Nonprofit · EIN 54-2036566
ROBERTSON FAMILY FOUNDATION INC
Tax-exempt · ROANOKE, VA 24018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $562,055 | $1,204,964 | -$642,909 | $12,651,452 | $6,526 | $12,644,926 |
| December 31, 2024 | 990-PF | $890,859 | $946,084 | -$55,225 | $13,318,525 | $3,854 | $13,314,671 |
| December 31, 2023 | 990-PF | $512,837 | $938,919 | -$426,082 | $13,374,043 | $4,147 | $13,369,896 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $366,585
- Interest
- $8,351
- Net gain from sales of assets
- $187,119
Expenses
- Grants and similar amounts paid
- $879,378
- Compensation of officers, directors and key employees
- $105,891
- Disbursements for charitable purposes
- $1,057,319
- Excise tax on investment income
- $5,924
Balance sheet and other
- Total assets, start of year
- $13,318,525
- Total assets, end of year
- $12,651,452
- Total liabilities, end of year
- $6,526
- Net assets, end of year
- $12,644,926
- Fair market value of assets
- $15,464,840
- Qualifying distributions
- $1,057,319
- Net investment income
- $562,055
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 | Other / benefits |
|---|---|---|---|---|
| B J ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | EXECUTIVE DIRECTOR | 40 | $105,891 | $26,472 |
| ELAINE R ZOPP 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | PRESIDENT | 5 | $0 | $0 |
| BARRY ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | VICE PRESIDENT | 1 | $0 | $0 |
| SUZANNE R JONES 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | DIRECTOR | 1 | $0 | $0 |
| LAURA B ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | DIRECTOR | 1 | $0 | $0 |
| LINDSEY A COLEY 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| B J ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | EXECUTIVE DIRECTOR | 40 | $100,843 | $25,210 |
| ELAINE R ZOPP 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | PRESIDENT | 5 | $0 | $0 |
| BARRY ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | VICE PRESIDENT | 1 | $0 | $0 |
| SUZANNE R JONES 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | DIRECTOR | 1 | $0 | $0 |
| LAURA B ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | DIRECTOR | 1 | $0 | $0 |
| LINDSEY A COLEY 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| B J ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | EXECUTIVE DIRECTOR | 40 | $96,082 | $24,020 |
| ELAINE R ZOPP 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | PRESIDENT | 5 | $0 | $0 |
| BARRY ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | VICE PRESIDENT | 1 | $0 | $0 |
| SUZANNE R JONES 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | DIRECTOR | 1 | $0 | $0 |
| LAURA B ROBERTSON 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | DIRECTOR | 1 | $0 | $0 |
| LINDSEY A COLEY 3130 CHAPARRAL DRIVE STE 108, ROANOKE, VA 24018 | SECRETARY | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3130 CHAPARRAL DRIVE BUILDING B SU, ROANOKE, VA 24018-4353
- In care of
- % LOUISE R LESTER
- Signed the 990-PF
- BJ ROBERTSON, EXECUTIVE DIRECTOR
- Phone
- (540) 595-7876
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
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
- 54-2036566
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $12,651,452
- Income (IRS master file)
- $8,143,651
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $562,055 | $1,204,964 | $12,651,452 | IRS |
| 990-PF | December 2024 | $890,859 | $946,084 | $13,318,525 | XML |
| 990-PF | December 2023 | $512,837 | $938,919 | $13,374,043 | 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 54-2036566).
Questions about ROBERTSON FAMILY FOUNDATION INC
- What is the EIN of ROBERTSON FAMILY FOUNDATION INC?
- The employer identification number (EIN) of ROBERTSON FAMILY FOUNDATION INC is 54-2036566.
- Is ROBERTSON FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROBERTSON FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTSON FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTSON FAMILY FOUNDATION INC 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 INC 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 INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $105,891 (B J ROBERTSON, EXECUTIVE DIRECTOR).
- How much revenue does ROBERTSON FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $562,055, expenses of $1,204,964 and total assets of $12,651,452 at year end.
Other nonprofits in ROANOKE
- FRIENDSHIP FOUNDATION EIN 54-1427948 · last filed 990 for 2025
- COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA EIN 54-1959458 · last filed 990 for 2025
- UNITED WAY OF VIRGINIAS BLUE RIDGE EIN 54-0535302 · last filed 990 for 2025
- MCLEOD FAMILY FOUNDATION INC EIN 27-0365906 · last filed 990-PF for 2025
- RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST VIRGINIA INC EIN 54-1244769 · last filed 990 for 2024
- LIFE RING FOUNDATION EIN 27-0927269 · last filed 990 for 2024
- M W ARMISTEAD III FAMILY FOUNDATION EIN 03-0435755 · last filed 990-PF for 2025
- MARY SUE COLLINS FOUNDATION EIN 82-6821945 · last filed 990-PF for 2025
All nonprofits in ROANOKE · Virginia · Philanthropy, voluntarism and grantmaking foundations