The Eric and Lulu Roberts Family

990PF • Fiscal year 2015 • EIN 26-0271567

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile

C/O Kkras 2755 Campus Drive No 240San Mateo, CA 94403

(650) 653-2406

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

-35786%

Higher net margin than 1% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

-53%

Faster asset growth than 2% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets36th percentile

Assets

Down

$749,168

Down $832,028 (-53%) from 2014

Net Assets

Down

$749,168

Down $832,028 (-53%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue36th percentile Net Margin1st percentile

Revenue

Down

$2,325

Down $592,907 (-100%) from 2014

Expenses

$834,353

Up $158,464 (+23%) from 2014

Net Income

Down

-$832,028

Down $751,371 (-932%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2015

Assets$749,168

Liabilities$0

Net Assets$749,168

Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2015

Revenue$2,325

Expenses$834,353

Net Income-$832,028

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: May 12, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay53rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ERIC B ROBERTS	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Eric Roberts Foundation
EIN: 26-0271567
Phone: 6506532406
Address: C/O KKRAS 2755 CAMPUS DRIVE NO 240, SAN MATEO, CA 94403

Signing Officer

Name: Eric B Roberts
Title: Trustee
Phone: 6506532406
Signed: 2016-05-12
Discuss with paid preparer: Yes

Preparer

Firm: Kkr Accounting Services LLC
Address: 2755 CAMPUS DRIVE SUITE 240, SAN MATEO, CA 94403
Preparer: Susan Schoenthaler
Phone: 6506532406

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2555 WEST HIGHWAY 154
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	221 MAIN STREET SUITE 1550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	ONE KROC DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	150 VALPARAISO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	2500 16TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	703 MARKET STREET SUITE 708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	PO BOX 3098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	9	655 MISSION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	KONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SANTA YNEZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	OAK BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	ATHERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	HALF MOON BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	96745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	93460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	94026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	94105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	60523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	94027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	94103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	94103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	94019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	94105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	805000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	62407
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	62407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	577587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	505138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	672101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	586132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	578038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	578038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3083551
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	742593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	577587
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	505138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	672101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	586132
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	805000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	742593
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3661589
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2918996
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	PY CA RRF FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1
TaxesSchedule/TaxesDetail/Amt	0	29267
TaxesSchedule/TaxesDetail/Amt	1	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt	1	CALIFORNIA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ERIC B ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6506532406
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE ERIC ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ERIC
ReturnHeader/Filer/EIN	0	260271567
ReturnHeader/Filer/PhoneNum	0	6506532406
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O KKRAS 2755 CAMPUS DRIVE NO 240
ReturnHeader/Filer/USAddress/CityNm	0	SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	260271226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KKR ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2755 CAMPUS DRIVE SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94403
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6506532406
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SUSAN SCHOENTHALER
ReturnHeader/ReturnTs	0	2016-05-12T17:36:03-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $749,168
Liabilities: $0
Net assets: $749,168
Revenue: $2,325
Expenses: $834,353
Net income: -$832,028

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.02	$1.26	$1.24
2023Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$1.01	$0.96	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$1.11	$0.72	$0.39
2021Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$1.00	$1.02	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.43	$0.00	$0.43	$1.02	$1.17	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$0.35	$0.00	$0.35	$0.02	$0.59	$0.57
2018Detailed filing. Detailed filing data is available for this year.	$0.74	$0.00	$0.74	$0.03	$0.66	$0.63
2017Detailed filing. Detailed filing data is available for this year.	$1.39	$0.00	$1.39	$0.04	$0.57	$0.53
2015Detailed filing. Detailed filing data is available for this year.	$0.75	$0.00	$0.75	$0.00	$0.83	$0.83
2014Detailed filing. Detailed filing data is available for this year.	$1.58	$0.00	$1.58	$0.60	$0.68	$0.08
2013Detailed filing. Detailed filing data is available for this year.	$1.66	$0.00	$1.66	$2.03	$0.56	$1.47