Deborah L And Carl B Robertson Family Foundation

  • Windermere, FL
  • Tax-exempt since Dec. 2014
  • EIN: 45-3677854

Organization summary

Organization summary might be incomplete or out of date

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 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50
Expenses
$220,525
Net Income
-$220,475
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $50
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $218,175
98.9%
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 $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Deborah L Robertson (Secretary) $0 $0
Carl B Robertson (President/Tr) $0 $0

Document Links

990-PF
Filed on April 23, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,428
Expenses
$3,867,317
Net Income
-$3,822,889
Net Assets
$220,475
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,173
31.9%
Dividends $89,924
> 100%
Sales of Assets -$79,090
Other Income $19,421
43.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,845,357
99.4%
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 $220,475
Total Liabilities $0
Net Assets $220,475
Compensation
Key Employees and Officers Compensation Other
Deborah L Robertson (Secretary) $0 $0
Carl B Robertson (President/Tr) $0 $0

Document Links

990-PF
Filed on April 29, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,705
Expenses
$254,654
Net Income
-$97,949
Net Assets
$3,648,598
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19,409
12.4%
Dividends $107,986
68.9%
Sales of Assets $29,178
18.6%
Other Income $132
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $222,500
87.4%
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 $3,648,598
Total Liabilities $0
Net Assets $3,648,598
Compensation
Key Employees and Officers Compensation Other
Deborah L Robertson (Secretary) $0 $0
Carl B Robertson (President/Treas) $0 $0

Document Links

990-PF
Filed on March 23, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$454,416
Expenses
$577,425
Net Income
-$123,009
Net Assets
$4,490,500
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19,056
4.2%
Dividends $139,549
30.7%
Sales of Assets $295,811
65.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $550,000
95.3%
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 $4,490,500
Total Liabilities $0
Net Assets $4,490,500
Compensation
Key Employees and Officers Compensation Other
Deborah L Robertson (Secretary) $0 $0
Carl B Robertson (President/Treas) $0 $0

Document Links

990-PF
Filed on April 27, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$315,800
Expenses
$427,080
Net Income
-$111,280
Net Assets
$4,474,756
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $23,858
7.6%
Dividends $82,613
26.2%
Sales of Assets $209,329
66.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $400,000
93.7%
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 $4,474,757
Total Liabilities $1
Net Assets $4,474,756
Compensation
Key Employees and Officers Compensation Other
Deborah L Robertson (Secretary) $0 $0
Carl B Robertson (President/Treas) $0 $0

Document Links

990-PF
Filed on May 9, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$175,943
Expenses
$255,564
Net Income
-$79,621
Net Assets
$4,346,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28,023
15.9%
Dividends $108,535
61.7%
Sales of Assets $39,385
22.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,000
88.0%
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 $4,346,038
Total Liabilities $0
Net Assets $4,346,038

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
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

990-PF

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

PDF

Fiscal Year Ending Dec.
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

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$345,954
Expenses
$270,446
Net Income
$75,508
Net Assets
$4,097,333
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $81,358
23.5%
Sales of Assets $264,596
76.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $240,000
88.7%
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 $4,097,333
Total Liabilities $0
Net Assets $4,097,333

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,293,380
Expenses
$262,555
Net Income
$4,030,825
Net Assets
$4,030,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,115,610
95.9%
Interest Revenue $0
Dividends $0
Sales of Assets $177,770
4.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $260,000
99.0%
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 $4,030,825
Total Liabilities $0
Net Assets $4,030,825

Document Links

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.

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.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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