Nonprofit · EIN 04-6109594
ROBERTSON TRUST
Tax-exempt · BOSTON, MA 02205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $212,240 | $77,886 | $134,354 | $1,043,459 | $0 | $1,043,459 |
| December 31, 2024 | 990-PF | $113,236 | $76,138 | $37,098 | $908,605 | $0 | $908,605 |
| December 31, 2023 | 990-PF | $57,333 | $73,731 | -$16,398 | $871,507 | $0 | $871,507 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $30,116
- Net gain from sales of assets
- $182,124
Expenses
- Grants and similar amounts paid
- $65,450
- Disbursements for charitable purposes
- $67,345
- Excise tax on investment income
- $2,836
Balance sheet and other
- Total assets, start of year
- $908,605
- Total assets, end of year
- $1,043,459
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,043,459
- Fair market value of assets
- $1,633,024
- Qualifying distributions
- $67,345
- Net investment income
- $212,321
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL S ROBERTSON 2547 NORTH SUMMIT AVE, MILWAUKEE, WI 53211 | TRUSTEE | 10 | $0 |
| ELIZABETH R WHITTERS 60 SWING LN, FALMOUTH, MA 02540 | TRUSTEE | 10 | $0 |
| KENNETH M ROBERTSON APPT'D 1272 2 WINFIELD CT, EASTON, PA 18045 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL S ROBERTSON 2547 NORTH SUMMIT AVE, MILWAUKEE, WI 53211 | TRUSTEE | 10 | $0 |
| ELIZABETH R WHITTERS 60 SWING LN, FALMOUTH, MA 02540 | TRUSTEE | 10 | $0 |
| KENNETH M ROBERTSON APPT'D 1272 2 WINFIELD CT, EASTON, PA 18045 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL S ROBERTSON 2547 NORTH SUMMIT AVE, MILWAUKEE, WI 53211 | TRUSTEE | 10 | $0 |
| ELIZABETH R WHITTERS 60 SWING LN, FALMOUTH, MA 02540 | TRUSTEE | 10 | $0 |
| KENNETH M ROBERTSON APPT'D 1272 2 WINFIELD CT, EASTON, PA 18045 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- C/O FIDUCIARY TRUST CO PO BOX 5, BOSTON, MA 02205-0000
- In care of
- % FIDUCIARY TR CO
- Signed the 990-PF
- KENNETH M ROBERTSON, TRUSTEE
- Phone
- (617) 482-5270
- Return prepared by
- FIDUCIARY TRUST COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6109594
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1950
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,043,459
- Income (IRS master file)
- $388,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $212,240 | $77,886 | $1,043,459 | IRS |
| 990-PF | December 2024 | $113,236 | $76,138 | $908,605 | IRS |
| 990-PF | December 2023 | $57,333 | $73,731 | $871,507 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6109594).
Questions about ROBERTSON TRUST
- What is the EIN of ROBERTSON TRUST?
- The employer identification number (EIN) of ROBERTSON TRUST is 04-6109594.
- Is ROBERTSON TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to ROBERTSON TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTSON TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTSON TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTSON TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERTSON TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERTSON TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $212,240, expenses of $77,886 and total assets of $1,043,459 at year end.
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