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 grants totaling $13K. Net investment income was $20K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$235K
+2.1% YoY
Annual Giving
$13K
+16.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$13K
+16.6% YoY
About Grace G Robertson Memorial Trust
Based on IRS filings
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 grants totaling $13K. Net investment income was $20K.
Ready to take the next step with Grace G Robertson Memorial Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $235,398 | $230,461 | $230,340 |
| Revenue | $22,884 | $8,283 | $-1,585 |
| Expenses | $17,808 | $15,691 | $13,828 |
| Qualifying Distributions | $14,762 | $12,815 | $10,181 |
| Net Investment Income | $19,633 | $4,862 | $2,439 |
| Distributable Amount | $13,872 | $13,081 | $12,081 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 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 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $3,200 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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