Nonprofit · EIN 93-3203026
MICHAEL JAMES ROBERTS FOUNDATION
Tax-exempt · LAGUNA BEACH, CA 92651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $66,391 | $47,725 | $18,666 | $114,849 | $0 | $114,849 |
| December 31, 2024 | 990-PF | $9,448 | $13,737 | -$4,289 | $96,183 | $0 | $96,183 |
| December 31, 2023 | 990-PF | $101,786 | $1,314 | $100,472 | $100,472 | $0 | $100,472 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $64,643
- Interest
- $1,748
Expenses
- Grants and similar amounts paid
- $5,000
- Disbursements for charitable purposes
- $5,000
- Excise tax on investment income
- $24
Balance sheet and other
- Total assets, start of year
- $96,183
- Total assets, end of year
- $114,849
- Total liabilities, end of year
- $0
- Net assets, end of year
- $114,849
- Fair market value of assets
- $114,849
- Qualifying distributions
- $5,000
- Net investment income
- $1,748
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICK ROBERTS 45 BLUE LAGOON, LAGUNA BEACH, CA 92651 | CEO | 5 | $0 |
| KATELYN ROBERTS 45 BLUE LAGOON, LAGUNA BEACH, CA 92651 | President | 5 | $0 |
| ELLIOTT RANDALL 790 HILLCREST DR STE PENTHOUSE, LAGUNA BEACH, CA 92651 | Treasurer | 5 | $0 |
| JEFFREY ZIMMERMAN 27772 DEYA, MISSION VIEJO, CA 92692 | BOARD MEMBER | 2 | $0 |
| VERONICA KATHMANN 55 COLONY WAY, ALISO VIEJO, CA 92656 | BOARD MEMBERR | 2 | $0 |
| CAIN PHILLIPS 30872 DRIFTWOOD DR, LAGUNA BEACH, CA 92651 | BOARD MEMBER | 2 | $0 |
| CONNOR SNYDER 1140 NORIA ST, LAGUNA BEACH, CA 92651 | BOARD MEMBER | 2 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICK ROBERTS 45 BLUE LAGOON, LAGUNA BEACH, CA 92651 | CEO | 5 | $0 |
| KATELYN ROBERTS 45 BLUE LAGOON, LAGUNA BEACH, CA 92651 | President | 5 | $0 |
| ELLIOTT RANDALL 790 HILLCREST DR STE PENTHOUSE, LAGUNA BEACH, CA 92651 | Treasurer | 5 | $0 |
| JEFFREY ZIMMERMAN 27772 DEYA, MISSION VIEJO, CA 92692 | BOARD MEMBER | 2 | $0 |
| VERONICA KATHMANN 55 COLONY WAY, ALISO VIEJO, CA 92656 | BOARD MEMBERR | 2 | $0 |
| CAIN PHILLIPS 30872 DRIFTWOOD DR, LAGUNA BEACH, CA 92651 | BOARD MEMBER | 2 | $0 |
| CONNOR SNYDER 1140 NORIA ST, LAGUNA BEACH, CA 92651 | BOARD MEMBER | 2 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICK ROBERTS 45 BLUE LAGOON, LAGUNA BEACH, CA 92651 | CEO | 5 | $0 |
| KATELYN ROBERTS 45 BLUE LAGOON, LAGUNA BEACH, CA 92651 | President | 5 | $0 |
| ELLIOTT RANDALL 790 HILLCREST DR STE PENTHOUSE, LAGUNA BEACH, CA 92651 | Treasurer | 5 | $0 |
| JEFFREY ZIMMERMAN 27772 DEYA, MISSION VIEJO, CA 92692 | BOARD MEMBER | 2 | $0 |
| VERONICA KATHMANN 55 COLONY WAY, ALISO VIEJO, CA 92656 | BOARD MEMBERR | 2 | $0 |
| CAIN PHILLIPS 30872 DRIFTWOOD DR, LAGUNA BEACH, CA 92651 | BOARD MEMBER | 2 | $0 |
| CONNOR SNYDER 1140 NORIA ST, LAGUNA BEACH, CA 92651 | BOARD MEMBER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 45 BLUE LAGOON, LAGUNA BEACH, CA 92651-4216
- In care of
- % RICK ROBERTS
- Signed the 990-PF
- ELLIOTT RANDALL, Treasurer
- Phone
- (949) 547-9139
- Website
- MICHAELROBERTSFOUNDATION.ORG
- Return prepared by
- PITERAKS ACCOUNTING SERVICES
California records
California keeps its own records of charities and corporations. Search them by EIN 93-3203026 or by the name MICHAEL JAMES ROBERTS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-3203026
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $114,849
- Income (IRS master file)
- $66,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $66,391 | $47,725 | $114,849 | IRS |
| 990-PF | December 2024 | $9,448 | $13,737 | $96,183 | XML |
| 990-PF | December 2023 | $101,786 | $1,314 | $100,472 | XML |
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 93-3203026).
Questions about MICHAEL JAMES ROBERTS FOUNDATION
- What is the EIN of MICHAEL JAMES ROBERTS FOUNDATION?
- The employer identification number (EIN) of MICHAEL JAMES ROBERTS FOUNDATION is 93-3203026.
- Is MICHAEL JAMES ROBERTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to MICHAEL JAMES ROBERTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHAEL JAMES ROBERTS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL JAMES ROBERTS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MICHAEL JAMES ROBERTS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MICHAEL JAMES ROBERTS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MICHAEL JAMES ROBERTS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $66,391, expenses of $47,725 and total assets of $114,849 at year end.
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