James T And Valeria B Robertson Foundation

Robertson James T Co Ttee

Wilmington, DE
Tax-exempt since Aug. 1998
EIN: 64-6214992

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$329k (2024)

Expenses

$240k (2024)

Total Assets

$2.78M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$328,797

Expenses

$240,228

Net Income

$88,569

Net Assets

$2,778,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,183	1.3%
Dividends	$59,502	18.1%
Sales of Assets	$265,061	80.6%
Other Income	$51	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,524	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,778,493
Total Liabilities	$0
Net Assets	$2,778,493

Compensation

Key Employees and Officers	Compensation	Other
Roberta R Beach (Trustee)	$0	$0
Daniel P Robertson (Trustee)	$0	$0
James T Robertson Jr (Trustee)	$0	$0

990-PF

Filed on April 25, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

-$140,539

Expenses

$386,927

Net Income

-$527,466

Net Assets

$2,689,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,311
Dividends	$58,048
Sales of Assets	-$199,898
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$352,963	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,689,924
Total Liabilities	$0
Net Assets	$2,689,924

Compensation

Key Employees and Officers	Compensation	Other
Roberta R Beach (Trustee)	$0	$0
Daniel P Robertson (Trustee)	$0	$0
James T Robertson Jr (Trustee)	$0	$0

990-PF

Filed on Aug. 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$31,412

Expenses

$352,172

Net Income

-$383,584

Net Assets

$3,217,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$716
Dividends	$57,687
Sales of Assets	-$89,937
Other Income	$122

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$311,584	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,217,390
Total Liabilities	$0
Net Assets	$3,217,390

Compensation

Key Employees and Officers	Compensation	Other
Roberta R Beach (Trustee)	$0	$0
Daniel P Robertson (Trustee)	$0	$0
James T Robertson Jr (Trustee)	$0	$0

990-PF

Filed on July 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$572,753

Expenses

$394,344

Net Income

$178,409

Net Assets

$3,600,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$107	0.0%
Dividends	$40,376	7.0%
Sales of Assets	$530,153	92.6%
Other Income	$2,117	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,955	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,600,974
Total Liabilities	$0
Net Assets	$3,600,974

Compensation

Key Employees and Officers	Compensation	Other
Roberta R Beach (Trustee)	$0	$0
Daniel P Robertson (Trustee)	$0	$0
James T Robertson Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$980,074

Expenses

$266,804

Net Income

$713,270

Net Assets

$3,422,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$568,942	58.1%
Interest Revenue	$61	0.0%
Dividends	$42,626	4.3%
Sales of Assets	$368,411	37.6%
Other Income	$34	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,136	72.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,422,565
Total Liabilities	$1
Net Assets	$3,422,564

Compensation

Key Employees and Officers	Compensation	Other
Roberta R Beach (Trustee)	$0	$0
Daniel P Robertson (Trustee)	$0	$0
James T Robertson Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$1,578,830

Expenses

$98,357

Net Income

$1,480,473

Net Assets

$2,709,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,421,243	90.0%
Interest Revenue	$607	0.0%
Dividends	$29,775	1.9%
Sales of Assets	$127,168	8.1%
Other Income	$37	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,541	73.8%
Compensation of Officers*	$2,071	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,709,295
Total Liabilities	$1
Net Assets	$2,709,294

Compensation

Key Employees and Officers	Compensation	Other
James T Robertson Jr (Trustee)	$2,071	$0
James T Robertson (Trustee)	$0	$0
Valeria B Robertson (Trustee)	$0	$0

990-PF

Filed on June 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$130,683

Expenses

$187,428

Net Income

-$56,745

Net Assets

$1,227,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,611	18.8%
Sales of Assets	$106,072	81.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,940	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,227,600
Total Liabilities	$0
Net Assets	$1,227,600

Compensation

Key Employees and Officers	Compensation	Other
James T Robertson (Trustee)	$0	$0
Valeria B Robertson (Trustee)	$0	$0

990-PF

Filed on June 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Revenue

$169,318

Expenses

$142,144

Net Income

$27,174

Net Assets

$1,284,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,346	15.0%
Sales of Assets	$143,972	85.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,704	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,284,345
Total Liabilities	$0
Net Assets	$1,284,345

Compensation

Key Employees and Officers	Compensation	Other
James T Robertson (Trustee)	$0	$0
Valeria B Robertson (Trustee)	$0	$0

990-PF

Filed on April 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$27,126

Expenses

$91,900

Net Income

-$64,774

Net Assets

$1,255,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,314	> 100%
Sales of Assets	-$188
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,463	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,255,171
Total Liabilities	$0
Net Assets	$1,255,171

Compensation

Key Employees and Officers	Compensation	Other
James T Robertson (Trustee)	$0	$0
Valeria B Robertson (Trustee)	$0	$0

990-PF

Filed on May 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$126,988

Expenses

$88,907

Net Income

$38,081

Net Assets

$1,319,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,243	22.2%
Sales of Assets	$98,745	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,029	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,319,945
Total Liabilities	$0
Net Assets	$1,319,945

Compensation

Key Employees and Officers	Compensation	Other
James T Robertson (Trustee)	$0	$0
Valeria B Robertson (Trustee)	$0	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$165,369

Expenses

$93,976

Net Income

$71,393

Net Assets

$1,281,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,970	20.5%
Sales of Assets	$131,398	79.5%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,944	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,281,864
Total Liabilities	$0
Net Assets	$1,281,864

Compensation

Key Employees and Officers	Compensation	Other
James T Robertson (Trustee)	$0	$0
Valeria B Robertson (Trustee)	$0	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$159,337

Expenses

$120,107

Net Income

$39,230

Net Assets

$1,210,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,643	19.9%
Sales of Assets	$127,694	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,650	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,210,471
Total Liabilities	$0
Net Assets	$1,210,471

Compensation

Key Employees and Officers	Compensation	Other
James T Robertson (Trustee)	$0	$0
Valeria B Robertson (Trustee)	$0	$0

990-PF

Filed on May 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$160,528

Expenses

$84,678

Net Income

$75,850

Net Assets

$1,171,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,138	17.5%
Sales of Assets	$132,390	82.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,962	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,171,241
Total Liabilities	$1
Net Assets	$1,171,240

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$194,414

Expenses

$78,284

Net Income

$116,130

Net Assets

$1,093,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,717	11.2%
Sales of Assets	$172,697	88.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,013	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,093,496
Total Liabilities	$0
Net Assets	$1,093,496

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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James T And Valeria B Robertson Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $329k (2024)

Expenses $240k (2024)

Total Assets $2.78M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$329k (2024)

Expenses

$240k (2024)

Total Assets

$2.78M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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