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Kelly J Roberts Private Foundation is a private corporation based in NEWPORT BEACH, CA. The foundation received its IRS ruling in 2014. The principal officer is Richard B Thomas. It holds total assets of $11K. Annual income is reported at $10K. Total assets have grown from $7K in 2014 to $13K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of human services. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Kelly J Roberts Private Foundation has made 2 grants totaling $35K, with a median grant of $18K. Annual giving has decreased from $30K in 2022 to $5K in 2023. Individual grants have ranged from $5K to $30K, with an average award of $18K. The foundation has supported 2 unique organizations. Grants have been distributed to organizations in California and Colorado. Contributions to this foundation are tax-deductible.
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.
Kelly J Roberts Private Foundation primarily funds organizations in the area of human services. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in CA, CO.
Kelly J Roberts Private Foundation has distributed a total of $35K across 2 grants. The median grant size is $18K, with an average of $18K. Individual grants have ranged from $5K to $30K.
Kelly J Roberts Private Foundation typically selects its grantees rather than accepting unsolicited proposals.
Kelly J Roberts Private Foundation is headquartered in NEWPORT BEACH, CA. While based in CA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Kelly J Roberts | PRESIDENT | $0 | $0 | N/A |
| Richard Thomas | CFO | $0 | $0 | N/A |
| Craig Randall | CONTROLLER | $0 | $0 | N/A |
Total Giving
$7K
Total Assets
$13K
Fair Market Value
$13K
Net Worth
$13K
Grants Paid
$5K
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
$789
Total Grants
2
Total Giving
$35K
Average Grant
$18K
Median Grant
$18K
Unique Recipients
2
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Shining Stars FoundationTHE SHINING STARS FOUNDATION GIVES STRENGTH, SUPPORT, AND HOPE TO CHILDREN LIVING WITH PEDIATRIC CANCER OR ANOTHER LIFE-THREATENING ILLNESS AND THEIR FAMILIES THROUGH OUTDOOR, SOCIAL, AND RECREATIONAL EXPERIENCES. | Winter Park, CO | $5K | 2023 |
| Laguna PlayhouseTHE MISSION OF LAGUNA PLAYHOUSE IS TO ENRICH LIVES THROUGH THE MAGIC OF LIVE THEATRE, TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND ADULTS, AND TO CREATE EXPERIENCES THAT STIMULATE CULTURAL AND SOCIAL INTERACTION AND INSPIRE OUR COMMUNITY. | Laguna Beach, CA | $30K | 2022 |