CHARLES AND MARIE ROBERTSON FOUNDATION

CARMEL, CA, 93923-9437 (831) 601-0248 EIN 46-2161280
T20— Philanthropy & Grantmaking Form 990-PF 501(c)(3)

Giving Portfolio

Total Grants
97
Total Giving
$5.2M
Recipients
97
Years Active
2018 - 2024
Avg grant: $51,707 Median: $45,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202419$1.3M $66K118
202319$1.0M $54K217
202219$1.4M $72K109
202015$790K $53K114
201914$420K $30K410
201811$397K $36K110

Sectors Funded

Education
18
Health Care
16
Civil Rights & Advocacy
3
Arts, Culture & Humanities
3
Medical Research
2

Top States

California
31
District of Columbia
18
New York
9
Pennsylvania
8
Delaware
6
Virginia
6
Colorado
6
Michigan
5
and 4 more states

Grantee Size Profile

$10M - $50M
33
Over $50M
11
$5M - $10M
3
$500K - $1M
2

Top Grantees

THE INSTITUTE FOR WORLD POLITICS
DC - 6 grants
$730K
WASHINGTON LATIN PUBLIC CHARTER SCHOOL
DC - 6 grants
$465K
THE MOVING PICTURE INSTITUTE
NY - 3 grants
$350K
$287K
CA - 5 grants
$255K
$210K
and 15 more grantees

Grants Awarded · 97 grants

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Financials

Total Revenue
$3,482,922
Total Expenses
$178,493
Net Assets
$27,185,469
From latest filing (tax period ending 2024-12-31)

Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 Form 990-PF
2023 Form 990-PF
2022 Form 990-PF
2020 Form 990-PF
2019 Form 990-PF
2018 Form 990-PF

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EIN: 46-2161280 · Source: IRS Form 990 e-file data