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.
Key facts about Grace G Robertson Memorial Trust
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.
- EIN
- 74-6258571
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,982
- Grants made (2025)
- 1
- Average grant
- $12,982
- Median grant
- $12,982
- Total assets
- $235,398
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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
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.
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.
Ready to take the next step with Grace G Robertson Memorial Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Methodist Children's Home Waco, TX | Unrestricted General | $12,982 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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.
Here's the math on researching Grace G Robertson Memorial Trust by hand.
Explore Open Grants
Browse active grant opportunities in Grace G Robertson Memorial Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Robins Financial Credit Union
Warner Robins, GA
Robins Financial Credit Union supports nonprofits working in education, health, hunger and human services, income assistance, military and veterans’ services, and youth initiatives. Its 2024 grants ranged from $5,550 to $51,251, with a median of $15,000; the Community Project accepts requests of $10,000–$50,000 from eligible nonprofits in its 45-county field of membership. It accepts online Community Project applications and donation or sponsorship requests, but the 2026 Community Project application is closed.
Assets
$4.6B
Grants
35
Total Given
$583K
The Darden Family Charitable Foundation
Tulsa, OK
The Darden Family Charitable Foundation supports research, scholarships, and general operating funds, with recent grants ranging from $20,000 to $50,000. Based in Tulsa, it funded organizations across several states, including Texas, New York, Minnesota, Ohio, and Virginia. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.9M
Grants
10
Total Given
$300K
Succ Tr Uw Lula M Hill
Dallas, TX
Assets
$250K
Grants
1
Total Given
$12K
Bath Family Foundation
Bloomfield Hills, MI
Assets
—
Grants
3
Total Given
$18K
Juanita Morris Testamentary Trust FBO
Abilene, TX
Support for church orphanage
Assets
$1.7M
Grants
1
Total Given
$72K
The Farris Foundation
Harlingen, TX
The Farris Foundation supports health and well-being, including mental health, access to care, capacity building, leadership development, and disaster recovery, with a focus on underserved communities. Its 2025 grants ranged from $100 to $145,100, with a median of $1,200; it identifies communities in Florida, New York, New Jersey, Maine, New Mexico, and North Carolina, while most 2025 grant dollars went to Texas. It considers only invited 501(c)(3) organizations and does not accept unsolicited requests.
Assets
$6.4M
Grants
45
Total Given
$505K
Community Foundation of West Texas
Lubbock, TX
The Community Foundation of West Texas funds nonprofit programs and projects addressing basic needs and poverty, education and youth, civic and economic development, and arts and culture across 15 South Plains counties. Its community fund typically awards $1,000–$5,000, generally up to $10,000; it accepts applications through an online portal, with deadlines four times a year.
Assets
$77.1M
Grants
94
Total Given
$2.4M
Alles Foundation Incorporated
Evansville, IN
The foundation supports student aid, community needs, disadvantaged youth, and veterans’ programs, primarily in Indiana. Its 2025 grants ranged from $500 to $22,000, with a median of $2,000; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.5M
Grants
17
Total Given
$77K
The Paulos Foundation
Fort Worth, TX
The Paulos Foundation made community-purpose grants, with recent awards ranging from $357,000 to $714,000; its 2025 filing reports that it completed its final qualified distributions and filed a plan of termination. Recent grants went to organizations in California and Texas, and the foundation does not accept unsolicited requests, giving only to preselected organizations.
Assets
—
Grants
2
Total Given
$1.1M
Mr & Mrs Larkin Amos & Jerry Amos Foundation
New Orleans, LA
Assets
$819K
Grants
2
Total Given
$43K
Community Foundation of North Texas (Tax
Fort Worth, TX
The Community Foundation of North Texas supports nonprofits through grants for areas including animal welfare, conservation, community development, nonprofit capacity, and opportunity, primarily in North Texas, including seven listed counties. Its 2024 grants had a median amount of $14,250, with awards ranging from $5,100 to $1.5 million. It offers competitive grants through application cycles; nonprofits cannot apply for donor-advised grants.
Assets
$544.9M
Grants
872
Total Given
$41.3M
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds charitable work in health, wealth, living, and learning, with much of its grantmaking supporting North Texas nonprofits; its 2025 grants had a median of $18,779, though award sizes varied widely. Nearly all opportunities are by invitation, and its Nonprofit Gateway profile is not a grant application.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
More Funders in Texas
Grace G Robertson Memorial Trust down — hundreds of funders to go?