The Roberts Foundation

Private foundation · Grantmaker San Diego, CA EIN: 01-0549309

The Roberts Foundation is a private foundation based in San Diego, California. It supports charitable organizations through grants; its 2024 filing states that it makes contributions only to preselected charitable organizations.

The Roberts Foundation at a glance

In short: The Roberts Foundation gave $933K across 10 grants in 2024 (avg $93K), mostly in Pennsylvania. 10% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$933,300
+80.9% vs 2023
Grants made (2024)
10
+25.0% vs 2023
Average grant
$93,330
+44.7% vs 2023
Median grant
$87,500
Total assets
$8,700,413
-2.6% vs 2023
New grantees (estimate)
10% first-time grantees (1 of 10, 2024; small sample)
Primary geography
Pennsylvania (60% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to The Roberts Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.

Contact

Mailing address: 4640 Cass Street PO Box 9059, San Diego, CA 92169
Phone: (858) 922-3893

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Roberts Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Scripps Health Foundation: $200KScripps Health Foundation$200KFriends of Schuykill River Park - Co General: $163KFriends of Schuykill RiverPark - Co General$163KRebuilding Together Philadelphia: $150KRebuilding TogetherPhiladelphia$150KProject Home: $100KProject Home$100KLas Patrona: $100KLas Patrona$100KThe Black Fairy Godmother Foundation Co Simone Gordon: $75KThe Black Fairy GodmotherFoundation Co Simone Gordon$75KFriends of Schuykill River Park - Co Lage Dog Park: $63KFriends of Schuykill RiverPark - Co Lage Dog Park$63KFriends of Schuykill River Park - Co Small Dog Park: $63KFriends of Schuykill RiverPark - Co Small Dog Park$63KThe Penn Fund Co Daniel Roberts University of Pennsylvania: $10KThe Penn Fund Co DanielRoberts University of…$10KThe Penn Fund Co Diane Roberts University of Pennsylvania: $10KThe Penn Fund Co Diane RobertsUniversity of Pennsylvania$10K

The largest 2024 recipient was Scripps Health Foundation ($200K). Together the top 10 received $933K.

Grant Size Distribution

41 grants across all recorded years

11<$50K13$50–100K17$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 17 grants of 41 (41%).

Geographic Focus

Where this funder awards grants

The 2024 grant dollars went to recipients in Pennsylvania (60%), California (32%), and New Jersey (8%).

Grant Distribution by State

4states

Share of 2024 grant dollars across all 10 itemized grants.

Cities

PhiladelphiaLa JollaSan DiegoFort LeeNew OrleanLos Angeles

Is The Roberts Foundation open to new grantees?

10%

first-time grantees, 2024

In 2024, 1 of 10 grantees (10%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $100K; repeat grants $93K. How we count

Medians: $100K first-time, $75K repeat.

  • 80% of 2024 grantees were also funded in 2023. Method
  • Giving grew 62% from 2021 to 2024. Method
  • In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M8 grants2020 8 grants2021 7 grants2022 8 grants2023 10 grants2024

From 2020 to 2024, annual grant giving ranged from $516K (2023) to $933K (2024). In 2024 it made 10 grants totaling $933K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Scripps Health Foundation La Jolla, CATo Fund the Recipient's Operating Budget$200,000
Friends of Schuykill River Park - Co General Philadelphia, PATo Fund the Recipient's Operating Budget$163,300
Rebuilding Together Philadelphia Philadelphia, PATo Fund the Recipient's Operating Budget$150,000
Project Home Philadelphia, PATo Fund the Recipient's Operating Budget$100,000
Las Patrona La Jolla, CATo Fund the Recipient's Operating Budget$100,000
The Black Fairy Godmother Foundation Co Simone Gordon Fort Lee, NJTo Fund the Recipient's Operating Budget$75,000
Friends of Schuykill River Park - Co Lage Dog Park Philadelphia, PATo Fund the Recipient's Operating Budget$62,500
Friends of Schuykill River Park - Co Small Dog Park Philadelphia, PATo Fund the Recipient's Operating Budget$62,500
The Penn Fund Co Daniel Roberts University of Pennsylvania Philadelphia, PATo Fund the Recipient's Operating Budget$10,000
The Penn Fund Co Diane Roberts University of Pennsylvania Philadelphia, PATo Fund the Recipient's Operating Budget$10,000
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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
2024$8,700,413$407,885$988,369$933,30010$955,893$394,075$1,008,493
2023$8,934,504$345,622$551,855$516,0008$520,105$329,279$586,168
2022$9,149,770$189,572$744,679$710,0007$727,143$217,003$598,437
2021$9,713,303$193,340$596,333$575,0008$583,595$181,832$658,473
2020$10,119,066$174,084$636,000$635,0008—$125,804$598,976

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.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants went to organizations including Scripps Health Foundation, Friends of Schuylkill River Park, Rebuilding Together Philadelphia, Project HOME, and Las Patronas. Rebuilding Together Philadelphia describes its mission as providing free home repairs to make homes healthy for children, safe for seniors, and secure assets for future generations. Project HOME describes its mission as helping adults, children, and families break the cycle of homelessness and poverty, address poverty’s underlying causes, and reach their potential.

Grantmaking

In 2024, the foundation awarded 10 grants totaling $933,300. Grants ranged from $10,000 to $200,000, with a median grant of $87,500. The largest grants included $200,000 to Scripps Health Foundation, $163,300 to Friends of Schuylkill River Park, $150,000 to Rebuilding Together Philadelphia, and $100,000 each to Project HOME and Las Patronas. The stated purpose for each of these grants was to fund the recipient’s operating budget.

Leadership & Key People

Leadership team and compensation from IRS filings

Diane Bayles Roberts is listed as a trustee on the 2024 filing.

The Roberts Foundation is led by Diane Bayles Roberts, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Diane Bayles Roberts

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Roberts Foundation

How much does The Roberts Foundation give each year?

The Roberts Foundation gave $933K across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $516K across 8 grants.

What is The Roberts Foundation's typical grant size?

The Roberts Foundation's median grant in 2024 was $87,500, and its average grant was $93,330, across 10 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Roberts Foundation that year got $100K on average.

Where does The Roberts Foundation give grants?

The Roberts Foundation gives mostly in Pennsylvania: 60% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were California (32%) and New Jersey (8%). The most frequent recipient cities were Philadelphia, PA (7 grants) and La Jolla, CA (2 grants).

Does The Roberts Foundation give general operating support?

Yes: 100% of The Roberts Foundation's 2024 grants with a stated purpose (10 of 10) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Roberts Foundation's largest grantees?

The Roberts Foundation's largest 2024 grantees include Scripps Health Foundation ($200,000), Friends of Schuykill River Park - Co General ($163,300) and Rebuilding Together Philadelphia ($150,000), according to its 2024 IRS Form 990-PF. Together they received 55% of its itemized 2024 grant dollars.

How large is The Roberts Foundation?

The Roberts Foundation reported $8.7M in total assets on its 2024 IRS Form 990-PF. It paid out $956K in qualifying distributions that year, against a required minimum of $1.0M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does The Roberts Foundation fund?

No mission statement for the foundation is provided. Its 2024 grants went to organizations including Scripps Health Foundation, Friends of Schuylkill River Park, Rebuilding Together Philadelphia, Project HOME, and Las Patronas. See mission & focus areas ↑

How do I apply for a grant from The Roberts Foundation?

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Does The Roberts Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). The Roberts Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/the-roberts-foundation-morg_58dd7f10cf4f4f969e8f7f61f7580706

BibTeX
@misc{grantable_010549309_2026,
  author       = {{Grantable}},
  title        = {{The Roberts Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/the-roberts-foundation-morg_58dd7f10cf4f4f969e8f7f61f7580706},
  note         = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from The Roberts 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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