Roy and Joanne Robertson Foundation

CHARLESTON, SC EIN: 87-1294471

Roy and Joanne Robertson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $16K in total assets. In 2024, it awarded 1 grants totaling $1K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16K

-6.3% YoY

Annual Giving

$1K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1K

+0.0% YoY

Under IRS private-foundation payout rules, Roy and Joanne Robertson Foundation reported a distributable amount of $807 for 2024 — the minimum it must pay out in qualifying distributions.

About Roy and Joanne Robertson Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $3K (100%)

States

Pennsylvania

Cities

Ambridge

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$15,527	$16,577	$18,001
Revenue	$756	$326	$19,001
Expenses	$1,806	$1,750	$1,000
Qualifying Distributions	$1,000	$1,000	$1,000
Net Investment Income	—	—	$1
Distributable Amount	$807	$861	$230

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Trinity Episcopal School for Ministry ($1,000).

Recipient	Purpose	Amount
TRINITY EPISCOPAL SCHOOL FOR MINISTRY AMBRIDGE, PA	JUSTYN TERRY FUTURE LEADERS SCHOLARSHIP	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CAMPBELL D COXE JR	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Roy and Joanne Robertson Foundation?

Roy and Joanne Robertson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. It holds $16K in total assets as of 2024.

How large is Roy and Joanne Robertson Foundation?

As of 2024, Roy and Joanne Robertson Foundation holds $16K in total assets with $756 in annual revenue. It awarded 1 grants totaling $1K in 2024.

Where does Roy and Joanne Robertson Foundation operate?

Roy and Joanne Robertson Foundation has awarded grants in Pennsylvania.

What size grants does Roy and Joanne Robertson Foundation award?

In 2024, Roy and Joanne Robertson Foundation awarded 1 grants totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Roy and Joanne Robertson Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roy and Joanne Robertson Foundation reported a distributable amount of $807 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roy and Joanne Robertson Foundation's EIN?

Roy and Joanne Robertson Foundation's EIN (Employer Identification Number) is 87-1294471. IRS Form 990 filing data is available on this page for 2021–2024.