J D Robertson Foundation

Cleveland, OH
Tax-exempt since Jan. 1969
EIN: 23-7006584

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

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 Dec.
2023

Revenue

Expenses

$7,338

Net Income

-$7,338

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,791	92.5%
Compensation of Officers*	$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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
John W Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on July 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$9,485

Expenses

$497,162

Net Income

-$487,677

Net Assets

$6,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,547	58.5%
Sales of Assets	$3,938	41.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$493,125	99.2%
Compensation of Officers*	$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	$6,884
Total Liabilities	$0
Net Assets	$6,884

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
John W Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on April 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$97,886

Expenses

$61,445

Net Income

$36,441

Net Assets

$494,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,852	32.5%
Sales of Assets	$66,034	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,800	94.1%
Compensation of Officers*	$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	$494,835
Total Liabilities	$0
Net Assets	$494,835

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
John W Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on June 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$37,430

Expenses

$57,361

Net Income

-$19,931

Net Assets

$458,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,448	30.6%
Sales of Assets	$25,982	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,700	88.4%
Compensation of Officers*	$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	$458,413
Total Liabilities	$1
Net Assets	$458,412

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
John W Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on Aug. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$237,215

Expenses

$44,312

Net Income

$192,903

Net Assets

$478,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$133,934	56.5%
Interest Revenue	$0
Dividends	$13,928	5.9%
Sales of Assets	$89,353	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,850	92.2%
Compensation of Officers*	$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	$478,304
Total Liabilities	$1
Net Assets	$478,303

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
John W Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$8,305

Expenses

$47,073

Net Income

-$38,768

Net Assets

$361,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,598	> 100%
Sales of Assets	-$3,293
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,100	85.2%
Compensation of Officers*	$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	$361,443
Total Liabilities	$0
Net Assets	$361,443

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
John W Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on May 22, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$217,996

Expenses

$51,015

Net Income

$166,981

Net Assets

$400,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97,550	44.7%
Interest Revenue	$0
Dividends	$9,692	4.4%
Sales of Assets	$110,754	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,570	91.3%
Compensation of Officers*	$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	$400,258
Total Liabilities	$0
Net Assets	$400,258

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
James C Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on June 4, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$108,848

Expenses

$32,687

Net Income

$76,161

Net Assets

$274,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$102,910	94.5%
Interest Revenue	$0
Dividends	$6,595	6.1%
Sales of Assets	-$657
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,630	90.6%
Compensation of Officers*	$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	$274,425
Total Liabilities	$0
Net Assets	$274,425

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
James C Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on June 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$30,919

Expenses

$47,301

Net Income

-$16,382

Net Assets

$261,722

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,046	26.0%
Sales of Assets	$22,873	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,950	95.0%
Compensation of Officers*	$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	$261,722
Total Liabilities	$0
Net Assets	$261,722

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
James C Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on May 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$20,646

Expenses

$36,251

Net Income

-$15,605

Net Assets

$277,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,421	40.8%
Sales of Assets	$12,225	59.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,795	90.5%
Compensation of Officers*	$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	$277,985
Total Liabilities	$0
Net Assets	$277,985

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
James C Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on May 26, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$39,967

Expenses

$16,299

Net Income

$23,668

Net Assets

$293,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,194	18.0%
Sales of Assets	$32,773	82.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,776	78.4%
Compensation of Officers*	$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	$293,646
Total Liabilities	$0
Net Assets	$293,646

Compensation

Key Employees and Officers	Compensation	Other
William R Robertson (Chairman, President)	$0	$0
James C Robertson (Treasurer)	$0	$0
Sarah P Robertson (Secretary)	$0	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$130,901

Expenses

$100,747

Net Income

$30,154

Net Assets

$269,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$49,833	38.1%
Interest Revenue	$0
Dividends	$8,936	6.8%
Sales of Assets	$72,132	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,150	97.4%
Compensation of Officers*	$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	$269,963
Total Liabilities	$1
Net Assets	$269,962

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$80,156

Expenses

$100,802

Net Income

-$20,646

Net Assets

$264,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,672	94.4%
Interest Revenue	$0
Dividends	$7,571	9.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,200	97.4%
Compensation of Officers*	$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	$264,877
Total Liabilities	$1
Net Assets	$264,876

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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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J D Robertson Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001