Diane S Robertson Charitable Foundation

Private foundation · Grantmaker Kalamazoo, MI EIN: 35-2264055

Diane S Robertson Charitable Foundation is a private foundation, based in Kalamazoo, MI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 2 grants totaling $282K.

Key facts about Diane S Robertson Charitable Foundation

In short: Diane S Robertson Charitable Foundation gave $282K across 2 grants in 2024 (avg $141K), mostly in Michigan. Source: 2024 IRS Form 990-PF.

EIN
35-2264055
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$282,449
Grants made (2024)
2
Average grant
$141,225
Median grant
$141,225
Primary geography
Michigan (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$282K

Grant Count

2

Avg Grant Size

$141K

Under IRS private-foundation payout rules, Diane S Robertson Charitable Foundation reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

How Diane S Robertson Charitable Foundation gives

  • Giving grew 731% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

KalamazooAugusta

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K0 grants2020 1 grant2021 4 grants2022 0 grants2023 2 grants2024

From 2021 to 2024, annual grant giving ranged from $33K (2022) to $282K (2024). In 2024 it made 2 grants totaling $282K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Farmers Alley Theatre: $282K across 2 grantsFarmers Alley Theatre$282K · 2 grants

The largest 2024 recipient was Farmers Alley Theatre ($282K across 2 grants).

Grant Size Distribution

7 grants across all recorded years

6<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 7 (86%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Farmers Alley Theatre Kalamazoo, MIOperating Endowment$244,735
Farmers Alley Theatre Kalamazoo, MIOperating Endowment$37,714

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$210,418$204,544
Revenue$20,179$11,572$9,727
Expenses$294,668$5,698$39,124
Qualifying Distributions$282,449—$32,500
Net Investment Income—$5,874$3,403
Distributable Amount$10,896$11,104$12,877

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Diane S Robertson Charitable Foundation is led by Diane S. Robertson, President since 2023 (on filings since 2020) — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Diane S. Robertson

    President

    Trustee → President, 2023

    On filings since 2020

    No compensation reported

Former officers (3)
  • Former: Doris J. Kunkle (2021–2022) — Trustee
  • Former: Julie A. Buchanan (2021–2022) — Trustee
  • Former: Julie A. Buchanan Ml (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Diane S Robertson Charitable Foundation

How much does Diane S Robertson Charitable Foundation give each year?

Diane S Robertson Charitable Foundation gave $282K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.

Where does Diane S Robertson Charitable Foundation operate?

Diane S Robertson Charitable Foundation has awarded grants in Michigan.

How much is Diane S Robertson Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Diane S Robertson Charitable Foundation reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Diane S Robertson Charitable Foundation's EIN?

Diane S Robertson Charitable Foundation's EIN (Employer Identification Number) is 35-2264055. IRS Form 990 filing data is available on this page for 2020–2024.

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

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