The Michael James Roberts Foundation

Private foundation · Grantmaker Laguna Beach, CA EIN: 93-3203026

The Michael James Roberts Foundation is a private foundation focused on Human Services, based in Laguna Beach, CA. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $115K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $2K.

Key facts about The Michael James Roberts Foundation

In short: The Michael James Roberts Foundation gave $5K across 1 grant in 2025 (avg $5K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
93-3203026
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$5,000
Grants made (2025)
1
Average grant
$5,000
Median grant
$5,000
Total assets
$114,849
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$115K

+19.4% YoY

Annual Giving

$5K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$5K

+0.0% YoY

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Laguna Beach

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K0 grants2023 1 grant2024 1 grant2025

From 2024 to 2025, annual grant giving ranged from $5K (2024) to $5K (2025). In 2025 it made 1 grant totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Laguna Beach High School: $5KLaguna Beach High School$5K

The largest 2025 recipient was Laguna Beach High School ($5K).

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Laguna Beach High School Laguna Beach, CAThe Scholarships Aim to Encourage Further Education.$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2023 2024 2025
Metric202520242023
Total Assets$114,849$96,183$100,472
Revenue$66,391$9,448$101,786
Expenses$47,725$13,737$1,314
Qualifying Distributions$5,000$5,000—
Net Investment Income$1,748$1,948$5

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 20, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 21, 2025)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  4. IRS filings on file for fiscal years 2023–2024

Leadership & Key People

Officers and directors from IRS filings

The Michael James Roberts Foundation is led by Rick Roberts, CEO on every filing since 2023; none of the 7 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Rick Roberts

    CEO

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Katelyn Roberts

    President

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Cain Phillips

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Connor Snyder

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Elliott Randall

    Treasurer

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Jeffrey Zimmerman

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Veronica Kathmann

    Board Memberr

    On filings since 2023

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2023–2025. "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 Michael James Roberts Foundation

How much does The Michael James Roberts Foundation give each year?

The Michael James Roberts Foundation gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.

How large is The Michael James Roberts Foundation?

The Michael James Roberts Foundation reported $115K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $66K.

What is The Michael James Roberts Foundation?

The Michael James Roberts Foundation is a private foundation focused on Human Services, based in Laguna Beach, CA. It holds $115K in total assets as of 2025.

Where does The Michael James Roberts Foundation operate?

The Michael James Roberts Foundation has awarded grants in California.

What is The Michael James Roberts Foundation's EIN?

The Michael James Roberts Foundation's EIN (Employer Identification Number) is 93-3203026. IRS Form 990 filing data is available on this page for 2023–2025.

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

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