The Kelly J Roberts Private Foundation

EIN 464159224 Private Foundation

Newport Beach, CA 92660 |(949) 809-3900

Total Given 2017–2023
$295K
21 grants · $42K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$10K
typical small grants · $5K–$10K
grant size
5%
transactional · 1/20 multi-year
repeat
$13K
Assets (2023)
20
Distinct Recipients

Focus Areas

Education Health Environment Youth Development Science & Research

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Contact Person Kelly Roberts
Phone (949) 809-3900

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 N/A $0 $125K N/A
2017 $25K $0 $48K 3
2018 $44K $0 $25K 6
2019 $141K $3K $140K 6
2020 N/A $0 $30K N/A
2021 $50K $21K $70K 4
2022 $30K $19K $30K 1
2023 $5K $13K $0 1

Grant Size Distribution

Based on 21 grants on record

Minimum
$1K
25th Pctl
$5K
Median
$10K
Average
$14K
75th Pctl
$10K
Maximum
$60K

Geographic Distribution


Texas Counties Served

4.8% of US grants · Rank #3 of 4 states $3K across 1 grant 1 of 254 counties

Top 1 counties

  1. 1 Tarrant 1 grant · $3K

Officers & Directors

Grants Awarded (21 total)

Purpose
Mission Hospital Foundation Mission Viejo, CA $60,000 Support 2019
Argyos Family Foundation Costa Mesa, CA $50,000 Support 2019
City of Hope Duarte, CA $30,000 TO TRANSFORM THE FUTURE OF CANCER CARE BY UNIFYING THE BRANCHES OF BIOMEDICAL RESEARCH, TREATMENT, AND ACADEMIA. 2021
Laguna Playhouse Laguna Beach, CA $30,000 THE MISSION OF LAGUNA PLAYHOUSE IS TO ENRICH LIVES THROUGH THE MAGIC OF LIVE THEATRE, TO PROVIDE EDUCATIONAL... 2022
Pepperdine University Malibu, CA $15,000 education purposes 2017
Angel Force USA Newport Beach, CA $10,000 Support 2018
AHAH Newport Beach Symposium 2018 Newport Beach, CA $10,000 Support 2018
Orange County City of Hope Duarte, CA $10,000 support 2018
Loma Linda Univ Children's Hospital Loma Linda, CA $10,000 Support 2018
Shining Stars Foundation Tabernash, CO $10,000 TO TRANSFORM LIVES THROUGH YEAR-ROUND RECREATIONAL AND SOCIAL PROGRAMS FOR CHILDREN AND THEIR FAMILIES CHALLENGED... 2021
Tunnel to Towers Foundation Staten Island, NY $10,000 Support 2019
CHOC Childrens Foundation Orange, CA $10,000 Support 2019
Ahah Newport Beach, CA $10,000 Support 2019
Pacific Marine Mammal Center Laguna Beach, CA $5,000 DEDICATED TO THE RESCUE, REHABILITATION AND RELEASE OF MARINE MAMMALS STRANDING ALONG THE ORANGE COUNTY COASTLINE,... 2021
Loma Linda University Childrens Hospital Loma Linda, CA $5,000 TO BRING WHOLE-CHILD CARE TO THE REGION AND BEYOND. 2021
Shining Stars Foundation Winter Park, CO $5,000 THE SHINING STARS FOUNDATION GIVES STRENGTH, SUPPORT, AND HOPE TO CHILDREN LIVING WITH PEDIATRIC CANCER OR ANOTHER... 2023
Elaine Park Reward Fund Newport Beach, CA $5,000 assistance 2017
Various charities Newport Beach, CA $5,000 various 2017
Greater Works Today Inc Mansfield, TX $3,000 Support 2018
Various charities Newport Beach, CA $1,000 various 2018
Olive Branch Christian School Corona, CA $1,000 Support 2019

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