Charles And Marie Robertson Foundation
- Assets
- $25.5m
- Revenue
- $581.3k
- Investments
- $24.8m
- Employees
- 0
- Location
- Carmel, CA
- Founding
- 08/2014
- Data as of
- 12/2023
- EIN
- 46-2161280
Organization Overview
Charles And Marie Robertson Foundation is located in Carmel, CA. The organization was established in 2014. 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. Charles And Marie Robertson 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, Charles And Marie Robertson Foundation generated $581.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (7.1%) each year. All expenses for the organization totaled $1.2m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Charles And Marie Robertson Foundation has awarded 125 individual grants totaling $6,272,150. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Diana Ernst Director | 0 | $0 | |
David Ernst Secretary/director | 0 | $0 | |
Robert Ernst President | 0 | $0 | |
Katherine Ernst Director | 0 | $0 | |
Keri Ernst Director | 0 | $0 | |
Michael Sanford Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $414,560 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$14,864 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $181,583 |
| Total Revenue | $581,279 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $484 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $73,011 |
| Total operating and administrative expenses | $202,045 |
| Contributions, gifts, grants paid | $1,018,000 |
| Total expenses and disbursements | $1,220,045 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $655,568 |
| Savings and temporary cash investments | $0 |
| 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 | $8,747,873 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $25,483,671 |
| 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, Charles And Marie Robertson Foundation has awarded $1,018,000 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
ST MARY'S COLLEGE OF CALIFORNIA PURPOSE: GENERAL SUPPORT | $40,000 |
WASHINGTON LATIN PUBLIC CHARTER SCHOOL PURPOSE: GENERAL SUPPORT | $100,000 |
NURSE FAMILY PARTNERSHIP PURPOSE: GENERAL SUPPORT | $50,000 |
INTERCOLLEGIATE STUDIES INSTITUTE PURPOSE: GENERAL SUPPORT | $40,000 |
FOUNDATION FOR INDIVIDUAL RIGHTS IN EXPRESSION PURPOSE: GENERAL SUPPORT | $50,000 |
INSTITUTE FOR HUMANE STUDIES PURPOSE: GENERAL SUPPORT | $40,000 |