Nonprofit · EIN 31-6028029
REUBEN B ROBERTSON FOUNDATION
Tax-exempt · SAMMAMISH, WA 98075
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $96,859 | $56,768 | $40,091 | $621,219 | $0 | $621,219 |
| December 31, 2024 | 990-PF | $53,472 | $54,146 | -$674 | $581,128 | $0 | $581,128 |
| December 31, 2023 | 990-PF | $11,718 | $47,993 | -$36,275 | $581,802 | $0 | $581,802 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $52,645
- Net gain from sales of assets
- $44,214
Expenses
- Grants and similar amounts paid
- $52,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $53,235
- Excise tax on investment income
- $1,297
Balance sheet and other
- Total assets, start of year
- $581,128
- Total assets, end of year
- $621,219
- Total liabilities, end of year
- $0
- Net assets, end of year
- $621,219
- Fair market value of assets
- $830,180
- Qualifying distributions
- $53,235
- Net investment income
- $96,859
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 |
|---|---|---|---|
| George W Robertson 1275 12th Ave NW Suite 1B, Issaquah, WA 98027 | Trustee | 3 | $0 |
| Sara H Robertson 4809 NE 141st Ave, Vancouver, WA 98682 | Trustee | 1 | $0 |
| Lauren Swanson 3809 N River Oak Pl, Tucson, AZ 85718 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George W Robertson 1275 12th Ave NW Suite 1B, Issaquah, WA 98027 | Trustee | 3 | $0 |
| Sara H Robertson 4809 NE 141st Ave, Vancouver, WA 98682 | Trustee | 1 | $0 |
| Lauren Swanson 3809 N River Oak Pl, Tucson, AZ 85718 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George W Robertson 1275 12th Ave NW Suite 1B, Issaquah, WA 98027 | Trustee | 3 | $0 |
| Sara H Robertson 4809 NE 141st Ave, Vancouver, WA 98682 | Trustee | 1 | $0 |
| Lauren Swanson 3809 N River Oak Pl, Tucson, AZ 85718 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3020 ISSAQUAH PINE LAKE RD SE PMB61, SAMMAMISH, WA 98075-7253
- In care of
- % GEORGE ROBERTSON
- Signed the 990-PF
- George, Robertson
- Phone
- (253) 549-6292
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
- 31-6028029
- 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
- 1954
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $621,219
- Income (IRS master file)
- $181,979
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $96,859 | $56,768 | $621,219 | XML |
| 990-PF | December 2024 | $53,472 | $54,146 | $581,128 | XML |
| 990-PF | December 2023 | $11,718 | $47,993 | $581,802 | 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 31-6028029).
Questions about REUBEN B ROBERTSON FOUNDATION
- What is the EIN of REUBEN B ROBERTSON FOUNDATION?
- The employer identification number (EIN) of REUBEN B ROBERTSON FOUNDATION is 31-6028029.
- Is REUBEN B ROBERTSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to REUBEN B ROBERTSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does REUBEN B ROBERTSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of REUBEN B ROBERTSON 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 REUBEN B ROBERTSON 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 REUBEN B ROBERTSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does REUBEN B ROBERTSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $96,859, expenses of $56,768 and total assets of $621,219 at year end.
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