Suc Tr Uw L G Robertson is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $220K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$220K
+3.6% YoY
Annual Giving
$9K
+12.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$9K
+12.2% YoY
Under IRS private-foundation payout rules, Suc Tr Uw L G Robertson reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
About Suc Tr Uw L G Robertson
Based on IRS filings
Suc Tr Uw L G Robertson is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $220K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $18K.
Focus Areas
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $219,556 | $212,008 | $217,483 |
| Revenue | $21,224 | $6,780 | $-5,098 |
| Expenses | $13,454 | $12,171 | $17,387 |
| Qualifying Distributions | $10,787 | $9,777 | $13,916 |
| Net Investment Income | $18,438 | $3,702 | $1,862 |
| Distributable Amount | $12,089 | $11,063 | $11,326 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Union Theological Seminary ($8,577).
| Recipient | Purpose | Amount |
|---|---|---|
| UNION THEOLOGICAL SEMINARY RICHMOND, VA | UNRESTRICTED GENERAL | $8,577 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $2,456 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $220K in total assets as of 2024.
How large is Suc Tr Uw L G Robertson?
As of 2024, Suc Tr Uw L G Robertson holds $220K in total assets with $21K in annual revenue. It awarded 1 grants totaling $9K in 2024.
Where does Suc Tr Uw L G Robertson operate?
Suc Tr Uw L G Robertson has awarded grants in Virginia.
What size grants does Suc Tr Uw L G Robertson award?
In 2024, Suc Tr Uw L G Robertson awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Suc Tr Uw L G Robertson required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Suc Tr Uw L G Robertson reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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