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Nonprofit · EIN 62-1762964

KELLEY ROBERTSON FOUNDATION

Also known as ROBERTSON ANNIE K & NEIL COTTEE

Tax-exempt · NASHVILLE, TN 37215

Financials

$6K$47K2023$4K$38K2024$5K$49K2025
Revenue Expenses · by fiscal year end
Financials of KELLEY ROBERTSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,562$49,277-$44,715$329,283$0$329,283
December 31, 2024990-PF$3,944$38,226-$34,282$373,991$0$373,991
December 31, 2023990-PF$6,117$46,768-$40,651$408,773$0$408,773
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,949
Interest
$418
Net gain from sales of assets
$2,195

Expenses

Grants and similar amounts paid
$45,550
Disbursements for charitable purposes
$45,550
Excise tax on investment income
$51

Balance sheet and other

Total assets, start of year
$373,991
Total assets, end of year
$329,283
Total liabilities, end of year
$0
Net assets, end of year
$329,283
Fair market value of assets
$341,993
Qualifying distributions
$45,550
Net investment income
$4,562

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
JAYNE ANDREWS
1626 CHICKERING ROAD, NASHVILLE, TN 37215
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JAYNE ANDREWS
1626 CHICKERING ROAD, NASHVILLE, TN 37215
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JAYNE ANDREWS
1626 CHICKERING ROAD, NASHVILLE, TN 37215
TRUSTEE1$0

Address and contacts

Address (IRS master file)
1626 CHICKERING RD, NASHVILLE, TN 37215-4906
Signed the 990-PF
JAYNE ANDREWS, TRUSTEE
Phone
(615) 477-9566
Return prepared by
BLANKENSHIP CPA GROUP 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 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
62-1762964
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$329,283
Income (IRS master file)
$17,887

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,562$49,277$329,283IRS
990-PFDecember 2024$3,944$38,226$373,991XML
990-PFDecember 2023$6,117$46,768$408,773XML
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 62-1762964).

Questions about KELLEY ROBERTSON FOUNDATION

What is the EIN of KELLEY ROBERTSON FOUNDATION?
The employer identification number (EIN) of KELLEY ROBERTSON FOUNDATION is 62-1762964.
Is KELLEY ROBERTSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to KELLEY ROBERTSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KELLEY ROBERTSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KELLEY 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 KELLEY 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 KELLEY ROBERTSON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does KELLEY ROBERTSON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,562, expenses of $49,277 and total assets of $329,283 at year end.

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