JD Robertson Foundation
JD Robertson Foundation is a private foundation, based in Cleveland, OH. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $7K.
JD Robertson Foundation at a glance
In short: JD Robertson Foundation gave $7K across 1 grant in 2023 (avg $7K), mostly in Florida. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $6,766
- -98.6% vs 2022
- Grants made (2023)
- 1
- -95.2% vs 2022
- Average grant
- $6,766
- -71.2% vs 2022
- Median grant
- $6,766
- Primary geography
- Florida (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who JD Robertson Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Schwab Charitable ($7K).
Grant Size Distribution
67 grants across all recorded years
The most common grant size was under $50K: 66 grants of 67 (99%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
Cities
How JD Robertson Foundation gives
- Giving fell 87% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $7K (2023) to $493K (2022). In 2023 it made 1 grant totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Orlando, FL | General Purpose | $6,766 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | — | $7,338 | $6,766 | 1 | $6,791 | — | $214 |
| 2022 | $6,884 | $9,485 | $497,162 | $493,075 | 21 | $493,125 | $5,959 | $23,261 |
| 2021 | $494,835 | $97,886 | $61,445 | $57,800 | 23 | $57,800 | $94,787 | $27,741 |
| 2020 | $458,413 | $37,430 | $57,361 | $50,700 | 22 | — | $31,315 | $25,819 |
Under IRS private-foundation payout rules, JD Robertson Foundation reported a distributable amount of $214 for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
JD Robertson Foundation is led by William R. Robertson, Chairman & President on every filing since 2020; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
William R. Robertson
Chairman & President
On filings since 2020
5 hrs/week
No compensation reported
John W. Robertson
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Sarah P. Robertson
Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 JD Robertson Foundation
How much does JD Robertson Foundation give each year?
JD Robertson Foundation gave $7K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $493K across 21 grants.
Where does JD Robertson Foundation operate?
JD Robertson Foundation has awarded grants in Florida, Idaho, Massachusetts, Montana, New York, Ohio, Tennessee, Washington.
How much is JD Robertson Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, JD Robertson Foundation reported a distributable amount of $214 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is JD Robertson Foundation's EIN?
JD Robertson Foundation's EIN (Employer Identification Number) is 23-7006584. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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