The James T And Valeria B Robertson | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The James T And Valeria B Robertson. Data shown is extracted from Form 990-PF filings.
EIN: 64-6214992
Foundation Overview
Based in Wilmington, DE, The James T And Valeria B Robertson has awarded 126 grants totaling $2,424,600 to organizations in North Carolina, Florida and 5 other states, plus international recipients. Individual grants range from $1,000 to $50,000, with a median award of $17,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 26 recipients (8%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
62% of grants are awarded in North Carolina, with additional funding distributed across 7 other locations. The foundation balances regional focus with broader geographic diversity. Within North Carolina, funding concentrates in Brevard (38%), Asheville (35%), Hendersonvlle (15%).
Funding Trajectory
Strong 356% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on education (36%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The James T And Valeria B Robertson's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Brevard Music Center Incorporated | $15,000 | Brevard, NC, US | Student Scholarship Fund | 2023 |
| Florida International University Foundation Inc | $33,720 | Miami, FL, US | The Valeria B And James T Robertson Md Memorial Scholarship Fund In The Herbert Wertheim College Of Medicine | 2023 |
| Henderson County Free Medical Clinic Inc | $5,000 | Hendersonvlle, NC, US | General & Unrestricted | 2023 |
| Rotary Club Of Asheville-biltmore Foundation | $25,000 | Asheville, NC, US | Funds For Manna Food Bank, The Veterans Restoration Quarters And Transformation Village | 2023 |
| Rotary Club Of Asheville-biltmore Foundation | $35,000 | Asheville, NC, US | General & Unrestricted | 2023 |
| St Giles Chapel | $35,000 | Asheville, NC, US | Annual Gift | 2023 |
| The University Of Tennessee Foundation Inc | $37,700 | Knoxville, TN, US | The James T And Valeria B Robertson Family Scholarship Fund At The University Of Tennessee Health Science Center College Of Medicine | 2023 |
| Unc Health Foundation Inc | $35,000 | Chapel Hill, NC, US | Annual Scholarship Fund For The Unc School Of Medicine | 2023 |
| University Of Central Florida Foundation Inc | $30,000 | Orlando, FL, US | The James T And Valeria B Robertson Scholarship Fund | 2023 |
| University Of Memphis Foundation | $25,000 | Memphis, TN, US | Herff Trust Merit Scholarship Fund/stem Research Classroom Building To Be Named The James T. And Valeria B. Robertson Foundation Fabrication Lab | 2023 |
| University Of Memphis Foundation | $20,000 | Memphis, TN, US | To Establish The James T And Valeria B Robertson Foundation Schoalrship Fund For The Benefit Of The Herff College Of Engineering Technology | 2023 |
| University Of South Florida Foundation Inc | $10,000 | Tampa, FL, US | Research Project Currently Led By Dr. Mildred Acevedo-duncan | 2023 |
| Young Men Christian Association Of Western North C | $25,000 | Asheville, NC, US | Reuter Family Ymca | 2023 |
| Brevard Music Center Incorporated | $15,000 | Brevard, NC, US | Student Scholarship Fund | 2023 |
| Florida International University Foundation Inc | $33,720 | Miami, FL, US | The Valeria B And James T Robertson Md Memorial Scholarship Fund In The Herbert Wertheim College Of Medicine | 2023 |
| Henderson County Free Medical Clinic Inc | $5,000 | Hendersonvlle, NC, US | General & Unrestricted | 2023 |
| Rotary Club Of Asheville-biltmore Foundation | $25,000 | Asheville, NC, US | Funds For Manna Food Bank, The Veterans Restoration Quarters And Transformation Village | 2023 |
| Rotary Club Of Asheville-biltmore Foundation | $35,000 | Asheville, NC, US | General & Unrestricted | 2023 |
| St Giles Chapel | $35,000 | Asheville, NC, US | Annual Gift | 2023 |
| The University Of Tennessee Foundation Inc | $37,700 | Knoxville, TN, US | The James T And Valeria B Robertson Family Scholarship Fund At The University Of Tennessee Health Science Center College Of Medicine | 2023 |
| Unc Health Foundation Inc | $35,000 | Chapel Hill, NC, US | Annual Scholarship Fund For The Unc School Of Medicine | 2023 |
| University Of Central Florida Foundation Inc | $30,000 | Orlando, FL, US | The James T And Valeria B Robertson Scholarship Fund | 2023 |
| University Of Memphis Foundation | $25,000 | Memphis, TN, US | Herff Trust Merit Scholarship Fund/stem Research Classroom Building To Be Named The James T. And Valeria B. Robertson Foundation Fabrication Lab | 2023 |
| University Of Memphis Foundation | $20,000 | Memphis, TN, US | To Establish The James T And Valeria B Robertson Foundation Schoalrship Fund For The Benefit Of The Herff College Of Engineering Technology | 2023 |
| University Of South Florida Foundation Inc | $10,000 | Tampa, FL, US | Research Project Currently Led By Dr. Mildred Acevedo-duncan | 2023 |
| Young Men Christian Association Of Western North C | $25,000 | Asheville, NC, US | Reuter Family Ymca | 2023 |
| Brevard Music Center Incorporated | $15,000 | Brevard, NC, US | Student Scholarship Fund | 2022 |
| Brevard Music Center Incorporated | $33,500 | Brevard, NC, US | James T And Valeria B Robertson Room Of The Parker Concert Hall | 2022 |
| Florida International University Foundation Inc | $33,720 | Miami, FL, US | The Valeria B And James T Robertson Md Memorial Scholarship Fund In The Herbert Wertheim College Of Medicine | 2022 |
| Henderson County Education Foundation Inc | $1,000 | Hendersonvlle, NC, US | The Henderson County Early College Science Olympia Program | 2022 |
| Henderson County Free Medical Clinic Inc | $2,500 | Hendersonvlle, NC, US | General & Unrestricted | 2022 |
| Rotary Club Of Asheville-biltmore Foundation | $25,000 | Asheville, NC, US | Rotary Club's Walkathon To Raise Money To Fight Alzheimer's And Dementia | 2022 |
| St Giles Chapel | $35,000 | Asheville, NC, US | Annual Fund | 2022 |
| The University Of Tennessee Foundation Inc | $37,700 | Knoxville, TN, US | The James T And Valeria B Robertson Family Scholarship At The University Of Tennessee Health Science Center College Of Medicine | 2022 |
| Unc Health Foundation Inc | $35,000 | Chapel Hill, NC, US | Annual Scholarship Fund For The Unc School Of Medicine | 2022 |
| University Of Central Florida Foundation Inc | $30,000 | Orlando, FL, US | The James T And Valeria B Robertson Scholarship Fund | 2022 |
| University Of Memphis Foundation | $25,000 | Memphis, TN, US | The James T And Valeria B Robertson Foundation Scholarship Fund For Herff College Of Engineering Technology | 2022 |
| University Of Memphis Foundation | $20,000 | Memphis, TN, US | To Establish The James T And Valeria B Robertson F | 2022 |
| Brevard Music Center Incorporated | $15,000 | Brevard, NC, US | Student Scholarship Fund | 2022 |
| Brevard Music Center Incorporated | $33,500 | Brevard, NC, US | James T And Valeria B Robertson Room Of The Parker Concert Hall | 2022 |
| Florida International University Foundation Inc | $33,720 | Miami, FL, US | The Valeria B And James T Robertson Md Memorial Scholarship Fund In The Herbert Wertheim College Of Medicine | 2022 |
| Henderson County Education Foundation Inc | $1,000 | Hendersonvlle, NC, US | The Henderson County Early College Science Olympia Program | 2022 |
| Henderson County Free Medical Clinic Inc | $2,500 | Hendersonvlle, NC, US | General & Unrestricted | 2022 |
| Rotary Club Of Asheville-biltmore Foundation | $25,000 | Asheville, NC, US | Rotary Club's Walkathon To Raise Money To Fight Alzheimer's And Dementia | 2022 |
| St Giles Chapel | $35,000 | Asheville, NC, US | Annual Fund | 2022 |
| The University Of Tennessee Foundation Inc | $37,700 | Knoxville, TN, US | The James T And Valeria B Robertson Family Scholarship At The University Of Tennessee Health Science Center College Of Medicine | 2022 |
| Unc Health Foundation Inc | $35,000 | Chapel Hill, NC, US | Annual Scholarship Fund For The Unc School Of Medicine | 2022 |
| University Of Central Florida Foundation Inc | $30,000 | Orlando, FL, US | The James T And Valeria B Robertson Scholarship Fund | 2022 |
| University Of Memphis Foundation | $25,000 | Memphis, TN, US | The James T And Valeria B Robertson Foundation Scholarship Fund For Herff College Of Engineering Technology | 2022 |
| University Of Memphis Foundation | $20,000 | Memphis, TN, US | To Establish The James T And Valeria B Robertson F | 2022 |
| Brevard Music Center Incorporated | $15,000 | Brevard, NC, US | Student Scholarship Fund | 2022 |
| Brevard Music Center Incorporated | $33,500 | Brevard, NC, US | James T And Valeria B Robertson Room Of The Parker Concert Hall | 2022 |
| Florida International University Foundation Inc | $33,720 | Miami, FL, US | The Valeria B And James T Robertson Md Memorial Scholarship Fund In The Herbert Wertheim College Of Medicine | 2022 |
| Henderson County Education Foundation Inc | $1,000 | Hendersonvlle, NC, US | The Henderson County Early College Science Olympia Program | 2022 |
| Henderson County Free Medical Clinic Inc | $2,500 | Hendersonvlle, NC, US | General & Unrestricted | 2022 |
| Rotary Club Of Asheville-biltmore Foundation | $25,000 | Asheville, NC, US | Rotary Club's Walkathon To Raise Money To Fight Alzheimer's And Dementia | 2022 |
| St Giles Chapel | $35,000 | Asheville, NC, US | Annual Fund | 2022 |
| The University Of Tennessee Foundation Inc | $37,700 | Knoxville, TN, US | The James T And Valeria B Robertson Family Scholarship At The University Of Tennessee Health Science Center College Of Medicine | 2022 |
| Unc Health Foundation Inc | $35,000 | Chapel Hill, NC, US | Annual Scholarship Fund For The Unc School Of Medicine | 2022 |
| University Of Central Florida Foundation Inc | $30,000 | Orlando, FL, US | The James T And Valeria B Robertson Scholarship Fund | 2022 |
| University Of Memphis Foundation | $25,000 | Memphis, TN, US | The James T And Valeria B Robertson Foundation Scholarship Fund For Herff College Of Engineering Technology | 2022 |
| University Of Memphis Foundation | $20,000 | Memphis, TN, US | To Establish The James T And Valeria B Robertson F | 2022 |
| Brevard Music Center Incorporated | $15,000 | Brevard, NC, US | Student Scholarship Fund | 2021 |
| Brevard Music Center Incorporated | $33,500 | Brevard, NC, US | James T And Valeria B Robertson Room Of The Parker Concert Hall | 2021 |
| Florida International University Foundation Inc | $33,720 | Miami, FL, US | The Valeria B And James T Robertson Md Memorial Scholarship Fund In The Herbert Wertheim College Of Medicine | 2021 |
| Henderson County Education Foundation Inc | $2,000 | Hendersonvlle, NC, US | Early College Science Olympiad Team | 2021 |
| Henderson County Free Medical Clinic Inc | $2,500 | Hendersonvlle, NC, US | General & Unrestricted | 2021 |
| St Giles Chapel | $35,000 | Asheville, NC, US | Annual Fund | 2021 |
| St Giles Chapel | $30,000 | Asheville, NC, US | Annual Fund | 2021 |
| The Rotary Club Of Hendersonville Nc Charitable Co | $6,000 | Hendersonvlle, NC, US | General & Unrestricted | 2021 |
| The Rotary Foundation Of Rotary International | $10,000 | Evanston, IL, US | General & Unrestricted | 2021 |
| The University Of Tennessee Foundation Inc | $37,700 | Knoxville, TN, US | The James T And Valeria B Robertson Family Scholarship Fund At The University Of Tennessee Health Science Center College Of Medicine | 2021 |
| Unc Health Foundation Inc | $35,000 | Chapel Hill, NC, US | Annual Scholarship Fund For The Unc School Of Medicine | 2021 |
| University Of Central Florida Foundation Inc | $30,000 | Orlando, FL, US | The James T And Valeria B Robertson Scholarship Fund | 2021 |
| University Of Memphis Foundation | $40,000 | Memphis, TN, US | To Establish The James T And Valeria B Robertson Foundation Scholarship Fund For The Benefit Of The Herff College Of Engineering Technology | 2021 |
| Brevard Music Center Incorporated | $15,000 | Brevard, NC, US | Student Scholarship Fund | 2020 |
| Brevard Music Center Incorporated | $33,000 | Brevard, NC, US | General & Unrestricted | 2020 |
| First Presbyterian Church Of Hernando | $7,000 | Hernando, MS, US | General & Unrestricted | 2020 |
| Florida International University Foundation Inc | $33,720 | Miami, FL, US | General & Unrestricted | 2020 |
| Henderson County Education Foundation Inc | $4,000 | Hendersonvlle, NC, US | General & Unrestricted | 2020 |
| Kristen Reese Willingham | $35,000 | Hendersonville, NC, US | General & Unrestricted | 2020 |
| Rotary Club Of Asheville-biltmore Foundation | $11,000 | Asheville, NC, US | General & Unrestricted | 2020 |
| St Giles Chapel | $5,000 | Asheville, NC, US | General & Unrestricted | 2020 |
| The Community Foundation Of Western North Carolina | $2,500 | Asheville, NC, US | General & Unrestricted | 2020 |
| The Rotary Foundation Of Rotary International | $5,000 | Evanston, IL, US | General & Unrestricted | 2020 |
| The University Of Tennessee Foundation Inc | $37,700 | Knoxville, TN, US | General & Unrestricted | 2020 |
| University Of South Florida Foundation Inc | $10,000 | Tampa, FL, US | General & Unrestricted | 2020 |
| Westminster Presbyterian Church | $5,000 | Hot Springs, AR, US | General & Unrestricted | 2020 |
| Brevard Music Center | $15,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Salvation Army | $2,500 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Sharing House | $5,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Meals On Wheels | $2,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Brevard Presbyterian Church | $10,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Others | $11,500 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Deerfield Episcopal Relief | $25,000 | New York, NY, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Rotary Foundation | $5,300 | Asheville, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| St Giles Chapel | $50,000 | Asheville, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Manna Food Bank | $10,000 | Asheville, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Doctors Without Borders | $3,000 | New York, NY, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Nref | $10,000 | Schaumburg, IL, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Highland Presbyterian Church | $10,000 | Highlands, NC, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Semmes Murphy Foundation | $10,000 | Memphis, TN, US | In Accordancewith The Fdnsgoverning Instru | 2018 |
| Brevard Music Center | $15,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Salvation Army | $2,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Sharing House | $2,500 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Meals On Wheels | $4,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Brevard Presbyterian Church | $10,276 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Others | $7,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Deerfield Episcopal Relief | $1,000 | New York, NY, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Rotary Foundation | $2,000 | Asheville, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| St Giles Chapel | $30,834 | Asheville, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Manna Food Bank | $12,000 | Asheville, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Doctors Without Borders | $6,500 | New York, NY, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Nref | $25,000 | Schaumburg, IL, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Highland Presbyterian Church | $7,000 | Highlands, NC, US | In Accordancewith The Fdnsgoverning Instru | 2017 |
| Brevard Music Center | $5,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Salvation Army | $8,500 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Sharing House | $9,500 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Meals On Wheels | $4,500 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Brevard Presbyterian Church | $5,000 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Others | $12,250 | Brevard, NC, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Deerfield Episcopal Relief | $5,500 | New York, NY, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Salvation Army | $8,500 | Asheville, NC, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Western Riverside Environmental Fun | $10,000 | London, London, NL | In Accordancewith The Fdnsgoverning Instru | 2016 |
| Rotary Foundation | $2,000 | Asheville, NC, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
| United Servents Abroad | $2,000 | Wellington, FL, US | In Accordancewith The Fdnsgoverning Instru | 2016 |
Foundations Similar to The James T And Valeria B Robertson
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Contact Information
Official contact details for The James T And Valeria B Robertson as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 64-6214992 |
| Website | N/A |
| Address | FOUNDATION SOURCE 501 SILVERSIDE RD Wilmington, DE 19809-0000 |
Key People (3)
Board members, trustees, and key staff who oversee The James T And Valeria B Robertson's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Roberta R Beach |
|---|---|
| Trustee | Daniel P Robertson |
| Trustee | James T Robertson Jr |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The James T And Valeria B Robertson is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
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