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

Before you apply to The Eric and Lulu Roberts Family Foundation

Preselected only Doesn't accept unsolicited requests for funds, per its 2025 Form 990-PF.

Sometimes funds new orgs 19% of recent recipients were first-time grantees (2023–2025).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

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 Support
$6,603,648 94 grants

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

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