THE ROBERTO FOUNDATION
https://N/A
$73.7M
Total Assets (2024)
$3.2M
Avg Yearly Giving (2022–2024)
$9.7M
Giving on File
(3 yrs)
(3 yrs)
16
Grants on File
$375K
Avg Grant Size
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
9492096210
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $46.2M | $6.4M | N/A |
| 2019 | N/A | $55.9M | $5.7M | N/A |
| 2020 | N/A | $61.3M | $3.7M | N/A |
| 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 16 grants on record
Minimum
$100K
25th Pctl
$150K
Median
$225K
Average
$605K
75th Pctl
$1.1M
Maximum
$2.0M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| STEPHEN MUZZY | TRUSTEE | $175K |
| JAMES F MUZZY | TRUSTEE | — |
| MICHAEL MUZZY | TRUSTEE | — |
| RYAN MUZZY | TRUSTEE | — |
| PAMELA B MUZZY | TRUSTEE | — |
Grants Awarded (16 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| 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 |
| HOAG HOSPITAL FOUNDATION | NEWPORT BEACH, CA | $1,000,000 | GENERAL SUPPORT | 2024 |
| WHITE BUFFALO LAND TRUST | SUMMERLAND, CA | $500,000 | GENERAL SUPPORT | 2023 |
| CASA TERESA | ORANGE, CA | $285,000 | GENERAL SUPPORT | 2023 |
| BRACKEN'S KITCHEN | GARDEN GROVE, CA | $250,000 | GENERAL SUPPORT | 2023 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $200,000 | GENERAL SUPPORT | 2022 |
| CASA TERESA | ORANGE, CA | $200,000 | GENERAL SUPPORT | 2024 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $200,000 | GENERAL SUPPORT | 2023 |
| SECOND HARVEST FOOD BANK | IRVINE, CA | $150,000 | GENERAL SUPPORT | 2023 |
| BOYS AND GIRLS CLUBS - CENTRAL ORANGE COAST | IRVINE, CA | $150,000 | GENERAL SUPPORT | 2023 |
| BOYS AND GIRLS CLUBS - CENTRAL ORANGE COAST | IRVINE, CA | $150,000 | GENERAL SUPPORT | 2024 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $150,000 | GENERAL SUPPORT | 2024 |
| ST MICHAEL'S ABBEY FOUNDATION | SILVERADO, CA | $100,000 | GENERAL SUPPORT | 2022 |