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The James T and Valeria B Robertson

Wilmington, DEEIN: 64-6214992

Data sourced from IRS 990-PF public filings

Funds scholarship programs and general support for universities and community organizations, with a focus on educational initiatives in Tennessee and surrounding areas.

Private_foundation Foundation

Total Assets

$2,778,493

Grants (Last Year)

$185,000

Total Grants on File

47

Recipients Funded

17

Giving History

YearTotal GrantedGrants MadeAvg Grant
2024$185,0009$20,556
2023$331,42013$25,494
2022$293,42012$24,452
2021$310,42013$23,878

Top Grant Recipients

$40,000 (2021)
UNC LAW FOUNDATION INC

CHAPEL HILL, NC

$35,000 (2023)
$35,000 (2024)
WEGIVEASHARE Inc

Asheville, NC

$35,000 (2023)
WEGIVEASHARE Inc

Asheville, NC

$35,000 (2021)
UNC LAW FOUNDATION INC

CHAPEL HILL, NC

$35,000 (2021)
WEGIVEASHARE Inc

Asheville, NC

$35,000 (2022)

Showing top 10 of 47 grants on file.

Officers & Trustees

From 2024 IRS 990-PF filing (data available for 13 filing years)

J

James T Robertson Jr

Trustee

D

Daniel P Robertson

Trustee

R

Roberta R Beach

Trustee

IRS Filing History

The James T and Valeria B Robertson has IRS 990-PF filings on record for 13 years, spanning 2012 to 2024.

2024202320222021202020192018201720162015201420132012

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