee
On filings since 2019
1 hr/week
No compensation reported
Kwala Luria
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 Mark and Kwala Roberts Family
How much does The Mark and Kwala Roberts Family give each year?
The Mark and Kwala Roberts Family gave $251K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $101K across 4 grants.
What is The Mark and Kwala Roberts Family's typical grant size?
The Mark and Kwala Roberts Family's median grant in 2025 was $12,500, and its average grant was $50,158, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Mark and Kwala Roberts Family give grants?
The Mark and Kwala Roberts Family gives mostly in California: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (20%). The most frequent recipient cities were San Francisco, CA (2 grants).
Does The Mark and Kwala Roberts Family give general operating support?
Yes: 100% of The Mark and Kwala Roberts Family's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Mark and Kwala Roberts Family's largest grantees?
The Mark and Kwala Roberts Family's largest 2025 grantees include San Francisco SPCA ($167,432), The Cambridge School of Weston ($50,677) and San Francisco Zoological Society ($12,500), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.
How large is The Mark and Kwala Roberts Family?
The Mark and Kwala Roberts Family reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $261K in qualifying distributions that year, against a required minimum of $67K (roughly 5% of its investment assets).
What is The Mark and Kwala Roberts Family's EIN?
The Mark and Kwala Roberts Family's EIN (Employer Identification Number) is 26-0271476. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
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