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EIN 64-6214992

The James T and Valeria B Robertson Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Wilmington
State
Delaware
Year formed
1998
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The James T and Valeria B Robertson Foundation is a private foundation that made 10 grants last year. It is supported by James T Robertson Estate and located in Asheville, NC. Grantees include St Giles Chapel.
Also known as...
Robertson James T Co-Ttee
Total revenues
$-140,539
2023
Total expenses
$386,927
2023
Total assets
$2,689,924
2023
Num. employees
0
2023

Grants made by The James T and Valeria B Robertson Foundation

GranteeGrant descriptionAmount
The University of Tennessee FoundationThe James T and Valeria B Robertson Family Scholarship Fund at the University of Tennessee Health Science Center College of Medicine$37,700
Rotary Club of Asheville-Biltmore FoundationGeneral & Unrestricted$35,000
Unc Health FoundationAnnual Scholarship Fund for the Unc School of Medicine$35,000
...and 8 more grants made

Personnel at The James T and Valeria B Robertson Foundation

NameTitleCompensation
Roberta BeachTrustee$0

Financials for The James T and Valeria B Robertson Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$59,359
Net rental income$0
Net gain from sale of non-inventory assets$-199,898
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$-140,539

Form 990s for The James T and Valeria B Robertson Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-29990PFView PDF
2022-122023-07-18990PFView PDF
2021-122022-11-11990PFView PDF
2020-122021-11-14990PFView PDF
2019-122021-06-09990PFView PDF
...and 10 more Form 990s
Data update history
August 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 5, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 1, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 2, 2023
Updated personnel
Identified 2 new personnel
May 19, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
Foundation Source 501 Silverside Rd
Wilmington, DE 19809
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
New Castle County, DE
Phone
(800) 839-1754
IRS details
EIN
64-6214992
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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