Private Foundation

The James T and Valeria B Robertson Foundation

Based in Wilmington, DE, The James T and Valeria B Robertson Foundation operates as a Private Foundation. The organization reported $329K in revenue, $240K in expenses, $2.8M in total assets for fiscal year 2024. Imperigo tracks 98 reported grants from this foundation totaling approximately $1.5M.

EIN: 646214992 Wilmington, DE Latest filing: 2024

Total Revenue$329K

Total Expenses$240K

Total Assets$2.8M

Grants Given98

Grant Total$1.5M

Filing Years2019–2024

Sample Grants Given

ST GILES CHAPEL

ASHEVILLE, NC · 2024

Annual Fund

$35,000

UNIVERSITY OF MEMPHIS FOUNDATION

MEMPHIS, TN · 2024

Herff Trust Merit Scholarship Fund/STEM Research Classroom building to be named the James T. and Valeria B. Robertson Foundation Fabrication Lab

$25,000

ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION

ASHEVILLE, NC · 2024

CART (Coins for Alzheimer's Research) and Memory Care Fund

$25,000

ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY IN

ARDEN, NC · 2024

Veterans Restoration Quarters (VRQ) in Asheville

$25,000

UNIVERSITY OF MEMPHIS FOUNDATION

MEMPHIS, TN · 2024

To establish The James T. and Valeria B. Robertson Foundation Scholarship Fund for the benefit of the Herff College of Engineering Technology

$20,000

Showing up to 5 of 98 total records — full history available with membership.

Officers & Directors

Trustee Daniel P Robertson

Trustee James T Robertson Jr

Trustee Roberta R Beach

Officer compensation and complete director data available with membership.

Top Grant Purposes

In accordancewith the FDNsgoverning instru

$294,410 27 grants

General & Unrestricted

$271,420 18 grants

GENERAL PURPOSE

$238,800 24 grants

Annual Fund

$70,000 2 grants

The Valeria B and James T Robertson MD Memorial Scholarship Fund in The Herbert Wertheim College of Medicine

$67,440 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$329K	$240K	$2.8M
2023	$-141K	$387K	$2.7M
2022	$-31K	$352K	$3.2M
2020	$980K	$267K	$3.4M
2019	$1.6M	$98K	$2.7M

Between 2019 and 2024, reported annual revenue declined from $1.6M to $329K (-79%), with total assets most recently reported at $2.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AR, FL, IL, MS, NC, NY, and 2 other states.

ARFLILMSNCNYSCTN

Full geographic grant map with state-by-state breakdown available with membership.

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