The Roberto Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Roberto Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 20-1688777
Foundation Overview
Based in Irvine, CA, The Roberto Foundation has awarded 84 grants totaling $19,446,000 to organizations in California, Arizona and 4 other states across the US. Individual grants range from $750 to $2,000,000, with a median award of $137,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
89% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Santa Barbara (29%), Newport Beach (16%), Garden Grove (11%).
Funding Trajectory
Declining funding trend with 37% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Roberto Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Boys And Girls Clubs - Central Orange Coast | $150,000 | Irvine, CA, US | General Support | 2024 |
| Casa Teresa | $200,000 | Orange, CA, US | General Support | 2024 |
| Santa Barbara Foundation | $150,000 | Santa Barbara, CA, US | General Support | 2024 |
| Hoag Hospital Foundation | $1,000,000 | Newport Beach, CA, US | General Support | 2024 |
| Boys And Girls Clubs - Central Orange Coast | $150,000 | Irvine, CA, US | General Support | 2023 |
| Bracken's Kitchen | $250,000 | Garden Grove, CA, US | General Support | 2023 |
| Casa Teresa | $285,000 | Orange, CA, US | General Support | 2023 |
| Santa Barbara Foundation | $200,000 | Santa Barbara, CA, US | General Support | 2023 |
| White Buffalo Land Trust | $500,000 | Summerland, CA, US | General Support | 2023 |
| Second Harvest Food Bank | $150,000 | Irvine, CA, US | General Support | 2023 |
| Uci Foundation | $2,000,000 | Irvine, CA, US | General Support | 2023 |
| Hoag Hospital Foundation | $1,300,000 | Newport Beach, CA, US | General Support | 2022 |
| Orange County Museum Of Art | $1,050,000 | Santa Ana, CA, US | General Support | 2022 |
| Santa Barbara Foundation | $200,000 | Santa Barbara, CA, US | General Support | 2022 |
| St Michael's Abbey Foundation | $100,000 | Silverado, CA, US | General Support | 2022 |
| Boys And Girls Clubs - Central Orange Coast | $125,000 | Irvine, CA, US | General Support | 2021 |
| Bracken's Kitchen | $106,000 | Garden Grove, CA, US | General Support | 2021 |
| Casa Teresa | $100,000 | Orange, CA, US | General Support | 2021 |
| Hoag Hospital Foundation | $200,000 | Newport Beach, CA, US | General Support | 2021 |
| Hoag Hospital Foundation | $500,000 | Newport Beach, CA, US | General Support | 2021 |
| Moxi (fkachildren's Museum Of Santa Barbara) | $30,000 | Santa Barbara, CA, US | General Support | 2021 |
| Orange County Museum Of Art | $1,000,000 | Santa Ana, CA, US | General Support | 2021 |
| Santa Barbara Foundation | $100,000 | Santa Barbara, CA, US | General Support | 2021 |
| St Michael's Abbey Foundation | $100,000 | Silverado, CA, US | General Support | 2021 |
| St Michael's Abbey Foundation | $100,000 | Silverado, CA, US | General Support | 2021 |
| Santa Barbara Middle School | $50,000 | Santa Barbara, CA, US | General Support | 2021 |
| Santa Barbara Foundation | $100,000 | Santa Barbara, CA, US | General Support | 2021 |
| Orange County Museum Of Art | $300,000 | Santa Ana, CA, US | General Support | 2021 |
| Ua Foundation | $340,000 | Tucson, AZ, US | General Support | 2021 |
| Bracken's Kitchen | $100,000 | Garden Grove, CA, US | General Support | 2020 |
| Casa Teresa | $100,000 | Orange, CA, US | General Support | 2020 |
| Mission Hospital Foundation | $50,000 | Mission Viejo, CA, US | General Support | 2020 |
| Moxi (fkachildren's Museum Of Santa Barbara) | $35,000 | Santa Barbara, CA, US | General Support | 2020 |
| Santa Barbara Cottage Hospital Foundation | $50,000 | Santa Barbara, CA, US | General Support | 2020 |
| Santa Barbara Foundation | $150,000 | Santa Barbara, CA, US | General Support | 2020 |
| St Michael's Abbey Foundation | $100,000 | Silverado, CA, US | General Support | 2020 |
| Taller San Jose Hope Builders | $75,000 | Santa Ana, CA, US | General Support | 2020 |
| White Buffalo Land Trust | $500,000 | Summerland, CA, US | General Support | 2020 |
| Orange County Museum Of Art | $1,000,000 | Santa Ana, CA, US | General Support | 2020 |
| Thompson Foundation For Autism | $100,000 | Columbia, MO, US | General Support | 2020 |
| Casa Teresa | $100,000 | Orange, CA, US | General Support | 2020 |
| Esophageal Cancer Action Network | $100,000 | Stevenson, MD, US | General Support | 2018 |
| Hoag Hospital Foundation | $200,000 | Newport Beach, CA, US | General Support | 2018 |
| Media4good | $100,000 | Santa Barbara, CA, US | General Support | 2018 |
| Mission Hospital Foundation | $50,000 | Mission Viejo, CA, US | General Support | 2018 |
| Moxi (fkachildren's Museum Of Santa Barbara) | $200,000 | Santa Barbara, CA, US | General Support | 2018 |
| Orange County Catholic Foundation | $200,000 | Garden Grove, CA, US | General Support | 2018 |
| Santa Barbara Cottage Hospital Foundation | $50,000 | Santa Barbara, CA, US | General Support | 2018 |
| Santa Barbara Foundation | $150,000 | Santa Barbara, CA, US | General Support | 2018 |
| Taller San Jose Hope Builders | $325,000 | Santa Ana, CA, US | General Support | 2018 |
| University Of Arizona Foundation | $335,000 | Tucson, AZ, US | General Support | 2018 |
| Bracken's Kitchen | $170,000 | Garden Grove, CA, US | General Support | 2018 |
| Boys And Girls Clubs - Central Orange Coast | $190,000 | Irvine, CA, US | General Support | 2018 |
| Casa Teresa | $100,000 | Orange, CA, US | General Support | 2018 |
| Goals | $150,000 | Newport Beach, CA, US | General Support | 2018 |
| Exponent Philanthropy | $750 | Washington, DC, US | General Support | 2017 |
| Hoag Hospital Foundation | $200,000 | Newport Beach, CA, US | General Support | 2017 |
| Mission Hospital Foundation | $50,000 | Mission Viejo, CA, US | General Support | 2017 |
| Moxi (fkachildren's Museum Of Santa Barbara) | $200,000 | Santa Barbara, CA, US | General Support | 2017 |
| Orange County Catholic Foundation | $200,000 | Garden Grove, CA, US | General Support | 2017 |
| Orange County Community Foundation | $150,000 | Newport Beach, CA, US | General Support | 2017 |
| Santa Barbara Cottage Hospital Foundation | $50,000 | Santa Barbara, CA, US | General Support | 2017 |
| Santa Barbara Foundation | $150,000 | Santa Barbara, CA, US | General Support | 2017 |
| University Of Arizona Foundation | $165,000 | Tucson, AZ, US | General Support | 2017 |
| Taller San Jose Hope Builders | $75,000 | Santa Ana, CA, US | General Support | 2017 |
| Esophageal Cancer Action Network | $100,000 | Stevenson, MD, US | General Support | 2017 |
| American Chinese Culture And Education Foundation (accef) | $45,000 | San Diego, CA, US | General Support | 2017 |
| Media4good | $100,000 | Santa Barbara, CA, US | General Support | 2017 |
| Second Harvest Food Bank | $50,000 | Irvine, CA, US | General Support | 2017 |
| Casa Teresa Inc | $100,000 | Orange, CA, US | General Support | 2016 |
| Hoag Hospital Foundation | $200,000 | Newport Beach, CA, US | General Support | 2016 |
| Moxi (fkachildren's Museum Of Santa Barbara) | $200,000 | Santa Barbara, CA, US | General Support | 2016 |
| Orange County Catholic Foundation | $200,000 | Garden Grove, CA, US | General Support | 2016 |
| Orange County Community Foundation | $500,000 | Newport Beach, CA, US | General Support | 2016 |
| Santa Barbara Foundation | $100,000 | Santa Barbara, CA, US | General Support | 2016 |
| Santa Barbara Foundation | $50,000 | Santa Barbara, CA, US | General Support | 2016 |
| Exponent Philanthropy | $750 | Washington, DC, US | General Support | 2016 |
| Mission Hospital Foundation | $50,000 | Mission Viejo, CA, US | General Support | 2016 |
| Jdrf | $1,000 | New York, NY, US | General Support | 2016 |
| Cure Duchenne | $2,500 | Newport Beach, CA, US | General Support | 2016 |
| Santa Barbara Cottage Hospital Foundation | $50,000 | Santa Barbara, CA, US | General Support | 2016 |
| Orange County Catholic Foundation | $40,000 | Garden Grove, CA, US | General Support | 2016 |
| Discovery Cube | $50,000 | Santa Ana, CA, US | General Support | 2016 |
| Orange County Community Foundation | $850,000 | Newport Beach, CA, US | General Support | 2016 |
Foundations Similar to The Roberto Foundation
Discover 5 foundations with comparable assets ($69,890,219-$77,695,610), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
John Stauffer Charitable Trust
EIN: 23-7434707 | 116 grants awarded |
$73,966,594
(≈ Similar) |
$250,000
median grant |
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Same state |
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|
Layne Foundation
EIN: 95-1765157 | 1 grants awarded |
$76,324,622
(≈ Similar) |
$200,000
median grant |
Irvine, CA
Same state |
|
|
Tandem Philanthropies
EIN: 38-4055324 | 20 grants awarded |
$70,954,502
(≈ Similar) |
$250,000
median grant |
Menlo Park, CA
Same state |
|
|
The Thomas And Stacey Siebel
EIN: 94-3256331 | 151 grants awarded |
$69,890,219
(≈ Similar) |
$100,000
median grant |
Redwood City, CA
Same state |
|
|
Solid Rock Foundation
EIN: 94-3155938 | 198 grants awarded |
$77,695,610
(≈ Similar) |
$100,000
median grant |
San Francisco, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for The Roberto Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-1688777 |
| Website | N/A |
| Address | 660 NEWPORT CENTER DR STE 1220 Newport Beach, CA 92660-6492 |
Key People (5)
Board members, trustees, and key staff who oversee The Roberto Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | James F Muzzy |
|---|---|
| Trustee | Pamela B Muzzy |
| Trustee | Stephen Muzzy |
| Trustee | Ryan Muzzy |
| Trustee | Michael Muzzy |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Roberto Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
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