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· Private foundation

Roberta Freeman Cox Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$232k
Granted FY2025still arriving
53
Grants FY2025still arriving
12
States reached
$30k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 45% of ROBERTA FREEMAN COX CHARITABLE FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 53 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k43 grants · $67k
  • $10k–50k10 grants · $165k
$1,000
Median grant
12
States reached
$107k
Total assets
Largest grants
RecipientAmount
SEGERSTROM CENTER FOR THE ARTS$30,000
PACIFIC JUSTICE INSTITUTE$24,000
Individual grant recipient$20,000
HOAG HOSPITAL FOUNDATION$16,000
THE WOODEN FLOOR$16,000
NRA FOUNDATION$15,000
Individual grant recipient$12,000
DIAVOLO VETERANS PROJECT$11,000
LAGUNA PLAYHOUSE$11,000
AMERICAN LEGION AUXILIARY FOUNDATIO$10,000
GOD'S PEOPLE HELPING PEOPLE$7,000
BALLET PROJECT OC$5,000
FESTIVAL BALLET THEATER$5,000
LAGUNA DANCE FESTIVAL$5,000
FILM MAKERS BAREFEET W MICKELA MALO$5,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–25, $6k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 8% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 10%OPERATION COMBAT BIKESAVER: $500 → 15%SAN CLEMENTE MILITARY FAMILY OUTREA: $1k → 10%SAN CLEMENTE MILITARY FAMILY OUTREA: $1k → 10%SAN CLEMENTE MILITARY FAMILY OUTREA: $1k → 10%SAN CLEMENTE MILITARY FAMILY OUTREA: $1k → 10%SAN CLEMENTE MILITARY FAMILY OUTREA: $1k → 10%SAN CLEMENTE MILITARY FAMILY OUTREA: $500 → 10%SAN CLEMENTE MILITARY FAMILY OUTREA: $300 → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

MN
IL
MI
NY
MA
IN
PA
NJ
CT
CA
CO
VA
MD
AZ
DC
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

95%of every dollar goes to organizations you’ve funded before.
$1.5M · 69 repeat orgs$82k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +46% since the first grant, against +40% for the ones you funded once.

69 repeat relationships — 48 still active in FY2025, 21 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

69
36

Total granted

$1.5M
$77k

Median revenue growth · since first grant

+46%
+40%

Still filing today

51%
42%

New vs renewed · share of each year

In FY2025, 98% of grant dollars renewed an existing relationship; $6k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Arts & CultureEducationHealthAnimalsCrime & LegalRecreation & SportsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • SC
    Segerstrom Center for the Arts
    8× · 2017–2025 · $220k · revenue +57%
  • PJ
    Pacific Justice Institute
    8× · 2017–2025 · $137k · revenue +215%
  • LB
    LAGUNA BEACH SENIORS INC
    8× · 2017–2025 · $58k · revenue +130%

Funded once

  • UL
    UKRAINIAN LEADERSHIP ACADEMY
    one grant, 2022 · $25k
  • LC
    LAGUNA COLLEGE OF ART DESIGN
    one grant, 2017 · $10k
  • MM
    MORRISTOWN MEMORIAL HOSPITAL FOUNDA
    one grant, 2017 · $10k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Festival of Arts of Laguna Beach

To promote, produce, and sponsor events and activities that encourage the appreciation, study and performance of the arts.

Arts & Culture
2
Los Angeles International Dance Festival
3
The Honarkar Foundation
Public Benefit
4
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
5
Armand Hammer Museum of Art and Cultural Center Inc

The hammer museum at ucla believes in the promise of art and ideas to illuminate our lives and build a more just world.

Arts & Culture
6
Long Beach Community Players Inc

To celebrate the human experience while encouraging the participation of artist and audience in theatre productions.

Arts & Culture
7
Ojai Festivals Ltd

The ojai music festival serves as a creative music laboratory for pioneering new works,championing adventurous programming, and working with today's emerging artists with events during the year and the ojai music festival serves as a…

Arts & Culture
8
Los Angeles Ballet Inc

To perform outstanding classical and modern ballets that set the standard for dancer in los angeles, nationally, and internationally. to passionately pursue innovation and creativity and performance. to change lives through accessible…

Arts & Culture
9
Laguna Beach Cultural Arts Center

LB Cultural Arts Center provides a creative epicenter through exhibition space events and promotion to support artists in the following mediums: visual arts music video and still photography film dance prose and poetry and arts education.

Arts & Culture
10
Los Angeles Contemporary Exhibitions Inc

Lace both champions and challenges the art of our time by fostering artists who innovate, explore, and risk. we move within and beyond our four walls to provide opportunities for diverse publics to engage deeply with contemporary art. in…

Arts & Culture
11
Museum Associates

To serve the public through the collection, conservation, exhibition and interpretation of significant works of art from a broad range of cultures and historical periods, and through translation of these collections into meaningful…

Arts & Culture
12
Long Beach Opera

Engaging people through provocative meaningful experiences that challenge, connect and inspire. long beach opera produces operas in performing arts venues in long beach and regionally, and produces opera for youth in schools.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is The Wooden Floor for Youth Movement and the most unlike its peers is The Tikvah Fund. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyProfessional Ballet Compani…Government Accountability R…Veteran Support ServicesCommunity Health CentersRotary Club FoundationsPublic University Foundatio…Jewish Community FederationsLand Conservation Organizat…Faith-Based Liberal Arts Co…Environmental Advocacy Orga…Animal Rescue and AdoptionVolunteer Fire DepartmentsHomeless Services & ShelterYouth Development CentersFood Pantries & AssistanceClassical Music EnsemblesSenior Support ServicesCommunity Arts Organizations
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 35 years old; the field is 14. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%4%<5yr15%4%5–10yr20%18%10–20yr17%24%20–35yr11%36%35–55yr13%14%55yr+
THE FIELDby orgYOUR MONEYby value24%1%<5yr15%1%5–10yr20%6%10–20yr17%32%20–35yr11%55%35–55yr13%5%55yr+

The field is 24% startups (under 5 years old) — 4% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 14% of the field you don’t fund.

orgs you fund
0.0%0/57
the rest of the field
14%
26,003/186,921

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

53 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 53 of the 110 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
15
Early backer (in before they grew)
53/53
Grantees still filing
42/53
Grew since you first funded

Where your money sits — by cause, then by grantee

Individual grant recipient — $138,000 · OtherIndividual grant recipientDIAVOLO VETERANS PROJECT — $66,000 · OtherDIAVOLO VETERANS PROJECTLAGUNA BEACH SENIORS INC — $57,800 · OtherLAGUNA BEACH SENIORS INCMORRISTOWN MEDICAL CENTER FOUNDATIO — $51,000 · OtherMORRISTOWN MEDICAL CENTER FOUNDATIOFESTIVAL BALLET THEATER — $40,000 · OtherIBT FOR NCI NATIONAL CHOREOGRAPHERS — $39,500 · OtherGOD'S PEOPLE HELPING PEOPLE — $36,000 · OtherIndividual grant recipient — $36,000 · Other+74 more — $288,313 · Other+74 moreSegerstrom Center for the Arts — $220,000 · Arts & CultureSegerstrom Center for the ArtsTHE WOODEN FLOOR FOR YOUTH MOVEMENT — $89,000 · Arts & CultureTHE WOODEN FLOOR FOR YOUTH MOVEMENTTHE LAGUNA PLAYHOUSE — $83,000 · Arts & CultureTHE LAGUNA PLAYHOUSELAGUNA ART MUSEUM — $40,560 · Arts & CultureLAGUNA ART MUSEUMLAGUNA DANCE FESTIVAL — $30,500 · Arts & CultureLAGUNA DANCE FESTIVALBALTIMORE MUSEUM OF ART — $23,000 · Arts & Culture+7 more — $23,300 · Arts & CulturePacific Justice Institute — $137,000 · Civil RightsPacific J…NRA FOUNDATION INC — $77,000 · Crime & Legal+1 more — $300 · Crime & LegalHOAG HOSPITAL FOUNDATION — $51,000 · HealthMISSION HOSPITAL REGIONAL MEDICAL CENTER — $15,000 · HealthLAGUNA BEACH ROTARY CLUB FOUNDATION — $5,673 · Health+1 more — $500 · HealthAMERICAN LEGION AUXILIARY FNDN — $52,500 · Community ImprovementCREATIVE IDENTITY — $4,100 · EducationTHE TIKVAH FUND — $3,800 · EducationHILLSDALE COLLEGE — $3,500 · EducationUSA PATRIOTS VETERAN ATHLETICS — $800 · Education+3 more — $610 · Education
Other$752,613Arts & Culture$509,360Civil Rights$137,000Crime & Legal$77,300Health$72,173Community Improvement$52,500Education$12,810

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetSegerstrom Center for the Arts — $220,000 over 8y, 0.0% of budgetPacific Justice Institute — $137,000 over 8y, 0.5% of budgetTHE WOODEN FLOOR FOR YOUTH MOVEMENT — $89,000 over 6y, 0.5% of budgetTHE LAGUNA PLAYHOUSE — $83,000 over 7y, 0.3% of budgetNRA FOUNDATION INC — $77,000 over 8y, 0.0% of budgetLAGUNA BEACH SENIORS INC — $57,800 over 8y, 1.2% of budgetAMERICAN LEGION AUXILIARY FNDN — $52,500 over 8y, 1.9% of budgetHOAG HOSPITAL FOUNDATION — $51,000 over 4y, 0.0% of budgetLAGUNA ART MUSEUM — $40,560 over 6y, 0.4% of budgetFESTIVAL BALLET THEATER — $40,000 over 8y, 1.9% of budgetLAGUNA DANCE FESTIVAL — $30,500 over 8y, 4.1% of budgetBALTIMORE MUSEUM OF ART — $23,000 over 7y, 0.0% of budgetMISSION HOSPITAL REGIONAL MEDICAL CENTER — $15,000 over 3y, 0.0% of budgetCOLORADO MOUNTAIN COLLEGE FOUNDATION INC — $11,300 over 8y, 0.0% of budgetBOYS & GIRLS CLUB OF LAGUNA BEACH — $8,200 over 7y, 0.1% of budgetLAGUNA BEACH LIVE — $7,100 over 7y, 0.8% of budgetTen Mile Lake Association Inc — $5,880 over 7y, 1.1% of budgetSAN CLEMENTE MILITARY FAMILY OUTREACH — $5,800 over 7y, 1.1% of budgetLAGUNA BEACH ROTARY CLUB FOUNDATION — $5,673 over 8y, 3.4% of budgetSOCAL BALLET SCENE — $5,000 over 2y, 2.8% of budgetTHOROUGHBRED RETIREMENT FOUNDATION INC — $4,500 over 8y, 0.0% of budgetECOLOGY CENTER — $4,375 over 8y, 0.0% of budgetCRYSTAL COVE CONSERVANCY — $4,100 over 8y, 0.1% of budgetCREATIVE IDENTITY — $4,100 over 4y, 0.1% of budgetBLUE BELL FOUNDATION FOR CATS — $4,000 over 8y, 0.3% of budgetTHE TIKVAH FUND — $3,800 over 5y, 0.0% of budgetHILLSDALE COLLEGE — $3,500 over 8y, 0.0% of budgetBACKHAUSDANCE — $2,500 over 3y, 0.2% of budgetDance Arts Academy Foundation — $2,000 over 2y, 0.9% of budgetINTERFAITH FOOD PANTRY INC — $2,000 over 1y, 0.1% of budgetGhetto Rescue FFoundation — $1,700 over 4y, 0.1% of budgetTHE STICKLEY MUSEUM AT CRAFTSMAN FARMS INC — $1,650 over 6y, 0.1% of budgetTUCSON ARIZONA BOYS CHORUS — $1,500 over 3y, 0.1% of budgetTHE TRUSTEES OF THE LADEW TOPIARY GARDENS INC — $1,500 over 5y, 0.0% of budgetTURNING POINT USA INC — $1,400 over 4y, 0.0% of budgetWoodberry Crossing Inc — $1,000 over 1y, 1.4% of budgetMAZON A Jewish Response to Hunger — $1,000 over 1y, 0.0% of budgetUSA PATRIOTS VETERAN ATHLETICS — $800 over 2y, 0.1% of budgetCHILDREN'S HOSPITAL OF ORANGE COUNTY — $500 over 1y, 0.0% of budgetFRIENDS OF THE SEA LIONS INC DBA PACIFIC MARINE MAMMAL CENTER — $500 over 1y, 0.0% of budgetHoward Jarvis Taxpayers Foundation — $500 over 1y, 0.0% of budgetCriminal Justice Legal Foundation — $300 over 1y, 0.1% of budgetVoice of Orange CountyOrg — $300 over 1y, 0.0% of budgetLAGUNA NIGUEL MILITARY SUPPORT FOUNDATION — $300 over 1y, 0.4% of budgetFRIENDSHIP SHELTER INC — $300 over 2y, 0.0% of budgetGlobal Glimpse — $210 over 1y, 0.0% of budgetPEAPACK GLADSTONE FIRE CO 1 INC — $200 over 1y, 0.5% of budgetWIKIMEDIA FOUNDATION INC — $100 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds Segerstrom Center for the Arts
  • Who funds Pacific Justice Institute
  • Who funds THE WOODEN FLOOR FOR YOUTH MOVEMENT
  • Who funds THE LAGUNA PLAYHOUSE
  • Who funds NRA FOUNDATION INC
  • Who funds LAGUNA BEACH SENIORS INC
  • Who funds AMERICAN LEGION AUXILIARY FNDN
  • Who funds HOAG HOSPITAL FOUNDATION
  • Who funds LAGUNA ART MUSEUM
  • Who funds FESTIVAL BALLET THEATER
  • Who funds LAGUNA DANCE FESTIVAL
  • Who funds BALTIMORE MUSEUM OF ART
  • Who funds MISSION HOSPITAL REGIONAL MEDICAL CENTER
  • Who funds COLORADO MOUNTAIN COLLEGE FOUNDATION INC
  • Who funds BOYS & GIRLS CLUB OF LAGUNA BEACH
  • Who funds LAGUNA BEACH LIVE
  • Who funds Ten Mile Lake Association Inc
  • Who funds SAN CLEMENTE MILITARY FAMILY OUTREACH
  • Who funds LAGUNA BEACH ROTARY CLUB FOUNDATION
  • Who funds SOCAL BALLET SCENE

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Orange County Community FoundationCA31.8× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · Macgillivray Family Foundation · Laguna Beach Community Foundation · The Hanauer Family Foundation · Weaver Family Private Foundation · The William Gillespie Foundation · The Hexberg Family Foundation · The Bassman Family Charitable Trust · The William Jeff and Jennifer Gross Family Foundation · Farmers & Merchants Bank Foundation · Engle Family Foundation · Assistance League of Laguna Beach

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Roberta Freeman Cox Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 30%0%1%3%5%your share of their income ↑0%4%8%11%15%share of the org’s income from governmentmedian 4%
  • Baltimore Museum of Art4% of income from government
no gov moneyreceives it· size = income
3get no government money at all
14report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 110 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph