Yvonne C And Donald L Robertson Private Foundation
- Assets
- $615.4k
- Revenue
- $161.0k
- Investments
- $400.1k
- Employees
- 0
- Location
- Houston, TX
- Founding
- Data as of
- 12/2023
- EIN
- 85-0745119
Organization Overview
Yvonne C And Donald L Robertson Private Foundation is located in Houston, TX. 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. Yvonne C And Donald L Robertson Private 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, Yvonne C And Donald L Robertson Private Foundation generated $161.0k 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 $121.5k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Yvonne C Robertson Director | 1 | $0 | |
Alice C Dailey Director | 1 | $0 | |
Scott Bowers Director | 20 | $100,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $150,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $13,328 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$2,332 |
| Total Revenue | $160,996 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $100,000 |
| 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 | $100 |
| Total operating and administrative expenses | $102,100 |
| Contributions, gifts, grants paid | $19,400 |
| Total expenses and disbursements | $121,500 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $215,286 |
| 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 | $34,379 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $615,392 |
| 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, Yvonne C And Donald L Robertson Private Foundation has awarded $19,400 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
SEVENTH CHURCH OF CHRIST PURPOSE: GENERAL BUDGET | $19,000 |
PARALYZED VETERANS PURPOSE: GENERAL BUDGET | $100 |
VETERANS OF FOREIGN WAR PURPOSE: GENERAL BUDGET | $200 |
THE SALVATION ARMY PURPOSE: GENERAL BUDGET | $100 |