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.
Key facts about Robertson Family Foundation Inc
In short: Robertson Family Foundation Inc gave $70K across 4 grants in 2024 (avg $18K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- EIN
- 82-1126644
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $70,000
- Grants made (2024)
- 4
- Average grant
- $17,500
- Median grant
- $20,000
- Total assets
- $965,004
- Primary geography
- Texas (86% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$965K
+2.4% YoY
Annual Giving
$70K
+55.6% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$18K
+16.7% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $965,004 | $942,697 | $959,930 |
| Revenue | $95,205 | $30,270 | $169,412 |
| Expenses | $72,898 | $47,503 | $42,060 |
| Qualifying Distributions | $70,000 | $45,000 | $40,603 |
| Net Investment Income | $42,719 | $27,767 | $15,436 |
| Distributable Amount | $59,900 | $53,059 | $43,647 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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.
Here's the math on researching Robertson Family Foundation Inc by hand.
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