Nonprofit · EIN 20-4587472
ROBERTSON FAMILY FOUNDATION
Tax-exempt (reinstated) · GRAND RAPIDS, MI 49544
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,785 | $1,585 | $200 | $255 | $0 | $255 |
| December 31, 2024 | 990-PF | $1,560 | $1,660 | -$100 | $55 | $0 | $55 |
| December 31, 2023 | 990-PF | $1,235 | $1,585 | -$350 | $155 | $0 | $155 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,785
Expenses
- Grants and similar amounts paid
- $1,235
- Disbursements for charitable purposes
- $1,235
Balance sheet and other
- Total assets, start of year
- $55
- Total assets, end of year
- $255
- Total liabilities, end of year
- $0
- Net assets, end of year
- $255
- Qualifying distributions
- $1,235
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 |
|---|---|---|---|
| JOEL ROBERTSON 3061 RIDGE PORT DR NW, GRAND RAPIDS, MI 49544 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOEL ROBERTSON 3061 RIDGE PORT DR NW, GRAND RAPIDS, MI 49544 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOEL ROBERTSON 3061 RIDGE PORT DR NW, GRAND RAPIDS, MI 49544 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3061 RIDGE PORT DR NW, GRAND RAPIDS, MI 49544-9600
- In care of
- % JOEL C ROBERTSON
- Signed the 990-PF
- JOEL ROBERTSON, TREASURER
- Phone
- (616) 915-4328
- Return prepared by
- DP TAX & ACCOUNTING PLLC
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
- 20-4587472
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $255
- Income (IRS master file)
- $1,785
Revocation and reinstatement
- Exemption revoked
- May 15, 2017
- Posted by the IRS
- August 16, 2017
- Reinstated
- Effective May 15, 2017
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,785 | $1,585 | $255 | XML |
| 990-PF | December 2024 | $1,560 | $1,660 | $55 | XML |
| 990-PF | December 2023 | $1,235 | $1,585 | $155 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-4587472).
Questions about ROBERTSON FAMILY FOUNDATION
- What is the EIN of ROBERTSON FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERTSON FAMILY FOUNDATION is 20-4587472.
- Is ROBERTSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2017 and reinstated it effective May 15, 2017.
- Are donations to ROBERTSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTSON FAMILY FOUNDATION 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 FAMILY FOUNDATION 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 FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROBERTSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,785, expenses of $1,585 and total assets of $255 at year end.
Other nonprofits in GRAND RAPIDS
- VAN ANDEL INSTITUTE EIN 52-2000820 · last filed 990 for 2024
- GORDON CHRISTIAN TRUST EIN 38-2596725 · last filed 990 for 2025
- GRAND ACTION FOUNDATION 2 0 EIN 38-3147133 · last filed 990 for 2025
- GRAND RAPIDS COMMUNITY FOUNDATION EIN 38-2877959 · last filed 990 for 2025
- HEART OF WEST MICHIGAN UNITED WAY EIN 38-1360923 · last filed 990 for 2025
- RICHARD AND HELEN DEVOS FOUNDATION EIN 45-6659303 · last filed 990-PF for 2024
- DEVOS FAMILY FOUNDATION EIN 86-1509286 · last filed 990-PF for 2024
- GII CHARITIES EIN 90-0098975 · last filed 990-PF for 2025
All nonprofits in GRAND RAPIDS · Michigan · Philanthropy, voluntarism and grantmaking foundations