Nonprofit · EIN 87-1294471
ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021
Tax-exempt · CHARLESTON, SC 29407
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $594 | $1,939 | -$1,345 | $14,182 | $0 | $14,182 |
| December 31, 2024 | 990-PF | $756 | $1,806 | -$1,050 | $15,527 | $0 | $15,527 |
| December 31, 2023 | 990-PF | $326 | $1,750 | -$1,424 | $16,577 | $0 | $16,577 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $594
Expenses
- Grants and similar amounts paid
- $1,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,000
Balance sheet and other
- Total assets, start of year
- $15,527
- Total assets, end of year
- $14,182
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,182
- Fair market value of assets
- $14,182
- Qualifying distributions
- $1,000
- Net investment income
- $594
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAMPBELL D COXE JR 1700 ASHLEY RIVER ROAD SUITE A, CHARLESTON, SC 29407 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAMPBELL D COXE JR 1700 ASHLEY RIVER ROAD SUITE A, CHARLESTON, SC 29407 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAMPBELL D COXE JR 1700 ASHLEY RIVER ROAD SUITE A, CHARLESTON, SC 29407 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1700 ASHLEY RIVER ROAD STE A, CHARLESTON, SC 29407-5904
- In care of
- % CAMPBELL D COXE JR
- Signed the 990-PF
- CAMPBELL D COXE JR, TRUSTEE
- Phone
- (843) 225-1599
- Return prepared by
- VERIS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-1294471
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,182
- Income (IRS master file)
- $594
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $594 | $1,939 | $14,182 | XML |
| 990-PF | December 2024 | $756 | $1,806 | $15,527 | IRS |
| 990-PF | December 2023 | $326 | $1,750 | $16,577 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-1294471).
Questions about ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021
- What is the EIN of ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021?
- The employer identification number (EIN) of ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021 is 87-1294471.
- Is ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021 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 ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021 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 ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROY AND JOANNE ROBERTSON FOUNDATION DTD 5-26-2021 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $594, expenses of $1,939 and total assets of $14,182 at year end.
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