Robertson Family Foundation Inc

SAVANNAH, GA EIN: 82-1126644

Robertson Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$965K

+2.4% YoY

Annual Giving

$70K

+55.6% YoY

Grant Count

+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.

About Robertson Family Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $195K (87%)

Georgia $30K (13%)

States

Georgia Texas

Cities

SaladoSavannahStatesboroTempleWaco

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Baylor College of Arts Sciences ($20,000), Methodist Childrens Home ($20,000), Salado United Methodist Church ($20,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LESTER E ROBERTSON JR	PRESIDENT	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Robertson Family Foundation Inc?

Robertson Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAVANNAH, GA. It holds $965K in total assets as of 2024.

How large is Robertson Family Foundation Inc?

As of 2024, Robertson Family Foundation Inc holds $965K in total assets with $95K in annual revenue. It awarded 4 grants totaling $70K in 2024.

Where does Robertson Family Foundation Inc operate?

Robertson Family Foundation Inc has awarded grants in Georgia, Texas.

What size grants does Robertson Family Foundation Inc award?

In 2024, Robertson Family Foundation Inc awarded 4 grants totaling $70K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Robertson Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robertson Family Foundation Inc reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.