Funder DirectoryFLORENCE ROBERTSON TRUST UW
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Private foundation (trust)EIN 046239046Est. 1974-06

FLORENCE ROBERTSON TRUST UW

DALLAS, TX 752653067

Total Assets

$8.9M

FY 2024

Annual Giving

$382K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$96K

FY 2024

Grant Range

$48K–$191K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$752K

Total Expenses

$494K

Qualifying Distributions

$420K

Distributable Amount

$426K

Min. Investment Return

$436K

Undistributed Income

$97K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $48K through median $72K to maximum $191K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $432K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

24 grants

BOSTON UNIV SCHOOL OF MEDICINE
$772K
4 grants
NORTH SHORE MEDICAL CENTER FNDTN
$386K
4 grants
BOSTON UNIVERSITY SCHOOL OF MEDICINE
$333K
2 grants
SHRINERS HOSPITAL FOR
$193K
4 grants
TEMPUS UNLIMITED INC
$184K
4 grants
NORTH SHORE MEDICAL CENTER FND
$167K
2 grants
CEREBRAL PALSY OF MASSACHUSETTS
$92K
2 grants
SHRINERS' HOSPITAL FOR CHILDREN
$83K
2 grants

Grant Size Distribution

24 grants

<$10K
$10–50K
10
grants
$50–250K
14
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Massachusetts
$1.9M
87% of total
Florida
$276K
13% of total

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FLORENCE ROBERTSON TRUST UW — Grants, Financials & Contact | Grantivo