Roy and Joanne Robertson Foundation Dtd 5-26-2021
Roy and Joanne Robertson Foundation Dtd 5-26-2021 is a private foundation, based in Charleston, SC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $14K in total assets. In 2025, it awarded 1 grant totaling $1K.
Roy and Joanne Robertson Foundation Dtd 5-26-2021 at a glance
In short: Roy and Joanne Robertson Foundation Dtd 5-26-2021 gave $1K across 1 grant in 2025 (avg $1K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,000
- +0.0% vs 2024
- Median grant
- $1,000
- Total assets
- $14,182
- -8.7% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Roy and Joanne Robertson Foundation Dtd 5-26-2021 funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Roy and Joanne Robertson Foundation Dtd 5-26-2021 gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 134% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $1K (2022) to $1K (2025). In 2025 it made 1 grant totaling $1K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $14,182 | $594 | $1,939 | $1,000 | 1 | $1,000 | — | $746 |
| 2024 | $15,527 | $756 | $1,806 | $1,000 | 1 | $1,000 | — | $807 |
| 2023 | $16,577 | $326 | $1,750 | $1,000 | 1 | $1,000 | — | $861 |
| 2022 | $18,001 | $19,001 | $1,000 | $1,000 | 1 | $1,000 | $1 | $230 |
Under IRS private-foundation payout rules, Roy and Joanne Robertson Foundation Dtd 5-26-2021 reported a distributable amount of $746 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roy and Joanne Robertson Foundation Dtd 5-26-2021 is led by Campbell D. Coxe Jr., Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Campbell D. Coxe Jr.
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Roy and Joanne Robertson Foundation Dtd 5-26-2021
How much does Roy and Joanne Robertson Foundation Dtd 5-26-2021 give each year?
Roy and Joanne Robertson Foundation Dtd 5-26-2021 gave $1K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.
How large is Roy and Joanne Robertson Foundation Dtd 5-26-2021?
Roy and Joanne Robertson Foundation Dtd 5-26-2021 reported $14K in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $746 (roughly 5% of its investment assets).
Where does Roy and Joanne Robertson Foundation Dtd 5-26-2021 operate?
Roy and Joanne Robertson Foundation Dtd 5-26-2021 has awarded grants in Pennsylvania.
What is Roy and Joanne Robertson Foundation Dtd 5-26-2021's EIN?
Roy and Joanne Robertson Foundation Dtd 5-26-2021's EIN (Employer Identification Number) is 87-1294471. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 4, 2026)
- IRS filings on file for fiscal years 2021–2025
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