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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. Total assets have grown from $1.1M in 2011 to $2.7M in 2023. The foundation is governed by 3 officers and trustees. 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 North Carolina, Florida and Tennessee. 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.
Smallest Grant
$2K
Median Grant
$30K
Average Grant
$24K
Largest Grant
$40K
Based on 13 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.
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 | N/A |
| Daniel P Robertson | Trustee | $0 | $0 | N/A |
| Roberta R Beach | Trustee | $0 | $0 | N/A |
Total Giving
$387K
Total Assets
$2.7M
Fair Market Value
$3.1M
Net Worth
$2.7M
Grants Paid
$331K
Contributions
N/A
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 | 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 |