Mary S Roberts Foundation

Private foundation · Grantmaker Newport Beach, CA EIN: 33-0383370

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.

Mary S Roberts Foundation at a glance

Total assets
$1,719,731
+2.5% vs 2023
Revenue (2024)
$44,397
+46.6% vs 2023
Net investment income (2024)
$44,347
+48.7% vs 2023
Expenses (2024)
$2,712
-78.8% vs 2023
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who Mary S Roberts Foundation funds

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

1<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 2 grants of 3 (67%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Riverside

How Mary S Roberts Foundation gives

  • Giving grew 298% from 2019 to 2022. Method
  • In 2022 it paid out 195% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2019 0 grants2020 1 grant2021 2 grants2022 0 grants2023 0 grants2024

From 2019 to 2022, annual grant giving ranged from $28K (2019) to $110K (2022). In 2022 it made 2 grants totaling $110K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Mary S Roberts Pet Adoption Center Riverside, CATo give homeless cats and dogs another chance for a healthy and happy life by finding them good, loving homes.$100,000
Mission Inn Foundation Riverside, CAThrough guided experiences within the mission inn, mif docents impart historical context on how the histories and development of both the inn and riverside are deeply intertwined. Youth ambassadors, a hands on history program, equips riverside youth with public speaking and leadership skills, encouraging a new generation to volunteer and build their community.$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$1,719,731$44,397$2,712———$44,347$17,123
2023$1,678,046$30,275$12,818———$29,825$28,683
2022$1,660,589$22,396$112,916$110,0002$110,000$22,156$56,465
2021$1,751,109$21,802$101,250$100,0001$100,000$21,792$62,737
2020$1,830,667$22,111$1,686———$22,111—
2019$1,812,150$21,521$28,710$27,6372—$21,521—

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.

Leadership & Key People

Officers and directors from IRS filings

Mary S Roberts Foundation is led by Duane Roberts, President on every filing since 2019; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Duane Roberts

    President

    On filings since 2019

    No compensation reported

  • Gary Roberts

    Director

    On filings since 2019

    No compensation reported

  • Craig Randall

    CFO

    On filings since 2019

    No compensation reported

  • Ronna Kadow

    Secretary

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Mary S Roberts Foundation

How large is Mary S Roberts Foundation?

Mary S Roberts Foundation reported $1.7M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $44K.

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.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 28, 2020)
  2. IRS filings on file for fiscal years 2019–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Mary S Roberts Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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