Robertson Charles a Uw Res Tr

PITTSBURGH, PA EIN: 23-6225245

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $403K (99%)

New Jersey $3K (1%)

States

New Jersey Pennsylvania

Cities

Camp HillDunmoreHarrisburgMoosicPrincetonScranton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.