Private Foundation

The Roberts Foundation

The Roberts Foundation, of SAN MATEO, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $156.2M in revenue, $52.5M in expenses, $324.1M in total assets. IRS filings disclose 153 grants awarded by this foundation, totaling roughly $269.7M.

EIN: 942967074 SAN MATEO, CA Latest filing: 2024

Total Revenue$156.2M

Total Expenses$52.5M

Total Assets$324.1M

Grants Given153

Grant Total$269.7M

Filing Years2019–2024

Sample Grants Given

Total Grants Paid - See Attachment

San Mateo, CA · 2024

See Attachment

$49,796,447

Total Grants Paid - See Attachment

San Mateo, CA · 2023

See Attachment

$45,741,340

Total Grants Paid - See Attachment

San Mateo, CA · 2022

See Attachment

$49,701,845

Total Grants Paid - See Attachment

San Mateo, CA · 2020

See Attachment

$31,611,438

Total Grants Paid - See Attachment

San Mateo, CA · 2019

See Attachment

$27,671,696

Showing up to 5 of 153 total records — full history available with membership.

Officers & Directors

VICE PRESIDENT Courtney A Roberts

VICE PRESIDENT Eric B Roberts

PRESIDENT George R Roberts

VICE PRESIDENT Linnea C Roberts

VICE PRESIDENT Mark B Roberts

SECRETARY/TREASURER Sue P Doell

Officer compensation and complete director data available with membership.

Top Grant Purposes

See Attachment

$204,522,766 5 grants

ROBERTS CHALLENGE; ROBERTS PAVILION PLEDGE

$15,159,975 2 grants

Scholarship Endowment; CMA Barracks and Barrack Renovation

$8,000,000 2 grants

GENERAL SUPPORT

$7,919,717 81 grants

2017 Matching Gift; STRATEGIC GROWTH CAMPAIGN PLEDGE

$7,000,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$156.2M	$52.5M	$324.1M
2023	$65.5M	$47.6M	$267.1M
2022	$135.4M	$51.3M	$273.8M
2020	$131.1M	$32.6M	$200.7M
2019	$75.9M	$28.0M	$123.2M

Between 2019 and 2024, reported annual revenue grew from $75.9M to $156.2M (+106%), with total assets most recently reported at $324.1M.

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

Grant Geography

Grants from this foundation were reported to recipients in AL, AZ, CA, DC, HI, ID, and 4 other states.

ALAZCADCHIIDILINMAMD

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

See the full picture for The Roberts Foundation

Complete financials, all 153 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