The Roberto Foundation
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.
The Roberto Foundation at a glance
In short: The Roberto Foundation gave $1.5M across 4 grants in 2024 (avg $375K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,500,000
- -57.6% vs 2023
- Grants made (2024)
- 4
- -42.9% vs 2023
- Average grant
- $375,000
- -25.7% vs 2023
- Median grant
- $175,000
- Total assets
- $73,655,720
- +11.8% 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 Roberto Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Hoag Hospital Foundation ($1.0M). Together the top 4 received $1.5M.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was in the $100–250K range: 22 grants of 41 (54%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How The Roberto Foundation gives
- Giving fell 52% from 2021 to 2024. Method
- In 2024 it paid out 50% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2024, annual grant giving ranged from $1.5M (2024) to $3.5M (2023). In 2024 it made 4 grants totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hoag Hospital Foundation Newport Beach, CA | General Support | $1,000,000 |
| CASA Teresa Orange, CA | General Support | $200,000 |
| Boys and Girls Clubs - Central Orange Coast Irvine, CA | General Support | $150,000 |
| Santa Barbara Foundation Santa Barbara, CA | General Support | $150,000 |
Ready to take the next step with The Roberto Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $73,655,720 | $7,631,430 | $1,194,985 | $1,500,000 | 4 | $1,680,606 | $5,563,147 | $3,333,124 |
| 2023 | $65,854,356 | $2,459,985 | $4,202,536 | $3,535,000 | 7 | $3,709,934 | $2,079,523 | $2,881,999 |
| 2022 | $58,653,166 | $5,369,409 | $1,072,617 | $2,650,000 | 4 | $2,840,750 | $3,451,071 | $2,886,048 |
| 2021 | $67,151,103 | $7,115,506 | $4,158,112 | $3,151,000 | 14 | $3,336,132 | $4,467,595 | $3,083,643 |
| 2020 | $61,307,034 | $3,669,250 | $6,396,504 | $2,360,000 | 12 | — | $2,904,640 | $2,617,790 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Roberto Foundation's 2024 filing lists 5 officers; 1 of 5 officers listed in 2024 is compensated.
Officers on the 2024 filing
Stephen Muzzy
Trustee
On filings since 2020
25 hrs/week
$160K (2020) → $175K (2024)
James F. Muzzy
Trustee
On filings since 2020
1 hr/week
No compensation reported
Michael Muzzy
Trustee
On filings since 2020
1 hr/week
No compensation reported
Pamela B. Muzzy
Trustee
On filings since 2020
1 hr/week
No compensation reported
Ryan Muzzy
Trustee
On filings since 2020
1 hr/week
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $175K, to Stephen Muzzy (Trustee).
Frequently asked questions about The Roberto Foundation
How much does The Roberto Foundation give each year?
The Roberto Foundation gave $1.5M across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.5M across 7 grants.
What is The Roberto Foundation's typical grant size?
The Roberto Foundation's median grant in 2024 was $175,000, and its average grant was $375,000, across 4 grants on its 2024 IRS Form 990-PF.
Where does The Roberto Foundation give grants?
The Roberto Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does The Roberto Foundation give general operating support?
Yes: 100% of The Roberto Foundation's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is The Roberto Foundation?
The Roberto Foundation reported $73.7M in total assets on its 2024 IRS Form 990-PF. It paid out $1.7M in qualifying distributions that year, against a required minimum of $3.3M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
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.
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
Explore Open Grants
Browse active grant opportunities in The Roberto Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Orange County Community Foundation
Irvine, CA
The Orange County Community Foundation supports a wide range of causes, including human services, education, health, arts, the environment, and community development, primarily in Orange County and also beyond. Its 2025 grants had a median of $25,000, though amounts varied widely; it does not accept unsolicited requests.
Assets
$743.6M
Grants
975
Total Given
$120.4M
Croul Family Foundation
Irvine, CA
The foundation primarily supports K–12 education and organizations serving people who are economically disadvantaged or homeless, with priorities also including veterans, food banks, and shelters; its focus is Orange County, California. Typical grants are around $10,000 (2024 median), though published grant categories are $1,000–$14,999 and $15,000–$50,000. Its materials conflict on unsolicited requests: one says it does not accept them, while another says it accepts them but has very limited funds for general grants.
Assets
$24.0M
Grants
72
Total Given
$1.4M
Tarsadia Foundation
Newport Beach, CA
Tarsadia Foundation funds work that expands opportunity and financial inclusion, addresses food and housing security, supports mental wellbeing and service, and strengthens marginalized communities in India. Its 2024 grants ranged from $2,500 to $2.5 million, with a median of $100,000, supporting organizations in California and across the U.S. and internationally; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$201.0M
Grants
56
Total Given
$11.5M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The Kirby-Jones Foundation
Wilmington, DE
The Kirby-Jones Foundation supports a range of charitable organizations, including hospice care, education, conservation, and community recreation; most of its 2024 giving went to California. Grants ranged from $2,500 to $100,000, with a median of $12,500. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$39.0M
Grants
78
Total Given
$1.3M
The William Gillespie Foundation
Corona Del Mar, CA
The William Gillespie Foundation’s 2024 grants supported arts, libraries, Olympic organizations, and youth justice, with awards ranging from $2,000 to $9,500 (median $5,000). Most grant dollars went to California, though some recipients’ locations were unidentified. The 2024 filing is marked as a final return; it says giving is not restricted to preselected organizations, but does not specify whether unsolicited requests are accepted.
Assets
—
Grants
5
Total Given
$27K
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Roberto 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.
The Roberto Foundation down — hundreds of funders to go?