The Blanche and Julian Robertson
EIN 562027907 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2017–2023
$6.8M
7 grants · $966K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$910K
typical big bets · $826K–$1.1M
grant size
100%
deep partner · 1/1 multi-year
repeat
$70.5M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BRET BUSBY
Phone
(704) 637-0511
Deadlines
SEE ATTACHED.
How to Apply
SEE ATTACHED.
Restrictions
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.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $843K | $15.7M | $1.3M | 1 |
| 2018 | $697K | $14.6M | $293K | 1 |
| 2019 | $910K | $16.3M | $320K | 1 |
| 2020 | $1.3M | $17.1M | $904K | 1 |
| 2021 | $1.2M | $18.3M | $1.3M | 1 |
| 2022 | $990K | $14.4M | $183K | 1 |
| 2023 | $808K | $70.5M | $51.5M | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$697K
25th Pctl
$826K
Median
$910K
Average
$966K
75th Pctl
$1.1M
Maximum
$1.3M
Geographic Distribution
Officers & Directors
SK
Susan W. Kluttz
7+ yrs
Chair of Boa
Leadership
DM
Dwight F. Messinger
2 yrs
Vice Chair O
Leadership
NM
Nick A. Means
4 yrs
Treasurer
Leadership
KR
Kathryn S. Rusher
4 yrs
Secretary
Leadership
MK
Margaret H. Kluttz
7+ yrs
Director
LM
Lillian L. Morgan
5 yrs
Director
FS
Fred J. Stanback Jr
3 yrs
Director
LW
Lane L. Wallace
4 yrs
Director
MB
MATT C. BARR
4 yrs
Director
WR
Wyndham Robertson
7+ yrs
Director
AR
Alex T. Robertson
7+ yrs
Director
SR
Spencer R. Robertson
4 yrs
Director
JW
Jason Walser
7+ yrs
EXE. Dir./Di
BB
BRET Busby
7+ yrs
Immediate Pa
SK
Susan W. Kluttz
7+ yrs
Vice Chair O
Leadership
NM
Nick A. Means
4 yrs
Treasurer
Leadership
KR
Kathryn S. Rusher
4 yrs
Secretary
Leadership
AR
Alex T. Robertson
7+ yrs
Director
SR
Spencer R. Robertson
4 yrs
Director
WR
Wyndham Robertson
7+ yrs
Director
MB
MATT C. BARR
4 yrs
Director
BB
BRET Busby
7+ yrs
Director/Cha
TB
Timothy Bates
6 yrs
Director
LW
Lane L. Wallace
4 yrs
Director
FS
Fred J. Stanback Jr
3 yrs
Director
DM
Dwight F. Messinger
2 yrs
Director
LM
Lillian L. Morgan
5 yrs
Director
JW
Jason Walser
7+ yrs
EXE. Dir./Di
MK
Margaret H. Kluttz
7+ yrs
Immediate Pa
BL
B Clay Lindsay Jr
5 yrs
Vice Chairma
Leadership
NM
Nick A. Means
4 yrs
Treasurer
Leadership
SK
Susan W. Kluttz
7+ yrs
Secretary
Leadership
SR
Spencer R. Robertson
4 yrs
Director
TB
Timothy Bates
6 yrs
Director
BB
BRET Busby
7+ yrs
Director/Cha
MB
MATT C. BARR
4 yrs
Director
WR
Wyndham Robertson
7+ yrs
Director
AR
Alex T. Robertson
7+ yrs
Director
RM
R Scott Maddox
5 yrs
Director
FS
Fred J. Stanback Jr
3 yrs
Director
LW
Lane L. Wallace
4 yrs
Director
KR
Kathryn S. Rusher
4 yrs
Director
JW
Jason Walser
7+ yrs
EXE. Dir./Di
MK
Margaret H. Kluttz
7+ yrs
Immediate Pa
BL
B Clay Lindsay Jr
5 yrs
Chairman of
Leadership
NM
Nick A. Means
4 yrs
Treasurer
Leadership
SK
Susan W. Kluttz
7+ yrs
Secretary
Leadership
AR
Alex T. Robertson
7+ yrs
Director
SR
Spencer R. Robertson
4 yrs
Director
WR
Wyndham Robertson
7+ yrs
Director
MB
MATT C. BARR
4 yrs
Director
BB
BRET Busby
7+ yrs
Director/Cha
TB
Timothy Bates
6 yrs
Director
KR
Kathryn S. Rusher
4 yrs
Director
LW
Lane L. Wallace
4 yrs
Director
RM
R Scott Maddox
5 yrs
Director
JW
Jason Walser
7+ yrs
EXE. Dir./Di
MK
Margaret H. Kluttz
7+ yrs
Immediate Pa
AR
Alex T. Robertson
7+ yrs
Director
CH
Catrelia S. Hunter
3 yrs
Director
MK
Margaret H. Kluttz
7+ yrs
Director / C
BL
B Clay Lindsay Jr
5 yrs
Director / V
RM
R Scott Maddox
5 yrs
Director
LM
Lillian L. Morgan
5 yrs
Director / S
JR
J Spencer Robertson
3 yrs
Director
WR
Wyndham Robertson
7+ yrs
Director
FS
Fred J. Stanback
3 yrs
Director
BB
BRET Busby
7+ yrs
Director/Tre
TB
Timothy Bates
6 yrs
Director
SK
Susan W. Kluttz
7+ yrs
Director
JW
Jason Walser
7+ yrs
Executive Di
CH
Catrelia S. Hunter
3 yrs
Director
SK
Susan W. Kluttz
7+ yrs
Director
TB
Timothy Bates
6 yrs
Director
BB
BRET Busby
7+ yrs
Director/Fin
FS
Fred J. Stanback
3 yrs
Director
WR
Wyndham Robertson
7+ yrs
Director
JR
J Spencer Robertson
3 yrs
Director
AR
Alex T. Robertson
7+ yrs
Director
LM
Lillian L. Morgan
5 yrs
Director / S
RM
R Scott Maddox
5 yrs
Director
BL
B Clay Lindsay Jr
5 yrs
Director / V
MK
Margaret H. Kluttz
7+ yrs
Director / C
JW
Jason Walser
7+ yrs
Executive Di
MK
Margaret H. Kluttz
7+ yrs
Director / C
SK
Susan W. Kluttz
7+ yrs
Director
TB
Timothy Bates
6 yrs
Director
BB
BRET Busby
7+ yrs
Director/Fin
FS
Fred J. Stanback
3 yrs
Director
WR
Wyndham Robertson
7+ yrs
Director
JR
J Spencer Robertson
3 yrs
Director
AR
Alex T. Robertson
7+ yrs
Director
LM
Lillian L. Morgan
5 yrs
Director / S
RM
R Scott Maddox
5 yrs
Director
BL
B Clay Lindsay Jr
5 yrs
Director / V
CH
Catrelia S. Hunter
3 yrs
Director
JW
Jason Walser
7+ yrs
Executive Di
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached | See Attached, NC | $1,291,356 | SEE ATTACHED | 2020 |
| See Attached | See Attached, NC | $1,222,743 | SEE ATTACHED | 2021 |
| See Attached | See Attached, NC | $990,350 | SEE ATTACHED | 2022 |
| See Attached | See Attached, NC | $910,352 | SEE ATTACHED | 2019 |
| See Attached | See Attached, NC | $843,108 | SEE ATTACHED | 2017 |
| See Attached | See Attached, NC | $808,400 | SEE ATTACHED | 2023 |
| See Attached | See Attached, NC | $696,713 | SEE ATTACHED | 2018 |
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