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Courtney Roberts Foundation is a private trust based in SAN MATEO, CA. The foundation received its IRS ruling in 2007. The principal officer is Kohlberg Kravis Roberts & Co. It holds total assets of $9M. Annual income is reported at $2.2M. Total assets have grown from $631K in 2011 to $9.1M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in California and Hawaii. According to available records, Courtney Roberts Foundation has made 68 grants totaling $2.9M, with a median grant of $25K. Annual giving has decreased from $876K in 2020 to $518K in 2023. Grantmaking activity was highest in 2022 with $970K distributed across 26 grants. Individual grants have ranged from $1K to $300K, with an average award of $43K. The foundation has supported 33 unique organizations. The foundation primarily supports organizations in California, Ohio, New York, which account for 75% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$30K
Average Grant
$58K
Largest Grant
$300K
Based on 15 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Courtney Roberts Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 68 grants. Its grantmaking reaches organizations primarily in CA, OH, NY.
Courtney Roberts Foundation has distributed a total of $2.9M across 68 grants. The median grant size is $25K, with an average of $43K. Individual grants have ranged from $1K to $300K.
Courtney Roberts Foundation typically selects its grantees rather than accepting unsolicited proposals.
Courtney Roberts Foundation is headquartered in SAN MATEO, CA. While based in CA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Courtney Roberts | TRUSTEE | $0 | $0 | N/A |
Total Giving
$572K
Total Assets
$9.1M
Fair Market Value
$9.4M
Net Worth
$9.1M
Grants Paid
$518K
Contributions
N/A
Net Investment Income
$283K
Distribution Amount
$453K
Total: $8.3M
Total Grants
68
Total Giving
$2.9M
Average Grant
$43K
Median Grant
$25K
Unique Recipients
33
Most Common Grant
$15K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| 5 Gyres InstituteGENERAL OPERATIONS | Santa Monica, CA | $225K | 2023 |
| Boys & Girls Clubs Of The PeninsulaGENERAL OPERATIONS | Melno Park, CA | $76K | 2023 |
| Earth Species ProjectGERERAL OPERATIONS | Berkeley, CA | $50K | 2023 |
| Uc Santa Cruz FoundationGERERAL OPERATIONS | Santa Cruz, CA | $50K | 2023 |
| One Community CampaignGENERAL OPERATIONS | Atherton, CA | $40K | 2023 |
| RedfGENERAL OPERATIONS | San Francisco, CA | $27K | 2023 |
| Sacred Heart SchoolsGENERAL OPERATIONS | Atherton, CA | $20K | 2023 |
| Joy Culture FoundationGENERAL OPERATIONS | Menlo Park, CA | $20K | 2023 |
| San Francisco SpcaGENERAL OPERATIONS | San Francisco, CA | $10K | 2023 |
| Conservation Earth Inc Dba WildmindGENERAL OPERATIONS | Half Moon Bay, CA | $55K | 2022 |
| Grace Science FoundationGENERAL OPERATIONS | Menlo Park, CA | $25K | 2022 |
| Samaritan HouseGENERAL OPERATIONS | San Mateo, CA | $17K | 2022 |
| San Francisco Zoological SocietyGENERAL OPERATIONS | San Francisco, CA | $15K | 2022 |
| San Francisco Museum Of Modern ArtGENERAL OPERATI0NS | San Francisco, CA | $15K | 2022 |
| Second Harvest Of Silicon ValleyGENERAL OPERATIONS | San Carlos, CA | $12K | 2022 |
| Donkey Mill Art CenterGENERAL OPERATIONS | Holualoa, HI | $10K | 2022 |
| One Tree PlantedGENERAL OPERATIONS | Shelburne, VT | $9K | 2022 |
| Boys & Girls Clubs Of The Big IslandGENERAL OPERATIONS | Hilo, HI | $2K | 2022 |
| Child Mind InstituteGENERAL OPERATI0NS | New York, NY | $100K | 2021 |
| Sf Zoological SocietyGENERAL OPERATIONS | San Francisco, CA | $50K | 2021 |
| The Earth Species ProjectGENERAL OPERATIONS | West Hollywood, CA | $50K | 2021 |
| The Food Basket IncGENERAL OPERATIONS | Kailuakona, HI | $50K | 2021 |
| The Ocean Cleanup North Pacific FoundationGENERAL OPERATIONS | New York, NY | $30K | 2021 |
| Sweet Relief Musicians FundGENERAL OPERATIONS | Fullerton, CA | $20K | 2021 |
| Performing Animal Welfare SocietyGENERAL OPERATIONS | Galt, CA | $15K | 2021 |
| Great Basin Wildlife RescueGENERAL OPERATIONS | Spanish Fork, UT | $15K | 2021 |
| Hopi Tutskwa PermacultureGENERAL OPERATIONS | Kykotsmovi, AZ | $15K | 2021 |
| Teach For AmericaGENERAL OPERATIONS | New York, NY | $10K | 2021 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA