The Roberto Foundation is a private foundation focused on Education, based in IRVINE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $73.7M in total assets. In 2024, it awarded 4 grants totaling $1.5M. Net investment income was $5.6M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$73.7M
+11.8% YoY
Annual Giving
$1.5M
-57.6% YoY
Grant Count
4
-42.9% YoY
Avg Grant Size
$375K
-25.7% YoY
Under IRS private-foundation payout rules, The Roberto Foundation reported a distributable amount of $3.3M for 2024 — the minimum it must pay out in qualifying distributions.
About The Roberto Foundation
Based on IRS filings
The Roberto Foundation is a private foundation focused on Education, based in IRVINE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $73.7M in total assets. In 2024, it awarded 4 grants totaling $1.5M. Net investment income was $5.6M.
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 | $73,655,720 | $65,854,356 | $58,653,166 |
| Revenue | $7,631,430 | $2,459,985 | $5,369,409 |
| Expenses | $1,194,985 | $4,202,536 | $1,072,617 |
| Qualifying Distributions | $1,680,606 | $3,709,934 | $2,840,750 |
| Net Investment Income | $5,563,147 | $2,079,523 | $3,451,071 |
| Distributable Amount | $3,333,124 | $2,881,999 | $2,886,048 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hoag Hospital Foundation ($1,000,000), Casa Teresa ($200,000), Boys and Girls Clubs - Central Orange Coast ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOYS AND GIRLS CLUBS - CENTRAL ORANGE COAST IRVINE, CA | GENERAL SUPPORT | $150,000 |
| CASA TERESA ORANGE, CA | GENERAL SUPPORT | $200,000 |
| SANTA BARBARA FOUNDATION SANTA BARBARA, CA | GENERAL SUPPORT | $150,000 |
| HOAG HOSPITAL FOUNDATION NEWPORT BEACH, CA | GENERAL SUPPORT | $1,000,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES F MUZZY | TRUSTEE | 1 | — |
| PAMELA B MUZZY | TRUSTEE | 1 | — |
| STEPHEN MUZZY | TRUSTEE | 25 | $175,000 |
| RYAN MUZZY | TRUSTEE | 1 | — |
| MICHAEL MUZZY | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Roberto Foundation?
The Roberto Foundation is a private foundation focused on Education, based in IRVINE, CA. It holds $73.7M in total assets as of 2024.
How large is The Roberto Foundation?
As of 2024, The Roberto Foundation holds $73.7M in total assets with $7.6M in annual revenue. It awarded 4 grants totaling $1.5M in 2024.
Where does The Roberto Foundation operate?
The Roberto Foundation has awarded grants in Arizona, California, Missouri.
What size grants does The Roberto Foundation award?
In 2024, The Roberto Foundation awarded 4 grants totaling $1.5M — an average of about $375K per grant, based on its IRS Form 990 filings.
How much is The Roberto Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roberto Foundation reported a distributable amount of $3.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Roberto Foundation's EIN?
The Roberto Foundation's EIN (Employer Identification Number) is 20-1688777. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Roberto 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.
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