The California State Capitol

Form 990-PFTax year 2024EIN 20-1688777

The Roberto Foundation

A private foundation in Irvine, CA. Its return for tax year 2024 lists 4 grants and $1.5 million paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $1,500,000

    Grants listed
    4
    Assets, end of year
    $73,655,720
  • Tax year 2023

    $3,535,000

    Grants listed
    7
    Assets, end of year
    $65,854,356
  • Tax year 2022

    $2,650,000

    Grants listed
    4
    Assets, end of year
    $58,653,166
  • Tax year 2021

    $3,151,000

    Grants listed
    14
    Assets, end of year
    $67,151,103
  • Tax year 2020

    $2,360,000

    Grants listed
    12
    Assets, end of year
    $61,307,034
  • Tax year 2019

    $1,955,740

    Grants listed
    15
    Assets, end of year
    $55,942,450
  • Tax year 2018

    $2,320,000

    Grants listed
    14
    Assets, end of year
    $46,150,308

Grants paid in 2024

4 grants, largest first

As listed on the return.

  1. Hoag Hospital FoundationNewport Beach, CA

    General support

    $1,000,000
  2. Casa TeresaOrange, CA

    General support

    $200,000
  3. Boys and Girls Clubs - Central Orange CoastIrvine, CA

    General support

    $150,000
  4. Santa Barbara FoundationSanta Barbara, CA

    General support

    $150,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $1,000,00074% of the total
  2. Human services1 grant $200,00015% of the total
  3. Philanthropy and grantmaking1 grant $150,00011% of the total

By State

Grants to organizations with a US address, latest year.

  1. California4 grants $1,500,000

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • James F MuzzyTRUSTEE Hours 1Pay $0
  • Pamela B MuzzyTRUSTEE Hours 1Pay $0
  • Stephen MuzzyTRUSTEE Hours 25Pay $175,000
  • Ryan MuzzyTRUSTEE Hours 1Pay $0
  • Michael MuzzyTRUSTEE Hours 1Pay $0

The return

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