Grace G Robertson Memorial Trust
Grace G Robertson Memorial Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $235K in total assets. In 2025, it awarded 1 grant totaling $13K. Net investment income was $20K.
Grace G Robertson Memorial Trust at a glance
In short: Grace G Robertson Memorial Trust gave $13K across 1 grant in 2025 (avg $13K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,982
- +16.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $12,982
- +16.6% vs 2024
- Median grant
- $12,982
- Total assets
- $235,398
- +2.1% vs 2024
- Primary geography
- Texas (100% 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 Grace G Robertson Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Methodist Children's Home ($13K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Grace G Robertson Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $9K (2023) to $14K (2022). In 2025 it made 1 grant totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Methodist Children's Home Waco, TX | Unrestricted General | $12,982 |
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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 | $235,398 | $22,884 | $17,808 | $12,982 | 1 | $14,762 | $19,633 | $13,872 |
| 2024 | $230,461 | $8,283 | $15,691 | $11,136 | 1 | $12,815 | $4,862 | $13,081 |
| 2023 | $230,340 | $-1,585 | $13,828 | $8,615 | 1 | $10,181 | $2,439 | $12,081 |
| 2022 | $242,428 | $45,018 | $18,149 | $14,000 | 1 | $15,491 | $42,161 | $12,671 |
| 2021 | $253,021 | $16,185 | $16,328 | $11,844 | 1 | — | $13,702 | $13,995 |
Under IRS private-foundation payout rules, Grace G Robertson Memorial Trust reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Grace G Robertson Memorial Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$2K (2022) → $3K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $3K, to Bank of America (Trustee).
Frequently asked questions about Grace G Robertson Memorial Trust
How much does Grace G Robertson Memorial Trust give each year?
Grace G Robertson Memorial Trust gave $13K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 1 grant.
How large is Grace G Robertson Memorial Trust?
Grace G Robertson Memorial Trust reported $235K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
Where does Grace G Robertson Memorial Trust operate?
Grace G Robertson Memorial Trust has awarded grants in Texas.
What is Grace G Robertson Memorial Trust's EIN?
Grace G Robertson Memorial Trust's EIN (Employer Identification Number) is 74-6258571. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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