Private Foundation

THE ERIC AND LULU ROBERTS FAMILY FOUNDATION

THE ERIC AND LULU ROBERTS FAMILY FOUNDATION is a Private Foundation headquartered in SAN MATEO, CA. Financial data from the 2024 filing: $17K revenue, $1.3M expenses, $21K total assets. IRS filings disclose 82 grants awarded by this foundation, totaling roughly $5.9M.

EIN: 260271567 SAN MATEO, CA Latest filing: 2024

Total Revenue$17K

Total Expenses$1.3M

Total Assets$21K

Grants Given82

Grant Total$5.9M

Filing Years2019–2024

Sample Grants Given

THE JOY CULTURE FOUNDATION

MENLO PARK, CA · 2024

GENERAL OPERATIONS (2671 SHS PROCTER & GAMBLE CO.)

$444,016

DUNN SCHOOL

LOS OLIVOS, CA · 2024

GENERAL OPERATIONS (1788 SHS PROCTER & GAMBLE CO.)

$302,334

CARTOON ART MUSEUM

SAN FRANCISCO, CA · 2024

GENERAL OPERATIONS (858 SHS PROCTER & GAMBLE CO.)

$149,494

CONSERVATION EARTH INC DBA WILDLIFE ASSOCIATES

HALF MOON BAY, CA · 2024

GENERAL OPERATIONS (298 SHS PROCTER & GAMBLE CO.)

$50,717

SILICON VALLEY INTERNATIONAL SCHOOL

PALO ALTO, CA · 2024

GENERAL OPERATIONS (311 SHS PROCTER & GAMBLE CO.)

$50,684

Showing up to 5 of 82 total records — full history available with membership.

Officers & Directors

TRUSTEE Eric B Roberts

TRUSTEE Huei Ju Roberts

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATIONS

$1,037,000 26 grants

GENERAL OPERATIONS (3,540 SHS PROCTER & GAMBLE CO.)

$454,130 1 grant

GENERAL OPERATIONS (2671 SHS PROCTER & GAMBLE CO.)

$444,016 1 grant

GENERAL OPERATIONS (CASH + 2,575 SHS PROCTER & GAMBLE CO.)

$421,507 1 grant

GENERAL OPERATIONS (2,252 SHS PROCTER & GAMBLE CO.)

$341,780 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$17K	$1.3M	$21K
2023	$1.0M	$963K	$1.1M
2022	$1.1M	$724K	$992K
2020	$1.0M	$1.2M	$434K
2019	$22K	$594K	$346K

Between 2019 and 2024, reported annual revenue declined from $22K to $17K (-21%), with total assets most recently reported at $21K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, HI, NY, VT.

CAHINYVT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE ERIC AND LULU ROBERTS FAMILY FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports