Linda Moody Robertson Foundation
- Assets
- $5.8k
- Revenue
- $11.7k
- Investments
- $5.3k
- Employees
- 0
- Location
- Louisville, KY
- Founding
- 12/1997
- Data as of
- 12/2021
- EIN
- 58-2307536
Organization Overview
Linda Moody Robertson Foundation is located in Louisville, KY. The organization was established in 1997. 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. Linda Moody 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 12/2021, Linda Moody Robertson Foundation generated $11.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (10.4%) each year. All expenses for the organization totaled $31.9k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (23.8%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Linda Moody Robertson Foundation has awarded 33 individual grants totaling $157,200. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
N/A
N/A
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Agent For Trustee | 1 | $0 | |
Linda M Robertson President | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $269 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,450 |
| Capital Gain Net Income | $11,450 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $11,719 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,432 |
| 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 | $1,432 |
| Contributions, gifts, grants paid | $30,500 |
| Total expenses and disbursements | $31,932 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $532 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,815 |
| 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, Linda Moody Robertson Foundation has awarded $56,000 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
Greenville, SC PURPOSE: UNRESTRICTED GENERAL | $10,000 |
Greenville, SC PURPOSE: UNRESTRICTED GENERAL | $10,000 |
THE CHANDLER SCHOOL PURPOSE: UNRESTRICTED GENERAL | $8,000 |
THE CHANDLER SCHOOL PURPOSE: UNRESTRICTED GENERAL | $8,000 |
Greenville, SC PURPOSE: UNRESTRICTED GENERAL | $5,000 |
PRAISE CATHEDRAL CHURCH OF GOD PURPOSE: UNRESTRICTED GENERAL | $4,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Asante Foundation Inc South Bend, IN | $170,490,031 | $16,382,298 |
Klaff Family Foundation Chicago, IL | $171,629,374 | $12,167,429 |
Deborah Joy Simon Foundation Carmel, IN | $67,791,546 | $8,858,983 |
Hillier Family Foundation Akron, OH | $0 | $3,603,112 |
Hazel Ruby Mcquain Charitable Tr Morgantown, WV | $103,286,088 | $9,092,496 |
Scripps-Howard Foundation Cincinnati, OH | $57,417,924 | $12,029,094 |
The Pritzker Pucker Family Foundation Chicago, IL | $63,807,485 | $11,921,924 |
Albert J Weatherhead Estate Trust Uw Item Iv National City Bk Of Cle Mayfield Heights, OH | $171,110,624 | $12,657,241 |
Hummingbird Society Foundation Cincinnati, OH | $175,019 | $103,373 |
Fellowship Foundation Inc Arlington, VA | $7,901,984 | $7,885,643 |
The Hagan Scholarship Foundation Columbia, MO | $259,194,852 | $64,132,818 |
Reinhart Foundation Richmond, VA | $39,727,277 | $36,137,915 |