Carol Lee and Kenneth N Robertson

HOUSTON, TX EIN: 31-1786628

Carol Lee and Kenneth N Robertson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $83 in total assets.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$83

+0.0% YoY

Revenue

Net Investment Income

Expenses

Under IRS private-foundation payout rules, Carol Lee and Kenneth N Robertson reported a distributable amount of $4 for 2024 — the minimum it must pay out in qualifying distributions.

About Carol Lee and Kenneth N Robertson

Based on IRS filings

Carol Lee and Kenneth N Robertson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $83 in total assets.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120192021202220232024
Metric202420232022
Total Assets$83$83$83
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount$4$4$4

Giving Over Time

Total grant dollars and number of grants per year

$0$0.25$0.5$0.75$10 grants20190 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CAROL LEE ROBERTSONPRESIDENT & TREASURER0.25
LESLIE ANN ROBERTSON KOTTSECRETARY0.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Carol Lee and Kenneth N Robertson?

Carol Lee and Kenneth N Robertson is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. It holds $83 in total assets as of 2024.

How large is Carol Lee and Kenneth N Robertson?

As of 2024, Carol Lee and Kenneth N Robertson holds $83 in total assets.

How much is Carol Lee and Kenneth N Robertson required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carol Lee and Kenneth N Robertson reported a distributable amount of $4 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carol Lee and Kenneth N Robertson's EIN?

Carol Lee and Kenneth N Robertson's EIN (Employer Identification Number) is 31-1786628. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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