JAMES T AND VALERIA B ROBERTSON FOUNDATION

JAMES T AND VALERIA B ROBERTSON FOUNDATION · GetFunded

Financials

Giving

$203K

FY2024 · qualifying distributions

Total assets

$2.8M

FY2024 · end of year

Revenue

$329K

FY2024

Expenses

$240K

FY2024

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2024	990-PF	$328,797	$240,228	$202,524	$2,778,493

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Grants paid

108 on file

Recipient	Purpose	Amount	Year	Source
ST GILES CHAPELASHEVILLE, NC	GENERAL PURPOSE	$50,000	2018

Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.

Officers and directors

Name	Title	Hours / week	Compensation
Roberta R Beach	Trustee	1.0	$0
Daniel P Robertson	Trustee	1.0	$0
James T Robertson Jr	Trustee	1.0	$0

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

JAMES T AND VALERIA B ROBERTSON FOUNDATION

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What its returns show

JAMES T AND VALERIA B ROBERTSON FOUNDATION

Can I apply?

What its returns show

Financials

Grants paid

Officers and directors