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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 it funds
0197% 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
02FY2024 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

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
OPERATION UNDERGROUND RAILROAD INC$50,000
SANTA CANTALINA SCHOOL$50,000
ST MARY'S COLLEGE OF CALIFORNIA$40,000
INSTITUTE FOR HUMANE STUDIES$40,000
INTERCOLLEGIATE STUDIES INSTITUTE$40,000
MONTAGE HEALTH FOUNDATION$31,300
02The need
03

Does the money reach high-need areas?

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

show:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 75% of its dollars go to grantees based in above-average-need neighborhoods. Most of its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MI
NY
IN
PA
RI
CA
UT
CO
VA
MD
DE
DC
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

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

Grantees it renews have grown median revenue +28% since the first grant, against +24% for those funded once.

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

+28%
+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
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.

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%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is The Claremont Institute for the Study of Statesmanship & Political Philosophy; 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.
04the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
24/24
Grantees still filing
19/24
Grew since first funded

Where the money sits, by cause and 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 grantee by its size and the funder’s share of it; top left is load-bearing

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 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 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES ↗
  • Who funds RESTORATIVE JUSTICE PARTNERS INC ↗
  • Who funds CHARTWELL SCHOOL ↗
  • Who funds Claremont McKenna College ↗

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.

How much its grantees rely on government

Each dot is one organization Charles and Marie Robertson Foundation funds: left to right is the share of its income from government, bottom to top the share from Charles and Marie Robertson Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's 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, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 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

    Play a game based on Charles and Marie Robertson’s filings →

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