EIN 46-2161280

Charles and Marie Robertson Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
2014
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Charles and Marie Robertson Foundation is a private foundation that primarily funds general support. It made 14 grants last year to grantees such as Lucile Packard Foundation For Children's Health. It is located in Carmel, CA.
Total revenues
$581,279
2023
Total expenses
$1,220,045
2023
Total assets
$25,483,671
2023
Num. employees
0
2023

Grants made by Charles and Marie Robertson Foundation

GranteeGrant descriptionAmount
Lucile Packard Foundation for Children's HealthGeneral Support$110,000
Moving Pictures Institute (MPI)General Support$100,000
Washington Latin Public Charter School (WLPCS)General Support$100,000
...and 10 more grants made

Financials for Charles and Marie Robertson Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$414,560
Net rental income$0
Net gain from sale of non-inventory assets$-14,864
Gross sales of inventory$0
Miscellaneous revenues$181,583
Total revenues$581,279
Data update history
September 25, 2024
Posted financials
Added Form 990PF for fiscal year 2023
September 22, 2024
Updated personnel
Identified 1 new personnel
January 12, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 7, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Family foundationsGrantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
4500 Viejo Rd
Carmel, CA 93923
Metro area
Salinas, CA
County
Monterey County, CA
Phone
(831) 206-5288
IRS details
EIN
46-2161280
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Not Operate or Solicit for Charitable Purposes
Charity Registration status
Delinquent
FTB status revoked
Not revoked
AG Registration Number
CT0212685
FTB Entity ID
3717323
AB 488 data last updated ("as-of") date
2025-09-18
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