Nonprofit · EIN 31-1786628
CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION
Tax-exempt · HOUSTON, TX 77056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $0 | $0 | $0 | $83 | $0 | $83 |
| June 30, 2024 | 990-PF | $0 | $0 | $0 | $83 | $0 | $83 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $83
- Total assets, end of year
- $83
- Total liabilities, end of year
- $0
- Net assets, end of year
- $83
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL LEE ROBERTSON 5555 San Felipe Suite 200, Houston, TX 77056 | PRESIDENT & TREASURER | 0.25 | $0 |
| LESLIE ANN ROBERTSON KOTT 10 FALLING LEAF LN, Houston, TX 77024 | SECRETARY | 0.1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL LEE ROBERTSON 5555 San Felipe Suite 200, Houston, TX 77056 | PRESIDENT & TREASURER | 0.25 | $0 |
| LESLIE ANN ROBERTSON KOTT 10 FALLING LEAF LN, Houston, TX 77024 | SECRETARY | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 5555 SAN FELIPE ST STE 200, HOUSTON, TX 77056-2760
- In care of
- % MERCER ADVISORS
- Signed the 990-PF
- Leslie Kottwitz, Secretary
- Phone
- (713) 465-8220
- Return prepared by
- BDO USA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1786628
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $83
- Income (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $0 | $0 | $83 | IRS |
| 990-PF | June 2024 | $0 | $0 | $83 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 31-1786628).
Questions about CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION
- What is the EIN of CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION is 31-1786628.
- Is CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CAROL LEE AND KENNETH N ROBERTSON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $0, expenses of $0 and total assets of $83 at year end.
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