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The Kelly J Roberts Private Foundation at a glance

· Private foundation

The Kelly J Roberts Private Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$10k
Granted FY2024still arriving
1
Grants FY2024still arriving
1
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0191% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$170kPhilanthropy$50kArts & Culture$30kEducation$26kCommunity Improvement$10kHuman Services$5kAnimals$5kEmployment$3kOther$0
02FY2024 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$10,000
Median grant
1
States reached
$11k
Total assets
Largest grants
RecipientAmount
CHOC FOUNDATION$10,000
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:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 27% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%Argyos Family Foundation: $50k → 10%Olive Branch Christian School: $1k → 11%Loma Linda Univ Children's Hospital: $10k → 14%Pepperdine University: $15k → 14%Tunnel to Towers Foundation: $10k → 11%Greater Works Today Inc: $3k → 11%SHINING STARS FOUNDATION: $5k → 7%CHOC FOUNDATION: $10k → 10%LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL: $5k → 14%CITY OF HOPE: $30k → 14%SHINING STARS FOUNDATION: $10k → 7%CHOC Childrens Foundation: $10k → 10%Orange County City of Hope: $10k → 14%Mission Hospital Foundation: $60k → 10%AHAH Newport Beach Symposium 2018: $10k → 10%Angel Force USA: $10k → 10%AHAH: $10k → 10%Various charities: $5k → 10%Various charities: $1k → 10%LAGUNA PLAYHOUSE: $30k → 10%PACIFIC MARINE MAMMAL CENTER: $5k → 10%Elaine Park Reward Fund: $5k → 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.
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 10% of The Kelly J Roberts Private Foundation’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 91% of the giving stays in CA; by stated purpose, 81%.

The Kelly J Roberts Private Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

18%of every dollar goes to organizations it has funded before.
$56k · 4 repeat orgs$249k to everyone else

Grantees it renews have grown median revenue +51% since the first grant, against +45% for those funded once.

4 repeat relationships: 1 still active in FY2024, 3 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

4
14

Total granted

$56k
$249k

Median revenue growth · since first grant

+51%
+45%

Still filing today

75%
50%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’21’22’23’24
HealthEducationRecreation & SportsAnimalsArts & CulturePublic BenefitOther
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

  • CF
    CHOC FOUNDATION
    2× · 2019–2024 · $20k · revenue +60%
  • SS
    SHINING STARS FOUNDATION
    2× · 2021–2023 · $15k · revenue +51%
  • LL
    LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
    2× · 2018–2021 · $15k · revenue +22%

Funded once

  • MISSION HOSPITAL REGIONAL MEDICAL CENTERgraduated
    one grant, 2019 · $60k · revenue +39%
  • AF
    ARGYROS FAMILY FOUNDATIONgraduated
    one grant, 2019 · $50k · revenue +330%
  • CO
    CITY OF HOPE
    one grant, 2021 · $30k
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
Loma Linda University Children's Hospital Foundation

Our children's hospital foundation is dedicated to supporting loma linda university children's hospital's mission to bring whole-child healthcare to the region and beyond.

—
2
Usc Arcadia Hospital Foundation

Mission statement the mission of usc arcadia hospital foundation educates and inspires the community to generously support quality medical care at usc arcadia hospital.

Health
3
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
4
Lucile Packard Foundation for Children's Health

The lucile packard foundation for children's health is here to unlock philanthropy to transform health for all kids and moms, in northern california and around the world. our foundation raises funds for child and maternal health at lucile…

Health
5
Children's Hospital Los Angeles

Promotion and advancement of children's health through patient care, research, and education.

Health
6
Loma Linda University

Loma linda university, a seventh-day adventist christian health sciences institution, seeks to further the healing and teaching ministry of jesus christ "to make man whole" by: - educating ethical and proficient christian health…

Education
7
Ucsf Health Community Hospitals Fka Saint Francis Memorial Hospital

Ucsf health community hospital's mission statement is caring, healing, teaching, and discovering.

Health
8
Ucsf Health Medical Foundation

See schedule othe mission of ucsf health medical foundation is threefold: 1) to establish, operate and maintain medical clinics for the provision of healthcare services in california; 2) to promote health by providing, coordinating,…

Health
9
Usc Care Medical Group Inc

To promote health by engaging in the practice of medicine for patients of hospitals affiliated with the university of southern california keck school of medicine and elsewhere. to provide medical care to the sick and injured who may come…

Health
10
Memorial Hospital Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

—
11
Loma Linda University Shared Services Inc

To participate in christ's ministry of health, healing, and wholeness for: education, healthcare, and research by providing support to the lluh entities.

—
12
Usc Arcadia Hospital

To provide high-quality healing services while caring for the patient's emotional and spiritual needs and enabling them to achieve health for life.

Health
How this is measured
The grantee most central to the portfolio’s shape is Mission Hospital Regional Medical Center; the most unlike its peers is Argyros Family Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

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

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 18 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)
2
Early backer (in before they grew)
10/10
Grantees still filing
8/10
Grew since first funded

Where the money sits, by cause and then by grantee

ARGYROS FAMILY FOUNDATION: $50,000 · OtherARGYROS FAMILY FOUNDATIONCITY OF HOPE: $30,000 · OtherCITY OF HOPELOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL: $15,000 · OtherLOMA LINDA UNIVERSITY CHILDREN'S HOSPITALOrange County City of Hope: $10,000 · OtherOrange County City of HopeAHAH: $10,000 · OtherAHAHAHAH Newport Beach Symposium 2018: $10,000 · OtherAHAH Newport Beach Symposium 2018Various charities: $6,000 · OtherElaine Park Reward Fund: $5,000 · Other+2 more: $4,000 · OtherMISSION HOSPITAL REGIONAL MEDICAL CENTER: $60,000 · HealthMISSION HOSPITAL REGIONAL MED…CHOC FOUNDATION: $20,000 · HealthCHOC FOUNDATIONTHE LAGUNA PLAYHOUSE: $30,000 · Arts & CultureTHE LAGUNA …PEPPERDINE UNIVERSITY: $15,000 · EducationPEPPERDIN…STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $10,000 · EducationSTEPHEN S…SHINING STARS FOUNDATION: $15,000 · Recreation & SportsAngel Force USA: $10,000 · Public BenefitFRIENDS OF THE SEA LIONS INC DBA PACIFIC MARINE MAMMAL CENTER: $5,000 · Animals
Other$140,000Health$80,000Arts & Culture$30,000Education$25,000Recreation & Sports$15,000Public Benefit$10,000Animals$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMISSION HOSPITAL REGIONAL MEDICAL CENTER: $60,000 over 1y, 0.0% of budgetARGYROS FAMILY FOUNDATION: $50,000 over 1y, 1.0% of budgetTHE LAGUNA PLAYHOUSE: $30,000 over 1y, 0.4% of budgetCHOC FOUNDATION: $20,000 over 2y, 0.0% of budgetSHINING STARS FOUNDATION: $15,000 over 2y, 1.1% of budgetLOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL: $15,000 over 2y, 0.0% of budgetPEPPERDINE UNIVERSITY: $15,000 over 1y, 0.0% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $10,000 over 1y, 0.0% of budgetAngel Force USA: $10,000 over 1y, 9.0% of budgetFRIENDS OF THE SEA LIONS INC DBA PACIFIC MARINE MAMMAL CENTER: $5,000 over 1y, 0.1% 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.

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.

Fidelity Investments …Amazonsmile Foundation
Fidelity Investments Charitable Gift FundMA4.2× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 The Kelly J Roberts Private Foundation funds: left to right is the share of its income from government, bottom to top the share from The Kelly J Roberts Private Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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 18 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home