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Also known as: SCHOLARSHIP FUND
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Margie & James Robertson Scholarship Fund is a private trust based in GREAT FALLS, MT. The foundation received its IRS ruling in 2017. The principal officer is D A Davidson Trust Co. It holds total assets of $926K. Annual income is reported at $180K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. According to available records, Margie & James Robertson Scholarship Fund has made 4 grants totaling $190K, with a median grant of $48K. The foundation has distributed between $44K and $101K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $101K distributed across 2 grants. Individual grants have ranged from $44K to $50K, with an average award of $48K. Grant recipients are concentrated in Montana. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Margie & James Robertson Scholarship Fund primarily funds organizations in the area of education. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in MT.
Margie & James Robertson Scholarship Fund has distributed a total of $190K across 4 grants. The median grant size is $48K, with an average of $48K. Individual grants have ranged from $44K to $50K.
Margie & James Robertson Scholarship Fund typically selects its grantees rather than accepting unsolicited proposals.
Margie & James Robertson Scholarship Fund is headquartered in GREAT FALLS, MT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| D A Davidson Trust Co | TRUSTEE | $10K | $0 | $10K |
Total Giving
$59K
Total Assets
$895K
Fair Market Value
$1M
Net Worth
$895K
Grants Paid
$45K
Contributions
N/A
Net Investment Income
$46K
Distribution Amount
$47K
Total: $880K
Total Grants
4
Total Giving
$190K
Average Grant
$48K
Median Grant
$48K
Unique Recipients
1
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ennis School DistrictSCHOLARSHIPS AND FINANCIAL AID FOR GRADUATES | Ennis, MT | $45K | 2023 |