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Nonprofit · EIN 84-2000163

ROBERTSON FAMILY FOUNDATION

Tax-exempt · LITITZ, PA 17543

Financials

$134K$136K2023$89K$91K2024$185K$180K2025
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$185,177$180,366$4,811$5,525$0$5,525
December 31, 2024990-PF$88,902$90,715-$1,813$714$0$714
December 31, 2023990-PF$134,124$136,111-$1,987$2,527$0$2,527
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$185,177

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$180,366

Balance sheet and other

Total assets, start of year
$714
Total assets, end of year
$5,525
Total liabilities, end of year
$0
Net assets, end of year
$5,525
Fair market value of assets
$5,525
Qualifying distributions
$180,366

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 ROBERTSON
3399 JETSTAR DR, LITITZ, PA 17543
PRESIDENT10$0
NEIL P ROBERTSON
3399 JETSTAR DR, LITITZ, PA 17543
SECRETARY1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JAMES ROBERTSON
3399 JETSTAR DR, LITITZ, PA 17543
PRESIDENT10$0
NEIL P ROBERTSON
3399 JETSTAR DR, LITITZ, PA 17543
SECRETARY1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JAMES ROBERTSON
3399 JETSTAR DR, LITITZ, PA 17543
PRESIDENT10$0
NEIL P ROBERTSON
3399 JETSTAR DR, LITITZ, PA 17543
SECRETARY1$0

Address and contacts

Address (IRS master file)
3399 JETSTAR DR, LITITZ, PA 17543-7636
Signed the 990-PF
JAMES ROBERTSON, PRESIDENT
Phone
(717) 625-3770
Return prepared by
EMC CPAS 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 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
84-2000163
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,525
Income (IRS master file)
$185,177

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$185,177$180,366$5,525XML
990-PFDecember 2024$88,902$90,715$714IRS
990-PFDecember 2023$134,124$136,111$2,527XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 84-2000163).

Questions about ROBERTSON FAMILY FOUNDATION

What is the EIN of ROBERTSON FAMILY FOUNDATION?
The employer identification number (EIN) of ROBERTSON FAMILY FOUNDATION is 84-2000163.
Is ROBERTSON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to ROBERTSON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% 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 2 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 $185,177, expenses of $180,366 and total assets of $5,525 at year end.

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