Jd Robertson Foundation

CLEVELAND, OH EIN: 23-7006584

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 grants totaling $7K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$7K

-98.6% YoY

Grant Count

1

-95.2% YoY

Avg Grant Size

$7K

-71.2% YoY

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.

About Jd Robertson Foundation

Based on IRS filings

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 grants totaling $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

BellevueBoiseClevelandCleveland HeightsGillHaileyKetchumLong Island CityMemphisMissoulaNew YorkOrlandoSeattleSun ValleyTarrytownWestlake

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$137K$273K$410K$547K2020202120222023
Metric202320222021
Total Assets$6,884$494,835
Revenue$9,485$97,886
Expenses$7,338$497,162$61,445
Qualifying Distributions$6,791$493,125$57,800
Net Investment Income$5,959$94,787
Distributable Amount$214$23,261$27,741

Giving Over Time

Total grant dollars and number of grants per year

$0$123K$247K$370K$493K22 grants202023 grants202121 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

SCHWAB CHARITABLE$7K

Grant Size Distribution

67 grants across all recorded years

66<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Schwab Charitable ($6,766).

RecipientPurposeAmount
SCHWAB CHARITABLE ORLANDO, FLGENERAL PURPOSE$6,766

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
WILLIAM R ROBERTSONCHAIRMAN, PRESIDENT5
JOHN W ROBERTSONTREASURER1
SARAH P ROBERTSONSECRETARY1

Frequently Asked Questions

Where does Jd Robertson Foundation operate?

Jd Robertson Foundation has awarded grants in Florida, Idaho, Massachusetts, Montana, New York, Ohio, Tennessee, Washington.

What size grants does Jd Robertson Foundation award?

In 2023, Jd Robertson Foundation awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.

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.

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

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