Robertson Charles a Uw Res Tr
Robertson Charles a Uw Res Tr is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 8 grants totaling $90K. Net investment income was $95K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.9M
-0.2% YoY
Annual Giving
$90K
+14.5% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$11K
+14.5% YoY
Under IRS private-foundation payout rules, Robertson Charles a Uw Res Tr reported a distributable amount of $115K for 2025 — the minimum it must pay out in qualifying distributions.
About Robertson Charles a Uw Res Tr
Based on IRS filings
Robertson Charles a Uw Res Tr is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 8 grants totaling $90K. Net investment income was $95K.
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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 | $1,869,614 | $1,873,327 | $1,929,882 |
| Revenue | $117,284 | $49,057 | $197,270 |
| Expenses | $124,270 | $105,489 | $103,372 |
| Qualifying Distributions | $103,822 | $88,213 | $87,756 |
| Net Investment Income | $95,252 | $34,863 | $183,761 |
| Distributable Amount | $114,855 | $106,019 | $98,509 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Elm Park Meth Episcopal Church ($22,375), Ymca of Greater Scranton ($22,375), Girl Scouts in the Heart of Pa ($11,375).
| Recipient | Purpose | Amount |
|---|---|---|
| PRINCETON THEOLOGICAL SEMINARY PRINCETON, NJ | GENERAL OPERATING | $500 |
| ELM PARK METH EPISCOPAL CHURCH SCRANTON, PA | GENERAL OPERATING | $22,375 |
| FRIENDSHIP HOUSE SCRANTON, PA | GENERAL OPERATING | $11,188 |
| PENNA ASSOC FOR THE BLIND SCRANTON, PA | GENERAL OPERATING | $5,594 |
| YMCA OF GREATER SCRANTON DUNMORE, PA | GENERAL OPERATING | $22,375 |
| GIRL SCOUTS IN THE HEART OF PA CAMP HILL, PA | GENERAL OPERATING | $11,375 |
| BOYS & GIRLS CLUB OF NORTHEASTERN PA SCRANTON, PA | GENERAL OPERATING | $5,594 |
| BOY SCOUTS OF AMERICA MOOSIC, PA | GENERAL OPERATING | $11,188 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $34,081 |
Frequently Asked Questions
How large is Robertson Charles a Uw Res Tr?
As of 2025, Robertson Charles a Uw Res Tr holds $1.9M in total assets with $117K in annual revenue. It awarded 8 grants totaling $90K in 2025.
Where does Robertson Charles a Uw Res Tr operate?
Robertson Charles a Uw Res Tr has awarded grants in New Jersey, Pennsylvania.
What size grants does Robertson Charles a Uw Res Tr award?
In 2025, Robertson Charles a Uw Res Tr awarded 8 grants totaling $90K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Robertson Charles a Uw Res Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Robertson Charles a Uw Res Tr reported a distributable amount of $115K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robertson Charles a Uw Res Tr's EIN?
Robertson Charles a Uw Res Tr's EIN (Employer Identification Number) is 23-6225245. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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