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Nonprofit · EIN 46-4159224

KELLY J ROBERTS PRIVATE FOUNDATION

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$0$7K2023$10K$12K2024
Revenue Expenses · by fiscal year end
Financials of KELLY J ROBERTS PRIVATE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$10,000$11,725-$1,725$10,932$0$10,932
December 31, 2023990-PF$0$6,725-$6,725$12,657$0$12,657
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$10,000

Expenses

Grants and similar amounts paid
$10,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$10,000

Balance sheet and other

Total assets, start of year
$12,657
Total assets, end of year
$10,932
Total liabilities, end of year
$0
Net assets, end of year
$10,932
Fair market value of assets
$10,932
Qualifying distributions
$10,000

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KELLY J ROBERTS
4100 NEWPORT PLACE SUITE 400, NEWPORT BEACH, CA 92660
PRESIDENT0$0
RICHARD THOMAS
435 BONVUE TERRACE, LAGUNA BEACH, CA 92660
CFO0$0
CRAIG RANDALL
4100 NEWPORT PLACE SUITE 400, NEWPORT BEACH, CA 92660
CONTROLLER0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KELLY J ROBERTS
4100 NEWPORT PLACE SUITE 400, NEWPORT BEACH, CA 92660
PRESIDENT0$0
RICHARD THOMAS
435 BONVUE TERRACE, LAGUNA BEACH, CA 92660
CFO0$0
CRAIG RANDALL
4100 NEWPORT PLACE SUITE 400, NEWPORT BEACH, CA 92660
CONTROLLER0$0

Address and contacts

Address (IRS master file)
4100 NEWPORT PLACE DR STE 400, NEWPORT BEACH, CA 92660-2450
In care of
% RICHARD B THOMAS
Signed the 990-PF
KELLY J ROBERTS, PRESIDENT
Phone
(949) 809-3900
Return prepared by
CBIZ ADVISORS LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 46-4159224 or by the name KELLY J ROBERTS PRIVATE FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-4159224
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$10,932
Income (IRS master file)
$10,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$10,000$11,725$10,932IRS
990-PFDecember 2023$0$6,725$12,657XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4159224).

Questions about KELLY J ROBERTS PRIVATE FOUNDATION

What is the EIN of KELLY J ROBERTS PRIVATE FOUNDATION?
The employer identification number (EIN) of KELLY J ROBERTS PRIVATE FOUNDATION is 46-4159224.
Is KELLY J ROBERTS PRIVATE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to KELLY J ROBERTS PRIVATE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KELLY J ROBERTS PRIVATE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KELLY J ROBERTS PRIVATE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KELLY J ROBERTS PRIVATE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KELLY J ROBERTS PRIVATE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does KELLY J ROBERTS PRIVATE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,000, expenses of $11,725 and total assets of $10,932 at year end.

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