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. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11K in total assets. In 2024, it awarded 1 grant totaling $10K.
The Kelly J Roberts Private Foundation at a glance
In short: The Kelly J Roberts Private Foundation gave $10K across 1 grant in 2024 (avg $10K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $10,000
- +100.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $10,000
- +100.0% vs 2023
- Median grant
- $10,000
- Total assets
- $10,932
- -13.6% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Kelly J Roberts Private Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Choc Foundation ($10K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Kelly J Roberts Private Foundation gives
- Giving fell 80% from 2021 to 2024. Method
- In 2024 it paid out well above 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
From 2021 to 2024, annual grant giving ranged from $5K (2023) to $50K (2021). In 2024 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $10,932 | $10,000 | $11,725 | $10,000 | 1 | $10,000 | $581 |
| 2023 | $12,657 | — | $6,725 | $5,000 | 1 | $5,000 | $789 |
| 2022 | $19,382 | $30,000 | $31,550 | $30,000 | 1 | $30,000 | $993 |
| 2021 | $20,932 | $70,000 | $51,830 | $50,000 | 4 | $50,000 | $583 |
| 2020 | $2,762 | $30,000 | $30,710 | — | — | — | — |
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.
Leadership & Key People
Officers and directors from IRS filings
The Kelly J Roberts Private Foundation is led by Kelly J. Roberts, President since 2021 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kelly J. Roberts
President
President & CEO → President, 2021
On filings since 2020
No compensation reported
Craig Randall
Controller
On filings since 2020
No compensation reported
Richard Thomas
CFO
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Kelly J Roberts Private Foundation
How much does The Kelly J Roberts Private Foundation give each year?
The Kelly J Roberts Private Foundation gave $10K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 1 grant.
How large is The Kelly J Roberts Private Foundation?
The Kelly J Roberts Private Foundation reported $11K in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $581 (roughly 5% of its investment assets).
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.
Where does The Kelly J Roberts Private Foundation operate?
The Kelly J Roberts Private Foundation has awarded grants in California, Colorado.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in The Kelly J Roberts Private Foundation's focus areas in our free grants database
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