Private Foundation

MARGIE AND JAMES ROBERTSON SCHOLARSHIP FUND

Based in GREAT FALLS, MT, MARGIE AND JAMES ROBERTSON SCHOLARSHIP FUND operates as a Private Foundation. The organization reported $66K in revenue, $61K in expenses, $931K in total assets for fiscal year 2025. Imperigo tracks 9 reported grants from this foundation totaling approximately $363K.

EIN: 814396403 GREAT FALLS, MT Latest filing: 2025

Total Revenue$66K

Total Expenses$61K

Total Assets$931K

Grants Given9

Grant Total$363K

Filing Years2021–2025

Sample Grants Given

ENNIS SCHOOL DISTRICT

ENNIS, MT · 2025

SCHOLARSHIPS AND FINANCIAL AID FOR GRADUATES

$46,702

ENNIS SCHOOL DISTRICT

ENNIS, MT · 2024

SCHOLARSHIPS AND FINANCIAL AID FOR GRADUATES

$43,407

ENNIS SCHOOL DISTRICT

ENNIS, MT · 2023

SCHOLARSHIPS AND FINANCIAL AID FOR GRADUATES

$45,137

ENNIS SCHOOL DISTRICT

ENNIS, MT · 2022

SCHOLARSHIPS AND FINANCIAL AID FOR GRADUATES

$50,392

ENNIS SCHOOL DISTRICT

ENNIS, MT · 2021

SCHOLARSHIPS AND FINANCIAL AID FOR GRADUATES

$44,374

Showing up to 5 of 9 total records — full history available with membership.

Officers & Directors

TRUSTEE D A Davidson Trust Co

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS AND FINANCIAL AID FOR GRADUATES

$363,448 9 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$66K	$61K	$931K
2024	$90K	$59K	$926K
2023	$53K	$59K	$895K
2022	$23K	$66K	$901K
2021	$113K	$61K	$943K

Between 2021 and 2025, reported annual revenue declined from $113K to $66K (-42%), with total assets most recently reported at $931K.

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

Grant Geography

Grants from this foundation were reported to recipients in MT.

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

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