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California · Private foundation

The Roberts Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$46M
Granted FY2023
65
Itemized grants FY2023
64
Organizations funded FY2023
73%
First-time grantees FY2023
Read the full brief
Itemized, FY2023
$22M
The rest is grants the schedule does not break out
Median grant, FY2023
$13,000
Largest grant, FY2023
$10,000,000
Organizations funded a year
24 to 74
FY2017 to FY2023
States reached, FY2023
18
Total assets, FY2023
$324M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 73% of the organizations The Roberts Foundation funded were first-time grantees, receiving 59% of its grant dollars.

New vs renewed · share of each year

In FY2023, 41% of grant dollars renewed an existing relationship; $13M went to new ones.

50%100%’18’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’21’22’23
EducationArts & CulturePhilanthropyYouth DevelopmentHuman ServicesHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202364$22M73%
FY202263$45M84%
FY202124$24M92%
FY201874$32M53%
FY201765$32Mn/a
95% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$101MEmployment$13MArts & Culture$11MPhilanthropy$8.3MHealth$5.3MYouth Development$4.7MEnvironment$3.8MSocial Science$3.7MOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

WA
ID
IL
NY
MA
IN
NJ
CA
MO
VA
MD
AZ
NM
TN
DC
HI
AL

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

Show all 106 grantees
All grantees of The Roberts Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Claremont McKenna College$34,159,97537%
Redf$10,650,000348%
Culver Educational Foundation$8,000,00026%
Teach for America Inc$5,427,50021%
American Enterprise Institute for Public Policy Research$3,500,00023%
New Leaders Inc$3,287,50026%
Boys & Girls Clubs of the Peninsula$2,944,80027%
Environmental Defense Fund Incorporated$2,500,00012%
San Francisco Museum of Modern Art$2,242,80031%
Year Up Inc$2,000,00011%
Child Mind Institute Inc$1,855,17235%
The Joy Culture Foundation$1,010,000271%
University of Chicago$1,000,00020%
Dunn School$900,00016%
Kipp Bay Area Schools$825,00031%
Boys and Girls Club of the Big Island$600,000233%
Entitlements How Inc$500,000217%
Peninsula Open Space Trust$500,00012%
Memphis Brooks Museum of Art Inc$500,00011%
Sacred Heart Schools Atherton$400,0001n/a
Queen's North Hawaii Community Hospital$400,00011%
Monterey Peninsula Foundation$350,00020%
The Basic Fund$271,00042%
Educators for Excellence Inc$250,0001n/a
Lucile Packard Foundation for Children's Health$210,00020%
San Francisco Symphony$200,00020%
Semper Fi & America's Fund$200,00020%
Intermountain Centers for Human Development Inc$200,00021%
African American Community Service Agency$200,000213%
Association to Benefit Children$175,00021%
New York University$168,75020%
Farmlink Project$150,00010%
Peer Health Exchange Inc$150,00011%
San Francisco Zoological Society$130,00011%
The Opportunity Trust D/B/A Zest Education$125,0001n/a
Room to Read$125,00020%
Innovate Public Schools$100,00011%
Los Angeles Opera Company$100,00010%
Civic News Company$100,00011%
Mary's Meals USA Inc$100,00012%
The Notah Begay III Foundation Inc$100,00014%
Uluhao O Hualalai$100,0001n/a
Horatio Alger Assn of Distinguished Americans Inc$100,00010%
Children's Health Council Inc$62,50020%
California Academy of Sciences$60,00030%
Henrys Fork Foundation Inc$57,00033%
The Center for Reproductive Rights Inc$50,00010%
Blood Cancer United Inc$50,00010%
The Children's Aid Society$50,00010%
Peninsula Family Connections$50,00022%
University of California San Francisco Foundation$50,0001n/a
Cameron Champ Foundation$50,00016%
Csnk2a1 Foundation$50,00016%
Friends of the Future$45,00011%
Robin Hood Foundation$30,00010%
Hawaii State Junior Golf Association In$30,00011%
Chronicle Season of Sharing Fund$26,00040%
Tipping Point Community$25,00010%
San Francisco Opera Association$25,00010%
Summer Search$25,00010%
Juma Ventures Inc$25,00011%
Girl Scouts of Greater NY Inc$25,00010%
Hrj Charities Inc$25,00011%
Project Healthy Minds$25,00014%
San Francisco Ballet Association$20,00010%
United States Golf Association$20,00010%
University of Hawaii Foundation$20,00010%
Kukio Hoomana Fund$20,00012%
The Fit Kids Foundation Inc$18,50013%
Menlo Charity Horse Show Inc$17,00023%
Ravenswood Education Foundation$15,00010%
Hawaii Island Humane Society Spca$10,50020%
Curriki$10,00011%
Hualalai Ohana Foundation$10,00021%
Girls Who Code Inc$10,00010%
Capitol Hill Arts Workshop$10,00011%
Team Rubicon Inc$10,00010%
Talladega College$10,00010%
The Jim Saunders Fund$10,00012%
Grace Science Foundation$10,00011%
Naval Postgraduate School Foundation Inc$10,00010%
Sifma Foundation for Investor Education (Fie) Inc$10,00010%
The New York Opportunity Network Inc Dba the Opportunity Network$10,00010%
Girls Inc$5,00010%
San Francisco Food Bank$5,00010%
Figure Skating in Harlem Inc$5,00010%
Greater Seattle Surf Soccer Club$5,0001n/a
Kokua Christian Ministries$5,0001n/a
Kohanaiki Ohana$4,5001n/a
The West Marin Fund$2,60010%
Society for Konas Education & Art$2,50013%
Bush Cup Corp$2,50013%
Beyond Type 1$2,50010%
San Francisco Host Committee$2,50011%
Del Monte Forest Conservancy$2,50011%
National Baseball Hall of Fame and Museum Inc$2,50010%
San Mateo County Historical Association$2,50010%
US Women's Amateur Golf Championship Nashville Inc$2,50011%
By the Bay Health$2,50010%
Hydrocephalus Association$2,50010%
Hamakua Athletic Association$2,0001n/a
San Mateo County Community Colleges Foundation$1,50010%
Paws for Purple Hearts$1,00010%
Humane Society of Truckee-Tahoe$50010%
Ncga Foundation$5001n/a
Jewish Board of Family & Children's Services Inc$35010%

What it could do for these grantees

Plus 120 recipients with no EIN on record ($66M), not named here.

Where it is load-bearing

The Roberts Foundation supplied at least a quarter of the budget for 3 of its grantees at some point. The chart plots its 96 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetClaremont McKenna College: $34,159,975 over 3y, 6.8% of budgetRedf: $10,650,000 over 3y, 48% of budgetCulver Educational Foundation: $8,000,000 over 2y, 6.2% of budgetTeach for America Inc: $5,427,500 over 2y, 1.1% of budgetAmerican Enterprise Institute for Public Policy Research: $3,500,000 over 2y, 3.3% of budgetNew Leaders Inc: $3,287,500 over 2y, 6.3% of budgetBoys & Girls Clubs of the Peninsula: $2,944,800 over 2y, 7.3% of budgetEnvironmental Defense Fund Incorporated: $2,500,000 over 1y, 1.7% of budgetSan Francisco Museum of Modern Art: $2,242,800 over 3y, 1.4% of budgetYear Up Inc: $2,000,000 over 1y, 1.3% of budgetChild Mind Institute Inc: $1,855,172 over 3y, 5.5% of budgetThe Joy Culture Foundation: $1,010,000 over 2y, 71% of budgetUniversity of Chicago: $1,000,000 over 2y, 0.0% of budgetDunn School: $900,000 over 1y, 6.3% of budgetKipp Bay Area Schools: $825,000 over 3y, 0.7% of budgetBoys and Girls Club of the Big Island: $600,000 over 2y, 33% of budgetEntitlements How Inc: $500,000 over 2y, 17% of budgetPeninsula Open Space Trust: $500,000 over 1y, 1.7% of budgetMemphis Brooks Museum of Art Inc: $500,000 over 1y, 1.1% of budgetQueen's North Hawaii Community Hospital: $400,000 over 1y, 0.6% of budgetMonterey Peninsula Foundation: $350,000 over 2y, 0.4% of budgetThe Basic Fund: $271,000 over 4y, 2.0% of budgetLucile Packard Foundation for Children's Health: $210,000 over 2y, 0.2% of budgetSan Francisco Symphony: $200,000 over 2y, 0.1% of budgetSemper Fi & America's Fund: $200,000 over 2y, 0.4% of budgetIntermountain Centers for Human Development Inc: $200,000 over 2y, 0.6% of budgetAfrican American Community Service Agency: $200,000 over 2y, 13% of budgetAssociation to Benefit Children: $175,000 over 2y, 0.5% of budgetNew York University: $168,750 over 2y, 0.0% of budgetFarmlink Project: $150,000 over 1y, 0.3% of budgetPeer Health Exchange Inc: $150,000 over 1y, 1.3% of budgetSan Francisco Zoological Society: $130,000 over 1y, 0.5% of budgetRoom to Read: $125,000 over 2y, 0.2% of budgetInnovate Public Schools: $100,000 over 1y, 1.3% of budgetLos Angeles Opera Company: $100,000 over 1y, 0.3% of budgetCivic News Company: $100,000 over 1y, 0.9% of budgetMary's Meals USA Inc: $100,000 over 1y, 1.7% of budgetThe Notah Begay III Foundation Inc: $100,000 over 1y, 4.1% of budgetHoratio Alger Assn of Distinguished Americans Inc: $100,000 over 1y, 0.3% of budgetChildren's Health Council Inc: $62,500 over 2y, 0.3% of budgetCalifornia Academy of Sciences: $60,000 over 3y, 0.0% of budgetHenrys Fork Foundation Inc: $57,000 over 3y, 2.6% of budgetThe Center for Reproductive Rights Inc: $50,000 over 1y, 0.1% of budgetBlood Cancer United Inc: $50,000 over 1y, 0.0% of budgetThe Children's Aid Society: $50,000 over 1y, 0.0% of budgetPeninsula Family Connections: $50,000 over 2y, 2.3% of budgetCameron Champ Foundation: $50,000 over 1y, 6.5% of budgetCsnk2a1 Foundation: $50,000 over 1y, 6.3% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 96.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Community Federation of San Francisco the Peninsula Marin & SonomaCA30.2× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Marin Community Foundation · Silicon Valley Community Foundation · The San Francisco Foundation · The Ayco Charitable Foundation · The Zierk Family Foundation · Penner Family Foundation Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Courtney Roberts and Steve Preston Family Foundation · The Hoak Foundation · Pga Tour Inc · The Eric and Lulu Roberts Family Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Roberts Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Roberts Foundation?

Find your warmest path to The Roberts Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About The Roberts Foundation

How much does The Roberts Foundation give?
The Roberts Foundation reported 65 itemized grants totaling $21,717,950, out of $45,741,340 in total grant expense reported on the return in its FY2023 IRS filing. It funded between 24 and 74 organizations a year over FY2017 to FY2023.
What does The Roberts Foundation fund?
By grant dollars over FY2017 to FY2023, its largest causes are Education (32%), Employment (4%), Arts & Culture (3%).
Who are The Roberts Foundation's largest grantees?
By total granted over FY2017 to FY2023: Claremont McKenna College ($34M), Redf ($11M), Culver Educational Foundation ($8.0M).
Does The Roberts Foundation fund new organizations?
In FY2023, 73% of the organizations it funded were first-time grantees.
Does The Roberts Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Roberts Foundation?
Its strongest co-funders, measured against what their size predicts, include Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma, Marin Community Foundation, Silicon Valley Community Foundation.
Where is The Roberts Foundation based?
The Roberts Foundation is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 234 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports $50M of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2023, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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