Robertson Family Foundation
- Assets
- $99.4k
- Revenue
- $6.9k
- Investments
- $93.8k
- Employees
- 0
- Location
- Platte City, MO
- Founding
- 06/1970
- Data as of
- 12/2021
- 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 12/2021, Robertson Family Foundation generated $6.9k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 30.4% each year . All expenses for the organization totaled $7.7k during the year ending 12/2021. While expenses have increased by 1.8% 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
2021
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 | |
Margaret A Graham Secretary/director | 1 | $0 | |
Matthew Joseph Robertson Treasurer/director | 1 | $0 | |
Corby Robertson Director | 1 | $0 | |
Timothy Robertson Vice President | 1 | $0 | |
Scott L Robertson Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $4,323 |
| Interest on Savings | $2 |
| Dividends & Interest | $2,345 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $264 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $6,934 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $19 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $10 |
| Other expenses | $606 |
| Total operating and administrative expenses | $2,659 |
| Contributions, gifts, grants paid | $5,000 |
| Total expenses and disbursements | $7,659 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $245 |
| Savings and temporary cash investments | $5,368 |
| 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 | $99,384 |
| 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 $5,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
LEBLOND HIGH SCHOOL PURPOSE: PROVIDE SCHOLARSHIP FOR STUDENTS | $2,000 |
JACK'S HEART FUND PURPOSE: SUPPORT FAMILIES AFFECTED BY HEART DISEASES | $1,000 |
Kansas City, MO PURPOSE: PROVIDE SAFE HOUSING FOR WOMEN IN RECOVERY | $500 |
ST FRANCIS XAVIER PARISH PURPOSE: SUPPORT RELIGIOUS ACTIVITIES | $500 |
Selma, CA PURPOSE: SUPPORT RESCUE AND ADOPTION OF HOMELESS ANIMALS | $500 |
THE CROSSING PURPOSE: PROVIDE FOOD TO THE POOR AND HUNGRY IN THE COMMUNITY | $500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Union Pacific Foundation Omaha, NE | $336,276 | $9,519,950 |
Genyouth Inc Rosemont, IL | $9,087,915 | $10,980,091 |
Anheuser-Busch Foundation Clayton, MO | $1,201,059 | $8,412,886 |
Carson-Myre Charitable Foundation Paducah, KY | $72,587,857 | $8,781,396 |
Robert M Beren Foundation Inc Wichita, KS | $0 | $13,792,730 |
Sondheimer Family Charitable Foundation Wilmette, IL | $0 | $30,820 |
Joe C Davis Foundation Nashville, TN | $101,782,891 | $6,182,733 |
Illinois Tool Works Foundation Glenview, IL | $328,623 | $8,500,000 |
Willow Springs Charitable Tr Mt Carroll, IL | $100,115,931 | $21,339,853 |
Hamill Family Foundation Chicago, IL | $55,305,054 | $6,054,241 |
Steward Family Foundation St Louis, MO | $23,736 | $8,567,873 |
Day Foundation Memphis, TN | $0 | $13,711,953 |