Robertson Family Fund Inc

Private foundation · Grantmaker West Palm Beach, FL EIN: 46-2509918

Robertson Family Fund Inc is a private foundation based in West Palm Beach, Florida. It makes contributions to preselected charitable organizations and supported 24 organizations with $360,000 in grants in 2024.

Robertson Family Fund Inc at a glance

In short: Robertson Family Fund Inc gave $360K across 24 grants in 2024 (avg $15K), top state New York. 25% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$360,000
-12.0% vs 2023
Grants made (2024)
24
-22.6% vs 2023
Average grant
$15,000
+13.7% vs 2023
Median grant
$10,000
Total assets
$8,079,996
+1.7% vs 2023
New grantees (estimate)
25% first-time grantees (6 of 24, 2024; small sample)
Primary geography
New York (47% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Robertson Family Fund Inc

Accepts unsolicited proposals
No
How to Apply

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

Contact

Mailing address: 580 Village Blvd 110, West Palm Beach, FL 33409
Phone: (561) 891-9166

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

Who Robertson Family Fund Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Cold Spring Harbor Laboratories: $68KCold Spring HarborLaboratories$68KColumbia Presbyterian Hospital: $50KColumbia Presbyterian Hospital$50KBAVC Media: $32KBAVC Media$32KOwl Research Institute: $30KOwl Research Institute$30KSave The Children: $25KSave The Children$25KStowe Land Trust: $20KStowe Land Trust$20KThe Film Collaborative: $12KThe Film Collaborative$12KDemocracy Now: $10KDemocracy Now$10KKPFA Radio: $10KKPFA Radio$10KLake Champlain Land Trust: $10KLake Champlain Land Trust$10K

The largest 2024 recipient was Cold Spring Harbor Laboratories ($68K). Together the top 10 received $267K.

Grant Size Distribution

148 grants across all recorded years

137<$50K9$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 137 grants of 148 (93%).

Geographic Focus

Where this funder awards grants

In 2024, 47% of grant dollars went to recipients in New York, 23% to California, 10% to Vermont, 8% to Montana, and 3% to Washington.

Grant Distribution by State

18states

Share of 2024 grant dollars across all 24 itemized grants.

Cities

New YorkStoweBurlingtonAlexandriaBerkeleyCold Spring HarborSan FranciscoCharloDeerfieldLos AngelesHuntingtonJupiterMontgomeryOlympiaWest Palm BeachKentOaklandStuartArlingtonMcKinleyville

Is Robertson Family Fund Inc open to new grantees?

25%

first-time grantees, 2024

In 2024, 6 of 24 grantees (25%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $15K; repeat grants $15K. How we count

Medians: $10K first-time, $10K repeat.

  • 58% of 2024 grantees were also funded in 2023. Method
  • Giving fell 22% from 2021 to 2024. Method
  • In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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$200K$400K$600K43 grants2020 28 grants2021 22 grants2022 31 grants2023 24 grants2024

From 2020 to 2024, annual grant giving ranged from $320K (2022) to $507K (2020). In 2024 it made 24 grants totaling $360K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Cold Spring Harbor Laboratories Cold Spring Harbor, NYGeneral Support$67,500
Columbia Presbyterian Hospital New York, NYGeneral Purposes$50,000
BAVC Media San Francisco, CAGeneral Support$32,000
Owl Research Institute Charlo, MTGeneral Support$30,000
Save The Children New York, NYGeneral Support$25,000
Stowe Land Trust Stowe, VTGeneral Support$20,000
The Film Collaborative Los Angeles, CAGeneral Purposes$12,000
Democracy Now New York, NYGeneral Support$10,000
KPFA Radio Berkeley, CAGeneral Support$10,000
Lake Champlain Land Trust Burlington, VTGneral Support$10,000
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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
2024$8,079,996$716,316$580,628$360,00024$435,094$570,782$434,775
2023$7,944,308$560,922$588,734$409,00031$481,719$453,907$404,642
2022$7,972,120$-76,894$482,595$319,87022$390,997$19,741—
2021$8,531,609$270,228$647,699$463,50028$534,073$156,592—
2020$9,030,735$1,364,666$672,120$506,94043—$1,272,524$430,885

Under IRS private-foundation payout rules, Robertson Family Fund Inc reported a distributable amount of $435K for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation’s mission is not stated in the available information. Its grantees describe a range of activities: Owl Research Institute says it promotes wildlife conservation through research and education; Stowe Land Trust and Lake Champlain Land Trust describe work conserving land and natural areas; and The Film Collaborative says it provides independent filmmakers with educational materials and distribution-related services. America SCORES describes after-school and summer programming combining soccer, poetry, and service-learning to support young people.

Grantmaking

In 2024, the foundation made 24 grants totaling $360,000. Awards ranged from $2,000 to $67,500, with a median grant of $10,000. Notable grants included $67,500 to Cold Spring Harbor Laboratories, $50,000 to Columbia Presbyterian Hospital, $32,000 to BAVC Media, $30,000 to Owl Research Institute, and $25,000 to Save The Children. Other grants included $20,000 to Stowe Land Trust, $12,000 to The Film Collaborative, and $10,000 each to Democracy Now, KPFA Radio, Lake Champlain Land Trust, Earth Lab SF, and PAMC Foundation.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists William S Robertson as president, Julia M Robertson as secretary, and Geoffrey S Robertson as treasurer.

Robertson Family Fund Inc is led by William S Robertson, President on every filing since 2020; all 3 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • William S Robertson

    President

    On filings since 2020

    $36K (2020) → $36K (2024)

  • Geoffrey S Robertson

    Treasurer

    On filings since 2020

    $30K (2020) → $30K (2024)

  • Julia M Robertson

    Secretary

    On filings since 2020

    $24K (2020) → $24K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

William S Robertson — President: $36KWilliam S RobertsonPresident$36KGeoffrey S Robertson — Treasurer: $30KGeoffrey S RobertsonTreasurer$30KJulia M Robertson — Secretary: $24KJulia M RobertsonSecretary$24K

The highest reported compensation on the 2024 filing was $36K, to William S Robertson (President). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Robertson Family Fund Inc

How much does Robertson Family Fund Inc give each year?

Robertson Family Fund Inc gave $360K across 24 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $409K across 31 grants.

What is Robertson Family Fund Inc's typical grant size?

Robertson Family Fund Inc's median grant in 2024 was $10,000, and its average grant was $15,000, across 24 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Robertson Family Fund Inc that year got $15K on average.

Where does Robertson Family Fund Inc give grants?

Robertson Family Fund Inc's top state is New York, with 47% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (23%) and Vermont (10%). The most frequent recipient cities were New York, NY (5 grants), San Francisco, CA (2 grants), Stowe, VT (2 grants) and Los Angeles, CA (2 grants).

Does Robertson Family Fund Inc give general operating support?

Yes: 96% of Robertson Family Fund Inc's 2024 grants with a stated purpose (23 of 24) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Robertson Family Fund Inc's largest grantees?

Robertson Family Fund Inc's largest 2024 grantees include Cold Spring Harbor Laboratories ($67,500), Columbia Presbyterian Hospital ($50,000) and BAVC Media ($32,000), according to its 2024 IRS Form 990-PF. Together they received 42% of its itemized 2024 grant dollars.

How large is Robertson Family Fund Inc?

Robertson Family Fund Inc reported $8.1M in total assets on its 2024 IRS Form 990-PF. It paid out $435K in qualifying distributions that year, against a required minimum of $435K (roughly 5% of its investment assets).

What does Robertson Family Fund Inc fund?

The foundation’s mission is not stated in the available information. See mission & focus areas ↑

How do I apply for a grant from Robertson Family Fund Inc?

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

What is Robertson Family Fund Inc's EIN?

Robertson Family Fund Inc's EIN (Employer Identification Number) is 46-2509918. IRS Form 990 filing data is available on this page for 2020–2024.

Does Robertson Family Fund Inc 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

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 14, 2023)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 18, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 4, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Robertson Family Fund Inc funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/robertson-family-fund-inc-morg_ca202959b7fd479796e3860656f6ed57

BibTeX
@misc{grantable_462509918_2026,
  author       = {{Grantable}},
  title        = {{Robertson Family Fund Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/robertson-family-fund-inc-morg_ca202959b7fd479796e3860656f6ed57},
  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 Fund Inc'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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