Kenneth & Tricia Robertson Family Foundation
- Assets
- $896.2k
- Revenue
- $68.6k
- Investments
- $782.5k
- Employees
- 0
- Location
- Wilmington, DE
- Founding
- Data as of
- 12/2023
- EIN
- 87-2754785
Organization Overview
Kenneth & Tricia Robertson Family Foundation is located in Wilmington, DE. 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. Kenneth & Tricia 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 12/2023, Kenneth & Tricia Robertson Family Foundation generated $68.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (59.1%) each year. All expenses for the organization totaled $126.5k 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 |
|---|---|---|---|
Kenneth M Robertson Dir, Pres, Treas | 1 | $0 | |
Tricia Eileen Robertson Dir, Sec, VP | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $57,418 |
| Interest on Savings | $689 |
| Dividends & Interest | $19,798 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$9,306 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $68,599 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $123 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $10,244 |
| Total operating and administrative expenses | $16,529 |
| Contributions, gifts, grants paid | $110,000 |
| Total expenses and disbursements | $126,529 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $113,654 |
| 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 | $896,172 |
| 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, Kenneth & Tricia Robertson Family Foundation has awarded $110,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
KATZ-MOSES WOODWORKERS WITH DISABILITIES PURPOSE: GENERAL & UNRESTRICTED | $10,000 |
CANCER KIDS OF SAN JOAQUIN COUNTY INC PURPOSE: GENERAL & UNRESTRICTED | $20,000 |
PASTOR OF ST ANNE CHURCH PURPOSE: ST. ANNE'S SCHOOL | $50,000 |
RED RABBIT ENTERPRISES PURPOSE: GENERAL & UNRESTRICTED | $10,000 |
ROMAN CATHOLIC BISHOP OF STOCKTON A CALIFORNIA COR PURPOSE: BISHOP'S MINISTRY APPEAL FUND 2023 | $10,000 |
TIN CUP CARES FOUNDATION PURPOSE: GENERAL & UNRESTRICTED | $10,000 |