The Robert & Lois Atherton Foundation

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 grants totaling $15K. Net investment income was $7K.

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 $77K (100%)

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

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 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

From 2024 IRS filing

From 2024 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 grants 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 grants 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.