The James T and Valeria B Robertson
The James T and Valeria B Robertson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 reported a distributable amount of $163K for 2024 — the minimum it must pay out in qualifying distributions.
About The James T and Valeria B Robertson
Based on IRS filings
The James T and Valeria B Robertson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Giles Chapel ($35,000), Asheville-buncombe Community Christian Ministry in ($25,000), Rotary Club of Asheville-biltmore Foundation ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY IN ARDEN, NC | Veterans Restoration Quarters (VRQ) in Asheville | $25,000 |
| BREVARD MUSIC CENTER INCORPORATED BREVARD, NC | Student Scholarship Fund | $15,000 |
| HENDERSON COUNTY FREE MEDICAL CLINIC INC HENDERSONVLLE, NC | General & Unrestricted | $10,000 |
| ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION ASHEVILLE, NC | CART (Coins for Alzheimer's Research) and Memory Care Fund | $25,000 |
| ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION ASHEVILLE, NC | General & Unrestricted | $15,000 |
| ST GILES CHAPEL ASHEVILLE, NC | Annual Fund | $35,000 |
| 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 |
| YOUNG MEN CHRISTIAN ASSOCIATION OF WESTERN NORTH C ASHEVILLE, NC | General & Unrestricted | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Roberta R Beach | Trustee | 1 | — |
| Daniel P Robertson | Trustee | 1 | — |
| James T Robertson Jr | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The James T and Valeria B Robertson?
The James T and Valeria B Robertson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $2.8M in total assets as of 2024.
How large is The James T and Valeria B Robertson?
As of 2024, The James T and Valeria B Robertson holds $2.8M in total assets with $329K in annual revenue. It awarded 9 grants totaling $185K in 2024.
Where does The James T and Valeria B Robertson operate?
The James T and Valeria B Robertson has awarded grants in Arkansas, Florida, Illinois, Mississippi, North Carolina, Tennessee.
What size grants does The James T and Valeria B Robertson award?
In 2024, The James T and Valeria B Robertson awarded 9 grants totaling $185K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is The James T and Valeria B Robertson required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The James T and Valeria B Robertson reported a distributable amount of $163K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The James T and Valeria B Robertson's EIN?
The James T and Valeria B Robertson's EIN (Employer Identification Number) is 64-6214992. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The James T and Valeria B Robertson's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.