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Nonprofit · EIN 43-6079730

ROBERTSON FAMILY FOUNDATION

Tax-exempt · PLATTE CITY, MO 64079

Financials

$6K$7K2023$4K$3K2024$6K$5K2025
Revenue Expenses · by fiscal year end
Financials of ROBERTSON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,834$4,618$1,216$99,035$0$99,035
December 31, 2024990-PF$4,476$2,998$1,478$97,819$0$97,819
December 31, 2023990-PF$5,794$7,276-$1,482$96,341$0$96,341
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,438
Interest
$84
Net gain from sales of assets
$3,188
Other income
$124

Expenses

Grants and similar amounts paid
$1,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,074
Excise tax on investment income
$46

Balance sheet and other

Total assets, start of year
$97,819
Total assets, end of year
$99,035
Total liabilities, end of year
$0
Net assets, end of year
$99,035
Fair market value of assets
$161,862
Qualifying distributions
$2,074
Net investment income
$5,834

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.

NameTitleHours / weekCompensation
JAMES MICHAEL ROBERTSON
16605 NW 126TH ST, PLATTE CITY, MO 640797221
PRESIDENT2$0
CORBY ROBERTSON
1409 TAMARA DR, ST JOSEPH, MO 64506
DIRECTOR1$0
MARGARET A GRAHAM
8120 NW HARDEN DRIVE, KANSAS CITY, MO 64151
SECRETARY/DIRECTOR1$0
MATTHEW JOSEPH ROBERTSON
15355 SHARP STATION RD, PLATTE CITY, MO 64079
TREASURE/DIRECTOR1$0
TIMOTHY ROBERTSON
1057 MILL STREET, SELMA, CA 93662
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JAMES MICHAEL ROBERTSON
16605 NW 126TH ST, PLATTE CITY, MO 640797221
PRESIDENT2$0
CORBY ROBERTSON
1409 TAMARA DR, ST JOSEPH, MO 64506
DIRECTOR1$0
MARGARET A GRAHAM
8120 NW HARDEN DRIVE, KANSAS CITY, MO 64151
SECRETARY/DIRECTOR1$0
MATTHEW JOSEPH ROBERTSON
15355 SHARP STATION RD, PLATTE CITY, MO 64079
TREASURE/DIRECTOR1$0
TIMOTHY ROBERTSON
1057 MILL STREET, SELMA, CA 93662
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JAMES MICHAEL ROBERTSON
16605 NW 126TH ST, PLATTE CITY, MO 640797221
PRESIDENT2$0
CORBY ROBERTSON
1409 TAMARA DR, ST JOSEPH, MO 64506
DIRECTOR1$0
MARGARET A GRAHAM
8120 NW HARDEN DRIVE, KANSAS CITY, MO 64151
SECRETARY/DIRECTOR1$0
MATTHEW JOSEPH ROBERTSON
15355 SHARP STATION RD, PLATTE CITY, MO 64079
TREASURE/DIRECTOR1$0
TIMOTHY ROBERTSON
1057 MILL STREET, SELMA, CA 93662
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
16605 NW 126TH ST, PLATTE CITY, MO 64079-7221
Signed the 990-PF
JAMES MICHAEL ROBERSTON, PRESIDENT
Phone
(573) 268-6209
Return prepared by
UHY ADVISORS MIDWEST INC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6079730
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
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$99,035
Income (IRS master file)
$23,633

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,834$4,618$99,035IRS
990-PFDecember 2024$4,476$2,998$97,819IRS
990-PFDecember 2023$5,794$7,276$96,341XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 43-6079730).

Questions about ROBERTSON FAMILY FOUNDATION

What is the EIN of ROBERTSON FAMILY FOUNDATION?
The employer identification number (EIN) of ROBERTSON FAMILY FOUNDATION is 43-6079730.
Is ROBERTSON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
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 5 people; 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 $5,834, expenses of $4,618 and total assets of $99,035 at year end.

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