The Robertson Trust
BOSTON, MA EIN: 04-6109594
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$909K
+4.3% YoY
Annual Giving
$66K
+0.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$66K
+0.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $908,605 | $871,507 | $887,905 |
| Revenue | $113,236 | $57,333 | $10,240 |
| Expenses | $76,138 | $73,731 | $73,418 |
| Qualifying Distributions | $67,285 | $67,070 | $66,965 |
| Net Investment Income | $105,458 | $50,399 | $16,592 |
| Distributable Amount | $66,662 | $59,545 | $58,261 |
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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Robertson Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL S ROBERTSON | TRUSTEE | 10 | — |
| ELIZABETH R WHITTERS | TRUSTEE | 10 | — |
| KENNETH M ROBERTSON APPT'D 1272 | TRUSTEE | 10 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $321K (100%)
States
Cities
Boston
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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