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Nonprofit · EIN 56-2027907

BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION

Tax-exempt · SALISBURY, NC 28145

Financials

$51.5M$1.1M2023$1.9M$1.9M2024$4M$2.9M2025
Revenue Expenses · by fiscal year end
Financials of BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,959,941$2,927,457$1,032,484$59,976,698$0$59,976,698
December 31, 2024990-PF$1,893,326$1,937,192-$43,866$58,944,214$0$58,944,214
December 31, 2023990-PF$51,497,851$1,118,627$50,379,224$58,988,080$0$58,988,080
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,605,655
Net gain from sales of assets
$2,354,286

Expenses

Grants and similar amounts paid
$2,658,060
Compensation of officers, directors and key employees
$107,719
Salaries, compensation and benefits (total)
$75,429
Disbursements for charitable purposes
$2,882,478
Excise tax on investment income
$54,881

Balance sheet and other

Total assets, start of year
$58,944,214
Total assets, end of year
$59,976,698
Total liabilities, end of year
$0
Net assets, end of year
$59,976,698
Fair market value of assets
$89,219,056
Qualifying distributions
$2,882,478
Net investment income
$3,959,941

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JASON WALSER
8 PINE TREE ROAD, SALISBURY, NC 28144
EXE. DIR./DI0$107,719
MARGARET H KLUTTZ
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
SUSAN W KLUTTZ
PO BOX 4242, SALISBURY, NC 281454242
CHAIR OF BOA0$0
ALEX T ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
J SPENCER ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
WYNDHAM ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
MATT C BARR
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
BRET BUSBY
PO BOX 4242, SALISBURY, NC 281454242
IMMEDIATE PA0$0
NICK A MEANS
PO BOX 4242, SALISBURY, NC 28144
TREASURER0$0
KATHRYN S RUSHER
PO BOX 4242, SALISBURY, NC 281454242
SECRETARY0$0
L LANE WALLACE
PO BOX 4242, SALISBURY, NC 281444242
DIRECTOR0$0
FRED J STANBACK JR
PO BOX 4242, SALISBURY, NC 28145
DIRECTOR0$0
DWIGHT F MESSINGER
PO BOX 4242, SALISBURY, NC 28145
VICE CHAIR O0$0
LILLIAN L MORGAN
PO BOX 4242, SALISBURY, NC 28145
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 14 people
NameTitleHours / weekCompensation
JASON WALSER
8 PINE TREE ROAD, SALISBURY, NC 28144
EXE. DIR./DI0$104,914
MARGARET H KLUTTZ
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
SUSAN W KLUTTZ
PO BOX 4242, SALISBURY, NC 281454242
CHAIR OF BOA0$0
ALEX T ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
J SPENCER ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
WYNDHAM ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
MATT C BARR
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
BRET BUSBY
PO BOX 4242, SALISBURY, NC 281454242
IMMEDIATE PA0$0
NICK A MEANS
PO BOX 4242, SALISBURY, NC 28144
TREASURER0$0
KATHRYN S RUSHER
PO BOX 4242, SALISBURY, NC 281454242
SECRETARY0$0
L LANE WALLACE
PO BOX 4242, SALISBURY, NC 281444242
DIRECTOR0$0
FRED J STANBACK JR
PO BOX 4242, SALISBURY, NC 28145
DIRECTOR0$0
DWIGHT F MESSINGER
PO BOX 4242, SALISBURY, NC 28145
VICE CHAIR O0$0
LILLIAN L MORGAN
PO BOX 4242, SALISBURY, NC 28145
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
JASON WALSER
8 PINE TREE ROAD, SALISBURY, NC 28144
EXE. DIR./DI0$90,414
MARGARET H KLUTTZ
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
SUSAN W KLUTTZ
PO BOX 4242, SALISBURY, NC 281454242
CHAIR OF BOA0$0
ALEX T ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
SPENCER R ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
WYNDHAM ROBERTSON
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
MATT C BARR
PO BOX 4242, SALISBURY, NC 281454242
DIRECTOR0$0
BRET BUSBY
PO BOX 4242, SALISBURY, NC 281454242
IMMEDIATE PA0$0
NICK A MEANS
PO BOX 4242, SALISBURY, NC 28144
TREASURER0$0
KATHRYN S RUSHER
PO BOX 4242, SALISBURY, NC 281454242
SECRETARY0$0
LANE L WALLACE
PO BOX 4242, SALISBURY, NC 281444242
DIRECTOR0$0
FRED J STANBACK JR
PO BOX 4242, SALISBURY, NC 28145
DIRECTOR0$0
DWIGHT F MESSINGER
PO BOX 4242, SALISBURY, NC 28145
VICE CHAIR O0$0
LILLIAN L MORGAN
PO BOX 4242, SALISBURY, NC 28145
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 4242, SALISBURY, NC 28145-4242
In care of
% BRET BUSBY
Signed the 990-PF
JASON WALSER, EXE. DIR./DIR OF WEI
Phone
(704) 637-0511
Return prepared by
SHERRILL & SMITH CPAS PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
56-2027907
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$59,976,698
Income (IRS master file)
$18,359,256

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,959,941$2,927,457$59,976,698IRS
990-PFDecember 2024$1,893,326$1,937,192$58,944,214IRS
990-PFDecember 2023$51,497,851$1,118,627$58,988,080XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2027907).

Questions about BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION

What is the EIN of BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION?
The employer identification number (EIN) of BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION is 56-2027907.
Is BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $107,719 (JASON WALSER, EXE. DIR./DI).
How much revenue does BLANCHE AND JULIAN ROBERTSON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,959,941, expenses of $2,927,457 and total assets of $59,976,698 at year end.

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