Funder DirectoryTHE ROBERTSON TRUST
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Private foundation (trust)EIN 046109594Est. 1950-12

THE ROBERTSON TRUST

BOSTON, MA 022055806

Accepts unsolicited proposals

Total Assets

$1.3M

FY 2023

Annual Giving

$65K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$65K

FY 2023

Grant Range

$65K–$65K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$57K

Total Expenses

$74K

Qualifying Distributions

$67K

Distributable Amount

$60K

Min. Investment Return

$60K

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

4 years

Giving over time from 2020 to 2023. Peak $65K in 2022. Hover bars for details.

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

Top Recipients

4 grants

SEE RECIPIENT SCHEDULE ATTACHED
$256K
4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Massachusetts
$256K
100% of total

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THE ROBERTSON TRUST — Grants, Financials & Contact | Grantivo