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
Under IRS private-foundation payout rules, Florence Robertson Trust Uw reported a distributable amount of $426K for 2024 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with Florence Robertson Trust Uw?
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
Among its reported 2024 grants, the largest include Boston University School of Medicine ($191,106), North Shore Medical Center Fnd ($95,555), Tempus Unlimited Inc ($47,777).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON UNIVERSITY SCHOOL OF MEDICINE BOSTON, MA | UNRESTRICTED GENERAL | $191,106 |
| TEMPUS UNLIMITED INC STOUGHTON, MA | UNRESTRICTED GENERAL | $47,777 |
| NORTH SHORE MEDICAL CENTER FND SALEM, MA | UNRESTRICTED GENERAL | $95,555 |
| SHRINERS' HOSPITAL FOR CHILDREN ORLANDO, FL | UNRESTRICTED GENERAL | $47,777 |
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
Frequently Asked Questions
What is Florence Robertson Trust Uw?
Florence Robertson Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $7.4M in total assets as of 2024.
How large is Florence Robertson Trust Uw?
As of 2024, Florence Robertson Trust Uw holds $7.4M in total assets with $752K in annual revenue. It awarded 4 grants totaling $382K in 2024.
Where does Florence Robertson Trust Uw operate?
Florence Robertson Trust Uw has awarded grants in Florida, Massachusetts.
What size grants does Florence Robertson Trust Uw award?
In 2024, Florence Robertson Trust Uw awarded 4 grants totaling $382K — an average of about $96K per grant, based on its IRS Form 990 filings.
How much is Florence Robertson Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Florence Robertson Trust Uw reported a distributable amount of $426K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Florence Robertson Trust Uw's EIN?
Florence Robertson Trust Uw's EIN (Employer Identification Number) is 04-6239046. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Florence Robertson Trust Uw's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
L&m Schutte Charitable Trust
QUINCY, IL
Assets
$390K
Grants
6
Total Given
$23K
The Dr E Lawrence Deckinger Family
NEW YORK, NY
Assets
$1.4M
Grants
102
Total Given
$89K
Backus Family Foundation Inc
WAUNAKEE, WI
Assets
—
Grants
48
Total Given
$27K
John P & Kathryn G Evans Foundation
INDIANOLA, WA
Assets
$722K
Grants
96
Total Given
$137K
The Gardikes Family Foundation
OSPREY, FL
Assets
$143K
Grants
23
Total Given
$19K
Mario and Alma Pastega Family Foundation
CORVALLIS, OR
Assets
$17.2M
Grants
73
Total Given
$1.2M
Tall Pines Charitable Foundation Inc
VERO BEACH, FL
Assets
$1.0M
Grants
66
Total Given
$97K
Robert Y Moffat Charitable Trust
PITTSBURGH, PA
Assets
$7.0M
Grants
25
Total Given
$433K
The Florence S Mahoney Foundation
WASHINGTON, DC
Assets
$3.3M
Grants
27
Total Given
$160K
The Goldstein Family Foundation
BEVERLY HILLS, CA
Assets
$22K
Grants
1
Total Given
$1K
Mark H Kennedy Memorial Fnd Xxxxx6003
CHICAGO, IL
Assets
$6.1M
Grants
7
Total Given
$359K
The Shepard Family Private Foundation
BALTIMORE, MD
Assets
$3.0M
Grants
33
Total Given
$889K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Florence Robertson Trust Uw on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities