Private foundation (trust)EIN 462161280Est. 2014-08
Charles and Marie Robertson Foundation
Carmel, CA 93923
Total Assets
$25.5M
FY 2023
Annual Giving
$1.0M
FY 2023
Grants Made
19
FY 2023
Avg Grant
$54K
FY 2023
Grant Range
$3K–$200K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$581K
Total Expenses
$1.2M
Qualifying Distributions
$1.1M
Distributable Amount
$1.2M
Min. Investment Return
$1.2M
Undistributed Income
$10K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
19 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
53 grants
Grant Size Distribution
53 grants
Geographic Focus
12 states
+2 more states
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