Funder DirectoryTHE KELLY J ROBERTS PRIVATE FOUNDATION
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Private foundation (trust)EIN 464159224Est. 2014-05

THE KELLY J ROBERTS PRIVATE FOUNDATION

NEWPORT BEACH, CA 92660

Total Assets

$13K

FY 2023

Annual Giving

$5K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$5K–$5K

Typical

Deadlines

Applications

Focus Areas

Human Services

Financial Snapshot

2023 filing

Total Expenses

$7K

Qualifying Distributions

$5K

Distributable Amount

$789

Min. Investment Return

$789

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $141K in 2019. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

18 grants

Mission Hospital Foundation
$60K
1 grant
Argyos Family Foundation
$50K
1 grant
LAGUNA PLAYHOUSE
$30K
1 grant
CITY OF HOPE
$30K
1 grant
SHINING STARS FOUNDATION
$15K
2 grants
CHOC Childrens Foundation
$10K
1 grant
Tunnel to Towers Foundation
$10K
1 grant
AHAH
$10K
1 grant

Grant Size Distribution

18 grants

<$10K
14
grants
$10–50K
3
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

California
$242K
90% of total
Colorado
$15K
6% of total
New York
$10K
4% of total
Texas
$3K
1% of total

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THE KELLY J ROBERTS PRIVATE FOUNDATION — Grants, Financials & Contact | Grantivo