Robertson Family Fund Inc
Robertson Family Fund Inc is a private foundation based in Juno Beach, Florida. Established in 2014, it operates as a 501(c)(3) tax-exempt organization dedicated to grantmaking and philanthropy.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$360K
-12.0% YoY
Grant Count
24
-22.6% YoY
Avg Grant Size
$15K
+13.7% YoY
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation made 23 grants in 2024, with total giving of $360,000. Typical grant awards range from $500 to $100,000.
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on:
- New York
- California
- Vermont
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $8,079,996
- Total Revenues: $716,316
- Total Expenses: $580,628
- Investment Income and Dividends: $376,248
- Net Gain from Sale of Non-Inventory Assets: $340,068
As of December 2023:
- Total Assets: $7.94M
- Total Revenues: $561,000
- Total Expenses: $589,000
Staffing: The foundation operates with 0 employees.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
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
148 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William S Robertson | President | — | $36,000 |
| Julia M Robertson | Secretary | — | $24,000 |
| Geoffrey S Robertson | Treasurer | — | $30,000 |
Subject Areas
Focus areas based on grantmaking activity
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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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