Kenneth & Tricia Robertson Family Foundation

EIN 87-2754785 • Wilmington, DE

Pub. 78 Eligible

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

-49%

Higher net margin than 10% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

-6.7%

Faster asset growth than 23% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

78%

Faster revenue growth than 85% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$836,468

Down $59,704 (-6.7%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

Down

$836,468

Down $59,704 (-6.7%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin10th percentile

Revenue

$122,049

Up $53,450 (+78%) from 2023

Expenses

$181,753

Up $55,224 (+44%) from 2023

Net Income

Down

-$59,704

Down $1,774 (-3.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$836,468

Liabilities$0

Net Assets$836,468

Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$122,049

Expenses$181,753

Net Income-$59,704

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $836,468
Liabilities: $0
Net assets: $836,468
Revenue: $122,049
Expenses: $181,753
Net income: -$59,704

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.36	$0.00	$8.36	$1.22	$1.82	$0.60
2023Detailed filing. Detailed filing data is available for this year.	$8.96	$0.00	$8.96	$0.69	$1.27	$0.58
2022Detailed filing. Detailed filing data is available for this year.	$9.54	$0.00	$9.54	$0.52	$0.91	$0.39
2021Detailed filing. Detailed filing data is available for this year.	$9.94	$0.00	$9.94	$0.00	$0.07	$0.06

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Oct 14, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Kenneth M Robertson	Dir, Pres, Treas	-	$0	-	-
Tricia Eileen Robertson	Dir, Sec, VP	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Kenneth & Tricia Robertson Family Foundation
EIN: 87-2754785
In Care Of: % Foundation Source
Phone: 8008391754
Address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name: Kenneth Robertson
Title: President
Phone: 8008391754
Signed: 2025-10-14
Discuss with paid preparer: Yes

Preparer

Firm: Foundation Source
Address: 3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer: Jeffrey D Haskell
Phone: 8008391754

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	7	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	282 DOULOS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	942 E PINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	167 COMMERCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	801 S WASHINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	PO BOX 480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	212 N SAN JOAQUIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	212 N SAN JOAQUIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	6687 BROOK FALLS CIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BRANSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LODI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	LODI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	LODI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	LODI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	65616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	95240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	95240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	95240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	95241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	95202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	95202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	95219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	165000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	43413
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	43413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	78327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	40598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	3220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	254182
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	132037
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	78327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	40598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	3220
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	175450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	132037
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	254182
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	122145
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Robertson 2021 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	K Robertson 11202 N Micke Grove Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Lodi
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	95240
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	86127
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	10425
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	10425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6103
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	6103
TaxesSchedule/TaxesDetail/Amt	0	200
TaxesSchedule/TaxesDetail/CategoryTxt	0	990-PF Extension for 2023
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Kenneth Robertson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Kenneth & Tricia Robertson Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	KENN
ReturnHeader/Filer/EIN	0	872754785
ReturnHeader/Filer/InCareOfNm	0	% Foundation Source
ReturnHeader/Filer/PhoneNum	0	8008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm	0	Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DE
ReturnHeader/Filer/USAddress/ZIPCd	0	198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11042
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeffrey D Haskell
ReturnHeader/ReturnTs	0	2025-10-16T18:39:29-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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