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Also known as: Foundation
James T And Valeria B Robertson Foundation is a private trust based in WILMINGTON, DE. The foundation received its IRS ruling in 1998. The principal officer is % Foundation Source. It holds total assets of $2.8M. Annual income is reported at $2.1M. The foundation operates in the area of philanthropy & grantmaking. According to available records, James T And Valeria B Robertson Foundation has made 37 grants totaling $791K, with a median grant of $25K. Annual giving has grown from $204K in 2020 to $587K in 2022. Individual grants have ranged from $1K to $38K, with an average award of $21K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in North Carolina, Tennessee, Florida, which account for 92% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
James T And Valeria B Robertson Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 37 grants. Its grantmaking reaches organizations primarily in NC, TN, FL.
James T And Valeria B Robertson Foundation has distributed a total of $791K across 37 grants. The median grant size is $25K, with an average of $21K. Individual grants have ranged from $1K to $38K.
James T And Valeria B Robertson Foundation typically selects its grantees rather than accepting unsolicited proposals.
James T And Valeria B Robertson Foundation is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James T Robertson Jr | Trustee | $0 | $0 | $0 |
| Daniel P Robertson | Trustee | $0 | $0 | $0 |
| Roberta R Beach | Trustee | $0 | $0 | $0 |
Total Giving
$387K
Total Assets
$2.7M
Fair Market Value
$3.1M
Net Worth
$2.7M
Grants Paid
$331K
Contributions
$0
Net Investment Income
$26K
Distribution Amount
$148K
Total Grants
37
Total Giving
$791K
Average Grant
$21K
Median Grant
$25K
Unique Recipients
16
Most Common Grant
$34K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The University Of Tennessee Foundation IncThe James T and Valeria B Robertson Family Scholarship at the University of Tennessee Health Science Center College of Medicine | Knoxville, TN | $38K | 2022 |
| Unc Health Foundation IncAnnual Scholarship fund for the UNC School of Medicine | Chapel Hill, NC | $35K | 2022 |
| St Giles ChapelAnnual Fund | Asheville, NC | $35K | 2022 |
| Florida International University Foundation IncThe Valeria B and James T Robertson MD Memorial Scholarship Fund in The Herbert Wertheim College of Medicine | Miami, FL | $34K | 2022 |
| Brevard Music Center IncorporatedJames T and Valeria B Robertson Room of the Parker Concert Hall |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| Brevard, NC |
| $34K |
| 2022 |
| University Of Central Florida Foundation IncThe James T and Valeria B Robertson Scholarship Fund | Orlando, FL | $30K | 2022 |
| University Of Memphis FoundationThe James T and Valeria B Robertson Foundation Scholarship fund for Herff College of Engineering Technology | Memphis, TN | $25K | 2022 |
| Rotary Club Of Asheville-Biltmore FoundationRotary Club's Walkathon to raise money to fight Alzheimer's and Dementia | Asheville, NC | $25K | 2022 |
| Henderson County Free Medical Clinic IncGeneral & Unrestricted | Hendersonvlle, NC | $3K | 2022 |
| Henderson County Education Foundation IncThe Henderson County Early College Science Olympia program | Hendersonvlle, NC | $1K | 2022 |
| Kristen Reese WillinghamGeneral & Unrestricted | Hendersonville, NC | $35K | 2020 |
| University Of South Florida Foundation IncGeneral & Unrestricted | Tampa, FL | $10K | 2020 |
| First Presbyterian Church Of HernandoGeneral & Unrestricted | Hernando, MS | $7K | 2020 |
| The Rotary Foundation Of Rotary InternationalGeneral & Unrestricted | Evanston, IL | $5K | 2020 |
| Westminster Presbyterian ChurchGeneral & Unrestricted | Hot Springs, AR | $5K | 2020 |
| The Community Foundation Of Western North CarolinaGeneral & Unrestricted | Asheville, NC | $3K | 2020 |
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