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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 it funds
0193% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$699kHealth$149kHuman Services$138kCivil Rights$138kCrime & Legal$78kCommunity Improvement$53kReligion$49kEducation$39kOther$0
02FY2025 · 53 grants

Where the money goes

Grants by size, and the largest recipients.

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
LAGUNA BEACH SENIORS$5,000
FILM MAKERS BAREFEET W MICKELA MALO$5,000
FESTIVAL BALLET THEATER$5,000
BALLET PROJECT OC$5,000
02The need
03

Does the money reach high-need areas?

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

show:

Its 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. Its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
MI
NY
MA
IN
PA
NJ
CT
CA
CO
VA
MD
AZ
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

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

Grantees it renews have grown median revenue +46% since the first grant, against +40% for those 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
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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
  • MM
    MORRISTOWN MEMORIAL HOSPITAL FOUNDA
    one grant, 2017 · $10k
  • LC
    LAGUNA COLLEGE OF ART DESIGN
    one grant, 2017 · $10k
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is The Wooden Floor for Youth Movement; 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.
04the grantee network

53 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

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

Where the money sits, by cause and 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 grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's 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 budgetTHE TRUSTEES OF THE LADEW TOPIARY GARDENS INC: $1,500 over 5y, 0.0% of budgetTUCSON ARIZONA BOYS CHORUS: $1,500 over 3y, 0.1% of budgetTURNING POINT USA INC: $1,400 over 4y, 0.0% of budgetMAZON A Jewish Response to Hunger: $1,000 over 1y, 0.0% of budgetWoodberry Crossing Inc: $1,000 over 1y, 1.4% 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 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 budgetCriminal Justice Legal Foundation: $300 over 1y, 0.1% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Roberta Freeman Cox Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Roberta Freeman Cox Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 4%
  • Baltimore Museum of Art: 4% 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 110 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

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