Robertson Family Foundation Inc
Robertson Family Foundation Inc is a private foundation, based in Savannah, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $965K in total assets. In 2024, it awarded 4 grants totaling $70K. Net investment income was $43K.
Robertson Family Foundation Inc at a glance
In short: Robertson Family Foundation Inc gave $70K across 4 grants in 2024 (avg $18K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $70,000
- +55.6% vs 2023
- Grants made (2024)
- 4
- +33.3% vs 2023
- Average grant
- $17,500
- +16.7% vs 2023
- Median grant
- $20,000
- Total assets
- $965,004
- +2.4% vs 2023
- Primary geography
- Texas (86% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Robertson Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Baylor College of Arts Sciences ($20K). Together the top 4 received $70K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How Robertson Family Foundation Inc gives
- Giving grew 133% from 2021 to 2024. Method
- In 2024 it paid out 117% of its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $30K (2021) to $70K (2024). In 2024 it made 4 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baylor College of Arts Sciences Waco, TX | General Support | $20,000 |
| Methodist Childrens Home Waco, TX | General Support | $20,000 |
| Salado United Methodist Church Salado, TX | General Support | $20,000 |
| Leukemia Lymphona Society Savannah, GA | General Support | $10,000 |
Ready to take the next step with Robertson Family Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $965,004 | $95,205 | $72,898 | $70,000 | 4 | $70,000 | $42,719 | $59,900 |
| 2023 | $942,697 | $30,270 | $47,503 | $45,000 | 3 | $45,000 | $27,767 | $53,059 |
| 2022 | $959,930 | $169,412 | $42,060 | $40,000 | 2 | $40,603 | $15,436 | $43,647 |
| 2021 | $832,578 | $224,039 | $31,308 | $30,000 | 2 | $30,435 | $23,387 | $41,988 |
| 2020 | $639,847 | $229,513 | $40,680 | $40,000 | 4 | — | $15,173 | $25,591 |
Under IRS private-foundation payout rules, Robertson Family Foundation Inc reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robertson Family Foundation Inc is led by Lester E. Robertson Jr., President on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Lester E. Robertson Jr.
President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Robertson Family Foundation Inc
How much does Robertson Family Foundation Inc give each year?
Robertson Family Foundation Inc gave $70K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $45K across 3 grants.
What is Robertson Family Foundation Inc's typical grant size?
Robertson Family Foundation Inc's median grant in 2024 was $20,000, and its average grant was $17,500, across 4 grants on its 2024 IRS Form 990-PF.
Where does Robertson Family Foundation Inc give grants?
Robertson Family Foundation Inc gives mostly in Texas: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Georgia (14%). The most frequent recipient cities were Waco, TX (2 grants).
Does Robertson Family Foundation Inc give general operating support?
Yes: 100% of Robertson Family Foundation Inc's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Robertson Family Foundation Inc?
Robertson Family Foundation Inc reported $965K in total assets on its 2024 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $60K (roughly 5% of its investment assets).
What is Robertson Family Foundation Inc's EIN?
Robertson Family Foundation Inc's EIN (Employer Identification Number) is 82-1126644. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Robertson Family Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Robertson Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Colonial Foundation Inc
Savannah, GA
Colonial Foundation Inc funds arts and culture, education, environmental conservation, safety-net services, and upward mobility, primarily in Savannah and elsewhere in Georgia. In 2024 it made 64 grants, with a median award of $5,000 and amounts ranging from $250 to $400,000. It does not limit giving to preselected organizations; application materials listed are a letter and proof of 501(c)(3) status.
Assets
$13.8M
Grants
64
Total Given
$2.0M
Succ Tr Uw Lula M Hill
Dallas, TX
Assets
$250K
Grants
1
Total Given
$12K
Juanita Morris Testamentary Trust FBO the Methodist Children's Home Waco TX
Abilene, TX
Support for church orphanage
Assets
$1.7M
Grants
1
Total Given
$72K
Ralph Buchanan Albaugh Trust
Dallas, TX
Assets
$1.5M
Grants
1
Total Given
$77K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The Paulos Foundation
Fort Worth, TX
The Paulos Foundation made community-purpose grants, with recent awards ranging from $357,000 to $714,000; its 2025 filing reports that it completed its final qualified distributions and filed a plan of termination. Recent grants went to organizations in California and Texas, and the foundation does not accept unsolicited requests, giving only to preselected organizations.
Assets
—
Grants
2
Total Given
$1.1M
More similar funders
More Funders in Georgia
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Robertson Family Foundation Inc'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.
Robertson Family Foundation Inc down — hundreds of funders to go?