EIN 94-2967074

The Roberts Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1985
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The Roberts Foundation is a family foundation of the ROBERTS family located in San Mateo, CA, and supported by George R Roberts 2018 LP. Last year, it made one grant.
Total revenues
$135,366,002
2022
Total expenses
$51,339,423
2022
Total assets
$273,833,101
2022
Num. employees
0
2022

Personnel at The Roberts Foundation

NameTitle
Susan P DoellTreasurer

Financials for The Roberts Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$52,310,588
Investment income and dividends$3,749,651
Net rental income$0
Net gain from sale of non-inventory assets$79,096,962
Gross sales of inventory$0
Miscellaneous revenues$208,801
Total revenues$135,366,002

Form 990s for The Roberts Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-15990PFView PDF
2018-122020-02-03990PFView PDF
...and 7 more Form 990s

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Margaret M and Robert D Walter FoundationColumbus, OH$34,944,339
Alfred and Isabel Bader 2014 Charitable TrustMilwaukee, WI$102,689,039
Anna Sue and Bob Shaw FoundationDalton, GA$60,973,891
Gene Haas FoundationOxnard, CA$162,482,381
S&G FoundationAlbany, NY$315,987,459
Ja and Kathryn Albertson FoundationBoise, ID$81,442,965
Betty Wold Johnson FoundationPalm Beach, FL$492,098,181
Data update history
December 29, 2023
Posted financials
Added Form 990PF for fiscal year 2022
December 24, 2023
Used new vendors
Identified 3 new vendors, including , , and
July 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 26, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 17, 2023
Used new vendors
Identified 3 new vendors, including , , and
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 Suite 770
San Mateo, CA 94402
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Mateo County, CA
Phone
(650) 653-2422
IRS details
EIN
94-2967074
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1985
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
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
057774
FTB Entity ID
1277403
AB 488 data last updated ("as-of") date
2024-12-04
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