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· Private foundation

Charles and Marie Robertson Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.3M
Granted FY2024still arriving
19
Grants FY2024still arriving
10
States reached
$200k
Largest
01What you fund
0197% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Education$2.6MHealth$1.3MInternational$1.3MCivil Rights$750kArts & Culture$740kScience & Tech$255kPublic Benefit$120kCrime & Legal$10kOther$0
02FY2024 · 19 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k2 grants · $10k
  • $10k–50k6 grants · $195k
  • $50k–250k11 grants · $1.0M
$50,000
Median grant
10
States reached
$27M
Total assets
Largest grants
RecipientAmount
THE INSTITUTE FOR WORLD POLITICS$200,000
WASHINGTON LATIN PUBLIC CHARTER SCHOOL$125,000
ORANGE COUNTY CLASSICAL ACADEMY$125,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH$110,000
THE MOVING PICTURE INSTITUTE$100,000
NEW CIVIL LIBERTIES ALLIANCE$95,000
FOUNDATION FOR INDIVIDUAL RIGHTS IN EXPRESSION$85,000
NURSE FAMILY PARTNERSHIP$55,000
HUNTER SEVEN FOUNDATION$50,000
SANTA CANTALINA SCHOOL$50,000
OPERATION UNDERGROUND RAILROAD INC$50,000
INSTITUTE FOR HUMANE STUDIES$40,000
INTERCOLLEGIATE STUDIES INSTITUTE$40,000
ST MARY'S COLLEGE OF CALIFORNIA$40,000
MONTAGE HEALTH FOUNDATION$31,300
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 75% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%INTERCOLLEGIATE STUDIES INSTITUTE: $70k → 10%FOUNDATION FOR INDIVIDUAL RIGHTS IN EXPRESSION: $85k → 22%LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $140k → 8%COLD SPRING HARBOR LABORATORY: $100k → 7%THE INSTITUTE FOR WORLD POLITICS: $515k → 14%MOTION PICTURE INSTITUTE: $100k → 8%HUNTER SEVEN FOUNDATION: $50k → 14%OPERATION UNDERGROUND RAILROAD INC: $50k → 8%NURSE FAMILY PARTNERSHIP: $65k → 12%EDCHOICE FOUNDATION: $100k → 16%INSTITUTE FOR HUMANE STUDIES: $50k → 7%ST MARY'S COLLEGE: $80k → 8%INTERCOLLEGIATE STUDIES INSTITUTE: $60k → 10%FOUNDATION FOR INDIVIDUAL RIGHTS IN EXPRESSION: $85k → 22%LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $140k → 8%MONTAGE HEALTH FOUNDATION: $75k → 12%COLD SPRING HARBOR LABORATORY: $55k → 7%THE INSTITUTE FOR WORLD POLITICS: $250k → 14%MOTION PICTURE INSTITUTE: $65k → 8%NURSE FAMILY PARTNERSHIP: $55k → 12%EDCHOICE FOUNDATION: $75k → 16%INSTITUTE FOR HUMANE STUDIES: $50k → 7%INTERCOLLEGIATE STUDIES INSTITUTE: $60k → 10%FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION: $80k → 22%LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $110k → 8%ORANGE COUNTY CLASSICAL ACADEMY: $125k → 10%SANTA CANTALINA SCHOOL: $70k → 12%COLD SPRING HARBOR LABORATORY: $50k → 7%THE INSTITUTE FOR WORLD POLITICS: $200k → 14%NURSE FAMILY PARTNERSHIP: $50k → 12%FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION: $75k → 22%LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $110k → 8%ORANGE COUNTY CLASSICAL ACADEMY: $125k → 10%SANTA CANTALINA SCHOOL: $50k → 12%COLD SPRING HARBOR LABORATORY: $50k → 7%THE INSTITUTE FOR WORLD POLITICS: $200k → 14%LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $85k → 8%ORANGE COUNTY CLASSICAL ACADEMY: $100k → 10%NEW CIVIL LIBERTIES ALLIANCE: $95k → 14%ORANGE COUNTY CLASSICAL ACADEMY: $100k → 10%THE MOVING PICTURE INSTITUTE: $150k → 17%LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $65k → 8%THE MOVING PICTURE INSTITUTE: $100k → 17%THE MOVING PICTURE INSTITUTE: $100k → 17%WASHINGTON LATIN PUBLIC CHARTER SCHOOL: $125k → 14%WASHINGTON LATIN PUBLIC CHARTER SCHOOL: $105k → 14%WASHINGTON LATIN PUBLIC CHARTER SCHOOL: $100k → 14%WASHINGTON LATIN PUBLIC CHARTER SCHOOL: $65k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

MI
NY
IN
PA
RI
CA
UT
CO
VA
MD
DE
DC

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

99%of every dollar goes to organizations you’ve funded before.
$7.0M · 26 repeat orgs$80k to everyone else

26 repeat relationships — 19 still active in FY2024, 7 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

26
5

Total granted

$7.0M
$80k

Median revenue growth · since first grant

+19%
+24%

Still filing today

77%
60%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationHealthArts & CultureInternationalCivil RightsScience & TechOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • TI
    THE INSTITUTE OF WORLD POLITICS
    8× · 2017–2024 · $1.3M · revenue +66%
  • CO
    CORPORATION OF THE WASHINGTON LATIN SCHOOL
    8× · 2017–2024 · $530k · revenue +161%
  • FF
    FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC
    8× · 2017–2024 · $495k · revenue +267%

Funded once

  • NC
    NEW CIVIL LIBERTIES ALLIANCE
    one grant, 2021 · $50k
  • RJ
    RESTORATIVE JUSTICE PARTNERS INC
    one grant, 2017 · $10k · revenue +17%
  • CS
    CHARTWELL SCHOOLgraduated
    one grant, 2017 · $10k · revenue +237%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

2
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
3
Claremont Graduate University

Claremont Graduate University prepares individuals to be leaders for positive change in the world. Unique in its transdisciplinary approach, the University is dedicated to the creation, dissemination, and application of new knowledge and…

Education
4
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
5
President-Board of Trustees Santa Clara College

Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.

Education
6
Mitchell Hamline School of Law

Mitchell hamline school of law is an independent law school that advances its mission through a combination of legal education, public service, and community engagement. it is dedicated to preparing students to practice law, while also…

Education
7
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
8
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
9
National Association of College and University Attorneys

To advance the practice of higher education attorneys for the benefit of the institutions they serve.

10
Randolph College Inc

See detailed description of organization's primary mission provided on schedule o

Education
11
Claremont Lincoln University

Delivers affordable, accessible, and relevant higher education programs.

Education
12
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education

For reference, the grantee most central to the portfolio’s shape is The Claremont Institute for the Study of Statesmanship & Political Philosophy and the most unlike its peers is Restorative Justice Partners Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 43 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%0%<5yr14%14%5–10yr19%0%10–20yr16%27%20–35yr13%23%35–55yr16%36%55yr+
THE FIELDby orgYOUR MONEYby value22%0%<5yr14%12%5–10yr19%0%10–20yr16%41%20–35yr13%23%35–55yr16%24%55yr+

The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/24
the rest of the field
13%
240,396/1,819,541

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 24 of the 32 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
24/24
Grantees still filing
20/24
Grew since you first funded

Where your money sits — by cause, then by grantee

CORPORATION OF THE WASHINGTON LATIN SCHOOL — $530,000 · EducationCORPORATION OF THE WASHINGTON …ORANGE COUNTY CLASSICAL ACADEMY — $450,000 · EducationORANGE COUNTY CLASSICAL ACADEM…SANTA CATALINA SCHOOL — $380,000 · EducationSANTA CATALINA SCHOOLINTERCOLLEGIATE STUDIES INSTITUTE INC — $370,000 · EducationINTERCOLLEGIATE STUDIES INSTIT…SAINT MARY'S COLLEGE OF CALIFORNIA — $120,000 · EducationSAINT MARY'S COLLEGE OF CALIFO…+2 more — $60,000 · EducationLUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH — $650,000 · HealthLUCILE PACKARD FOUND…NURSE-FAMILY PARTNERSHIP — $385,000 · HealthNURSE-FAMILY PARTNER…MONTAGE HEALTH FOUNDATION — $186,300 · HealthMONTAGE HEALTH FOUND…HUNTER SEVEN FOUNDATION — $53,000 · Health+1 more — $17,500 · HealthTHE INSTITUTE OF WORLD POLITICS — $1,252,000 · InternationalTHE INSTITUTE OF WO…Institute for Humane Studies — $280,000 · OtherInstitute for Human…ST MARY'S COLLEGE — $240,000 · OtherST MARY'S COLLEGEMOTION PICTURE INSTITUTE — $195,000 · OtherMOTION PICTURE INST…EDCHOICE FOUNDATION — $175,000 · OtherEDCHOICE FOUNDATIONTHE CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY — $120,000 · OtherTHE CLAREMONT INSTI…KIPP — $60,000 · OtherNEW CIVIL LIBERTIES ALLIANCE — $50,000 · OtherHAND HELPING AFTER NEONATAL DEATH — $43,700 · Other+5 more — $62,500 · OtherMOVING PICTURE INSTITUTE — $350,150 · Arts & CultureMOVING PICT…New Civil Liberties Alliance — $195,000 · Arts & CultureNew Civil L…OUR RESCUE — $152,000 · Arts & CultureOUR RESCUEFOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC — $495,000 · Civil RightsCOLD SPRING HARBOR LABORATORY — $255,000 · Science & TechRESTORATIVE JUSTICE PARTNERS INC — $10,000 · Crime & Legal
Education$1,910,000Health$1,291,800International$1,252,000Other$1,226,200Arts & Culture$697,150Civil Rights$495,000Science & Tech$255,000Crime & Legal$10,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHE INSTITUTE OF WORLD POLITICS — $1,252,000 over 8y, 5.6% of budgetLUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH — $650,000 over 6y, 0.1% of budgetCORPORATION OF THE WASHINGTON LATIN SCHOOL — $530,000 over 8y, 0.6% of budgetFOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC — $495,000 over 8y, 0.6% of budgetORANGE COUNTY CLASSICAL ACADEMY — $450,000 over 4y, 2.8% of budgetNURSE-FAMILY PARTNERSHIP — $385,000 over 8y, 0.2% of budgetSANTA CATALINA SCHOOL — $380,000 over 8y, 0.3% of budgetINTERCOLLEGIATE STUDIES INSTITUTE INC — $370,000 over 8y, 1.2% of budgetMOVING PICTURE INSTITUTE — $350,150 over 3y, 1.2% of budgetInstitute for Humane Studies — $280,000 over 8y, 0.3% of budgetCOLD SPRING HARBOR LABORATORY — $255,000 over 4y, 0.1% of budgetNew Civil Liberties Alliance — $195,000 over 3y, 1.1% of budgetMONTAGE HEALTH FOUNDATION — $186,300 over 4y, 0.2% of budgetOUR RESCUE — $152,000 over 4y, 0.1% of budgetSAINT MARY'S COLLEGE OF CALIFORNIA — $120,000 over 3y, 0.0% of budgetTHE CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY — $120,000 over 4y, 0.3% of budgetHUNTER SEVEN FOUNDATION — $53,000 over 2y, 5.7% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $50,000 over 1y, 0.0% of budgetTHE PHILADELPHIA SOCIETY — $22,500 over 3y, 1.6% of budgetCOMMUNITY HOSPITAL OF THE MONTEREY PENINSULA — $17,500 over 3y, 0.0% of budgetRESTORATIVE JUSTICE PARTNERS INC — $10,000 over 1y, 2.9% of budgetCHARTWELL SCHOOL — $10,000 over 1y, 0.3% of budgetTHE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES — $10,000 over 4y, 0.0% of budgetClaremont McKenna College — $5,000 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds THE INSTITUTE OF WORLD POLITICS
  • Who funds LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
  • Who funds CORPORATION OF THE WASHINGTON LATIN SCHOOL
  • Who funds FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC
  • Who funds ORANGE COUNTY CLASSICAL ACADEMY
  • Who funds NURSE-FAMILY PARTNERSHIP
  • Who funds SANTA CATALINA SCHOOL
  • Who funds INTERCOLLEGIATE STUDIES INSTITUTE INC
  • Who funds MOVING PICTURE INSTITUTE
  • Who funds Institute for Humane Studies
  • Who funds COLD SPRING HARBOR LABORATORY
  • Who funds New Civil Liberties Alliance
  • Who funds MONTAGE HEALTH FOUNDATION
  • Who funds OUR RESCUE
  • Who funds SAINT MARY'S COLLEGE OF CALIFORNIA
  • Who funds THE CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY
  • Who funds HUNTER SEVEN FOUNDATION
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
  • Who funds THE PHILADELPHIA SOCIETY
  • Who funds COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
  • Who funds RESTORATIVE JUSTICE PARTNERS INC
  • Who funds CHARTWELL SCHOOL
  • Who funds THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES
  • Who funds Claremont McKenna College

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

American Endowment FoundationOH10× affinity5 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Endowment Foundation · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Charles and Marie Robertson Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%1%3%6%10%your share of their income ↑0%13%25%38%50%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Charles and Marie Robertson Foundation?

    Find your warmest path to Charles and Marie Robertson Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 32 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph