Private foundation (trust)EIN 260271567Est. 2007-08
THE ERIC AND LULU ROBERTS FAMILY
SAN MATEO, CA 94402
Total Assets
$1.1M
FY 2023
Annual Giving
$935K
FY 2023
Grants Made
14
FY 2023
Avg Grant
$67K
FY 2023
Grant Range
$5K–$422K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$1.0M
Total Expenses
$963K
Qualifying Distributions
$940K
Distributable Amount
$37K
Min. Investment Return
$38K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
14 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
47 grants
Grant Size Distribution
47 grants
Geographic Focus
4 states
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