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

1

+0.0% YoY

Avg Grant Size

$1K

+0.0% YoY

About Roy and Joanne Robertson Foundation

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Ambridge

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$16K$21K2021202220232024
Metric202420232022
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

$0$250$500$750$1K0 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

TRINITY EPISCOPAL SCHOOL…$1K

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
CAMPBELL D COXE JRTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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