Margie and James Robertson Scholarship

GREAT FALLS, MT EIN: 81-4396403

Margie and James Robertson Scholarship is a private foundation focused on Education, based in GREAT FALLS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $926K in total assets. In 2024, it awarded 1 grants totaling $43K. Net investment income was $83K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$926K

+3.5% YoY

Annual Giving

$43K

-3.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$43K

-3.8% YoY

Under IRS private-foundation payout rules, Margie and James Robertson Scholarship reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.

About Margie and James Robertson Scholarship

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $227K (100%)

States

Montana

Cities

Ennis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$925,839	$894,948	$901,160
Revenue	$89,616	$52,623	$23,491
Expenses	$58,725	$58,835	$65,512
Qualifying Distributions	$47,360	$48,753	$54,153
Net Investment Income	$82,850	$46,399	$17,364
Distributable Amount	$50,655	$47,023	$48,898

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ennis School District ($43,407).

Recipient	Purpose	Amount
ENNIS SCHOOL DISTRICT ENNIS, MT	SCHOLARSHIPS AND FINANCIAL AID FOR GRADUATES	$43,407

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
D A DAVIDSON TRUST CO	TRUSTEE	5	$10,485

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

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 $926K in total assets as of 2024.

How large is Margie and James Robertson Scholarship?

As of 2024, Margie and James Robertson Scholarship holds $926K in total assets with $90K in annual revenue. It awarded 1 grants totaling $43K in 2024.

Where does Margie and James Robertson Scholarship operate?

Margie and James Robertson Scholarship has awarded grants in Montana.

What size grants does Margie and James Robertson Scholarship award?

In 2024, Margie and James Robertson Scholarship awarded 1 grants totaling $43K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is Margie and James Robertson Scholarship required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margie and James Robertson Scholarship reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.