The Kelly J Roberts Private Foundation is a private foundation focused on Human Services, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11K in total assets. In 2024, it awarded 1 grants totaling $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11K
-13.6% YoY
Annual Giving
$10K
+100.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$10K
+100.0% YoY
Under IRS private-foundation payout rules, The Kelly J Roberts Private Foundation reported a distributable amount of $581 for 2024 — the minimum it must pay out in qualifying distributions.
About The Kelly J Roberts Private Foundation
Based on IRS filings
The Kelly J Roberts Private Foundation is a private foundation focused on Human Services, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11K in total assets. In 2024, it awarded 1 grants totaling $10K.
Focus Areas
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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 | $10,932 | $12,657 | $19,382 |
| Revenue | $10,000 | — | $30,000 |
| Expenses | $11,725 | $6,725 | $31,550 |
| Qualifying Distributions | $10,000 | $5,000 | $30,000 |
| Net Investment Income | — | — | — |
| Distributable Amount | $581 | $789 | $993 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Choc Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHOC FOUNDATION ORANGE, CA | CHOC FOUNDATION (PEDIATRIC ACUTE CARE HOSPITAL) IMPROVES THE HEALTH AND WELL-BEING OF CHILDREN THROUGH CLINICAL EXPERTISE, ADVOCACY, OUTREACH, EDUCATION AND RESEARCH. | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KELLY J ROBERTS | PRESIDENT | — | — |
| RICHARD THOMAS | CFO | — | — |
| CRAIG RANDALL | CONTROLLER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Kelly J Roberts Private Foundation?
The Kelly J Roberts Private Foundation is a private foundation focused on Human Services, based in NEWPORT BEACH, CA. It holds $11K in total assets as of 2024.
How large is The Kelly J Roberts Private Foundation?
As of 2024, The Kelly J Roberts Private Foundation holds $11K in total assets with $10K in annual revenue. It awarded 1 grants totaling $10K in 2024.
Where does The Kelly J Roberts Private Foundation operate?
The Kelly J Roberts Private Foundation has awarded grants in California, Colorado.
What size grants does The Kelly J Roberts Private Foundation award?
In 2024, The Kelly J Roberts Private Foundation awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Kelly J Roberts Private Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Kelly J Roberts Private Foundation reported a distributable amount of $581 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Kelly J Roberts Private Foundation's EIN?
The Kelly J Roberts Private Foundation's EIN (Employer Identification Number) is 46-4159224. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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