Funder DirectoryTHE ROBERTO FOUNDATION
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Private foundation (trust)EIN 201688777Est. 2005-12

THE ROBERTO FOUNDATION

IRVINE, CA 92617

Total Assets

$73.7M

FY 2024

Annual Giving

$1.5M

FY 2024

Grants Made

4

FY 2024

Avg Grant

$375K

FY 2024

Grant Range

$150K–$1M

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$7.6M

Total Expenses

$1.2M

Qualifying Distributions

$1.7M

Distributable Amount

$3.3M

Min. Investment Return

$3.4M

Undistributed Income

$598K

Payout rate 50%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.50%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $150K through median $175K to maximum $1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $3.5M in 2023. Hover bars for details.

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

Top Recipients

27 grants

HOAG HOSPITAL FOUNDATION
$2.3M
2 grants
ORANGE COUNTY MUSEUM OF ART
$2.0M
2 grants
UCI FOUNDATION
$2M
1 grant
WHITE BUFFALO LAND TRUST
$1M
2 grants
SANTA BARBARA FOUNDATION
$700K
4 grants
CASA TERESA
$685K
4 grants
BRACKEN'S KITCHEN
$350K
2 grants
BOYS AND GIRLS CLUBS - CENTRAL ORANGE COAST
$300K
2 grants

Grant Size Distribution

27 grants

<$10K
$10–50K
3
grants
$50–250K
16
grants
$250K–1M
5
grants
$1–5M
3
grants
$5M+

Geographic Focus

2 states

California
$9.9M
99% of total
Missouri
$100K
1% of total

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THE ROBERTO FOUNDATION — Grants, Financials & Contact | Grantivo