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Robertshaw Charitable Foundation

Organization summary

Type of Nonprofit

Designated as a 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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$94.5k (2025)

Expenses
$90.8k (2025)

Total Assets
$1.33M (2025)

Total Liabilities
$2k (2025)

Source: Form 990 tax filings from 2012 to 2025

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
$94,528
Expenses
$90,809
Net Income
$3,719
Net Assets
$1,326,895
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,295
38.4%
Sales of Assets $58,233
61.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,304
92.8%
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 $1,328,895
Total Liabilities $2,000
Net Assets $1,326,895
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,910
Expenses
$91,319
Net Income
-$23,409
Net Assets
$1,323,176
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,812
51.3%
Sales of Assets $33,098
48.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,182
94.4%
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 $1,358,300
Total Liabilities $35,124
Net Assets $1,323,176
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,850
Expenses
$95,720
Net Income
-$52,870
Net Assets
$1,346,585
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,479
68.8%
Sales of Assets $13,371
31.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,076
93.1%
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 $1,348,585
Total Liabilities $2,000
Net Assets $1,346,585
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$157,991
Expenses
$95,452
Net Income
$62,539
Net Assets
$1,399,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,635
18.1%
Sales of Assets $129,356
81.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,646
91.8%
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 $1,401,455
Total Liabilities $2,000
Net Assets $1,399,455
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$102,637
Expenses
$90,904
Net Income
$11,733
Net Assets
$1,336,916
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,452
24.8%
Sales of Assets $77,185
75.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,891
93.4%
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 $1,338,916
Total Liabilities $2,000
Net Assets $1,336,916
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$105,386
Expenses
$88,090
Net Income
$17,296
Net Assets
$1,325,183
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,356
26.9%
Sales of Assets $77,030
73.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,772
94.0%
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 $1,327,183
Total Liabilities $2,000
Net Assets $1,325,183
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$76,582
Expenses
$86,156
Net Income
-$9,574
Net Assets
$1,307,887
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,930
35.2%
Sales of Assets $49,652
64.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,992
96.3%
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 $1,309,887
Total Liabilities $2,000
Net Assets $1,307,887
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$210,857
Expenses
$91,130
Net Income
$119,727
Net Assets
$1,317,461
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,601
12.1%
Sales of Assets $185,256
87.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,477
94.9%
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 $1,319,461
Total Liabilities $2,000
Net Assets $1,317,461
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,706
Expenses
$92,868
Net Income
$60,838
Net Assets
$1,197,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,457
18.5%
Sales of Assets $125,249
81.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,611
90.0%
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 $1,199,734
Total Liabilities $2,000
Net Assets $1,197,734
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,001
Expenses
$91,660
Net Income
$14,341
Net Assets
$1,136,896
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,255
23.8%
Sales of Assets $80,746
76.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,792
86.0%
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 $1,138,896
Total Liabilities $2,000
Net Assets $1,136,896
Compensation
Key Employees and Officers Compensation Other
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$146,498
Expenses
$93,998
Net Income
$52,500
Net Assets
$1,122,555
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,083
17.1%
Sales of Assets $121,415
82.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,590
85.7%
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 $1,124,555
Total Liabilities $2,000
Net Assets $1,122,555
Compensation
Key Employees and Officers Compensation Other
John A Robertshaw Jr (Director) $0 $0
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,920
Expenses
$86,227
Net Income
$15,693
Net Assets
$1,070,055
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,000
24.5%
Sales of Assets $76,920
75.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,450
86.3%
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 $1,072,055
Total Liabilities $2,000
Net Assets $1,070,055
Compensation
Key Employees and Officers Compensation Other
John A Robertshaw Jr (Director) $0 $0
Anne B Robertshaw (Director) $0 $0
John A Robertshaw Iii (Director) $0 $0
Marc B Robertshaw (Director) $0 $0
Lisa Robertshaw Moeller (Director) $0 $0
Natalie R Kelley (Director) $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$83,507
Expenses
$82,276
Net Income
$1,231
Net Assets
$1,054,362
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,852
25.0%
Sales of Assets $62,655
75.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,409
86.8%
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 $1,056,362
Total Liabilities $2,000
Net Assets $1,054,362

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,841
Expenses
$81,616
Net Income
-$29,775
Net Assets
$1,053,131
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,100
44.6%
Sales of Assets $28,741
55.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,111
87.1%
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 $1,055,131
Total Liabilities $2,000
Net Assets $1,053,131

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

Fiscal Year Ending June
2005

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
2004

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
2003

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
2002

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.

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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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