Robertson Family Foundation
Robertson Family Foundation is a private foundation based in Omaha, Nebraska, established in 1998. The foundation operates as a 501(c)(3) organization and is also known as Robertson Gall Werner Ttee and Sunshine Foundation Trust. It functions as an invite-only grantmaker that does not accept unsolicited applications.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$844K
+80.6% YoY
Annual Giving
$232K
-27.8% YoY
Grant Count
17
+21.4% YoY
Avg Grant Size
$14K
-40.5% YoY
Mission & Focus Areas
The foundation supports a diverse range of causes including:
- Religious support
- Health & human services
- Education support
- Community support
- Economic research
- Autism services
- Youth scholarships (Leaders for Life Annual Scholarship)
Grantmaking
The foundation operates on an invite-only basis and does not accept unsolicited applications.
Grant Range
$1,000 to $125,408
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Nebraska, with some grants extending to Virginia and New Jersey.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent (2024):
- Total Assets: $844,444
- Total Revenues: $516,104
- Total Expenses: $257,083
- Total Giving: $232,213
Prior Year (2023):
- Total Assets: $467,530
- Total Giving: $297,000
- Giving Rate: 63.5% of assets
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $844,444 | $467,530 | $790,626 |
| Revenue | $516,104 | $21,560 | $360,660 |
| Expenses | $257,083 | $342,998 | $301,790 |
| Qualifying Distributions | $254,336 | $342,752 | $301,734 |
| Net Investment Income | $157,995 | $196,692 | $16,592 |
| Distributable Amount | $41,770 | $50,214 | $51,411 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
64 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Gail Werner-Robertson – Trustee (2 hours per week)
- Scott Robertson – Director (1 hour per week)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GAIL WERNER-ROBERTSON | TRUSTEE | 2 | — |
| SCOTT ROBERTSON | DIRECTOR | 1 | — |
Recent News & Activity
Recent developments and announcements
The foundation made 19 grants in 2024, continuing its active grantmaking across its priority areas. Recent grants include support for autism services, education initiatives through the Children's Scholarship Fund of Omaha, and economic research through the Platte Institute.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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