Suc Tr Uw L G Robertson
Suc Tr Uw L G Robertson is a private foundation focused on Philanthropy, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $229K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $22K.
Suc Tr Uw L G Robertson at a glance
In short: Suc Tr Uw L G Robertson gave $10K across 1 grant in 2025 (avg $10K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,879
- +15.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $9,879
- +15.2% vs 2024
- Median grant
- $9,879
- Total assets
- $228,713
- +4.2% vs 2024
- Primary geography
- Virginia (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 Suc Tr Uw L G Robertson funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Union Theological Seminary ($10K).
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 Suc Tr Uw L G Robertson gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $7K (2019) to $12K (2020). In 2025 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Union Theological Seminary Richmond, VA | Unrestricted General | $9,879 |
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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 | $228,713 | $24,327 | $15,232 | $9,879 | 1 | $12,165 | $21,623 | $12,868 |
| 2024 | $219,556 | $21,224 | $13,454 | $8,577 | 1 | $10,787 | $18,438 | $12,089 |
| 2023 | $212,008 | $6,780 | $12,171 | $7,645 | 1 | $9,777 | $3,702 | $11,063 |
| 2022 | $217,483 | $-5,098 | $17,387 | $11,276 | 1 | $13,916 | $1,862 | $11,326 |
| 2021 | $239,940 | $48,618 | $14,872 | $9,747 | 1 | $11,917 | $45,703 | $12,702 |
| 2020 | $204,264 | $18,032 | $16,061 | $11,695 | 1 | — | $15,704 | $10,919 |
| 2019 | $203,743 | $11,975 | $11,547 | $7,095 | 1 | — | $10,311 | $10,737 |
Under IRS private-foundation payout rules, Suc Tr Uw L G Robertson reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Suc Tr Uw L G Robertson's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$3K (2021) → $3K (2025)
Former officers (1)
- Former: Bank Of America NA (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Suc Tr Uw L G Robertson
How much does Suc Tr Uw L G Robertson give each year?
Suc Tr Uw L G Robertson gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.
How large is Suc Tr Uw L G Robertson?
Suc Tr Uw L G Robertson reported $229K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Suc Tr Uw L G Robertson?
Suc Tr Uw L G Robertson is a private foundation focused on Philanthropy, based in Dallas, TX. It holds $229K in total assets as of 2025.
Where does Suc Tr Uw L G Robertson operate?
Suc Tr Uw L G Robertson has awarded grants in Virginia.
What is Suc Tr Uw L G Robertson's EIN?
Suc Tr Uw L G Robertson's EIN (Employer Identification Number) is 54-6034104. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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