The Mark Roberts Foundation

SAN MATEO, CA EIN: 26-0271476

The Mark Roberts Foundation 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 $1.3M in total assets. In 2024, it awarded 4 grants totaling $101K. Net investment income was $60K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+51.3% YoY

Annual Giving

$101K

-26.1% YoY

Grant Count

4

-50.0% YoY

Avg Grant Size

$25K

+47.8% YoY

Under IRS private-foundation payout rules, The Mark Roberts Foundation reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.

About The Mark Roberts Foundation

Based on IRS filings

The Mark Roberts Foundation 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 $1.3M in total assets. In 2024, it awarded 4 grants totaling $101K. Net investment income was $60K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AthertonAustinBeverly HillsCambridgeMenlo ParkNew YorkSan ClementeSan FranciscoSan MateoWaterburyWeston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$157K$313K$470K$627K20202021202220232024
Metric202420232022
Total Assets$1,333,018$881,097$1,056,532
Revenue$569,793$-23,140$11,224
Expenses$117,748$152,295$105,508
Qualifying Distributions$109,240$144,353$97,484
Net Investment Income$59,720$5,965$3,690
Distributable Amount$57,373$45,651$51,292

Giving Over Time

Total grant dollars and number of grants per year

$0$34K$69K$103K$137K1 grants20209 grants20216 grants20228 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

SAN FRANCISCO ZOOLOGICAL…$51KTHE CAMBRIDGE SCHOOL OF …$25KTHE JOY CULTURE FOUNDATION$15KCHILD MIND INSTITUTE$10K

Grant Size Distribution

28 grants across all recorded years

25<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include San Francisco Zoological Society ($51,252), The Cambridge School of Weston ($25,000), The Joy Culture Foundation ($15,000).

RecipientPurposeAmount
SAN FRANCISCO ZOOLOGICAL SOCIETY SAN FRANCISCO, CAGENERAL OPERATIONS$51,252
THE CAMBRIDGE SCHOOL OF WESTON WESTON, MAGENERAL OPERATIONS$25,000
THE JOY CULTURE FOUNDATION ATHERTON, CAGENERAL OPERATIONS$15,000
CHILD MIND INSTITUTE SAN MATEO, CAGENERAL OPERATIONS$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARK ROBERTSTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Mark Roberts Foundation?

The Mark Roberts Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. It holds $1.3M in total assets as of 2024.

How large is The Mark Roberts Foundation?

As of 2024, The Mark Roberts Foundation holds $1.3M in total assets with $570K in annual revenue. It awarded 4 grants totaling $101K in 2024.

Where does The Mark Roberts Foundation operate?

The Mark Roberts Foundation has awarded grants in California, Massachusetts, New York, Texas, Vermont.

What size grants does The Mark Roberts Foundation award?

In 2024, The Mark Roberts Foundation awarded 4 grants totaling $101K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is The Mark Roberts Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mark Roberts Foundation reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Mark Roberts Foundation's EIN?

The Mark Roberts Foundation's EIN (Employer Identification Number) is 26-0271476. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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