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
1
+0.0% YoY
Avg Grant Size
$43K
-3.8% YoY
About Margie and James Robertson Scholarship
Based on IRS filings
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.
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 | $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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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