philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in
The Roberts Foundation EIN 01-0549309 Form 990 (PDF) Claim this org

The Roberts Foundation

Not yet claimed Claim this org →

A private foundation based in San Diego, CA. It reported about $408K in revenue for 2024. For fiscal year 2024 it reported $408K in revenue, $988K in expenses, and $8.7M in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
San Diego, CA
Filings
5 on file (2020–2024)
Revenue
$408KFY2024
Expenses
$988K
Net assets
$8.7M
People
1
Filings
5
Updates
0
More identity details & actions ⌄
EIN  01-0549309 Private foundation / grantmaker San Diego, CA
Form 990 (PDF)
Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until The Roberts Foundation claims this page.

Know this organization? Claim it to add your story

Size
$100K–1M
What they do
A private foundation based in San Diego, CA. It reported about $408K in revenue for 2024.
Leadership
Diane Bayles Roberts · Trustee
Money in and out
$408K revenue, $988K expenses
Bottom line
—
Grants paid & assets · FY2024
Total revenue
$408K
Pt VIII · Ln 12
Total expenses
$988K
Pt IX · Ln 25
Net assets
$8.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$580K
Total assets
8.7M
deployed as grants and operations
Grants paid
933K
in FY2024
Grants made
10grants
total in period
Payout rate
11%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 10 grants · $933K · 2024–2024
Scripps Health FoundationFY2024$200,000
Friends of Schuykill River Park - Co GeneralFY2024$163,300
Rebuilding Together PhiladelphiaPA · FY2024$150,000
Las PatronaFY2024$100,000
Project HomeFY2024$100,000
The Black Fairy Godmother Foundation Co Simone GordonFY2024$75,000
Friends of Schuykill River Park - Co Small Dog ParkFY2024$62,500
Friends of Schuykill River Park - Co Lage Dog ParkFY2024$62,500
The Penn Fund Co Diane Roberts University of PennsylvaniaFY2024$10,000
The Penn Fund Co Daniel Roberts University of PennsylvaniaFY2024$10,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$93K
Median grantPart XV$100K
Largest grantPart XV$200K

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Revenue
$408K
FY2024▲ +18%
Expenses
$988K
FY2024▲ +79%
Total assets
$8.7M
FY2024▼ -3%
Total liabilities
$0
FY2024
Total revenue
$408K
Pt VIII · Ln 12
Total expenses
$988K
Pt IX · Ln 25
Net assets
$8.7M
Pt X · Ln 32
Total assetsPt II$8.7M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CThe Roberts Foundation
EINHdr · item D01-0549309
Principal addressHdr · item CSan Diego, CA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFJun 2005

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
See The Roberts Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Statement of Revenue

Part VIII
Investment income100%$408K
Other revenue$381
Total revenueLn 12$408K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.94 Operating & administrative $0.06
Grants & contributions paid94%$933K
Operating & administrative6%$55K
Total functional expensesLn 25$988K

Balance Sheet

Part X · end of year
CashLn 1$2.4M
Total assetsLn 16$8.7M
Total liabilitiesLn 26$0
Total net assetsLn 32$8.7M
Months of cash on handcomputed28.7

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $8.7M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $408K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $408K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $408K · Prior year $346K
+18%
Revenue CAGR
FY2020 $174K · FY2024 $408K
+24%
Net-asset trend (YoY)
End of year $8.7M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $408K · Expenses $988K
-142%
Liabilities-to-Assets
Total liabilities — · Total assets $8.7M
—
Net-asset ratio
Net assets $8.7M · Total assets $8.7M
100%
People & payroll
Highest Reported Total Compensation
Individual Diane Bayles Roberts · Reported title TRUSTEE · Highest reported compensation $0 · Total expenses $988K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 18%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$408K revenue · viewing · ⤓ 990 PDF
FY2023$346K revenue · ⤓ 990 PDF
FY2022$190K revenue · ⤓ 990 PDF
FY2021$193K revenue · ⤓ 990 PDF
FY2020$174K revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.