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Kelley Robertson Foundation EIN 62-1762964 Form 990 (PDF) Claim this org

Kelley Robertson Foundation

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A private foundation based in Nashville, TN. It reported about $5K in revenue for 2025. For fiscal year 2025 it reported $5K in revenue, $49K in expenses, and $329K in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Nashville, TN
Filings
6 on file (2020–2025)
Revenue
$5KFY2025
Expenses
$49K
Net assets
$329K
People
1
Filings
6
Updates
0
More identity details & actions ⌄
EIN  62-1762964 Private foundation / grantmaker Nashville, TN
Form 990 (PDF)
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Size
<$100K
What they do
A private foundation based in Nashville, TN. It reported about $5K in revenue for 2025.
Leadership
Jayne Andrews · Trustee
Money in and out
$5K revenue, $49K expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$5K
Pt VIII · Ln 12
Total expenses
$49K
Pt IX · Ln 25
Net assets
$329K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$45K
Total assets
329K
deployed as grants and operations
Grants paid
46K
in FY2025
Grants made
19grants
total in period
Payout rate
14%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 19 grants · $46K · 2025–2025
Nest M PTAFY2025$11,400
Westminster Presbyterian ChurchFY2025$10,100
Nashville PrideFY2025$5,000
Nashville CaresFY2025$3,000
Tennessee Pride Chamber of CommerceFY2025$3,000
Second Harvest Food BankFY2025$2,000
James Beard FoundationFY2025$1,500
Woodstock Public LibraryFY2025$1,250
CheekwoodFY2025$1,000
Abe's GardenFY2025$1,000
Woodstock Land ConservancyFY2025$1,000
Nashville DolphinsFY2025$1,000
University School of NashvilleFY2025$1,000
Nashville Rescue MissionFY2025$1,000
The Public TheaterFY2025$600
Currey Ingram AcademyFY2025$500
Camp Merrie-WoodeFY2025$500
Nashville Public Television (npt)FY2025$500
See all 19 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$2K
Median grantPart XV$1K
Largest grantPart XV$11K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$5K
FY2025▲ +16%
Expenses
$49K
FY2025▲ +29%
Total assets
$329K
FY2025▼ -12%
Total liabilities
$0
FY2025
Total revenue
$5K
Pt VIII · Ln 12
Total expenses
$49K
Pt IX · Ln 25
Net assets
$329K
Pt X · Ln 32
Total assetsPt II$329K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CKelley Robertson Foundation
EINHdr · item D62-1762964
Principal addressHdr · item CNashville, TN
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MTN
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T21)
Ruling yearIRS BMFMay 1999

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
See Kelley Robertson Foundation executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$5K
Total revenueLn 12$5K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.92 Operating & administrative $0.08
Grants & contributions paid92%$46K
Operating & administrative8%$4K
Total functional expensesLn 25$49K

Balance Sheet

Part X · end of year
CashLn 1$263K
Total assetsLn 16$329K
Total liabilitiesLn 26$0
Total net assetsLn 32$329K
Months of cash on handcomputed64.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $329K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $5K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $5K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $5K · Prior year $4K
Prior-year revenue below floor — showing dollar change
Revenue CAGR
FY2020 $327K · FY2025 $5K
-57%
Net-asset trend (YoY)
End of year $329K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $5K · Expenses $49K
-980%
Liabilities-to-Assets
Total liabilities — · Total assets $329K
—
Net-asset ratio
Net assets $329K · Total assets $329K
100%
People & payroll
Highest Reported Total Compensation
Individual Jayne Andrews · Reported title TRUSTEE · Highest reported compensation $0 · Total expenses $49K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 16%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$5K revenue · viewing · ⤓ 990 PDF
FY2024$4K revenue · ⤓ 990 PDF
FY2023$6K revenue · ⤓ 990 PDF
FY2022$5K revenue · ⤓ 990 PDF
FY2021$8K revenue · ⤓ 990 PDF
FY2020$327K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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