Margie And James Robertson Scholarship | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Margie And James Robertson Scholarship. Data shown is extracted from Form 990-PF filings.
EIN: 81-4396403
Foundation Overview
Based in Great Falls, MT, Margie And James Robertson Scholarship has awarded 10 grants totaling $419,260 to organizations in Montana. Individual grants range from $13,715 to $50,392, with a median award of $44,755.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Montana, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Montana, funding concentrates in Ennis (100%).
Funding Trajectory
Strong 229% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Margie And James Robertson Scholarship's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Ennis School District | $45,137 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2023 |
| Ennis School District | $45,137 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2023 |
| Ennis School District | $50,392 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2022 |
| Ennis School District | $50,392 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2022 |
| Ennis School District | $50,392 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2022 |
| Ennis School District | $44,374 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2021 |
| Ennis School Distrist | $43,350 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2020 |
| Ennis School Distrist | $43,000 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2019 |
| Ennis School Distrist | $33,371 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2018 |
| Ennis School Distrist | $13,715 | Ennis, MT, US | Scholarships And Financial Aid For Graduates | 2017 |
Foundations Similar to Margie And James Robertson Scholarship
Discover 5 foundations with comparable assets ($833,643-$1,144,086), similar grant patterns, and geographic focus in MT that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Copulos Family Hospital Trust
EIN: 81-6043540 | 9 grants awarded |
$1,080,788
(≈ Similar) |
$51,387
median grant |
Columbus, MT
Same state |
|
|
M-t Pockets Foundation
EIN: 99-4568244 | 2 grants awarded |
$941,412
(≈ Similar) |
$29,240
median grant |
Worden, MT
Same state |
|
|
John J Greytak Charitable Foundation Inc
EIN: 84-2278724 | 5 grants awarded |
$933,210
(≈ Similar) |
$40,000
median grant |
Missoula, MT
Same state |
|
|
Feist Family Foundation Inc
EIN: 47-0859471 | 13 grants awarded |
$1,144,086
(≈ Similar) |
$85,387
median grant |
Missoula, MT
Same state |
|
|
Martha Vucurevich Trust Fbo Casper College
EIN: 83-6030103 | 8 grants awarded |
$833,643
(≈ Similar) |
$36,457
median grant |
Billings, MT
Same state |
|
Related Foundation Resources in MT:
Contact Information
Official contact details for Margie And James Robertson Scholarship as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 81-4396403 |
| Website | N/A |
| Address | PO BOX 2309 Great Falls, MT 59403-2309 |
Key People (1)
Board members, trustees, and key staff who oversee Margie And James Robertson Scholarship's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | D A Davidson Trust Co |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Margie And James Robertson Scholarship is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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