Robertson Family Foundation

GRAND RAPIDS, MI EIN: 20-4587472

Robertson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GRAND RAPIDS, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $55 in total assets. In 2024, it awarded 2 grants totaling $1K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$55

-64.5% YoY

Annual Giving

$1K

+8.1% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$667.5

-46.0% YoY

Under IRS private-foundation payout rules, Robertson Family Foundation reported a distributable amount of $15 for 2024 — the minimum it must pay out in qualifying distributions.

About Robertson Family Foundation

Based on IRS filings

Robertson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GRAND RAPIDS, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $55 in total assets. In 2024, it awarded 2 grants totaling $1K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Grand RapidsGrtand RapidsHersheyMesaNew Canaan

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1K$2K$3K$4K20202021202220232024
Metric202420232022
Total Assets$55$155$505
Revenue$1,560$1,235$1,885
Expenses$1,660$1,585$1,985
Qualifying Distributions$1,335$1,235$1,735
Net Investment Income
Distributable Amount$15$27

Giving Over Time

Total grant dollars and number of grants per year

$0$433.75$867.5$1K$2K2 grants20200 grants20213 grants20221 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SAMARITAN AIR SERVICE$1KFIRST TEE OF WEST MI$100

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Samaritan Air Service ($1,235), First Tee of West Mi ($100).

RecipientPurposeAmount
SAMARITAN AIR SERVICE MESA, AZCHARITABLE$1,235
FIRST TEE OF WEST MI GRAND RAPIDS, MICHARITABLE$100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOEL ROBERTSONTREASURER

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Robertson Family Foundation?

Robertson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GRAND RAPIDS, MI. It holds $55 in total assets as of 2024.

How large is Robertson Family Foundation?

As of 2024, Robertson Family Foundation holds $55 in total assets with $2K in annual revenue. It awarded 2 grants totaling $1K in 2024.

Where does Robertson Family Foundation operate?

Robertson Family Foundation has awarded grants in Arizona, Connecticut, Michigan.

What size grants does Robertson Family Foundation award?

In 2024, Robertson Family Foundation awarded 2 grants totaling $1K — an average of about $667.5 per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robertson Family Foundation reported a distributable amount of $15 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robertson Family Foundation's EIN?

Robertson Family Foundation's EIN (Employer Identification Number) is 20-4587472. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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