Kenneth & Tricia Robertson Family Foundation
Kenneth & Tricia Robertson Family Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $949K in total assets. In 2025, it awarded 1 grant totaling $30K. Net investment income was $25K.
Kenneth & Tricia Robertson Family Foundation at a glance
In short: Kenneth & Tricia Robertson Family Foundation gave $30K across 1 grant in 2025 (avg $30K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,000
- -81.8% vs 2024
- Grants made (2025)
- 1
- -87.5% vs 2024
- Average grant
- $30,000
- +45.5% vs 2024
- Median grant
- $30,000
- Total assets
- $948,907
- +13.4% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Kenneth & Tricia Robertson Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Roman Catholic Bishop of Stockton a California Cor ($30K).
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 14 grants of 17 (82%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Kenneth & Tricia Robertson Family Foundation gives
- Giving fell 60% from 2022 to 2025. Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2022 to 2025, annual grant giving ranged from $30K (2025) to $165K (2024). In 2025 it made 1 grant totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Roman Catholic Bishop of Stockton a California Cor Stockton, CA | the Called and Sent Campaign | $30,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $948,907 | $161,721 | $49,282 | $30,000 | 1 | $40,752 | $24,500 | $47,316 |
| 2024 | $836,468 | $122,049 | $181,753 | $165,000 | 8 | $175,450 | $29,819 | $43,413 |
| 2023 | $896,172 | $68,599 | $126,529 | $110,000 | 6 | $120,244 | $14,325 | $41,917 |
| 2022 | $954,102 | $51,616 | $91,014 | $75,000 | 2 | $84,230 | $8,823 | $43,632 |
| 2021 | $993,500 | $1,000,000 | $6,500 | — | — | $6,500 | — | $3,280 |
Under IRS private-foundation payout rules, Kenneth & Tricia Robertson Family Foundation reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kenneth & Tricia Robertson Family Foundation is led by Kenneth M Robertson, Director, President & Treasurer on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kenneth M Robertson
Director, President & Treasurer
On filings since 2021
1 hr/week
No compensation reported
Tricia Eileen Robertson
Director, Secretary & Vice President
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Kenneth & Tricia Robertson Family Foundation
How much does Kenneth & Tricia Robertson Family Foundation give each year?
Kenneth & Tricia Robertson Family Foundation gave $30K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $165K across 8 grants.
How large is Kenneth & Tricia Robertson Family Foundation?
Kenneth & Tricia Robertson Family Foundation reported $949K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $47K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Kenneth & Tricia Robertson Family Foundation operate?
Kenneth & Tricia Robertson Family Foundation has awarded grants in California, Missouri.
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 20, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 16, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2021–2024
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