EIN 20-1688777

The Roberto Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
Year formed
2005
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Roberto Foundation is a private foundation that is located in Newport Beach, CA. Its purpose is to provide deferred tax benefits. Last year, it made 15 grants to grantees, which include the Santa Barbara Foundation.
Total revenues
$2,459,985
2023
Total expenses
$4,202,536
2023
Total assets
$65,854,356
2023
Num. employees
1
2023

Program areas at The Roberto Foundation

Deferred tax benefits

Grants made by The Roberto Foundation

GranteeGrant descriptionAmount
White Buffalo Land TrustGeneral Support$500,000
Casa TeresaGeneral Support$285,000
Brackens KitchenGeneral Support$250,000
...and 3 more grants made

Personnel at The Roberto Foundation

NameTitleCompensation
James MuzzyTrustee$0

Financials for The Roberto Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$1,444,545
Net rental income$0
Net gain from sale of non-inventory assets$796,858
Gross sales of inventory$0
Miscellaneous revenues$218,582
Total revenues$2,459,985

Form 990s for The Roberto Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990PFView PDF
2022-122023-11-15990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-14990PFView PDF
...and 8 more Form 990s
Data update history
January 5, 2024
Posted financials
Added Form 990PF for fiscal year 2022
August 6, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 19, 2023
Used new vendors
Identified 1 new vendor, including
October 21, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
660 Newport Dr 1220
Newport Beach, CA 92660
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Phone
(949) 209-6201
IRS details
EIN
20-1688777
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2005
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
126276
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-12-31
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