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California · 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 FY2024(still arriving)
19
Grants FY2024
19
Organizations funded FY2023
11%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$50,000
Largest grant, FY2024
$200,000
Organizations funded a year
10 to 19
FY2017 to FY2023
States reached, FY2024
10
Total assets, FY2024
$27M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 11% of the organizations Charles and Marie Robertson Foundation funded were first-time grantees, receiving 1% of its grant dollars.

New vs renewed · share of each year

In FY2023, 99% of grant dollars renewed an existing relationship; $8k went to new ones.

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

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

’18’19’20’21’22’23
HealthArts & CultureEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving19$1.3M0%
FY202319$1.0M11%
FY202219$1.4M21%
FY202119$1.5M37%
FY202015$790k7%
FY201914$420k21%
FY201810$347k0%
FY201714$360kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

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

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

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

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 23 grantees

What it could do for these grantees

Plus 8 recipients with no EIN on record ($789k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Charles and Marie Robertson Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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 Philadelphia Society: $22,500 over 3y, 1.6% of budgetCommunity Hospital of the Monterey Peninsula: $17,500 over 3y, 0.0% of budgetThe Federalist Society for Law and Public Policy Studies: $10,000 over 4y, 0.0% of budgetRestorative Justice Partners Inc: $10,000 over 1y, 2.9% of budgetChartwell School: $10,000 over 1y, 0.3% of budgetClaremont McKenna College: $5,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 23.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Charles and Marie Robertson Foundation with peer funders

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.

About Charles and Marie Robertson Foundation

How much does Charles and Marie Robertson Foundation give?
Charles and Marie Robertson Foundation reported 19 grants totaling $1,250,000 in its FY2024 IRS filing. It funded between 10 and 19 organizations a year over FY2017 to FY2023.
What does Charles and Marie Robertson Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (37%), Health (19%), International (18%).
Who are Charles and Marie Robertson Foundation's largest grantees?
By total granted over FY2017 to FY2024: The Institute of World Politics ($1.3M), Lucile Packard Foundation for Children's Health ($650k), Corporation of the Washington Latin School ($530k).
Does Charles and Marie Robertson Foundation fund new organizations?
In FY2023, 11% of the organizations it funded were first-time grantees.
Does Charles and Marie Robertson Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Charles and Marie Robertson Foundation?
Its strongest co-funders, measured against what their size predicts, include American Endowment Foundation, Vanguard Charitable Endowment Program, Morgan Stanley Global Impact Funding Trust Inc.
Where is Charles and Marie Robertson Foundation based?
Charles and Marie Robertson Foundation is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 32 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

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