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EIN 26-0271526

The Courtney Roberts Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
San Mateo
State
California
Year formed
2007
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Courtney Roberts Foundation is a private foundation located in San Mateo, CA. It primarily funds general operations and made 15 grants last year. Grantees include Fidelity Charitable and others.
Total revenues
$385,342
2023
Total expenses
$572,352
2023
Total assets
$9,069,134
2023
Num. employees
0
2023

Program areas at The Courtney Roberts Foundation

An income tax refund of $112,002 was received from The irs in 2023 for
A tax payment made in 2020 pertaining to The 2019 form 4720. This
Payment was not previously deducted against net investment income and
Therefore is only considered revenue per books. However, The interest
Income related to this refund is being reported as net investment
Income.

Grants made by The Courtney Roberts Foundation

GranteeGrant descriptionAmount
The 5 Gyres InstituteGeneral Operations$225,000
Boys and Girls Clubs of the PeninsulaGeneral Operations$76,000
The Earth Species ProjectGereral Operations$50,000
...and 4 more grants made

Personnel at The Courtney Roberts Foundation

NameTitleCompensation
Courtney A RobertsTrustee$0

Financials for The Courtney Roberts Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$308,435
Net rental income$0
Net gain from sale of non-inventory assets$-35,095
Gross sales of inventory$0
Miscellaneous revenues$112,002
Total revenues$385,342

Form 990s for The Courtney Roberts Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990PFView PDF
2022-122023-05-15990PFView PDF
2021-122022-05-09990PFView PDF
2020-122021-06-22990PFView PDF
2019-122020-09-28990PRView PDF
...and 8 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 9, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 10, 2023
Used new vendors
Identified 1 new vendor, including
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
155 Bovet Rd 770
San Mateo, CA 94402
Metro area
San Francisco-Oakland-Berkeley, CA
Phone
(650) 653-2406
IRS details
EIN
26-0271526
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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