Roberta Freeman Cox Charitable Foundation FY2021 filing

Tax-deductible

Newport Beach, CA501(c)(3)Public Safety & DisasterEIN 33-0936915

501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2021 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $17K a year · 10% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
6 mo
of spending, in cash
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$67K
-40% vs prior year
Spent
$117K
Net assets
$225K
By yearFY2020–FY2025
Revenue
$67K
FY2021▼ -40%
Revenue by fiscal year
FY2020$111K
FY2021$67K
FY2022$195K
FY2023$246K
FY2024$207K
FY2025$179K
Expenses
$117K
FY2021▲ +272%
Expenses by fiscal year
FY2020$32K
FY2021$117K
FY2022$253K
FY2023$223K
FY2024$225K
FY2025$260K
Net assets
$225K
FY2021▼ -19%
Net assets by fiscal year
FY2020$276K
FY2021$225K
FY2022$167K
FY2023$190K
FY2024$188K
FY2025$107K

From the FY2021 Form 990 · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 98% · $115K Operating & administrative 2% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See Roberta Freeman Cox Charitable Foundation executive salaries →

Programs and updates

A private foundation based in Newport Beach, CA.

Provided by the organization

This section is blank until Roberta Freeman Cox Charitable Foundation claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 53 grants · $232K · 2025–2025
Segerstrom Center for the ArtsFY2025$30,000
Pacific Justice InstituteFY2025$24,000
National Choreographers InitiativeFY2025$20,000
Hoag Hospital FoundationFY2025$16,000
The Wooden FloorFY2025$16,000
Nra FoundationFY2025$15,000
Alborado Spanish DanceFY2025$12,000
Laguna PlayhouseFY2025$11,000
Diavolo Veterans ProjectFY2025$11,000
American Legion Auxiliary FoundatioFY2025$10,000
God's People Helping PeopleFY2025$7,000
Ballet Project OcFY2025$5,000
Film Makers Barefeet W Mickela MaloFY2025$5,000
Laguna Dance FestivalFY2025$5,000
Laguna Beach SeniorsFY2025$5,000
Festival Ballet TheaterFY2025$5,000
Baltimore Museum of ArtFY2025$3,500
Socal Ballet SceneFY2025$3,000
See all 53 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$4K
Median grantPart XV$1K
Largest grantPart XV$30K

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$67K
Investment income$52K
Gifts and grants$15K
Money out
$117K
Grants paid$115K
Running costs$2K
Owns and owes
$225K
net assets
Cash and savings$56K
Total assets$225K
Liabilities$0
2In more detail
Revenue in detail
Gifts and grants$15K
Investment income$52K
Total revenue$67K
Assets in detailEnd of year
Cash and savings together$56K
Total assets$225K
Liabilities$0
Net assets$225K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $179K$260K−$81K$107K 990 PDF
FY2024 $207K$225K−$17K$188K 990 PDF
FY2023 $246K$223K$23K$190K 990 PDF
FY2022 $195K$253K−$58K$167K 990 PDF
FY2021 Viewing $67K$117K−$50K$225K 990 PDF
FY2020 $111K$32K$79K$276K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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