Kelley Robertson Foundation

Robertson Annie K & Neil Cottee

Nashville, TN
Tax-exempt since May 1999
EIN: 62-1762964

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.94k (2024)

Expenses

$38.2k (2024)

Total Assets

$374k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,944

Expenses

$38,226

Net Income

-$34,282

Net Assets

$373,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,960	49.7%
Dividends	$1,796	45.5%
Sales of Assets	$188	4.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,826	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$373,991
Total Liabilities	$0
Net Assets	$373,991

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on May 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$6,117

Expenses

$46,768

Net Income

-$40,651

Net Assets

$408,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,632	59.4%
Dividends	$1,567	25.6%
Sales of Assets	$918	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,669	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$408,773
Total Liabilities	$0
Net Assets	$408,773

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on July 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$5,034

Expenses

$34,230

Net Income

-$29,196

Net Assets

$449,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,491	29.6%
Dividends	$1,430	28.4%
Sales of Assets	$2,113	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,189	79.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$449,424
Total Liabilities	$0
Net Assets	$449,424

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$8,215

Expenses

$33,284

Net Income

-$25,069

Net Assets

$478,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$175	2.1%
Dividends	$1,693	20.6%
Sales of Assets	$6,347	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,150	78.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,620
Total Liabilities	$0
Net Assets	$478,620

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on May 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$326,816

Expenses

$18,569

Net Income

$308,247

Net Assets

$503,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78	0.0%
Dividends	$1,158	0.4%
Sales of Assets	$312,306	95.6%
Other Income	$13,274	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,355	61.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$503,689
Total Liabilities	$1
Net Assets	$503,688

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$38,030

Expenses

$15,384

Net Income

$22,646

Net Assets

$195,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.1%
Dividends	$1,265	3.3%
Sales of Assets	$18,184	47.8%
Other Income	$18,557	48.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,487	68.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$505,421
Total Liabilities	$309,979
Net Assets	$195,442

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on June 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$37,312

Expenses

$20,326

Net Income

$16,986

Net Assets

$172,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,555	39.0%
Dividends	$1,233	3.3%
Sales of Assets	$21,524	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,600	76.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$499,462
Total Liabilities	$326,666
Net Assets	$172,796

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$90,202

Expenses

$17,271

Net Income

$72,931

Net Assets

$155,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,266	1.4%
Dividends	$1,055	1.2%
Sales of Assets	$87,890	97.4%
Other Income	-$9

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,455	54.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$502,650
Total Liabilities	$346,840
Net Assets	$155,810

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$11,333

Expenses

$17,481

Net Income

-$6,148

Net Assets

$92,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	88.2%
Interest Revenue	$3	0.0%
Dividends	$1,646	14.5%
Sales of Assets	-$468
Other Income	$152	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,240	75.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$92,731
Total Liabilities	$0
Net Assets	$92,731

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$8,021

Expenses

$24,492

Net Income

-$16,471

Net Assets

$98,879

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,000	87.3%
Interest Revenue	$5	0.1%
Dividends	$1,244	15.5%
Sales of Assets	-$228
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,551	79.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$98,879
Total Liabilities	$0
Net Assets	$98,879

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on June 20, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,704

Expenses

$9,741

Net Income

-$8,037

Net Assets

$115,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,200	70.4%
Interest Revenue	$16	0.9%
Dividends	$546	32.0%
Sales of Assets	-$58
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,019	72.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,350
Total Liabilities	$0
Net Assets	$115,350

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on Aug. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$39

Expenses

$13,323

Net Income

-$13,284

Net Assets

$123,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,281	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$124,387
Total Liabilities	$1,000
Net Assets	$123,387

Compensation

Key Employees and Officers	Compensation	Other
Jayne Andrews (Trustee)	$0	$0

990-PF

Filed on April 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$34,459

Expenses

$1,250

Net Income

$33,209

Net Assets

$136,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$105	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$34,354	99.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250	20.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$136,672
Total Liabilities	$0
Net Assets	$136,672

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$12,290

Expenses

$32,756

Net Income

-$20,466

Net Assets

$103,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,231	99.5%
Interest Revenue	$59	0.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,756	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$103,462
Total Liabilities	$0
Net Assets	$103,462

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Kelley Robertson Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.94k (2024)

Expenses $38.2k (2024)

Total Assets $374k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$3.94k (2024)

Expenses

$38.2k (2024)

Total Assets

$374k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002