The California State Capitol

Form 990-PFTax year 2024EIN 94-2967074

The Roberts Foundation

A private foundation in San Mateo, CA. Its return for tax year 2024 reports $49.8 million paid in grants, listed in an attachment that is not in the e-file.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $49,796,447

    Grants listed
    In an attachment
    Assets, end of year
    $324,084,062
  • Tax year 2023

    $45,741,340

    Grants listed
    In an attachment
    Assets, end of year
    $267,051,553
  • Tax year 2022

    $49,701,845

    Grants listed
    In an attachment
    Assets, end of year
    $273,833,101
  • Tax year 2021

    $49,045,803

    Grants listed
    In an attachment
    Assets, end of year
    $236,050,960
  • Tax year 2020

    $31,611,438

    Grants listed
    In an attachment
    Assets, end of year
    $200,689,155
  • Tax year 2019

    $27,671,696

    Grants listed
    In an attachment
    Assets, end of year
    $123,230,012
  • Tax year 2018

    $32,616,538

    Grants listed
    79
    Assets, end of year
    $81,964,521

Grants paid in 2024

Grants listed in an attachment (not in the e-file)

As listed on the return.

  1. This return lists its grants in an attachment that is not in the IRS e-file: $49.8 million in all.

Officers, directors and trustees

6 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • George R RobertsPRESIDENT Hours 0Pay $0
  • Eric B RobertsVICE PRESIDENT Hours 0Pay $0
  • Mark B RobertsVICE PRESIDENT Hours 0Pay $0
  • Courtney A RobertsVICE PRESIDENT Hours 0Pay $0
  • Sue P DoellSECRETARY/TREASURER Hours 0Pay $0
  • Linnea C RobertsVICE PRESIDENT Hours 0Pay $0

The return

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  5. Capital Group Companies Charitable FoundationIrvine, CA 1 grant Preselected only $48,517,961 giving