Nonprofit · EIN 46-2509918
ROBERTSON FAMILY FUND INC
Tax-exempt · JUNO BEACH, FL 33408
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $716,316 | $580,628 | $135,688 | $8,079,996 | $0 | $8,079,996 |
| December 31, 2023 | 990-PF | $560,922 | $588,734 | -$27,812 | $7,944,308 | $0 | $7,944,308 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $343,752
- Interest
- $32,496
- Net gain from sales of assets
- $340,068
Expenses
- Grants and similar amounts paid
- $360,000
- Compensation of officers, directors and key employees
- $90,000
- Disbursements for charitable purposes
- $435,094
- Excise tax on investment income
- $7,934
Balance sheet and other
- Total assets, start of year
- $7,944,308
- Total assets, end of year
- $8,079,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,079,996
- Fair market value of assets
- $9,448,947
- Qualifying distributions
- $435,094
- Net investment income
- $716,316
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William S Robertson 580 Village Blvd Suite 110, West Palm Beach, FL 33409 | President | 0 | $36,000 |
| Geoffrey S Robertson 333 Upper Hollow Hill Road, Stowe, VT 05672 | Treasurer | 0 | $30,000 |
| Julia M Robertson 1421 Josephine Street, Berkeley, CA 94703 | Secretary | 0 | $24,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William S Robertson 580 Village Blvd Suite 110, West Palm Beach, FL 33409 | President | 0 | $36,000 |
| Geoffrey S Robertson 333 Upper Hollow Hill Road, Stowe, VT 05672 | Treasurer | 0 | $30,000 |
| Julia M Robertson 1421 Josephine Street, Berkeley, CA 94703 | Secretary | 0 | $24,000 |
Address and contacts
- Address (IRS master file)
- 14255 US HIGHWAY 1 SUITE 223, JUNO BEACH, FL 33408-1490
- In care of
- % WITHUMSMITHBROWN CPAS
- Signed the 990-PF
- William S Robertson, President
- Phone
- (561) 891-9166
- Return prepared by
- DIVINE BLALOCK MARTIN & SELLARI LLC
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 | Not 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
- 46-2509918
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,079,996
- Income (IRS master file)
- $1,652,078
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $716,316 | $580,628 | $8,079,996 | IRS |
| 990-PF | December 2023 | $560,922 | $588,734 | $7,944,308 | 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 46-2509918).
Questions about ROBERTSON FAMILY FUND INC
- What is the EIN of ROBERTSON FAMILY FUND INC?
- The employer identification number (EIN) of ROBERTSON FAMILY FUND INC is 46-2509918.
- Is ROBERTSON FAMILY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ROBERTSON FAMILY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTSON FAMILY FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTSON FAMILY FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTSON FAMILY FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERTSON FAMILY FUND INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $36,000 (William S Robertson, President).
- How much revenue does ROBERTSON FAMILY FUND INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $716,316, expenses of $580,628 and total assets of $8,079,996 at year end.
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