Robson Liza & James Fdn Agency XXXXXX3092

Private foundation · Grantmaker La Crosse, WI EIN: 47-2731220

Robson Liza & James Fdn Agency XXXXXX3092 is a private foundation, based in La Crosse, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 2 grants totaling $10K. Net investment income was $16K.

Key facts about Robson Liza & James Fdn Agency XXXXXX3092

In short: Robson Liza & James Fdn Agency XXXXXX3092 gave $10K across 2 grants in 2025 (avg $5K), mostly in Vermont. Source: 2025 IRS Form 990-PF.

EIN
47-2731220
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
2
Average grant
$5,000
Median grant
$5,000
Total assets
$1,702,639
Primary geography
Vermont (50% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

+759.3% YoY

Annual Giving

$10K

+900.0% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$5K

+400.0% YoY

Under IRS private-foundation payout rules, Robson Liza & James Fdn Agency XXXXXX3092 reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

How Robson Liza & James Fdn Agency XXXXXX3092 gives

  • Giving held roughly steady from 2022 to 2025 (−17%). Method
  • In 2025 it paid out 64% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

West Saint PaulBurnsvillePutneyMinneapolisSt. Paul

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2020 1 grant2021 1 grant2022 4 grants2023 1 grant2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $1K (2024) to $21K (2023). In 2025 it made 2 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Landmark College: $5KLandmark College$5K360 Communities: $5K360 Communities$5K

The largest 2025 recipient was Landmark College ($5K). Together the top 2 received $10K.

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Landmark College Putney, VTEducation$5,000
360 Communities Burnsville, MNFood Shelf and Community$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,702,639$198,144$192,881
Revenue$1,516,761$8,346$8,617
Expenses$12,102$3,042$22,931
Qualifying Distributions$11,025$1,925$21,925
Net Investment Income$15,684$7,229$7,575
Distributable Amount$17,174$10,679$10,377

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Robson Liza & James Fdn Agency XXXXXX3092 is led by Liza A Robson, President & CEO on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Liza A Robson

    President & CEO

    On filings since 2020

    1 hr/week

    No compensation reported

  • James B Robson

    Treasurer, CFO & Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Robson Liza & James Fdn Agency XXXXXX3092

How much does Robson Liza & James Fdn Agency XXXXXX3092 give each year?

Robson Liza & James Fdn Agency XXXXXX3092 gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.

How large is Robson Liza & James Fdn Agency XXXXXX3092?

Robson Liza & James Fdn Agency XXXXXX3092 reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Robson Liza & James Fdn Agency XXXXXX3092 operate?

Robson Liza & James Fdn Agency XXXXXX3092 has awarded grants in Minnesota, Vermont.

What is Robson Liza & James Fdn Agency XXXXXX3092's EIN?

Robson Liza & James Fdn Agency XXXXXX3092's EIN (Employer Identification Number) is 47-2731220. IRS Form 990 filing data is available on this page for 2020–2025.

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

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