Florence Robertson Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.4M in total assets. In 2024, it awarded 4 grants totaling $382K. Net investment income was $678K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.4M
+3.5% YoY
Annual Giving
$382K
+34.4% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$96K
+34.4% YoY
About Florence Robertson Trust Uw
Based on IRS filings
Florence Robertson Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.4M in total assets. In 2024, it awarded 4 grants totaling $382K. Net investment income was $678K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,372,835 | $7,122,071 | $7,256,695 |
| Revenue | $751,753 | $245,133 | $-153,081 |
| Expenses | $493,632 | $377,158 | $562,732 |
| Qualifying Distributions | $420,163 | $318,147 | $466,597 |
| Net Investment Income | $677,812 | $164,157 | $92,326 |
| Distributable Amount | $426,223 | $384,983 | $395,562 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $89,695 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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