Funder DirectoryMARGIE AND JAMES ROBERTSON SCHOLARSHIP
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Private foundation (trust)EIN 814396403Est. 2017-01

MARGIE AND JAMES ROBERTSON SCHOLARSHIP

GREAT FALLS, MT 59403

Total Assets

$1.0M

FY 2023

Annual Giving

$45K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$45K

FY 2023

Grant Range

$45K–$45K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$53K

Total Expenses

$59K

Qualifying Distributions

$49K

Distributable Amount

$47K

Min. Investment Return

$48K

Undistributed Income

$43K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2023. Peak $50K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

6 grants

ENNIS SCHOOL DISTRICT
$140K
3 grants
ENNIS SCHOOL DISTRIST
$120K
3 grants

Grant Size Distribution

6 grants

<$10K
$10–50K
5
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Montana
$260K
100% of total

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