Robison Foundation for Jewish Elders

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To enhance the lives of Elders in our Jewish community by supporting their social, spiritual and physical well-being

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-3774565) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
41¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $1.5M a year · 46% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
41%
of spending
41% of spending went to programs.
Pt IX · Ln 25 · col B
471.2 mo
of spending, in cash
471.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $73K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$402
<0.01% of total assets
Liabilities are 0.01% of assets.
Pt X · Ln 26
Revenue
$10.3M
×35 vs prior year
Spent
$294K
To programs
41%
Net assets
$22.2M
By yearFY2020–FY2025
Revenue
$10.3M
FY2025▲ ×35
Tap a bar for its year
Revenue by fiscal year
FY2020$2.1M
FY2021$2.1M
FY2022$2.0M
FY2023$1.8M
FY2024$1.5M
FY2024$293K
FY2025$10.3M
Expenses
$294K
FY2025▼ -43%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.1M
FY2021$2.3M
FY2022$2.5M
FY2023$2.2M
FY2024$1.4M
FY2024$515K
FY2025$294K
Net assets
$22.2M
FY2025▲ +135%
Tap a bar for its year
Net assets by fiscal year
FY2020$10.4M
FY2021$10.6M
FY2022$9.3M
FY2023$9.1M
FY2024$9.6M
FY2024$9.4M
FY2025$22.2M

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

41 cents of each dollar spent went to programs.

Program services 41% · $120K Management & general 59% · $174K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Robison Foundation for Jewish Elders executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Invests funds to financially assist elder care services at Robison Jewish Home.

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3 programs · $120K · in their own filed words · FY2025
01

Provide grants to jewish elders

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-3774565) · Dispute this line
$67Kprogram expense
02

Provide financial assistance to jewish elders

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-3774565) · Dispute this line
$46Kprogram expense
03

Provide social enrichment programs to jewish elders

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-3774565) · Dispute this line
$7Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$73K
Grants paid · 6 grants · $9.0M · 2019–2024
Robison Jewish HomeOR · FY2024$318,682
Robison Jewish HomeOR · FY2023$1,063,778
Robison Jewish HomeOR · FY2022$1,842,538
Robison Jewish HomeOR · FY2021$2,082,903
Robison Jewish HomeOR · FY2020$1,917,911
Robison Jewish HomeOR · FY2019$1,782,665

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$10.3M
Ln 12
Gifts and grantsLn 1h$9.8M
Investment incomeLn 3$480K
Money outPt IX
$294K
Ln 25
Programscol B$120K
Managementcol C$174K
Owns and owesPt X
$22.2M
net assets · Ln 32
Cash and savingsLn 1–2$11.5M
Total assetsLn 16$22.2M
LiabilitiesLn 26$402
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9.8M
Investment incomeLn 3$480K
Gains on assetsLn 7$45K
Total revenueLn 12$10.3M
Assets in detailPt X, end of year
CashLn 1$11.5M
Cash and savings togetherLn 1–2$11.5M
InvestmentsLn 11–13$10.6M
Other assetsLn 15$2K
Total assetsLn 16$22.2M
LiabilitiesLn 26$402
Net assetsLn 32$22.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$101K
Share of the $21.4M endowmentSch D 1g0.47%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY25FY24FY23FY22FY21
End of yearLn 1g$21.4M$11.4M$11.3M$10.6M$10.5M
AddedLn 1b$9.8M$97K$416K$9K$1.6M
SpentLn 1d–1f$223K$225K$355K$201K$1.8M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$542K$11.5M
InvestmentsLn 11–13$7.0M$10.6M
Total assetsLn 16$11.7M$22.2M
LiabilitiesLn 26$2.2M$402
Net assetsLn 32$9.4M$22.2M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$15K$15K
Investment management feesLn 11f$101K$101K
Other fees for servicesLn 11g$49K$49K
Advertising and promotionLn 12$400$400
Office expensesLn 13$54K$54K
Conferences, conventions and meetingsLn 19$4K$4K
Other expenses (24a–d)Ln 24$71K$71K$358
Total functional expensesLn 25$294K$120K$174K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Aug 6, 2026 $10.3M$294K$10.0M$22.2M 990 PDF
FY2024Filed with the IRS Apr 30, 2025 $1.5M$1.4M$166K$9.6M 990 PDF
FY2023Filed with the IRS May 6, 2024 $1.8M$2.2M−$472K$9.1M 990 PDF
FY2022Filed with the IRS May 15, 2023 $2.0M$2.5M−$472K$9.3M 990 PDF
FY2021Filed with the IRS May 13, 2022 $2.1M$2.3M−$188K$10.6M 990 PDF
FY2020Filed with the IRS May 14, 2021 $2.1M$2.1M$55K$10.4M 990 PDF

Schedules filed Part IV

A · Public support B · Donors D · Assets and endowments I · Grants O · Explanations R · Related orgs
See the full FY2025 990
Part I · Summary $10,250,699 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $96,698$9,771,029
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $195,862$479,670
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $292,560$10,250,699
I-13 Grants and similar amounts paidPrior year $318,682$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $196,519$293,976
I-18 Total expensesPrior year $515,201$293,976
I-19 Revenue less expensesPrior year −$222,641$9,956,723
Part VI · Governance 4 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $10,250,699 across 5 lines filed
VIII-1f All other contributions, gifts and grants$9,771,029
VIII-1h Total contributions, gifts and grants$9,771,029
VIII-3 Investment incomeExcluded from tax $434,249$434,249
VIII-7 Net gain or loss on sales of assetsExcluded from tax $45,421$45,421
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $479,670$10,250,699
Part IX · Statement of functional expenses $293,976 across 7 lines filed
IX-11b Legal feesManagement $14,545$14,545
IX-11f Investment management feesManagement $101,267$101,267
IX-11g Other fees for servicesPrograms $49,029$49,029
IX-12 Advertising and promotionManagement $400$400
IX-13 Office expensesManagement $53,815$53,815
IX-19 Conferences, conventions and meetingsManagement $3,848$3,848
IX-24 Other expenses (24a–d)Programs $70,714 · Management $358$71,072
IX-25 Total functional expensesPrograms $119,743 · Management $174,233 · Fundraising $0$293,976
Part X · Balance sheet $22,192,522 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $542,332$11,544,584
X-7 Notes and loans receivableStart of year $4,092,999$0
X-11 Publicly traded securitiesStart of year $7,036,146$10,646,428
X-15 Other assetsStart of year $0$1,510
X-16 Total assetsStart of year $11,671,477$22,192,522
X-17 Accounts payable and accrued expensesStart of year $0$402
X-25 Other liabilitiesStart of year $2,237,074$0
X-26 Total liabilitiesStart of year $2,237,074$402
X-27 Net assets without donor restrictionsStart of year −$1,907,332−$1,907,332
X-28 Net assets with donor restrictionsStart of year $11,341,735$24,099,452
X-32 Total net assets or fund balancesStart of year $9,434,403$22,192,120
X-33 Total liabilities and net assetsStart of year $11,671,477$22,192,522
Part XI · Reconciliation of net assets $22,192,120 net assets at year end
XI-1 Total revenue$10,250,699
XI-2 Total expenses$293,976
XI-3 Revenue less expenses$9,956,723
XI-4 Net assets at start of year$9,434,403
XI-5 Net unrealized gains (losses) on investments$1,300,978
XI-9 Other changes in net assets$1,500,016
XI-10 Net assets at end of year$22,192,120

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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