The Eric And Lulu Roberts Family | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Eric And Lulu Roberts Family. Data shown is extracted from Form 990-PF filings.
EIN: 26-0271567
Foundation Overview
Based in San Mateo, CA, The Eric And Lulu Roberts Family has awarded 93 grants totaling $6,438,379 to organizations in California, New York and 2 other states across the US. Individual grants range from $5,000 to $503,861, with a median award of $25,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 of 14 recipients (21%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
91% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Francisco (32%), Atherton (14%), Menlo Park (12%).
Funding Trajectory
Strong 66% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
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?
Grants & Funding
Analyzing past grantees provides valuable insights into The Eric And Lulu Roberts Family'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 |
|---|---|---|---|---|
| Dunn School | $235,421 | Los Olivos, CA, US | General Operations (Cash + 350 Shs Procter & Gamble Co.) | 2023 |
| Silicon Valley International School | $50,499 | Palo Alto, CA, US | General Operations (Cash +177 Shs Procter & Gamble Co.) | 2023 |
| Marine Mammal Center | $10,000 | Sausalito, CA, US | General Operations | 2023 |
| Redf | $27,000 | San Francisco, CA, US | General Operations | 2023 |
| Sacred Heart Schools | $25,499 | Atherton, CA, US | General Operations (177 Shs Procter & Gamble Co.) | 2023 |
| Sfspca | $50,499 | San Francisco, CA, US | General Operations (Cash + 177 Shs Procter & Gamble Co.) | 2023 |
| Tipping Point | $49,978 | San Francisco, CA, US | General Operations (350 Shs Procter & Gamble Co.) | 2023 |
| Conservation Earth Inc Dba Wildlife Associates | $10,000 | Half Moon Bay, CA, US | General Operations | 2023 |
| Boys And Girls Club Of The Peninsula | $10,000 | Menlo Park, CA, US | General Operations | 2023 |
| The Joy Culture Foundation | $421,507 | Menlo Park, CA, US | General Operations (Cash + 2,575 Shs Procter & Gamble Co.) | 2023 |
| 10000 Degrees | $15,000 | San Rafael, CA, US | General Operation | 2023 |
| Child Mind Institute | $15,000 | New York, NY, US | General Operation | 2023 |
| International Veterinary Outreach | $5,000 | San Francisco, CA, US | General Operation | 2023 |
| San Mateo County Historical Association | $10,000 | Redwood City, CA, US | General Operation | 2023 |
| Dunn School | $25,000 | Los Olivos, CA, US | General Operations | 2022 |
| Silicon Valley International School | $25,363 | Palo Alto, CA, US | General Operations (195 Shs Procter & Gamble Co.) | 2022 |
| Marine Mammal Center | $10,000 | Sausalito, CA, US | General Operations | 2022 |
| Redf | $25,000 | San Francisco, CA, US | General Operations | 2022 |
| Sacred Heart Schools | $25,000 | Atherton, CA, US | General Operations | 2022 |
| Sfspca | $60,000 | San Francisco, CA, US | General Operations | 2022 |
| Tipping Point | $146,824 | San Francisco, CA, US | General Operations (Cash + 647 Shs Procter & Gamble Co.) | 2022 |
| Conservation Earth Inc Dba Wildlife Associates | $10,000 | Half Moon Bay, CA, US | General Operations | 2022 |
| Boys And Girls Club Of The Peninsula | $10,000 | Menlo Park, CA, US | General Operations | 2022 |
| The Joy Culture Foundation | $341,780 | Atherton, CA, US | General Operations (2,252 Shs Procter & Gamble Co.) | 2022 |
| 10000 Degrees | $15,000 | San Rafael, CA, US | General Operation | 2022 |
| Himalayan Cataract Project | $5,000 | Waterbury, VT, US | General Operation | 2022 |
| Dunn School | $25,000 | Los Olivos, CA, US | General Operations | 2022 |
| Silicon Valley International School | $25,363 | Palo Alto, CA, US | General Operations (195 Shs Procter & Gamble Co.) | 2022 |
| Marine Mammal Center | $10,000 | Sausalito, CA, US | General Operations | 2022 |
| Redf | $25,000 | San Francisco, CA, US | General Operations | 2022 |
| Sacred Heart Schools | $25,000 | Atherton, CA, US | General Operations | 2022 |
| Sfspca | $60,000 | San Francisco, CA, US | General Operations | 2022 |
| Tipping Point | $146,824 | San Francisco, CA, US | General Operations (Cash + 647 Shs Procter & Gamble Co.) | 2022 |
| Conservation Earth Inc Dba Wildlife Associates | $10,000 | Half Moon Bay, CA, US | General Operations | 2022 |
| Boys And Girls Club Of The Peninsula | $10,000 | Menlo Park, CA, US | General Operations | 2022 |
| The Joy Culture Foundation | $341,780 | Atherton, CA, US | General Operations (2,252 Shs Procter & Gamble Co.) | 2022 |
| 10000 Degrees | $15,000 | San Rafael, CA, US | General Operation | 2022 |
| Himalayan Cataract Project | $5,000 | Waterbury, VT, US | General Operation | 2022 |
| Dunn School | $25,000 | Los Olivos, CA, US | General Operations | 2022 |
| Silicon Valley International School | $25,363 | Palo Alto, CA, US | General Operations (195 Shs Procter & Gamble Co.) | 2022 |
| Marine Mammal Center | $10,000 | Sausalito, CA, US | General Operations | 2022 |
| Redf | $25,000 | San Francisco, CA, US | General Operations | 2022 |
| Sacred Heart Schools | $25,000 | Atherton, CA, US | General Operations | 2022 |
| Sfspca | $60,000 | San Francisco, CA, US | General Operations | 2022 |
| Tipping Point | $146,824 | San Francisco, CA, US | General Operations (Cash + 647 Shs Procter & Gamble Co.) | 2022 |
| Conservation Earth Inc Dba Wildlife Associates | $10,000 | Half Moon Bay, CA, US | General Operations | 2022 |
| Boys And Girls Club Of The Peninsula | $10,000 | Menlo Park, CA, US | General Operations | 2022 |
| The Joy Culture Foundation | $341,780 | Atherton, CA, US | General Operations (2,252 Shs Procter & Gamble Co.) | 2022 |
| 10000 Degrees | $15,000 | San Rafael, CA, US | General Operation | 2022 |
| Himalayan Cataract Project | $5,000 | Waterbury, VT, US | General Operation | 2022 |
| Dunn School | $25,827 | Los Olivos, CA, US | General Operations (170 Shs Procter & Gamble Co.) | 2021 |
| Grace Science Foundation | $10,000 | Menlo Park, CA, US | General Operations | 2021 |
| Silicon Valley International School | $26,342 | Palo Alto, CA, US | General Operations (185 Shs Procter & Gamble Co.) | 2021 |
| Marine Mammal Center | $10,757 | Sausalito, CA, US | General Operations (75 Shs Procter & Gamble Co.) | 2021 |
| Redf | $25,817 | San Francisco, CA, US | General Operations (180 Shs Procter & Gamble Co.) | 2021 |
| Sacred Heart Schools | $25,977 | Atherton, CA, US | General Operations (180 Shs Procter & Gamble Co.) | 2021 |
| Sfspca | $51,232 | San Francisco, CA, US | General Operations (355 Shs Procter & Gamble Co.) | 2021 |
| Street Soccer Usa | $10,000 | New York, NY, US | General Operations | 2021 |
| Tipping Point | $252,808 | San Francisco, CA, US | General Operations (1,820 Shs Procter & Gamble Co.) | 2021 |
| Conservation Earth Inc Dba Wildmind | $10,635 | Half Moon Bay, CA, US | General Operations (70 Shs Procter & Gamble Co.) | 2021 |
| Boys And Girls Club Of The Peninsula | $36,283 | Menlo Park, CA, US | General Operations (260 Shs Procter & Gamble Co.) | 2021 |
| The Joy Culture Foundation | $503,861 | Atherton, CA, US | General Operations (3,470 Shs Procter & Gamble Co.) | 2021 |
| Teach For America | $25,492 | New York, NY, US | General Operations (190 Shs Procter & Gamble Co.) | 2021 |
| Dunn School | $150,423 | Los Olivos, CA, US | General Operations (1,050 Shs Procter & Gamble Co.) | 2020 |
| Silicon Valley International School | $25,787 | Palo Alto, CA, US | General Operations (180 Shs Procter & Gamble Co.) | 2020 |
| Marine Mammal Center | $20,773 | Sausalito, CA, US | General Operations (145 Shs Procter & Gamble Co.) | 2020 |
| Redf | $25,883 | San Francisco, CA, US | General Operations (180 Shs Procter & Gamble Co.) | 2020 |
| Sacred Heart Schools | $25,813 | Atherton, CA, US | General Operations (180 Shs Procter & Gamble Co.) | 2020 |
| Sfspca | $125,821 | San Francisco, CA, US | General Operations (875 Shs Procter & Gamble Co.) | 2020 |
| Tipping Point | $251,918 | San Francisco, CA, US | General Operations (2,000 Shs Procter & Gamble Co.) | 2020 |
| Conservation Earth Inc Dba Wildmind | $20,000 | Half Moon Bay, CA, US | General Operations | 2020 |
| Boys And Girls Club Of The Peninsula | $63,783 | Menlo Park, CA, US | General Operations (cash & 245 Shs Procter & Gamble Co.) | 2020 |
| The Joy Culture Fund - Daf | $454,130 | Purchase, NY, US | General Operations (3,540 Shs Procter & Gamble Co.) | 2020 |
| Advocats | $10,000 | Kailua Kona, HI, US | General Operations | 2018 |
| Cartoon Art Museum | $50,000 | San Francisco, CA, US | General Operations | 2018 |
| Dunn School | $100,121 | Los Olivos, CA, US | General Operations (1,285 Shs Procter & Gamble Co.) | 2018 |
| Grace Science Foundation | $10,084 | Menlo Park, CA, US | General Operations (125 Shs Procter & Gamble Co.) | 2018 |
| Marine Mammal Center | $20,084 | Sausalito, CA, US | General Operations (cash And 125 Shs Procter & Gamble Co.) | 2018 |
| Redf | $10,000 | San Francisco, CA, US | General Operations | 2018 |
| Sacred Heart Schools | $25,411 | Atherton, CA, US | General Operations (315 Shs Procter & Gamble Co.) | 2018 |
| Sfspca | $150,000 | San Francisco, CA, US | General Operations | 2018 |
| Tipping Point | $250,728 | San Francisco, CA, US | General Operations (3,175 Shs Procter & Gamble Co.) | 2018 |
| Wildmind Science Learning | $10,230 | Half Moon Bay, CA, US | General Operations (115 Shs Procter & Gamble Co.) | 2018 |
| The School Box Project | $25,055 | Sebastopol, CA, US | General Operations (278 Shs Procter & Gamble Co.) | 2018 |
| Cartoon Art Museum | $50,000 | San Francisco, CA, US | General Operations | 2017 |
| Dunn School | $100,000 | Los Olivos, CA, US | General Operations | 2017 |
| Grace Science Foundation | $10,000 | Menlo Park, CA, US | General Operations | 2017 |
| Marine Mammal Center | $10,000 | Sausalito, CA, US | General Operations | 2017 |
| Redf | $10,000 | San Francisco, CA, US | General Operations | 2017 |
| Sacred Heart Schools | $25,000 | Atherton, CA, US | General Operations | 2017 |
| Sfspca | $100,000 | San Francisco, CA, US | General Operations | 2017 |
| Tipping Point | $250,000 | San Francisco, CA, US | General Operations | 2017 |
| Wildlife Associates | $10,000 | Half Moon Bay, CA, US | General Operations | 2017 |
Foundations Similar to The Eric And Lulu Roberts Family
Discover 5 foundations with comparable assets ($1,094,746-$1,111,168), 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 |
|---|---|---|---|---|
|
William & Evelyn Stokes Foundation
EIN: 85-2785691 | 18 grants awarded |
$1,099,398
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Estancia & Tewinkle Schools Foundation
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$1,097,989
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$28,217.5
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|
Marineau Family Foundation
EIN: 20-8043517 | 100 grants awarded |
$1,109,938
(≈ Similar) |
$50,000
median grant |
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The Candelaria Fund
EIN: 94-3246086 | 174 grants awarded |
$1,094,746
(≈ Similar) |
$15,000
median grant |
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|
Opus Foundation
EIN: 20-4927621 | 44 grants awarded |
$1,111,168
(≈ Similar) |
$25,000
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Los Angeles, CA
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Contact Information
Official contact details for The Eric And Lulu Roberts Family as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 26-0271567 |
| Website | N/A |
| Address | 155 BOVET RD STE 770 San Mateo, CA 94402-3153 |
Key People (2)
Board members, trustees, and key staff who oversee The Eric And Lulu Roberts Family's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Eric B Roberts |
|---|---|
| Trustee | Huei Ju 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 Eric And Lulu Roberts Family 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.
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