The Kelly J Roberts Private Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Kelly J Roberts Private Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 46-4159224
Foundation Overview
Based in Newport Beach, CA, The Kelly J Roberts Private Foundation has awarded 24 grants totaling $360,000 to organizations in Colorado, California and 2 other states across the US. Individual grants range from $1,000 to $60,000, with a median award of $10,000.
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
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
79% 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 Newport Beach (32%), Laguna Beach (21%), Duarte (11%).
Funding Trajectory
Declining funding trend with 80% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on healthcare (36%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Kelly J Roberts Private 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 |
|---|---|---|---|---|
| Shining Stars Foundation | $5,000 | Winter Park, CO, US | The 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. | 2023 |
| Shining Stars Foundation | $5,000 | Winter Park, CO, US | The 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. | 2023 |
| Laguna Playhouse | $30,000 | Laguna Beach, CA, US | The 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. | 2022 |
| Laguna Playhouse | $30,000 | Laguna Beach, CA, US | The 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. | 2022 |
| Laguna Playhouse | $30,000 | Laguna Beach, CA, US | The 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. | 2022 |
| Shining Stars Foundation | $10,000 | Tabernash, CO, US | To Transform Lives Through Year-round Recreational And Social Programs For Children And Their Families Challenged With Pediatric Cancer Or Another Life-threatening Illness. | 2021 |
| Pacific Marine Mammal Center | $5,000 | Laguna Beach, CA, US | Dedicated To The Rescue, Rehabilitation And Release Of Marine Mammals Stranding Along The Orange County Coastline, And To Increase Public Awareness Of The Marine Mammal Environment Through Education And Research. | 2021 |
| City Of Hope | $30,000 | Duarte, CA, US | To Transform The Future Of Cancer Care By Unifying The Branches Of Biomedical Research, Treatment, And Academia. | 2021 |
| Loma Linda University Childrens Hospital | $5,000 | Loma Linda, CA, US | To Bring Whole-child Care To The Region And Beyond. | 2021 |
| Argyos Family Foundation | $50,000 | Costa Mesa, CA, US | Support | 2019 |
| Tunnel To Towers Foundation | $10,000 | Staten Island, NY, US | Support | 2019 |
| Mission Hospital Foundation | $60,000 | Mission Viejo, CA, US | Support | 2019 |
| Olive Branch Christian School | $1,000 | Corona, CA, US | Support | 2019 |
| Choc Childrens Foundation | $10,000 | Orange, CA, US | Support | 2019 |
| Ahah | $10,000 | Newport Beach, CA, US | Support | 2019 |
| Various Charities | $1,000 | Newport Beach, CA, US | Various | 2018 |
| Angel Force Usa | $10,000 | Newport Beach, CA, US | Support | 2018 |
| Ahah Newport Beach Symposium 2018 | $10,000 | Newport Beach, CA, US | Support | 2018 |
| Greater Works Today Inc | $3,000 | Mansfield, TX, US | Support | 2018 |
| Orange County City Of Hope | $10,000 | Duarte, CA, US | Support | 2018 |
| Loma Linda Univ Children's Hospital | $10,000 | Loma Linda, CA, US | Support | 2018 |
| Elaine Park Reward Fund | $5,000 | Newport Beach, CA, US | Assistance | 2017 |
| Pepperdine University | $15,000 | Malibu, CA, US | Education Purposes | 2017 |
| Various Charities | $5,000 | Newport Beach, CA, US | Various | 2017 |
Foundations Similar to The Kelly J Roberts Private Foundation
Discover 5 foundations with comparable assets ($12,412-$12,896), 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 |
|---|---|---|---|---|
|
Joseph & Ida Liskin Foundation Inc
EIN: 13-3215520 | 15 grants awarded |
$12,759
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$5,000
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Rod Stiefvater Foundation
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$5,000
median grant |
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|
Neman Foundation
EIN: 95-4664870 | 1 grants awarded |
$12,424
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$5,000
median grant |
Los Angeles, CA
Same state |
|
|
The Lionel Richie Foundation
EIN: 27-3522456 | 8 grants awarded |
$12,896
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$11,763
median grant |
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|
The Yvette And Derryck Dias Foundation
EIN: 20-5135110 | 10 grants awarded |
$12,412
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$5,000
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Contact Information
Official contact details for The Kelly J Roberts Private Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 46-4159224 |
| Website | N/A |
| Address | 4100 NEWPORT PLACE DR STE 400 Newport Beach, CA 92660-2450 |
Key People (3)
Board members, trustees, and key staff who oversee The Kelly J Roberts Private Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Kelly J Roberts |
|---|---|
| Cfo | Richard Thomas |
| Controller | Craig Randall |
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 Kelly J Roberts Private 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.
Research Applications
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