Kenneth & Tricia Robertson Family Foundation
Kenneth & Tricia Robertson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $836K in total assets. In 2024, it awarded 8 grants totaling $165K. Net investment income was $30K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$836K
-6.7% YoY
Annual Giving
$165K
+50.0% YoY
Grant Count
8
+33.3% YoY
Avg Grant Size
$21K
+12.5% YoY
Under IRS private-foundation payout rules, Kenneth & Tricia Robertson Family Foundation reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
About Kenneth & Tricia Robertson Family Foundation
Based on IRS filings
Kenneth & Tricia Robertson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $836K in total assets. In 2024, it awarded 8 grants totaling $165K. Net investment income was $30K.
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 | $836,468 | $896,172 | $954,102 |
| Revenue | $122,049 | $68,599 | $51,616 |
| Expenses | $181,753 | $126,529 | $91,014 |
| Qualifying Distributions | $175,450 | $120,244 | $84,230 |
| Net Investment Income | $29,819 | $14,325 | $8,823 |
| Distributable Amount | $43,413 | $41,917 | $43,632 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pastor of St Anne Church ($50,000), Roman Catholic Bishop of Stockton a California Cor ($30,000), Roman Catholic Bishop of Stockton a California Cor ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BARNABAS FOUNDATION INC BRANSON, MO | General & Unrestricted | $10,000 |
| DIRECTIONS MEDICAL CLINIC LODI, CA | General & Unrestricted | $10,000 |
| KNOCKOUT PARKINSONS INC LODI, CA | General & Unrestricted | $20,000 |
| LODI HOUSE LODI, CA | General & Unrestricted | $10,000 |
| PASTOR OF ST ANNE CHURCH LODI, CA | St. Anne's School | $50,000 |
| ROMAN CATHOLIC BISHOP OF STOCKTON A CALIFORNIA COR STOCKTON, CA | the Called and Sent Campaign pledge | $30,000 |
| ROMAN CATHOLIC BISHOP OF STOCKTON A CALIFORNIA COR STOCKTON, CA | UDL Training Program | $25,000 |
| TIN CUP CARES FOUNDATION STOCKTON, CA | General & Unrestricted | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kenneth M Robertson | Dir, Pres, Treas | 1 | — |
| Tricia Eileen Robertson | Dir, Sec, VP | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Kenneth & Tricia Robertson Family Foundation?
Kenneth & Tricia Robertson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $836K in total assets as of 2024.
How large is Kenneth & Tricia Robertson Family Foundation?
As of 2024, Kenneth & Tricia Robertson Family Foundation holds $836K in total assets with $122K in annual revenue. It awarded 8 grants totaling $165K in 2024.
Where does Kenneth & Tricia Robertson Family Foundation operate?
Kenneth & Tricia Robertson Family Foundation has awarded grants in California, Missouri.
What size grants does Kenneth & Tricia Robertson Family Foundation award?
In 2024, Kenneth & Tricia Robertson Family Foundation awarded 8 grants totaling $165K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Kenneth & Tricia Robertson Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kenneth & Tricia Robertson Family Foundation reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kenneth & Tricia Robertson Family Foundation's EIN?
Kenneth & Tricia Robertson Family Foundation's EIN (Employer Identification Number) is 87-2754785. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Kenneth & Tricia Robertson Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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