The Robert & Lois Atherton Foundation

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

The Robert & Lois Atherton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Juan Capistrano, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $242K in total assets. In 2024, it awarded 1 grant totaling $15K. Net investment income was $7K.

Key facts about The Robert & Lois Atherton Foundation

EIN: 33-0853742
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $15,000
Grants made (2024): 1
Average grant: $15,000
Median grant: $15,000
Total assets: $241,915
Primary geography: California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How The Robert & Lois Atherton Foundation gives

Giving held roughly steady from 2021 to 2024 (−2%). Method
In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with The Robert & Lois Atherton Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$242K

-4.2% YoY

Annual Giving

$15K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

+0.0% YoY

Under IRS private-foundation payout rules, The Robert & Lois Atherton Foundation reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About The Robert & Lois Atherton Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $15K (100%)

Share of all 1 itemized 2024 grant dollars.

States

California

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$241,915	$252,469	$282,757
Revenue	$7,205	$-13,333	$1,702
Expenses	$17,759	$16,954	$16,046
Qualifying Distributions	$15,000	$15,000	$15,000
Net Investment Income	$7,205	$1,755	$1,702
Distributable Amount	$12,406	$13,102	$13,906

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Loyola Marymount University ($15,000).

Recipient	Purpose	Amount
Loyola Marymount University Los Angeles, CA	To fund the education of a deserving student attending Loyola Marymount University.	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Anthony Maus	President & CEO	—	—
Geoffrey B Maus	Secretary	—	—
Victoria F Maus	Director	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Robert & Lois Atherton Foundation?

The Robert & Lois Atherton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Juan Capistrano, CA. It holds $242K in total assets as of 2024.

How large is The Robert & Lois Atherton Foundation?

As of 2024, The Robert & Lois Atherton Foundation holds $242K in total assets with $7K in annual revenue. It awarded 1 grant totaling $15K in 2024.

Where does The Robert & Lois Atherton Foundation operate?

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

What size grants does The Robert & Lois Atherton Foundation award?

In 2024, The Robert & Lois Atherton Foundation awarded 1 grant totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is The Robert & Lois Atherton Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert & Lois Atherton Foundation reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.