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Also known as: FAMILY FOUNDATION INC
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Blanche And Julian Robertson Family Foundation is a private corporation based in SALISBURY, NC. The foundation received its IRS ruling in 1998. The principal officer is Bret Busby. It holds total assets of $58.9M. Annual income is reported at $9.1M. Total assets have grown from $14.4M in 2011 to $59M in 2023. The foundation is governed by 14 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2017 to 2023. According to available records, Blanche And Julian Robertson Family Foundation has made 6 grants totaling $5.9M, with a median grant of $950K. The foundation has distributed between $697K and $1.3M annually from 2018 to 2023. Grantmaking activity was highest in 2020 with $1.3M distributed across 1 grants. Individual grants have ranged from $697K to $1.3M, with an average award of $987K. Grant recipients are concentrated in North Carolina. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Blanche And Julian Robertson Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in NC.
Blanche And Julian Robertson Family Foundation has distributed a total of $5.9M across 6 grants. The median grant size is $950K, with an average of $987K. Individual grants have ranged from $697K to $1.3M.
The application deadline is SEE ATTACHED.. The foundation, committed to improving the quality of life in salisbury and its surrounding area, is interested in funding programs which address social, family, educational, health, and neighborhood issues, and those which enrich lives through cultural arts and recreational opportunities.
Blanche And Julian Robertson Family Foundation is headquartered in SALISBURY, NC.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jason Walser | EXE. DIR./DI | $90K | $0 | $90K |
| Lillian L Morgan | DIRECTOR | $0 | $0 | N/A |
| Dwight F Messinger | VICE CHAIR O | $0 | $0 | N/A |
| Fred J Stanback Jr | DIRECTOR | $0 | $0 | N/A |
| Lane L Wallace | DIRECTOR | $0 | $0 | N/A |
| Kathryn S Rusher | SECRETARY | $0 | $0 | N/A |
| Nick A Means | TREASURER | $0 | $0 | N/A |
| Bret Busby | IMMEDIATE PA | $0 | $0 | N/A |
| Matt C Barr | DIRECTOR | $0 | $0 | N/A |
| Wyndham Robertson | DIRECTOR | $0 | $0 | N/A |
| Spencer R Robertson | DIRECTOR | $0 | $0 | N/A |
| Alex T Robertson | DIRECTOR | $0 | $0 | N/A |
| Susan W Kluttz | CHAIR OF BOA | $0 | $0 | N/A |
| Margaret H Kluttz | DIRECTOR | $0 | $0 | N/A |
Total Giving
$1.1M
Total Assets
$59M
Fair Market Value
$70.5M
Net Worth
$59M
Grants Paid
$808K
Contributions
$50M
Net Investment Income
$1.6M
Distribution Amount
$2.2M
Total: N/A
Total Grants
6
Total Giving
$5.9M
Average Grant
$987K
Median Grant
$950K
Unique Recipients
1
Most Common Grant
$697K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See AttachedSEE ATTACHED | See Attached, NC | $808K | 2023 |