The James T and Valeria B Robertson Foundation
The James T and Valeria B Robertson Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 9 grants totaling $185K. Net investment income was $291K.
The James T and Valeria B Robertson Foundation at a glance
In short: The James T and Valeria B Robertson Foundation gave $185K across 9 grants in 2024 (avg $21K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $185,000
- -44.2% vs 2023
- Grants made (2024)
- 9
- -30.8% vs 2023
- Average grant
- $20,556
- -19.4% vs 2023
- Median grant
- $20,000
- Total assets
- $2,778,493
- +3.3% vs 2023
- Primary geography
- North Carolina (76% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who The James T and Valeria B Robertson Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was University of Memphis Foundation ($45K across 2 grants). Together the top 7 received $185K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 60 grants of 60 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How The James T and Valeria B Robertson Foundation gives
- Giving fell 40% from 2021 to 2024. Method
- In 2024 it paid out 124% of its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $185K (2024) to $331K (2023). In 2024 it made 9 grants totaling $185K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Giles Chapel Asheville, NC | Annual Fund | $35,000 |
| Asheville-Buncombe Community Christian Ministry IN Arden, NC | Veterans Restoration Quarters (VRQ) in Asheville | $25,000 |
| Rotary Club of Asheville-Biltmore Foundation Asheville, NC | CART (Coins for Alzheimer's Research) and Memory Care Fund | $25,000 |
| University of Memphis Foundation Memphis, TN | Herff Trust Merit Scholarship Fund/STEM Research Classroom building to be named the James T. and Valeria B. Robertson Foundation Fabrication Lab | $25,000 |
| University of Memphis Foundation Memphis, TN | To establish The James T. and Valeria B. Robertson Foundation Scholarship Fund for the benefit of the Herff College of Engineering Technology | $20,000 |
| Brevard Music Center Incorporated Brevard, NC | Student Scholarship Fund | $15,000 |
| Rotary Club of Asheville-Biltmore Foundation Asheville, NC | General & Unrestricted | $15,000 |
| Young Men Christian Association of Western North C Asheville, NC | General & Unrestricted | $15,000 |
| Henderson County Free Medical Clinic Inc Hendersonvlle, NC | General & Unrestricted | $10,000 |
Ready to take the next step with The James T and Valeria B Robertson Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,778,493 | $328,797 | $240,228 | $185,000 | 9 | $202,524 | $291,293 | $162,919 |
| 2023 | $2,689,924 | $-140,539 | $386,927 | $331,420 | 13 | $352,963 | $25,595 | $148,351 |
| 2022 | $3,217,390 | $-31,412 | $352,172 | $293,420 | 12 | $311,584 | $19,737 | $169,146 |
| 2021 | $3,600,974 | $572,753 | $394,344 | $310,420 | 13 | $330,955 | $530,809 | $199,605 |
| 2020 | $3,422,565 | $980,074 | $266,804 | $203,920 | 13 | — | $419,618 | $165,299 |
Under IRS private-foundation payout rules, The James T and Valeria B Robertson Foundation reported a distributable amount of $163K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The James T and Valeria B Robertson Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Daniel P Robertson
Trustee
On filings since 2020
1 hr/week
No compensation reported
James T Robertson Jr.
Trustee
On filings since 2020
1 hr/week
No compensation reported
Roberta R Beach
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The James T and Valeria B Robertson Foundation
How much does The James T and Valeria B Robertson Foundation give each year?
The James T and Valeria B Robertson Foundation gave $185K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $331K across 13 grants.
What is The James T and Valeria B Robertson Foundation's typical grant size?
The James T and Valeria B Robertson Foundation's median grant in 2024 was $20,000, and its average grant was $20,556, across 9 grants on its 2024 IRS Form 990-PF.
Where does The James T and Valeria B Robertson Foundation give grants?
The James T and Valeria B Robertson Foundation gives mostly in North Carolina: 76% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (24%). The most frequent recipient cities were Asheville, NC (4 grants) and Memphis, TN (2 grants).
Does The James T and Valeria B Robertson Foundation give general operating support?
Yes: 44% of The James T and Valeria B Robertson Foundation's 2024 grants with a stated purpose (4 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The James T and Valeria B Robertson Foundation's largest grantees?
The James T and Valeria B Robertson Foundation's largest 2024 grantees include University of Memphis Foundation ($45,000 across 2 grants), Rotary Club of Asheville-Biltmore Foundation ($40,000 across 2 grants) and St Giles Chapel ($35,000), according to its 2024 IRS Form 990-PF. Together they received 65% of its itemized 2024 grant dollars.
How large is The James T and Valeria B Robertson Foundation?
The James T and Valeria B Robertson Foundation reported $2.8M in total assets on its 2024 IRS Form 990-PF. It paid out $203K in qualifying distributions that year, against a required minimum of $163K (roughly 5% of its investment assets).
What is The James T and Valeria B Robertson Foundation's EIN?
The James T and Valeria B Robertson Foundation's EIN (Employer Identification Number) is 64-6214992. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The James T and Valeria B Robertson Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The James T and Valeria B Robertson Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Dan Cameron Family Foundation Inc
Wilmington, NC
The foundation supports a broad range of charitable work, including arts and music, conservation, social services, education, and religious life, with most 2024 grant dollars going to North Carolina and others to New Mexico, Washington, D.C., California, and Maryland. Its 2024 grants ranged from $300 to $75,000, with a median of $1,000. It accepts requests by letter from 501(c)(3) organizations; no deadline is listed.
Assets
$16.4M
Grants
173
Total Given
$685K
Lettie Pate Whitehead Foundation Inc
Atlanta, GA
The foundation funds need-based undergraduate scholarships for female Christian students through participating institutions in Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, and Virginia, and supports care for senior women at facilities in Georgia, North Carolina, and Virginia. In 2024, grants ranged from $72,500 to $2,939,000, with a median of $254,000. It does not fund individuals, and institutions not already supported are rarely added; current grantees apply through the foundation’s grant process.
Assets
$990.9M
Grants
208
Total Given
$63.3M
Delaware Community Foundation Inc
Wilmington, DE
Delaware Community Foundation supports nonprofits and students addressing community needs in Delaware, including community-impact projects, capital improvements, and scholarships. Its 2025 itemized grants had a median of $21,500, though awards varied widely. Applicants are directed to apply through the relevant program’s online portal; whether unsolicited requests are accepted is not stated.
Assets
$392.5M
Grants
323
Total Given
$20.4M
More similar funders
More Funders in Delaware
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The James T and Valeria B Robertson Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The James T and Valeria B Robertson Foundation down — hundreds of funders to go?