The James T and Valeria B Robertson
EIN 646214992 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$1.4M
76 grants · $173K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$14K
typical small grants · $5K–$34K
grant size
59%
supporter · 20/34 multi-year
repeat
$3.1M
Assets (2023)
34
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
Robertson
Phone
(800) 839-1754
Deadlines
No spec deadline
How to Apply
By letter request only, specifying the applicants request, qualifications and qualified tax status.
Restrictions
In accordance with the governing instrument.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $73K | $1.3M | $27K | 11 |
| 2018 | $169K | $1.2M | $131K | 14 |
| 2019 | N/A | $2.9M | $1.6M | N/A |
| 2020 | $204K | $4.1M | $980K | 13 |
| 2021 | $310K | $4.2M | $573K | 13 |
| 2022 | $293K | $3.2M | $-31K | 12 |
| 2023 | $331K | $3.1M | $-141K | 13 |
Grant Size Distribution
Based on 76 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$14K
Average
$18K
75th Pctl
$34K
Maximum
$50K
Geographic Distribution
Officers & Directors
Grants Awarded (76 total)
| Purpose | ||||
|---|---|---|---|---|
| St Giles Chapel | Asheville, NC | $50,000 | In accordancewith the FDNsgoverning instru | 2018 |
| University of Memphis Foundation | Memphis, TN | $40,000 | To establish The James T and Valeria B Robertson Foundation Scholarship fund for the benefit of the Herff College of... | 2021 |
| The University of Tennessee Foundation Inc | Knoxville, TN | $37,700 | General & Unrestricted | 2020 |
| The University of Tennessee Foundation Inc | Knoxville, TN | $37,700 | The James T and Valeria B Robertson Family Scholarship Fund at the University of Tennessee Health Science Center... | 2021 |
| The University of Tennessee Foundation Inc | Knoxville, TN | $37,700 | The James T and Valeria B Robertson Family Scholarship Fund at the University of Tennessee Health Science Center... | 2023 |
| The University of Tennessee Foundation Inc | Knoxville, TN | $37,700 | The James T and Valeria B Robertson Family Scholarship at the University of Tennessee Health Science Center College... | 2022 |
| Kristen Reese Willingham | Hendersonville, NC | $35,000 | General & Unrestricted | 2020 |
| St Giles Chapel | Asheville, NC | $35,000 | Annual Fund | 2021 |
| Unc Health Foundation Inc | Chapel Hill, NC | $35,000 | Annual Scholarship Fund for the UNC School of Medicine | 2021 |
| Rotary Club of Asheville-Biltmore Foundation | Asheville, NC | $35,000 | General & Unrestricted | 2023 |
| St Giles Chapel | Asheville, NC | $35,000 | Annual Gift | 2023 |
| Unc Health Foundation Inc | Chapel Hill, NC | $35,000 | Annual Scholarship Fund for the UNC School of Medicine | 2023 |
| St Giles Chapel | Asheville, NC | $35,000 | Annual Fund | 2022 |
| Unc Health Foundation Inc | Chapel Hill, NC | $35,000 | Annual Scholarship fund for the UNC School of Medicine | 2022 |
| Florida International University Foundation Inc | Miami, FL | $33,720 | General & Unrestricted | 2020 |
| Florida International University Foundation Inc | Miami, FL | $33,720 | The Valeria B and James T Robertson MD Memorial Scholarship Fund in The Herbert Wertheim College of Medicine | 2021 |
| Florida International University Foundation Inc | Miami, FL | $33,720 | The Valeria B and James T Robertson MD Memorial Scholarship Fund in The Herbert Wertheim College of Medicine | 2023 |
| Florida International University Foundation Inc | Miami, FL | $33,720 | The Valeria B and James T Robertson MD Memorial Scholarship Fund in The Herbert Wertheim College of Medicine | 2022 |
| Brevard Music Center Incorporated | Brevard, NC | $33,500 | James T and Valeria B Robertson Room of the Parker Concert Hall | 2021 |
| Brevard Music Center Incorporated | Brevard, NC | $33,500 | James T and Valeria B Robertson Room of the Parker Concert Hall | 2022 |
| Brevard Music Center Incorporated | Brevard, NC | $33,000 | General & Unrestricted | 2020 |
| St Giles Chapel | Asheville, NC | $30,000 | Annual Fund | 2021 |
| University of Central Florida Foundation Inc | Orlando, FL | $30,000 | The James T and Valeria B Robertson Scholarship Fund | 2021 |
| University of Central Florida Foundation Inc | Orlando, FL | $30,000 | The James T and Valeria B Robertson Scholarship Fund | 2023 |
| University of Central Florida Foundation Inc | Orlando, FL | $30,000 | The James T and Valeria B Robertson Scholarship Fund | 2022 |
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