Robertson Family Foundation
- Assets
- $97.8k
- Revenue
- $5.8k
- Investments
- $92.6k
- Employees
- 0
- Location
- Platte City, MO
- Founding
- 06/1970
- Data as of
- 12/2022
- EIN
- 43-6079730
Organization Overview
Robertson Family Foundation is located in Platte City, MO. The organization was established in 1970. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Robertson Family 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 12/2022, Robertson Family Foundation generated $5.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.2% each year. All expenses for the organization totaled $7.4k during the year ending 12/2022. While expenses have increased by 1.7% per year over the past 7 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Michael Robertson President | 2 | $0 | |
Corby Robertson Director | 1 | $0 | |
Margaret A Graham Secretary/director | 1 | $0 | |
Matthew Joseph Robertson Treasurer/director | 1 | $0 | |
Timothy Robertson Vice President | 1 | $0 | |
Scott L Robertson Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $4,525 |
| Interest on Savings | $1 |
| Dividends & Interest | $2,520 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$1,202 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $5,844 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $612 |
| Total operating and administrative expenses | $2,905 |
| Contributions, gifts, grants paid | $4,500 |
| Total expenses and disbursements | $7,405 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $5,213 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $97,823 |
| 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, Robertson Family Foundation has awarded $4,500 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
LEBLOND HIGH SCHOOL PURPOSE: PROVIDE SCHOLARSHIP FOR STUDENTS | $4,000 |
AMETHYST PLACE INC PURPOSE: SUPPORT FAMILIES AFFECTED BY HEART DISEASES | $500 |