Private foundation
HUNTINGTON BEACH, CACity and state as stated on its FY2018 returnEIN Website
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2018 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2018 | 990-PF | $7 | $42,935 | $42,935 | $9,598 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 25% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Reins of HopeOJAI, CA | TO ASSIST THE ORGANIZATION IN PERFORMING THEIR TAX-EXEMPT FUNCTIONS. | $10,000 | 2018 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael D Robertson | President | 2.00 | $0 |
| Kimberly A Robertson | Vice President | 2.00 | $0 |
| Michael P Klarin | CFO | 1.00 | $0 |
| Ronald Luebbert | Secretary |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $9,598 |
| FY2017 | 990-PF | $6 | $14,090 | $14,090 | $52,526 | $52,526 |
| FY2016 | 990-PF | $6 | $2,881 | $2,881 | $66,610 | $66,610 |
| TO ASSIST THE ORGANIZATION IN PERFORMING THEIR TAX-EXEMPT FUNCTIONS. |
| $10,000 |
| 2018 |
| Ojai Raptor CenterOak View, CA | TO ASSIST THE ORGANIZATION IN PERFORMING THEIR TAX-EXEMPT FUNCTIONS. | $7,000 | 2018 |
| The Thatcher SchoolOjai, CA | TO ASSIST THE ORGANIZATION IN PERFORMING THEIR TAX-EXEMPT FUNCTIONS. | $5,000 | 2018 |
| Harvard UniversityCambridge, MA | TO ASSIST THE ORGANIZATION IN PERFORMING THEIR TAX-EXEMPT FUNCTIONS. | $5,000 | 2018 |
| Ojai Valley Land ConservancyMatched to this organization because 9 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Ojai, CA | TO ASSIST THE ORGANIZATION IN PERFORMING THEIR TAX-EXEMPT FUNCTIONS. | $5,000 | 2018 |
| BRADLEY ROBERTSONStudio City, CA | Payments for dental services | $3,455 | 2017 |
| HUMBERTO BEDOYASANTA ANA, CA | PAYMENTS FOR DENTAL SERVICES | $589 | 2016 |
| 1.00 |
| $0 |
| Stephanie Holman | Treasurer | 2.00 | $0 |
| Steven Underwood Dds | Director | 2.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Filing id 201803189349103390
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201713119349100626
Form 990-PF · FY2015 · period ending Dec 31, 2015
Filing id 201603149349101390
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.