The Roberts Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.7M in total assets. In 2024, it awarded 10 grants totaling $933K. Net investment income was $394K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.7M
-2.6% YoY
Annual Giving
$933K
+80.9% YoY
Grant Count
10
+25.0% YoY
Avg Grant Size
$93K
+44.7% YoY
Under IRS private-foundation payout rules, The Roberts Foundation reported a distributable amount of $1.0M for 2024 — the minimum it must pay out in qualifying distributions.
About The Roberts Foundation
Based on IRS filings
The Roberts Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.7M in total assets. In 2024, it awarded 10 grants totaling $933K. Net investment income was $394K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,700,413 | $8,934,504 | $9,149,770 |
| Revenue | $407,885 | $345,622 | $189,572 |
| Expenses | $988,369 | $551,855 | $744,679 |
| Qualifying Distributions | $955,893 | $520,105 | $727,143 |
| Net Investment Income | $394,075 | $329,279 | $217,003 |
| Distributable Amount | $1,008,493 | $586,168 | $598,437 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Scripps Health Foundation ($200,000), Friends of Schuykill River Park - Co General ($163,300), Rebuilding Together Philadelphia ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF SCHUYKILL RIVER PARK - CO GENERAL PHILADELPHIA, PA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $163,300 |
| FRIENDS OF SCHUYKILL RIVER PARK - CO LAGE DOG PARK PHILADELPHIA, PA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $62,500 |
| FRIENDS OF SCHUYKILL RIVER PARK - CO SMALL DOG PARK PHILADELPHIA, PA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $62,500 |
| PROJECT HOME PHILADELPHIA, PA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $100,000 |
| REBUILDING TOGETHER PHILADELPHIA PHILADELPHIA, PA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $150,000 |
| THE BLACK FAIRY GODMOTHER FOUNDATION CO SIMONE GORDON FORT LEE, NJ | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| THE PENN FUND CO DANIEL ROBERTS UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| THE PENN FUND CO DIANE ROBERTS UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| LAS PATRONA LA JOLLA, CA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $100,000 |
| SCRIPPS HEALTH FOUNDATION LA JOLLA, CA | TO FUND THE RECIPIENT'S OPERATING BUDGET | $200,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DIANE BAYLES ROBERTS | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Roberts Foundation?
The Roberts Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. It holds $8.7M in total assets as of 2024.
How large is The Roberts Foundation?
As of 2024, The Roberts Foundation holds $8.7M in total assets with $408K in annual revenue. It awarded 10 grants totaling $933K in 2024.
Where does The Roberts Foundation operate?
The Roberts Foundation has awarded grants in California, Louisiana, New Jersey, Pennsylvania.
What size grants does The Roberts Foundation award?
In 2024, The Roberts Foundation awarded 10 grants totaling $933K — an average of about $93K per grant, based on its IRS Form 990 filings.
How much is The Roberts Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roberts Foundation reported a distributable amount of $1.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Roberts Foundation's EIN?
The Roberts Foundation's EIN (Employer Identification Number) is 01-0549309. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Roberts Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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