The Roberto Foundation
At a glance
This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.
Key takeaways
- The Roberto Foundation, based in Irvine, California, accepts no unsolicited requests and gives only to charitable organisations it has preselected, so a small nonprofit should not send it a cold application and should wait to be invited.
- Its filing shows grants mainly in California, but no geographic focus is stated, and it has given to health, education, youth services, land trusts, food assistance, arts and religious institutions with no subject priority.
- About 8 in 10 of its 15 grants to organisations fall between $150,000 and $1,300,000, with a median of $200,000 and a largest grant of $2,000,000, so that band is typical rather than a ceiling and any request should be sized with the median in mind.
- Every grant dollar it gave to organisations in its latest filing went to groups it had also funded in earlier filings, so its giving is strongly repeat and relationship-led.
- The filing gives no timing, and the foundation's invitation process is not described, so any approach should rest on an existing connection rather than an assumption about when it might accept requests.
Overview
The Roberto Foundation is a US private foundation based in Irvine, CA.
What they fund
Profile based on the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 7 October 2026.
Priority Areas
The foundation’s filings describe its grants as general support and show giving to charitable organisations in California. The recipients include hospital and university foundations, youth-serving organisations, a land trust, a food bank, an arts museum, an abbey foundation and other charitable foundations. Together these recipients represent health, education, youth services, land trusts, food assistance, arts and religious institutions; the filings state no subject-area priority. Contributions are limited to preselected charitable organisations, and unsolicited requests are not accepted. The available application information states no further eligibility conditions.
Geographic Focus
No geographic focus is stated; the filings show grants mainly in California.
How to apply
Contributions are limited to preselected charitable organisations; unsolicited requests are not accepted.
Application success factors
- Repeat giving: In its TY2024 filing, 100% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
- Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 15 grants to organisations were $200,000 or less.
Where grants go
From grants to organisations in the foundation’s filings for tax years 2022–2024.
Grant dollars by state
- The largest single recipient received 30% of grant dollars to organisations.
- In tax year 2024, 100% of grant dollars went to organisations The Roberto Foundation had funded in earlier filings.
- No grants were paid directly to organisations outside the US.
- 7% of grant dollars went to intermediaries that regrant to other organisations.
Grants
The largest grants to organisations in the foundation’s latest filing:
- Hoag Hospital Foundation · General support$1,000,0002024 tax year
- Casa Teresa · General support$200,0002024 tax year
- Boys And Girls Clubs - Central Orange Coast · General support$150,0002024 tax year
- Santa Barbara Foundation · General support$150,0002024 tax year
Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.
Officers and directors
- Michael Muzzy — Trustee
- Ryan Muzzy — Trustee
- Stephen Muzzy — Trustee
- Pamela B Muzzy — Trustee
- James F Muzzy — Trustee
From the latest Form 990-PF filing
3 years of tax filings
| Year | Total expenses | Grants paid | Assets | Filing document |
|---|---|---|---|---|
| 2022 tax year | $1,072,617 | $2,650,000 | $58,653,166 | Filing for 2022 tax year |
| 2023 tax year | $4,202,536 | $3,535,000 | $65,854,356 | Filing for 2023 tax year |
| 2024 tax year | $1,194,985 | $1,500,000 | $73,655,720 | Filing for 2024 tax year |
Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.
Sources
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At a glance
Applying to The Roberto Foundation?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
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Contact
- Irvine, CA
Applying to The Roberto Foundation?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- Irvine, CA