Robertson Family Foundation

OMAHA, NE EIN: 91-1816672

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

+21.4% YoY

Avg Grant Size

$14K

-40.5% YoY

Under IRS private-foundation payout rules, Robertson Family Foundation reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

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

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

Nebraska $807K (80%)

Virginia $92K (9%)

North Carolina $45K (4%)

Illinois $40K (4%)

Montana $10K (1%)

New York $4K (0%)

Iowa $2K (0%)

Texas $2K (0%)

+3 more states

States

Iowa Illinois Massachusetts Missouri Montana North Carolina Nebraska New Jersey New York Texas Virginia

Cities

ArlingtonBooneCarol StreamCarol StreemCherry HillChicagoCouncil BluffsDallasGretnaLincolnMissoulaNew YorkNorth AndoverOmahaSedalla

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Stand Together Trust ($91,860), Children's Scholarship Fund ($25,000), Creighton Athletics - Leaders for Life ($24,996).

Recipient	Purpose	Amount
ANGEL FLIGHT NE NORTH ANDOVER, MA	HEALTH & HUMAN SERVICES	$1,000
ARTHRITIS FOUNDATION NEBRASKA OMAHA, NE	HEALTH & HUMAN SERVICES	$10,000
ASSURE WOMEN'S CENTER OMAHA, NE	HEALTH & HUMAN SERVICES	$10,000
AUTISM ACTION PARTNERSHIP OMAHA, NE	SUPPORT FOR AUTISM	$170
CHILDREN'S SCHOLARSHIP FUND OMAHA, NE	EDUCATION SUPPORT	$25,000
CLOISTERS ON THE PLATTE GRETNA, NE	RELIGIOUS SUPPORT	$3,000
CREIGHTON ATHLETICS - LEADERS FOR LIFE OMAHA, NE	LEADERS FOR LIFE ANNUAL SCHOLARSHIP	$24,996
FOODBANK FOR THE HEARTLAND OMAHA, NE	COMMUNITY SUPPORT	$10,500
INSTITUTE OF PRIESTLY FORMATION OMAHA, NE	RELIGIOUS SUPPORT	$5,000
MARIAN HIGH SCHOOL OMAHA, NE	EDUCATION SUPPORT	$14,135

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

2024

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.

Frequently Asked Questions

What does Robertson Family Foundation fund?

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)

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

**Grant Activity & Amounts:** • Recent annual giving ranges from approximately $232,000 to $342,000 • Grant range: $1,000 to $125,408 • Median grant amount: $10,000 to $13,000 • Made 19 grants in 2024 and 43 grants in prior years **Grant Programs by Focus Area:** • Religious Support: $23,000 average (11 recipients) • Health & Human Services: $12,445 average (5 recipients) • Education Support: $10,083 average (4 recipients) • Community Support: $10,500 average (3 recipients) • Leaders for Life A…

Where does Robertson Family Foundation make grants?

The foundation primarily funds organizations in Nebraska, with some grants extending to Virginia and New Jersey.

What size grants does Robertson Family Foundation award?

In 2024, Robertson Family Foundation awarded 17 grants totaling $232K — an average of about $14K 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 $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.