Charles E Robertson Dtd 010859

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$117,284
Expenses
$124,270
Net Income
-$6,986
Net Assets
$1,869,614
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $60,590
51.7%
Sales of Assets $55,111
47.0%
Other Income $1,583
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,822
83.5%
Compensation of Officers* $34,081
27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,869,614
Total Liabilities $0
Net Assets $1,869,614
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $34,081 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,057
Expenses
$105,489
Net Income
-$56,432
Net Assets
$1,873,327
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,596
80.7%
Sales of Assets $9,461
19.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,213
83.6%
Compensation of Officers* $23,657
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,873,327
Total Liabilities $0
Net Assets $1,873,327
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $23,657 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$197,270
Expenses
$103,372
Net Income
$93,898
Net Assets
$1,929,882
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,123
21.4%
Sales of Assets $155,147
78.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,756
84.9%
Compensation of Officers* $22,515
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,929,882
Total Liabilities $0
Net Assets $1,929,882
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $22,515 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$162,128
Expenses
$104,772
Net Income
$57,356
Net Assets
$1,837,141
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $57,957
35.7%
Sales of Assets $103,564
63.9%
Other Income $607
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,159
85.1%
Compensation of Officers* $26,022
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,837,141
Total Liabilities $0
Net Assets $1,837,141
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $26,022 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$83,970
Expenses
$104,704
Net Income
-$20,734
Net Assets
$1,779,824
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,194
39.5%
Sales of Assets $50,776
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,519
83.6%
Compensation of Officers* $21,924
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,779,825
Total Liabilities $1
Net Assets $1,779,824
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $21,924 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,585
Expenses
$98,315
Net Income
$42,270
Net Assets
$1,800,561
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,799
26.2%
Sales of Assets $103,786
73.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,567
88.1%
Compensation of Officers* $18,447
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,800,561
Total Liabilities $0
Net Assets $1,800,561

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$120,117
Expenses
$127,715
Net Income
-$7,598
Net Assets
$1,758,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,889
35.7%
Sales of Assets $77,228
64.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,090
89.3%
Compensation of Officers* $18,616
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,758,291
Total Liabilities $0
Net Assets $1,758,291
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $18,616 $0

Document Links

Fiscal Year Ending June
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,848
Expenses
$108,740
Net Income
$2,108
Net Assets
$1,838,061
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,627
29.4%
Sales of Assets $78,221
70.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,989
90.1%
Compensation of Officers* $17,919
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,838,061
Total Liabilities $0
Net Assets $1,838,061

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$145,916
Expenses
$114,881
Net Income
$31,035
Net Assets
$1,835,223
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,167
41.9%
Sales of Assets $84,749
58.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,347
84.7%
Compensation of Officers* $19,185
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,835,223
Total Liabilities $0
Net Assets $1,835,223

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$184,496
Expenses
$108,082
Net Income
$76,414
Net Assets
$1,804,188
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,661
30.7%
Sales of Assets $127,835
69.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,347
86.4%
Compensation of Officers* $22,089
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,804,188
Total Liabilities $0
Net Assets $1,804,188

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,967
Expenses
$87,756
Net Income
-$31,789
Net Assets
$1,727,774
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,090
71.6%
Sales of Assets $15,877
28.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $73,778
84.1%
Compensation of Officers* $23,179
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,727,774
Total Liabilities $0
Net Assets $1,727,774

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,151
Expenses
$115,486
Net Income
-$106,335
Net Assets
$1,759,563
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,084
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,683
89.8%
Compensation of Officers* $19,672
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,759,563
Total Liabilities $0
Net Assets $1,759,563

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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