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Florence Robertson Fund is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1974. The principal officer is Norfolk County Trust. It holds total assets of $7.8M. Annual income is reported at $1.9M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Massachusetts and Florida. According to available records, Florence Robertson Fund has made 16 grants totaling $1.5M, with a median grant of $63K. Annual giving has decreased from $375K in 2020 to $284K in 2023. Grantmaking activity was highest in 2022 with $432K distributed across 4 grants. Individual grants have ranged from $36K to $216K, with an average award of $92K. The foundation has supported 8 unique organizations. Grants have been distributed to organizations in Massachusetts and Florida. Contributions to this foundation are tax-deductible.
Smallest Grant
$47K
Median Grant
$70K
Average Grant
$94K
Largest Grant
$188K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Florence Robertson Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in MA, FL.
Florence Robertson Fund has distributed a total of $1.5M across 16 grants. The median grant size is $63K, with an average of $92K. Individual grants have ranged from $36K to $216K.
Florence Robertson Fund typically selects its grantees rather than accepting unsolicited proposals.
Florence Robertson Fund is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $79K | $0 | $79K |
Total Giving
$377K
Total Assets
$7.1M
Fair Market Value
$8.3M
Net Worth
$7.1M
Grants Paid
$284K
Contributions
N/A
Net Investment Income
$164K
Distribution Amount
$385K
Total: $7M
Total Grants
16
Total Giving
$1.5M
Average Grant
$92K
Median Grant
$63K
Unique Recipients
8
Most Common Grant
$47K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Shriners Hospital ForUNRESTRICTED GENERAL | Orlando, FL | $54K | 2022 |
| Boston University School Of MedicineUNRESTRICTED GENERAL | Boston, MA | $142K | 2023 |
| North Shore Medical Center FndUNRESTRICTED GENERAL | Salem, MA | $71K | 2023 |
| Tempus Unlimited IncUNRESTRICTED GENERAL | Stoughton, MA | $36K | 2023 |
| Shriners' Hospital For ChildrenUNRESTRICTED GENERAL | Orlando, FL | $36K | 2023 |
| Boston Univ School Of MedicineUNRESTRICTED GENERAL | Boston, MA | $216K | 2022 |
| North Shore Medical Center FndtnUNRESTRICTED GENERAL | Salem, MA | $108K | 2022 |
| Cerebral Palsy Of MassachusettsUNRESTRICTED GENERAL | Stoughton, MA | $47K | 2020 |