Robertson Family Foundation
Robertson Family Foundation is a private foundation, based in Grand Rapids, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $255 in total assets. In 2025, it awarded 1 grant totaling $1K.
Robertson Family Foundation at a glance
In short: Robertson Family Foundation gave $1K across 1 grant in 2025 (avg $1K), mostly in Arizona. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,235
- -7.5% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $1,235
- +85.0% vs 2024
- Median grant
- $1,235
- Total assets
- $255
- +363.6% vs 2024
- Primary geography
- Arizona (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robertson Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Samaritan Air Service ($1K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Robertson Family Foundation gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out well above 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 2025, annual grant giving ranged from $1K (2023) to $2K (2022). In 2025 it made 1 grant totaling $1K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Samaritan Air Service Mesa, AZ | Charitable | $1,235 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $255 | $1,785 | $1,585 | $1,235 | 1 | $1,235 | $15 |
| 2024 | $55 | $1,560 | $1,660 | $1,335 | 2 | $1,335 | $15 |
| 2023 | $155 | $1,235 | $1,585 | $1,235 | 1 | $1,235 | — |
| 2022 | $505 | $1,885 | $1,985 | $1,735 | 3 | $1,735 | $27 |
| 2021 | $605 | $650 | $200 | — | — | — | $27 |
| 2020 | $630 | $3,800 | $3,300 | $1,300 | 2 | — | — |
Under IRS private-foundation payout rules, Robertson Family Foundation reported a distributable amount of $15 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robertson Family Foundation's only listed officer is Joel Robertson, Treasurer on every filing since 2020 (uncompensated).
Officers on the 2025 filing
Joel Robertson
Treasurer
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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
How much does Robertson Family Foundation give each year?
Robertson Family Foundation gave $1K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 2 grants.
How large is Robertson Family Foundation?
Robertson Family Foundation reported $255 in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $15 (roughly 5% of its investment assets).
Where does Robertson Family Foundation operate?
Robertson Family Foundation has awarded grants in Arizona, Connecticut, Michigan.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 12, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Robertson Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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