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.
Key facts about The James T and Valeria B Robertson Foundation
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.
- EIN
- 64-6214992
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $185,000
- Grants made (2024)
- 9
- Average grant
- $20,556
- Median grant
- $20,000
- Total assets
- $2,778,493
- Primary geography
- North Carolina (76% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+3.3% YoY
Annual Giving
$185K
-44.2% YoY
Grant Count
9
-30.8% YoY
Avg Grant Size
$21K
-19.4% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,778,493 | $2,689,924 | $3,217,390 |
| Revenue | $328,797 | $-140,539 | $-31,412 |
| Expenses | $240,228 | $386,927 | $352,172 |
| Qualifying Distributions | $202,524 | $352,963 | $311,584 |
| Net Investment Income | $291,293 | $25,595 | $19,737 |
| Distributable Amount | $162,919 | $148,351 | $169,146 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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.
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