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 2025 filing: $1.0M revenue, $745K expenses, $259K total assets. IRS filings disclose 94 grants awarded by this foundation, totaling roughly $6.6M.

EIN: 260271567 SAN MATEO, CA Private Grantmaking Foundations NTEE: T20 Latest filing: 2025

Total Revenue$1.0M

Total Expenses$745K

Total Assets$259K

Grants Given94

Grant Total$6.6M

Filing Years2020–2025

Sample Grants Given

THE JOY CULTURE FOUNDATION

MENLO PARK, CA · 2025

GENERAL OPERATIONS (1,233 SHS PROCTER & GAMBLE CO.)

$200,356

SAN FRANCISCO SPCA

SAN FRANCISCO, CA · 2025

GENERAL OPERATIONS (1,169 SHS PROCTER & GAMBLE CO.)

$194,152

DUNN SCHOOL

LOS OLIVOS, CA · 2025

GENERAL OPERATIONS (677 SHS PROCTER & GAMBLE CO.)

$100,424

SILICON VALLEY INTERNATIONAL SCHOOL

PALO ALTO, CA · 2025

GENERAL OPERATIONS (319 SHS PROCTER & GAMBLE CO.)

$50,556

REDF

SAN FRANCISCO, CA · 2025

GENERAL OPERATIONS (309 SHS PROCTER & GAMBLE CO.)

$49,894

Showing up to 5 of 94 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
2025	$1.0M	$745K	$259K
2024	$17K	$1.3M	$21K
2023	$1.0M	$963K	$1.1M
2022	$1.1M	$724K	$992K
2020	$1.0M	$1.2M	$434K

Between 2020 and 2025, reported annual revenue held roughly steady at around $1.0M, with total assets most recently reported at $259K.

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

Complete financials, all 94 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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