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The Roberto Foundation is a private association based in IRVINE, CA. The foundation received its IRS ruling in 2005. It holds total assets of $73.7M. Annual income is reported at $19.9M. Total assets have grown from $27.6M in 2011 to $73.7M in 2024. The foundation is governed by 5 officers and trustees. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2024. Grantmaking is concentrated in California. According to available records, The Roberto Foundation has made 30 grants totaling $8.2M, with a median grant of $100K. The foundation has distributed between $2.4M and $3.2M annually from 2020 to 2022. Grantmaking activity was highest in 2021 with $3.2M distributed across 14 grants. Individual grants have ranged from $30K to $1.3M, with an average award of $272K. The foundation has supported 15 unique organizations. Grants have been distributed to organizations in California and Arizona and Missouri. Contributions to this foundation are tax-deductible.
Smallest Grant
$30K
Median Grant
$103K
Average Grant
$225K
Largest Grant
$1M
Based on 14 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.
The Roberto Foundation primarily funds organizations in the area of education. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in CA, AZ, MO.
The Roberto Foundation has distributed a total of $8.2M across 30 grants. The median grant size is $100K, with an average of $272K. Individual grants have ranged from $30K to $1.3M.
The Roberto Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Roberto Foundation is headquartered in IRVINE, CA. While based in CA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Stephen Muzzy | TRUSTEE | $166K | $0 | $166K |
| Michael Muzzy | TRUSTEE | $0 | $0 | N/A |
| Ryan Muzzy | TRUSTEE | $0 | $0 | N/A |
| Pamela B Muzzy | TRUSTEE | $0 | $0 | N/A |
| James F Muzzy | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$73.7M
Fair Market Value
N/A
Net Worth
$72.6M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
30
Total Giving
$8.2M
Average Grant
$272K
Median Grant
$100K
Unique Recipients
15
Most Common Grant
$100K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hoag Hospital FoundationGENERAL SUPPORT | Newport Beach, CA | $1.3M | 2022 |
| Orange County Museum Of ArtGENERAL SUPPORT | Santa Ana, CA | $1.1M | 2022 |
| Santa Barbara FoundationGENERAL SUPPORT | Santa Barbara, CA | $200K | 2022 |
| St Michael'S Abbey FoundationGENERAL SUPPORT | Silverado, CA | $100K | 2022 |
| Ua FoundationGENERAL SUPPORT | Tucson, AZ | $340K | 2021 |
| Boys And Girls Clubs - Central Orange CoastGENERAL SUPPORT | Irvine, CA | $125K | 2021 |
| Bracken'S KitchenGENERAL SUPPORT | Garden Grove, CA | $106K | 2021 |
| Casa TeresaGENERAL SUPPORT | Orange, CA | $100K | 2021 |
| Santa Barbara Middle SchoolGENERAL SUPPORT | Santa Barbara, CA | $50K | 2021 |
| Moxi (Fkachildren'S Museum Of Santa Barbara)GENERAL SUPPORT | Santa Barbara, CA | $30K | 2021 |
| White Buffalo Land TrustGENERAL SUPPORT | Summerland, CA | $500K | 2020 |
| Thompson Foundation For AutismGENERAL SUPPORT | Columbia, MO | $100K | 2020 |
| Taller San Jose Hope BuildersGENERAL SUPPORT | Santa Ana, CA | $75K | 2020 |
| Santa Barbara Cottage Hospital FoundationGENERAL SUPPORT | Santa Barbara, CA | $50K | 2020 |
| Mission Hospital FoundationGENERAL SUPPORT | Mission Viejo, CA | $50K | 2020 |