James T And Valeria B Robertson Foundation
- Assets
- $2.7m
- Revenue
- -$140.5k
- Investments
- $2.6m
- Employees
- 0
- Location
- Wilmington, DE
- Founding
- 08/1998
- Data as of
- 12/2023
- EIN
- 64-6214992
Organization Overview
James T And Valeria B Robertson Foundation is located in Wilmington, DE. The organization was established in 1998. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James T And Valeria B Robertson Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, James T And Valeria B Robertson Foundation has awarded 92 individual grants totaling $1,520,901. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Roberta R Beach Trustee | 1 | $0 | |
Daniel P Robertson Trustee | 1 | $0 | |
James T Robertson Jr Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,311 |
| Dividends & Interest | $58,048 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$199,898 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$140,539 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $993 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $4,514 |
| Printing and publications | $0 |
| Other expenses | $17,236 |
| Total operating and administrative expenses | $55,507 |
| Contributions, gifts, grants paid | $331,420 |
| Total expenses and disbursements | $386,927 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $102,168 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,689,924 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James T And Valeria B Robertson Foundation has awarded $331,420 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
BREVARD MUSIC CENTER INCORPORATED PURPOSE: STUDENT SCHOLARSHIP FUND | $15,000 |
FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC PURPOSE: THE VALERIA B AND JAMES T ROBERTSON MD MEMORIAL SCHOLARSHIP FUND IN THE HERBERT WERTHEIM COLLEGE OF MEDICINE | $33,720 |
ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION PURPOSE: FUNDS FOR MANNA FOOD BANK, THE VETERANS RESTORATION QUARTERS AND TRANSFORMATION VILLAGE | $25,000 |
HENDERSON COUNTY FREE MEDICAL CLINIC INC PURPOSE: GENERAL & UNRESTRICTED | $5,000 |
ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION PURPOSE: GENERAL & UNRESTRICTED | $35,000 |
ST GILES CHAPEL PURPOSE: ANNUAL GIFT | $35,000 |