The Roberts Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Roberts Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 01-0549309

Foundation Overview

Based in San Diego, CA, The Roberts Foundation has awarded 50 grants totaling $3,965,353 to organizations in California, Louisiana and 2 other states across the US. Individual grants range from $5,000 to $225,000, with a median award of $62,500.

Latest Tax Year
2023
Total Giving (all years)
$3,965,353
Total Assets
$12,534,955
Median Grant (all grants)
$62,500

Latest Form 990-PF Snapshot

Total Grants
8
Median Grant
$53,000
% Median Grant Decline
-65% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 38%

3 of 8 recipients (38%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Pennsylvania

60% of grants are awarded in Pennsylvania, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within Pennsylvania, funding concentrates in Philadelphia (100%).

Funding Trajectory
+372%

Strong 372% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Roberts Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Project Home $56,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2023
Rebuilding Together Philadelphia $50,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2023
The Black Fairy Godmother Foundation Co Simone Gordon $50,000 Fort Lee, NJ, US To Fund The Recipient's Operating Budget 2023
The Penn Fund Co Daniel Roberts University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2023
The Penn Fund Co Diane Roberts University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2023
Friends Of Schuykill River Park - Co General $225,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2023
Friends Of Schuykill River Park - Co Small Dog Park $62,500 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2023
Friends Of Schuykill River Park - Co Lage Dog Park $62,500 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2023
Project Home $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Penn Fund Co Daniel Roberts University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Penn Fund Co Diane Roberts University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Village Of Arts And Humanities $200,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Philabundance Community Kitchen $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Rebuilding Together Philadelphia $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Black Fairy Godmother Foundation Co Simone Gordon $50,000 Fort Lee, NJ, US To Fund The Recipient's Operating Budget 2022
Project Home $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Penn Fund Co Daniel Roberts University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Penn Fund Co Diane Roberts University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Village Of Arts And Humanities $200,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Philabundance Community Kitchen $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Rebuilding Together Philadelphia $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Black Fairy Godmother Foundation Co Simone Gordon $50,000 Fort Lee, NJ, US To Fund The Recipient's Operating Budget 2022
Project Home $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Penn Fund Co Daniel Roberts University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Penn Fund Co Diane Roberts University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Village Of Arts And Humanities $200,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Philabundance Community Kitchen $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
Rebuilding Together Philadelphia $150,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2022
The Black Fairy Godmother Foundation Co Simone Gordon $50,000 Fort Lee, NJ, US To Fund The Recipient's Operating Budget 2022
Las Patronas $75,000 La Jolla, CA, US To Fund The Recipient's Operating Budget 2021
Rady Children's Hospital San-diego $100,000 San Diego, CA, US To Fund The Recipient's Operating Budget 2021
Roots Of Renewal Nola Inc $100,000 New Orlean, LA, US To Fund The Recipient's Operating Budget 2021
Imagine La $15,000 Los Angeles, CA, US To Fund The Recipient's Operating Budget 2021
Scripps Health Foundation $200,000 San Diego, CA, US To Fund The Recipient's Operating Budget 2021
University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2021
University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2021
Bet Tzedek Legal Services $75,000 Los Angeles, CA, US To Fund The Recipient's Operating Budget 2021
Las Patronas $75,000 La Jolla, CA, US To Fund The Recipient's Operating Budget 2020
Rady Children's Hospital San-diego $50,000 San Diego, CA, US To Fund The Recipient's Operating Budget 2020
Roots Of Renewal Nola Inc $100,000 New Orlean, LA, US To Fund The Recipient's Operating Budget 2020
Roots Of Renewal Nola Inc $100,000 New Orlean, LA, US To Fund The Recipient's Operating Budget 2020
Salk $200,000 La Jolla, CA, US To Fund The Recipient's Operating Budget 2020
Scripps Health Foundation $100,000 San Diego, CA, US To Fund The Recipient's Operating Budget 2020
University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2020
University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2020
Roots Of Renewal $70,000 New Orleans, LA, US To Fund The Recipient's Operating Budget 2016
Penn Fund University Of Pennsylvania $5,000 Philadelphia, PA, US To Fund The Recipient's Operating Budget 2016
Theatre And Arts Foundation La Jolla Playhouse $10,000 La Jolla, CA, US To Fund The Recipient's Operating Budget 2016
Museum Of Contemporary Art San Diego $10,000 La Jolla, CA, US To Fund The Recipient's Operating Budget 2016
Las Patronas $14,353 La Jolla, CA, US To Fund The Recipient's Operating Budget 2016

Foundations Similar to The Roberts Foundation

Discover 5 foundations with comparable assets ($12,171,731-$12,940,182), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 47-2560816 | 85 grants awarded
$12,497,347
(≈ Similar)
$50,000
median grant
Salinas, CA
Same state
100%
Excellent match

EIN: 04-2682392 | 10 grants awarded
$12,317,064
(≈ Similar)
$125,000
median grant
Woodland Hills, CA
Same state
99%
Excellent match

EIN: 77-0533167 | 179 grants awarded
$12,243,308
(≈ Similar)
$40,000
median grant
Santa Cruz, CA
Same state
99%
Excellent match

EIN: 26-3057058 | 29 grants awarded
$12,171,731
(≈ Similar)
$50,000
median grant
Los Angeles, CA
Same state
99%
Excellent match

EIN: 81-1000768 | 67 grants awarded
$12,940,182
(≈ Similar)
$50,000
median grant
Los Angeles, CA
Same state
98%
Excellent match

Contact Information

Official contact details for The Roberts Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 01-0549309
Website N/A
Address 120 S 21ST STREET BOX 108 Philadelphia, PA 19103-0000

Key People (1)

Board members, trustees, and key staff who oversee The Roberts Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Diane Bayles Roberts

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Roberts Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.