The Roberto Foundation
EIN 201688777 Private FoundationTotal Given 2016–2024
$34.4M
107 grants · $3.8M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$150K
typical big bets · $100K–$268K
grant size
66%
deep partner · 19/29 multi-year
repeat
$73.7M
Assets (2024)
29
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(949) 209-6210
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $4.4M | $43.9M | $3.6M | 20 |
| 2017 | $3.3M | $47.0M | $1.5M | 21 |
| 2018 | $2.9M | $46.2M | $6.4M | 18 |
| 2019 | N/A | $55.9M | $5.7M | N/A |
| 2020 | $6.6M | $61.3M | $3.7M | 14 |
| 2021 | $7.6M | $67.2M | $7.1M | 18 |
| 2022 | $4.7M | $58.7M | $5.4M | 5 |
| 2023 | $3.5M | $65.9M | $2.5M | 7 |
| 2024 | $1.5M | $73.7M | $7.6M | 4 |
Grant Size Distribution
Based on 107 grants on record
Minimum
$750
25th Pctl
$100K
Median
$150K
Average
$321K
75th Pctl
$268K
Maximum
$4.0M
Geographic Distribution
Officers & Directors
Grants Awarded (107 total)
| Purpose | ||||
|---|---|---|---|---|
| Orange County Museum of Art | Santa ANA, CA | $4,000,000 | GENERAL SUPPORT | 2020 |
| Orange County Museum of Art | Santa ANA, CA | $3,000,000 | GENERAL SUPPORT | 2021 |
| Orange County Museum of Art | Santa ANA, CA | $2,000,000 | GENERAL SUPPORT | 2022 |
| UCI Foundation | Irvine, CA | $2,000,000 | GENERAL SUPPORT | 2023 |
| HOAG Hospital Foundation | Newport Beach, CA | $1,300,000 | GENERAL SUPPORT | 2022 |
| Orange County Museum of Art | Santa ANA, CA | $1,050,000 | GENERAL SUPPORT | 2022 |
| Orange County Museum of Art | Santa ANA, CA | $1,000,000 | GENERAL SUPPORT | 2020 |
| Orange County Museum of Art | Santa ANA, CA | $1,000,000 | GENERAL SUPPORT | 2021 |
| HOAG Hospital Foundation | Newport Beach, CA | $1,000,000 | GENERAL SUPPORT | 2024 |
| Orange County Community Foundation | Newport Beach, CA | $850,000 | GENERAL SUPPORT | 2016 |
| HOAG Hospital Foundation | Newport Beach, CA | $800,000 | GENERAL SUPPORT | 2021 |
| HOAG Hospital Foundation | Newport Beach, CA | $600,000 | GENERAL SUPPORT | 2016 |
| Orange County Catholic Foundation | Garden Grove, CA | $600,000 | GENERAL SUPPORT | 2016 |
| White Buffalo Land Trust | Summerland, CA | $500,000 | GENERAL SUPPORT | 2020 |
| HOAG Hospital Foundation | Newport Beach, CA | $500,000 | GENERAL SUPPORT | 2021 |
| HOAG Hospital Foundation | Newport Beach, CA | $500,000 | GENERAL SUPPORT | 2021 |
| White Buffalo Land Trust | Summerland, CA | $500,000 | GENERAL SUPPORT | 2023 |
| Orange County Community Foundation | Newport Beach, CA | $500,000 | GENERAL SUPPORT | 2016 |
| MOXI (Fkachildren's Museum of Santa Barbara) | Santa Barbara, CA | $400,000 | GENERAL SUPPORT | 2016 |
| HOAG Hospital Foundation | Newport Beach, CA | $400,000 | GENERAL SUPPORT | 2017 |
| Orange County Catholic Foundation | Garden Grove, CA | $400,000 | GENERAL SUPPORT | 2017 |
| UA Foundation | Tucson, AZ | $340,000 | GENERAL SUPPORT | 2021 |
| University of Arizona Foundation | Tucson, AZ | $335,000 | GENERAL SUPPORT | 2018 |
| University of Arizona Foundation | Tucson, AZ | $335,000 | GENERAL SUPPORT | 2017 |
| Taller San JOSE Hope Builders | Santa ANA, CA | $325,000 | GENERAL SUPPORT | 2018 |
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