Program areas at The Eric and Lulu Roberts Family Foundation
An income tax refund of $6,905 was received from The irs in 2023
Connected with a penalty associated with tax year 2020 which was
Abated in full. This payment was not previously deducted against net
Investement 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 Eric and Lulu Roberts Family Foundation
Financials for The Eric and Lulu Roberts Family Foundation
| Revenues | FYE 12/2023 | FYE 12/2022 | % Change |
|---|
| Total grants, contributions, etc. | $983,874 | $1,095,251 | -10.2% |
| Investment income and dividends | $17,184 | $14,743 | 16.6% |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $0 | $1,350 | -100% |
| Gross sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $6,905 | $0 | 999% |
| Total revenues | $1,007,963 | $1,111,344 | -9.3% |
Organizations like The Eric and Lulu Roberts Family Foundation
| Organization | Type | Location | Revenue |
|---|
| The WLS Spencer Foundation | 501(c)(3) | New York, NY | $1,149,414 |
| The New-Land Foundation | 501(c)(3) | San Francisco, CA | $1,427,345 |
| I Could Do Great Things Foundation | 501(c)(3) | Greenville, DE | $586,055 |
| Bobby Fulton Memorial Fund | 501(c)(3) | Runnemede, NJ | $370,775 |
| Nfada Charitable Foundation | 501(c)(3) | Williamsville, NY | $566,562 |
| The Common Sense Fund | 501(c)(3) | Greenwich, CT | $1,175,366 |
| Cabot Family Charitable Trust | 501(c)(3) | Boston, MA | $470,909 |
| The Foundation for Adventist Education | 501(c)(3) | Silver Spring, MD | $891,500 |
| Lubbock Young Women's Leader Foundation | 501(c)(3) | Lubbock, TX | $451,975 |
| Feldstein Medical Foundation | 501(c)(3) | Norwood, NJ | $257,195 |
Data update history
January 21, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 21, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 23, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsTax deductible donationsNo full-time employees
General information
- Address
- 155 Bovet Rd 770
- San Mateo, CA 94402
- Metro area
- San Francisco-Oakland-Berkeley, CA
- County
- San Mateo County, CA
- Phone
- (650) 653-2406
IRS details
- EIN
- 26-0271567
- 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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