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 2018 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 9 grants totaling $270K. Net investment income was $385K.
The James T and Valeria B Robertson Foundation at a glance
In short: The James T and Valeria B Robertson Foundation gave $270K across 9 grants in 2025 (avg $30K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $270,319
- +46.1% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $30,035
- +46.1% vs 2024
- Median grant
- $25,000
- Total assets
- $2,817,466
- +1.4% vs 2024
- Primary geography
- North Carolina (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who The James T and Valeria B Robertson Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Rotary Club of Asheville-Biltmore Foundation ($125K across 2 grants). Together the top 7 received $270K.
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 54 grants of 56 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How The James T and Valeria B Robertson Foundation gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 208% 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 2018 to 2025, annual grant giving ranged from $169K (2018) to $331K (2023). In 2025 it made 9 grants totaling $270K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rotary Club of Asheville-Biltmore Foundation Asheville, NC | CART, Memory Care, Veterans Restoration Quarters (VRQ) and Manna Food Bank Funds Funds | $100,000 |
| The Contributor Inc Nashville, TN | General & Unrestricted | $50,000 |
| St Giles Chapel Asheville, NC | Annual Gift Fund | $35,000 |
| Rotary Club of Asheville-Biltmore Foundation Asheville, NC | General & Unrestricted | $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 |
| Brevard Music Center Incorporated Brevard, NC | Student Scholarship Fund | $15,000 |
| Young Men Christian Association of Western North C Asheville, NC | General & Unrestricted | $15,000 |
| S Holland Nashville, TN | Hardship Assistance Grant | $4,728 |
| S Holland Nashville, TN | Hardship Assistance Grant | $591 |
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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 | $2,817,466 | $422,779 | $383,806 | $270,319 | 9 | $337,972 | $385,024 | $162,334 |
| 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 |
| 2018 | $1,227,600 | $130,683 | $187,428 | $169,300 | 14 | — | $113,903 | $68,603 |
Under IRS private-foundation payout rules, The James T and Valeria B Robertson Foundation reported a distributable amount of $162K for 2025 — 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 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
James T Robertson Jr.
Trustee
On filings since 2018
1 hr/week
$10K (2025)
Daniel P Robertson
Trustee
On filings since 2020
1 hr/week
$10K (2025)
Roberta R Beach
Trustee
On filings since 2020
1 hr/week
$20K (2025)
Former officers (1)
- Former: Valeria B. Robertson (2018) — Trustee
Data from IRS Form 990 filings, 2018–2025. "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 $20K, to Roberta R Beach (Trustee). 3 officers or directors reported compensation on that filing.
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 $270K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $185K across 9 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 2025 was $25,000, and its average grant was $30,035, across 9 grants on its 2025 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: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (30%). The most frequent recipient cities were Asheville, NC (4 grants) and Nashville, TN (3 grants).
Does The James T and Valeria B Robertson Foundation give general operating support?
Yes: 33% of The James T and Valeria B Robertson Foundation's 2025 grants with a stated purpose (3 of 9) were for general or operating support, per its 2025 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 2025 grantees include Rotary Club of Asheville-Biltmore Foundation ($125,000 across 2 grants), The Contributor Inc ($50,000) and St Giles Chapel ($35,000), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 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 2025 IRS Form 990-PF. It paid out $338K in qualifying distributions that year, against a required minimum of $162K (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 2018–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2018 (received by the IRS June 4, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 1, 2026)
- IRS filings on file for fiscal years 2020–2024
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