Robertson Family Foundation

Private foundation · Grantmaker Omaha, NE EIN: 91-1816672

The Robertson Family Foundation is a private foundation based in Omaha, Nebraska. Its 2025 grants supported charitable organizations in areas including religion, education, community services, economic research, health, and autism support.

Robertson Family Foundation at a glance

In short: Robertson Family Foundation gave $94K across 12 grants in 2025 (avg $8K), mostly in Nebraska. 42% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$93,835
-59.6% vs 2024
Grants made (2025)
12
-29.4% vs 2024
Average grant
$7,820
-42.8% vs 2024
Median grant
$5,000
Total assets
$5,925,484
+601.7% vs 2024
New grantees (estimate)
42% first-time grantees (5 of 12, 2025; small sample)
Primary geography
Nebraska (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. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Robertson Family Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 14301 Fnb Parkway 115, Omaha, NE 68154
Phone: (402) 496-7200

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Robertson Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

St Wenceslaus Catholic Church: $25KSt Wenceslaus Catholic Church$25KMarian High School: $15KMarian High School$15KCreighton University: $10KCreighton University$10KCues School System: $10KCues School System$10KPlatte Institute for Economic Research: $10KPlatte Institute for EconomicResearch$10KAmerican Heart Association: $5KAmerican Heart Association$5KAutism Action Partnership: $5KAutism Action Partnership$5KInstitute of Priestly Formation: $5KInstitute of PriestlyFormation$5KSpirit Catholic Radio: $5KSpirit Catholic Radio$5KSunshine Kids: $2KSunshine Kids$2K

The largest 2025 recipient was St Wenceslaus Catholic Church ($25K). Together the top 10 received $92K.

Grant Size Distribution

82 grants across all recorded years

74<$50K6$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 74 grants of 82 (90%).

Geographic Focus

Where this funder awards grants

All 2025 grant dollars went to recipients in Nebraska.

Grant Distribution by State

12states

Share of 2025 grant dollars across all 12 itemized grants.

Cities

OmahaLincolnDallasGretnaMissoulaNew YorkArlingtonBaltimoreBooneCarol StreamCarol StreemCherry HillChicagoCouncil BluffsNorth AndoverSedaliaSedalla

Is Robertson Family Foundation open to new grantees?

42%

first-time grantees, 2025

In 2025, 5 of 12 grantees (42%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $8K; repeat grants $8K. How we count

Medians: $2K first-time, $5K repeat.

  • 42% of 2025 grantees were also funded in 2024. Method
  • Giving fell 66% from 2022 to 2025. Method
  • In 2025 it paid out 236% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K6 grants2019 14 grants2020 20 grants2021 19 grants2022 14 grants2023 17 grants2024 12 grants2025

From 2019 to 2025, annual grant giving ranged from $94K (2025) to $391K (2021). In 2025 it made 12 grants totaling $94K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
St Wenceslaus Catholic Church Omaha, NEReligious Support$25,000
Marian High School Omaha, NEEducation Support$15,235
Creighton University Omaha, NEWomen's Rowing Program$10,000
Cues School System Omaha, NECommunity Support$10,000
Platte Institute for Economic Research Omaha, NESupport for Economic Research$10,000
American Heart Association Omaha, NECommunity Support$5,000
Autism Action Partnership Omaha, NESupport for Autism$5,000
Institute of Priestly Formation Omaha, NEReligious Support$5,000
Spirit Catholic Radio Omaha, NEReligious Support$5,000
Sunshine Kids Omaha, NECommunity Support$2,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$5,925,484$5,285,089$120,504$93,83512$116,010$5,718,806$49,203
2024$844,444$516,104$257,083$232,21317$254,336$157,995$41,770
2023$467,530$21,560$342,998$321,65614$342,752$196,692$50,214
2022$790,626$360,660$301,790$276,78319$301,734$16,592$51,411
2021$730,221$24,305$412,358$391,40820$412,308$23,744$70,130
2020$1,071,693$118,690$184,353$173,50014—$18,236$67,504
2019$1,137,356$1,026,921$311,299$309,7006—$26,602$33,901

Under IRS private-foundation payout rules, Robertson Family Foundation reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included religious, educational, community, health, autism, and economic research support. The Platte Institute for Economic Research describes its mission as advancing policies that remove barriers to economic growth and opportunity in Nebraska. Autism Action Partnership says it works to improve the quality of life of people on the autism spectrum and their families through education, advocacy, and support. The American Heart Association describes its mission as promoting longer, healthier lives. Creighton University describes itself as a Catholic and Jesuit comprehensive university committed to excellence in selected academic programs.

Grantmaking

In 2025, the foundation made 12 grants totaling $93,835. Grants ranged from $600 to $25,000, with a median of $5,000. Larger awards included $25,000 to St. Wenceslaus Catholic Church for religious support, $15,235 to Marian High School for education support, and $10,000 each to Creighton University, CUES School System, and the Platte Institute for Economic Research. Other recipients included the American Heart Association and Autism Action Partnership, each receiving $5,000.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Gail Werner-Robertson as trustee and Scott Robertson as director.

Robertson Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Gail Werner-Robertson

    Trustee

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Scott Robertson

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 $94K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $232K across 17 grants.

What is Robertson Family Foundation's typical grant size?

Robertson Family Foundation's median grant in 2025 was $5,000, and its average grant was $7,820, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Robertson Family Foundation that year got $8K on average.

Where does Robertson Family Foundation give grants?

Robertson Family Foundation gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Omaha, NE (12 grants).

Does Robertson Family Foundation give general operating support?

Not in 2025: none of the 12 grants with a stated purpose on Robertson Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Support" (5 grants) and "Religious Support" (3 grants).

Who are Robertson Family Foundation's largest grantees?

Robertson Family Foundation's largest 2025 grantees include St Wenceslaus Catholic Church ($25,000), Marian High School ($15,235) and Creighton University ($10,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.

How large is Robertson Family Foundation?

Robertson Family Foundation reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $116K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).

What does Robertson Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants included religious, educational, community, health, autism, and economic research support. See mission & focus areas ↑

How do I apply for a grant from Robertson Family Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Robertson Family Foundation's EIN?

Robertson Family Foundation's EIN (Employer Identification Number) is 91-1816672. IRS Form 990 filing data is available on this page for 2019–2025.

Does Robertson Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS August 10, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  5. Added Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)

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Cite this profile

Grantable. (2026). Robertson Family Foundation funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/robertson-family-foundation-morg_a34122757ae240b69ce3ae33cf5c7b03

BibTeX
@misc{grantable_911816672_2026,
  author       = {{Grantable}},
  title        = {{Robertson Family Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/robertson-family-foundation-morg_a34122757ae240b69ce3ae33cf5c7b03},
  note         = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Robertson Family Foundation'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.

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