The Roberts Foundation
The Roberts Foundation is a private foundation, based in SAN MATEO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $324.1M in total assets. In 2024, it awarded 1 grants totaling $49.8M. Net investment income was $125.5M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$324.1M
+21.4% YoY
Annual Giving
$49.8M
+8.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$49.8M
+8.9% YoY
About The Roberts Foundation
Based on IRS filings
The Roberts Foundation is a private foundation, based in SAN MATEO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $324.1M in total assets. In 2024, it awarded 1 grants totaling $49.8M. Net investment income was $125.5M.
Ready to take the next step with The Roberts Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $324,084,062 | $267,051,553 | $273,833,101 |
| Revenue | $156,209,074 | $65,510,835 | $135,366,002 |
| Expenses | $52,451,269 | $47,581,557 | $51,339,423 |
| Qualifying Distributions | $50,071,048 | $45,955,874 | $50,004,092 |
| Net Investment Income | $125,488,844 | $32,119,728 | $82,266,456 |
| Distributable Amount | $20,755,536 | $15,422,862 | $14,284,366 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE R ROBERTS | PRESIDENT | — | — |
| ERIC B ROBERTS | VICE PRESIDENT | — | — |
| MARK B ROBERTS | VICE PRESIDENT | — | — |
| COURTNEY A ROBERTS | VICE PRESIDENT | — | — |
| SUE P DOELL | SECRETARY/TREASURER | — | — |
| LINNEA C ROBERTS | VICE PRESIDENT | — | — |
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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