Private foundation (trust)EIN 646214992Est. 1998-08
The James T and Valeria B Robertson
Wilmington, DE 198091377
Total Assets
$3.1M
FY 2023
Annual Giving
$331K
FY 2023
Grants Made
13
FY 2023
Avg Grant
$25K
FY 2023
Grant Range
$5K–$38K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Expenses
$387K
Qualifying Distributions
$353K
Distributable Amount
$148K
Min. Investment Return
$149K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
13 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
52 grants
Grant Size Distribution
52 grants
Geographic Focus
7 states
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