Roberts Foundation
- Assets
- $200.7m
- Revenue
- $131.1m
- Investments
- $169.5m
- Employees
- 0
- Location
- San Mateo, CA
- Founding
- 08/1985
- Data as of
- 12/2020
- EIN
- 94-2967074
Organization Overview
Roberts Foundation is located in San Mateo, CA. The organization was established in 1985. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roberts Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
George R Roberts President | 0 | $0 | |
Courtney A Roberts Vice President | 0 | $0 | |
Mark B Roberts Vice President | 0 | $0 | |
Sue P Doell Secretary/treasurer | 0 | $0 | |
Linnea C Roberts Vice President | 0 | $0 | |
Eric B Roberts Vice President | 0 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Ensemble Capital Management | 12/30/21 | $218,241 |
Ubs Financial Services Inc | 12/30/21 | $125,164 |
Harry N Canales | 12/30/21 | $148,819 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $103,646,288 |
| Interest on Savings | $10,039 |
| Dividends & Interest | $3,018,595 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $25,244,052 |
| Capital Gain Net Income | $25,244,052 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$830,870 |
| Total Revenue | $131,088,104 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $465,883 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $95,110 |
| Total operating and administrative expenses | $943,957 |
| Contributions, gifts, grants paid | $31,611,438 |
| Total expenses and disbursements | $32,555,395 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $31,138,393 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $32,928,103 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $13,592 |
| Total assets | $200,689,155 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Roberts Foundation has awarded $32,616,538 in support to 79 organizations.
| Grant Recipient | Amount |
|---|---|
Claremont, CA PURPOSE: ROBERTS CHALLENGE; ROBERTS PAVILION PLEDGE | $10,068,776 |
REDF PURPOSE: 2018 MATCHING GIFT; STRATEGIC GROWTH CAMPAIGN PLEDGE | $3,500,000 |
CULVER ACADEMIES PURPOSE: SCHOLARSHIP ENDOWMENT; CMA BARRACKS AND BARRACK RENOVATION | $3,000,000 |
New York, NY PURPOSE: BAY AREA; HI; NY; FALL FLING; 2018 ANNUAL BENEFIT DINNER | $2,815,000 |
YEAR UP BAY AREA PURPOSE: GENERAL SUPPORT | $2,000,000 |
New York, NY PURPOSE: GENERAL SUPPORT; BAY AREA; ALFRED NOBEL ELEMENTARY SCHOOL | $1,525,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Koum Family Foundation Palo Alto, CA | $2,010,566,070 | $59,411,015 |
The David Geffen Foundation Los Angeles, CA | $481,191,890 | $36,420,193 |
Knight Foundation Beaverton, OR | $3,232,383,420 | $1,963,443,063 |
Waverley Street Foundation Palo Alto, CA | $2,988,003,660 | $1,311,729,919 |
Dr Miriam And Sheldon G Adelson Las Vegas, NV | $37,664,470 | $5,516,038 |
Shimon Ben Joseph Foundation San Francisco, CA | $1,592,283,787 | $39,921,005 |
Alfred C Munger Foundation Los Angeles, CA | $17,737,694 | $91,163,030 |
Hellman Foundation San Francisco, CA | $693,471,633 | $133,789,010 |
The Eric And Wendy Schmidt Fund For Strategic Innovation Palo Alto, CA | $1,715,568,763 | $412,161,407 |
Omidyar Network Fund Inc Redwood City, CA | $490,038,780 | $21,031,743 |
Sobrato Family Foundation Mountain View, CA | $811,956,453 | $266,068,436 |
Moore Family Foundation Incline Village, NV | $173,909 | $5,659,701 |