Mary S Roberts Foundation
Mary S Roberts Foundation is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.7M in total assets. Net investment income was $44K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
+2.5% YoY
Revenue
$44K
+46.6% YoY
Net Investment Income
$44K
+48.7% YoY
Expenses
$3K
-78.8% YoY
Under IRS private-foundation payout rules, Mary S Roberts Foundation reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About Mary S Roberts Foundation
Based on IRS filings
Mary S Roberts Foundation is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.7M in total assets. Net investment income was $44K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,719,731 | $1,678,046 | $1,660,589 |
| Revenue | $44,397 | $30,275 | $22,396 |
| Expenses | $2,712 | $12,818 | $112,916 |
| Qualifying Distributions | — | — | $110,000 |
| Net Investment Income | $44,347 | $29,825 | $22,156 |
| Distributable Amount | $17,123 | $28,683 | $56,465 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DUANE ROBERTS | PRESIDENT | — | — |
| GARY ROBERTS | DIRECTOR | — | — |
| RONNA KADOW | SECRETARY | — | — |
| CRAIG RANDALL | CFO | — | — |
Frequently Asked Questions
How large is Mary S Roberts Foundation?
As of 2024, Mary S Roberts Foundation holds $1.7M in total assets with $44K in annual revenue.
Where does Mary S Roberts Foundation operate?
Mary S Roberts Foundation has awarded grants in California.
How much is Mary S Roberts Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary S Roberts Foundation reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary S Roberts Foundation's EIN?
Mary S Roberts Foundation's EIN (Employer Identification Number) is 33-0383370. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Mary S Roberts Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.