Florence Robertson Trust Uw
Florence Robertson Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.8M in total assets. In 2025, it awarded 4 grants totaling $410K. Net investment income was $858K.
Florence Robertson Trust Uw at a glance
In short: Florence Robertson Trust Uw gave $410K across 4 grants in 2025 (avg $103K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $410,082
- +7.3% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $102,521
- +7.3% vs 2024
- Median grant
- $76,891
- Total assets
- $7,772,625
- +5.4% vs 2024
- Primary geography
- Massachusetts (87% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Florence Robertson Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Boston University School of Medicine ($205K). Together the top 4 received $410K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was in the $50–100K range: 7 grants of 20 (35%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Florence Robertson Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $284K (2023) to $432K (2022). In 2025 it made 4 grants totaling $410K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boston University School of Medicine Boston, MA | Unrestricted General | $205,040 |
| North Shore Medical Center Fnd Salem, MA | Unrestricted General | $102,520 |
| Tempus Unlimited Inc Stoughton, MA | Unrestricted General | $51,261 |
| Shriners' Hospital for Children Orlando, FL | Unrestricted General | $51,261 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,772,625 | $928,569 | $530,485 | $410,082 | 4 | $449,940 | $857,987 | $453,766 |
| 2024 | $7,372,835 | $751,753 | $493,632 | $382,215 | 4 | $420,163 | $677,812 | $426,223 |
| 2023 | $7,122,071 | $245,133 | $377,158 | $284,353 | 4 | $318,147 | $164,157 | $384,983 |
| 2022 | $7,256,695 | $-153,081 | $562,732 | $432,494 | 4 | $466,597 | $92,326 | $395,562 |
| 2021 | $7,971,868 | $1,675,097 | $485,648 | $376,255 | 4 | $413,045 | $1,602,664 | $441,716 |
| 2020 | $6,773,692 | $586,419 | $463,174 | $375,103 | 4 | — | $531,356 | $376,803 |
| 2019 | $6,651,194 | $385,948 | $396,585 | $298,510 | 4 | — | $355,306 | $366,467 |
Under IRS private-foundation payout rules, Florence Robertson Trust Uw reported a distributable amount of $454K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Florence Robertson Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$73K (2019) → $94K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $94K, to Bank of America (Trustee).
Frequently asked questions about Florence Robertson Trust Uw
How much does Florence Robertson Trust Uw give each year?
Florence Robertson Trust Uw gave $410K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $382K across 4 grants.
What is Florence Robertson Trust Uw's typical grant size?
Florence Robertson Trust Uw's median grant in 2025 was $76,891, and its average grant was $102,521, across 4 grants on its 2025 IRS Form 990-PF.
Where does Florence Robertson Trust Uw give grants?
Florence Robertson Trust Uw gives mostly in Massachusetts: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (13%).
Does Florence Robertson Trust Uw give general operating support?
Yes: 100% of Florence Robertson Trust Uw's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Florence Robertson Trust Uw?
Florence Robertson Trust Uw reported $7.8M in total assets on its 2025 IRS Form 990-PF. It paid out $450K in qualifying distributions that year, against a required minimum of $454K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
Live grants for the work Florence Robertson Trust Uw funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Florence Robertson Trust Uw's focus areas in our free grants database
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