The Robert & Lois Atherton Foundation

Private foundation · Grantmaker San Juan Capistrano, CA EIN: 33-0853742

The Robert & Lois Atherton Foundation is a private foundation, based in San Juan Capistrano, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $233K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $13K.

The Robert & Lois Atherton Foundation at a glance

In short: The Robert & Lois Atherton Foundation gave $20K across 1 grant in 2025 (avg $20K), mostly in California. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$20,000
+33.3% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$20,000
+33.3% vs 2024
Median grant
$20,000
Total assets
$233,252
-3.6% vs 2024
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 September 2026.

Who The Robert & Lois Atherton Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Loyola Marymount University: $20KLoyola Marymount University$20K

The largest 2025 recipient was Loyola Marymount University ($20K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Los Angeles

How The Robert & Lois Atherton Foundation gives

  • Giving grew 33% from 2022 to 2025. Method
  • In 2025 it paid out 170% 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

$0$5K$10K$15K$20K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $15K (2022) to $20K (2025). In 2025 it made 1 grant totaling $20K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Loyola Marymount University Los Angeles, CATo fund the education of a deserving student attending Loyola Marymount University.$20,000
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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$233,252$12,562$21,225$20,0001$20,000$12,562$11,785
2024$241,915$7,205$17,759$15,0001$15,000$7,205$12,406
2023$252,469$-13,333$16,954$15,0001$15,000$1,755$13,102
2022$282,757$1,702$16,046$15,0001$15,000$1,702$13,906
2021$297,100$1,489$16,297$15,3001$15,300$1,489$14,646
2020$311,909$1,383$17,543$16,3001—$1,383$15,295

Under IRS private-foundation payout rules, The Robert & Lois Atherton Foundation reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Robert & Lois Atherton Foundation is led by Anthony Maus, President & CEO on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Anthony Maus

    President & CEO

    On filings since 2020

    No compensation reported

  • Victoria F. Maus

    Director

    On filings since 2024

    No compensation reported

  • Geoffrey B. Maus

    Secretary

    On filings since 2020

    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 Robert & Lois Atherton Foundation

How much does The Robert & Lois Atherton Foundation give each year?

The Robert & Lois Atherton Foundation gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 1 grant.

How large is The Robert & Lois Atherton Foundation?

The Robert & Lois Atherton Foundation reported $233K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).

Where does The Robert & Lois Atherton Foundation operate?

The Robert & Lois Atherton Foundation has awarded grants in California.

What is The Robert & Lois Atherton Foundation's EIN?

The Robert & Lois Atherton Foundation's EIN (Employer Identification Number) is 33-0853742. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Robert & Lois Atherton Foundation'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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