Diane S Robertson Charitable Foundation
- Assets
- $210.4k
- Revenue
- $11.6k
- Investments
- $197.6k
- Employees
- 0
- Location
- Kalamazoo, MI
- Founding
- 12/2006
- Data as of
- 12/2023
- EIN
- 35-2264055
Organization Overview
Diane S Robertson Charitable Foundation is located in Kalamazoo, MI. The organization was established in 2006. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Diane S Robertson Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Diane S Robertson Charitable Foundation generated $11.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.8% each year. All expenses for the organization totaled $5.7k during the year ending 12/2023. While expenses have increased by 2.3% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Diane S Robertson Trustee | 0 | $0 | |
Julie A Buchanan Trustee | 0 | $0 | |
Doris J Kunkle Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,168 |
| Dividends & Interest | $4,270 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $5,201 |
| Capital Gain Net Income | $5,201 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $933 |
| Total Revenue | $11,572 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $5,698 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $5,698 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $12,824 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $60,348 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $210,418 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Diane S Robertson Charitable Foundation has awarded $32,500 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
KALAMAZOO SYMPHONY ORCHESTRA PURPOSE: 100 ANNIVERSARY | $25,000 |
HERITAGE COMMUNITY FOUNDATION PURPOSE: GALA SPONSORSHIP | $5,000 |
KALAMAZOO LOAVES & FISHES PURPOSE: GENERAL OPERATIONS | $500 |
AMERICAN RED CROSS PURPOSE: GENERAL OPERATIONS | $2,000 |