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EIN 56-2027907

The Blanche and Julian Robertson Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Salisbury
State
North Carolina
Year formed
1998
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Blanche and Julian Robertson Family Foundation is a private foundation that made one grant last year. The trustees are Margaret H Kluttz, B Clay Lindsay JR, R Scott Maddox. It is located in Salisbury, NC.
Total revenues
$51,497,851
2023
Total expenses
$1,118,627
2023
Total assets
$58,988,080
2023
Num. employees
0
2023

Personnel at The Blanche and Julian Robertson Family Foundation

NameTitleCompensation
Jason WalserExecutive Director and Di$90,414
Bret BusbyImmediate Past Chair$0

Financials for The Blanche and Julian Robertson Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$50,000,000
Investment income and dividends$1,580,003
Net rental income$0
Net gain from sale of non-inventory assets$-82,152
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$51,497,851

Form 990s for The Blanche and Julian Robertson Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-15990PFView PDF
2022-122023-05-15990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-06-22990PFView PDF
2019-122021-05-12990PFView PDF
...and 10 more Form 990s

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Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 3, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 29, 2023
Updated personnel
Identified 1 new personnel
August 16, 2022
Posted financials
Added Form 990PF for fiscal year 2019
August 8, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 4242 c/o Bret Busby
Salisbury, NC 28145
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Rowan County, NC
Phone
(704) 637-0511
IRS details
EIN
56-2027907
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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