The Eric and Lulu Roberts Family
The Eric and Lulu Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21K in total assets. In 2024, it awarded 16 grants totaling $1.2M. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$21K
Annual Giving
$1.2M
Grant Count
16
Avg Grant Size
$78K
About The Eric and Lulu Roberts Family
Based on IRS filings
The Eric and Lulu Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21K in total assets. In 2024, it awarded 16 grants totaling $1.2M. Net investment income was $13K.
Focus Areas
Ready to take the next step with The Eric and Lulu Roberts Family?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $20,938 | $991,766 | $547,837 |
| Revenue | $17,118 | $1,111,344 | $1,004,681 |
| Expenses | $1,256,540 | $724,060 | $1,015,669 |
| Qualifying Distributions | $1,251,747 | $711,166 | $1,015,031 |
| Net Investment Income | $12,918 | $560,188 | $34,253 |
| Distributable Amount | $30,551 | $24,880 | $61,837 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC B ROBERTS | TRUSTEE | 1 | — |
| HUEI JU ROBERTS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Eric and Lulu Roberts Family on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities