The Blanche and Julian Robertson
The Blanche and Julian Robertson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALISBURY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $58.9M in total assets. In 2024, it awarded 1 grants totaling $1.7M. Net investment income was $2.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$58.9M
-0.1% YoY
Annual Giving
$1.7M
+108.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.7M
+108.3% YoY
About The Blanche and Julian Robertson
Based on IRS filings
The Blanche and Julian Robertson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALISBURY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $58.9M in total assets. In 2024, it awarded 1 grants totaling $1.7M. Net investment income was $2.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $58,944,214 | $58,988,080 | $8,608,856 |
| Revenue | $1,893,326 | $51,497,851 | $182,874 |
| Expenses | $1,937,192 | $1,118,627 | $1,289,087 |
| Qualifying Distributions | $1,898,200 | $1,099,893 | $1,254,766 |
| Net Investment Income | $1,967,916 | $1,569,305 | $237,666 |
| Distributable Amount | $3,725,249 | $2,197,024 | $748,466 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Open Grants
1 open opportunity from The Blanche and Julian Robertson
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGARET H KLUTTZ | DIRECTOR | — | — |
| SUSAN W KLUTTZ | CHAIR OF BOA | — | — |
| ALEX T ROBERTSON | DIRECTOR | — | — |
| J SPENCER ROBERTSON | DIRECTOR | — | — |
| WYNDHAM ROBERTSON | DIRECTOR | — | — |
| MATT C BARR | DIRECTOR | — | — |
| BRET BUSBY | IMMEDIATE PA | — | — |
| NICK A MEANS | TREASURER | — | — |
| JASON WALSER | EXE. DIR./DI | — | $104,914 |
| KATHRYN S RUSHER | SECRETARY | — | — |
| L LANE WALLACE | DIRECTOR | — | — |
| FRED J STANBACK JR | DIRECTOR | — | — |
| DWIGHT F MESSINGER | VICE CHAIR O | — | — |
| LILLIAN L MORGAN | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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