Private Foundation

THE ROBERTSON TRUST

Based in BOSTON, MA, THE ROBERTSON TRUST operates as a Private Foundation. The organization reported $113K in revenue, $76K in expenses, $909K in total assets for fiscal year 2024. Imperigo tracks 5 reported grants from this foundation totaling approximately $321K.

EIN: 046109594 BOSTON, MA Latest filing: 2024
Total Revenue$113K
Total Expenses$76K
Total Assets$909K
Grants Given5
Grant Total$321K
Filing Years2020–2024

Sample Grants Given

SEE RECIPIENT SCHEDULE ATTACHED
BOSTON, MA · 2024
SEE RECIPIENT SCHEDULE
$65,500
SEE RECIPIENT SCHEDULE ATTACHED
BOSTON, MA · 2023
SEE RECIPIENT SCHEDULE
$65,250
SEE RECIPIENT SCHEDULE ATTACHED
BOSTON, MA · 2022
SEE RECIPIENT SCHEDULE
$65,250
SEE RECIPIENT SCHEDULE ATTACHED
BOSTON, MA · 2021
SEE RECIPIENT SCHEDULE
$64,500
SEE RECIPIENT SCHEDULE ATTACHED
BOSTON, MA · 2020
SEE RECIPIENT SCHEDULE
$60,750

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

TRUSTEE Elizabeth R Whitters
TRUSTEE Kenneth M Robertson Appt'd 1272
TRUSTEE Michael S Robertson

Officer compensation and complete director data available with membership.

Top Grant Purposes

SEE RECIPIENT SCHEDULE
$321,250 5 grants

Financial Trends

Year Revenue Expenses Assets
2024 $113K $76K $909K
2023 $57K $74K $872K
2022 $10K $73K $888K
2021 $54K $82K $951K
2020 $420K $68K $979K

Between 2020 and 2024, reported annual revenue declined from $420K to $113K (-73%), with total assets most recently reported at $909K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA.

MA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE ROBERTSON TRUST

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