Margie and James Robertson Scholarship
Margie and James Robertson Scholarship is a private foundation focused on Education, based in Great Falls, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $931K in total assets. In 2025, it awarded 1 grant totaling $47K. Net investment income was $61K.
Margie and James Robertson Scholarship at a glance
In short: Margie and James Robertson Scholarship gave $47K across 1 grant in 2025 (avg $47K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $46,702
- +7.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $46,702
- +7.6% vs 2024
- Median grant
- $46,702
- Total assets
- $930,508
- +0.5% vs 2024
- Primary geography
- Montana (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 Margie and James Robertson Scholarship funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Ennis School District ($47K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
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 Margie and James Robertson Scholarship gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 96% 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 2019 to 2025, annual grant giving ranged from $43K (2019) to $50K (2022). In 2025 it made 1 grant totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ennis School District Ennis, MT | Scholarships and Financial Aid for Graduates | $46,702 |
Ready to take the next step with Margie and James Robertson Scholarship?
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 | $930,508 | $65,933 | $61,264 | $46,702 | 1 | $50,807 | $60,734 | $53,038 |
| 2024 | $925,839 | $89,616 | $58,725 | $43,407 | 1 | $47,360 | $82,850 | $50,655 |
| 2023 | $894,948 | $52,623 | $58,835 | $45,137 | 1 | $48,753 | $46,399 | $47,023 |
| 2022 | $901,160 | $23,491 | $65,512 | $50,392 | 1 | $54,153 | $17,364 | $48,898 |
| 2021 | $943,181 | $112,816 | $60,602 | $44,374 | 1 | $48,517 | $105,806 | $54,535 |
| 2020 | $890,967 | $73,373 | $57,275 | $43,350 | 1 | — | $67,073 | $48,050 |
| 2019 | $874,082 | $37,726 | $56,900 | $43,000 | 1 | — | $31,521 | $47,405 |
Under IRS private-foundation payout rules, Margie and James Robertson Scholarship reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Margie and James Robertson Scholarship's only listed officer is D A Davidson Trust CO, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
D A Davidson Trust CO
Trustee
On filings since 2019
5 hrs/week
$10K (2019) → $11K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to D a Davidson Trust CO (Trustee).
Frequently asked questions about Margie and James Robertson Scholarship
How much does Margie and James Robertson Scholarship give each year?
Margie and James Robertson Scholarship gave $47K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 1 grant.
How large is Margie and James Robertson Scholarship?
Margie and James Robertson Scholarship reported $931K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $53K (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.
What is Margie and James Robertson Scholarship?
Margie and James Robertson Scholarship is a private foundation focused on Education, based in Great Falls, MT. It holds $931K in total assets as of 2025.
Where does Margie and James Robertson Scholarship operate?
Margie and James Robertson Scholarship has awarded grants in Montana.
What is Margie and James Robertson Scholarship's EIN?
Margie and James Robertson Scholarship's EIN (Employer Identification Number) is 81-4396403. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
Explore Open Grants
Browse active grant opportunities in Margie and James Robertson Scholarship's focus areas in our free grants database
Similar Funders
Similar funders in Montana
First Interstate BancSystem Foundation
Billings, MT
The First Interstate BancSystem Foundation funds poverty reduction, youth development, financial education, and community development, as well as civic, arts, education, health, human services, and sustainability efforts in communities served by First Interstate Bank across 10 states. Its 2025 grants had a median award of $2,500, though amounts varied widely; the stated minimum grant is $2,500. Organizations can submit grant requests online, which are traditionally reviewed monthly, but grants must be recommended by a local First Interstate branch.
Assets
$19.2M
Grants
767
Total Given
$5.0M
Town Pump Charitable Foundation
Butte, MT
The Town Pump Charitable Foundation supports Montana charitable and governmental organizations, with priority for basic needs and education, including food access, community programs, and schools. Its 2024 grants ranged from $500 to $110,900, with a median of $1,000, and went to Montana recipients for work in Montana. It accepts written grant requests through its application portal; no general deadline is stated.
Assets
$78.4M
Grants
622
Total Given
$2.8M
Dennis & Phyllis Washington Foundation
Missoula, MT
The Foundation supports education, health and human services, arts and culture, and community service, with an emphasis on direct services for underserved people in Montana and areas where The Washington Companies operate. Its 2024 grants ranged from $242 to $5 million, with a median award of $10,000; it does not state whether it accepts unsolicited requests.
Assets
$1.1B
Grants
547
Total Given
$50.0M
Montana Community Foundation Inc
Helena, MT
Montana Community Foundation funds nonprofits and community projects in education, culture, economic vitality, land, resilience, and health, primarily benefiting Montana communities. Its 2025 grants had a median of about $12,500; amounts ranged from about $5,000 to $442,000, while its Community Investment Program offers grants up to $50,000 for eligible projects in three counties. Applicants can apply through listed opportunities, but the profile does not state whether unsolicited requests are accepted.
Assets
$215.5M
Grants
316
Total Given
$7.7M
Hawkins Scholarship Foundation
Great Falls, MT
Assets
$4.1M
Grants
290
Total Given
$256K
Gianforte Family Charitable Trust
Bozeman, MT
The trust funds Montana nonprofits focused on youth and disadvantaged people’s education, faith-based family strengthening, and recovery or restoration for people affected by substance abuse, trafficking, or incarceration. Its 2024 median grant was $10,000, though awards ranged widely; it also offers church and school outreach grants of up to $3,300. It does not accept unsolicited requests and funds work in Montana or that directly affects Montanans.
Assets
$231.1M
Grants
256
Total Given
$12.1M
More similar funders
More Funders in Montana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Margie and James Robertson Scholarship's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Margie and James Robertson Scholarship down — hundreds of funders to go?