Grace G Robertson Memorial Trust

Dallas, TX
Tax-exempt since Nov. 1976
EIN: 74-6258571

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.

Donations to this organization are tax deductible.

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 Sept.
2025

Revenue

$22,884

Expenses

$17,808

Net Income

$5,076

Net Assets

$235,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,636	29.0%
Sales of Assets	$16,248	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,762	82.9%
Compensation of Officers*	$3,200	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$235,398
Total Liabilities	$0
Net Assets	$235,398

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$3,200	$0

990-PF

Filed on Dec. 10, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$8,283

Expenses

$15,691

Net Income

-$7,408

Net Assets

$230,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,149	74.2%
Sales of Assets	$1,616	19.5%
Other Income	$518	6.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,815	81.7%
Compensation of Officers*	$2,948	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,461
Total Liabilities	$0
Net Assets	$230,461

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$2,948	$0

990-PF

Filed on Nov. 1, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2023

Revenue

-$1,585

Expenses

$13,828

Net Income

-$15,413

Net Assets

$230,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,088
Sales of Assets	-$6,673
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,181	73.6%
Compensation of Officers*	$2,666	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,340
Total Liabilities	$0
Net Assets	$230,340

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$2,666	$0

990-PF

Filed on Jan. 31, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$45,018

Expenses

$18,149

Net Income

$26,869

Net Assets

$242,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,980	11.1%
Sales of Assets	$40,038	88.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,491	85.4%
Compensation of Officers*	$2,478	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$242,428
Total Liabilities	$0
Net Assets	$242,428

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$2,478	$0

990-PF

Filed on Feb. 2, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$16,185

Expenses

$16,328

Net Income

-$143

Net Assets

$253,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,185	25.9%
Sales of Assets	$12,000	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,332	81.7%
Compensation of Officers*	$2,469	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,021
Total Liabilities	$1
Net Assets	$253,020

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$2,469	$0

990-PF

Filed on Nov. 18, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$18,954

Expenses

$12,212

Net Income

$6,742

Net Assets

$222,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,844	25.6%
Sales of Assets	$13,945	73.6%
Other Income	$165	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,831	80.5%
Compensation of Officers*	$2,475	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$222,577
Total Liabilities	$1
Net Assets	$222,576

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$2,475	$0

990-PF

Filed on Oct. 29, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$13,326

Expenses

$15,150

Net Income

-$1,824

Net Assets

$216,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,966	37.3%
Sales of Assets	$8,360	62.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,193	80.5%
Compensation of Officers*	$2,467	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$216,580
Total Liabilities	$0
Net Assets	$216,580

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$2,467	$0

990-PF

Filed on Nov. 26, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$20,076

Expenses

$14,380

Net Income

$5,696

Net Assets

$221,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,168	20.8%
Sales of Assets	$15,908	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,777	81.9%
Compensation of Officers*	$2,441	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$221,492
Total Liabilities	$0
Net Assets	$221,492

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$2,441	$0

990-PF

Filed on Dec. 19, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$9,838

Expenses

$12,828

Net Income

-$2,990

Net Assets

$215,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,686	47.6%
Sales of Assets	$5,152	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,331	80.5%
Compensation of Officers*	$2,440	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$215,284
Total Liabilities	$0
Net Assets	$215,284

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$2,440	$0

990-PF

Filed on Dec. 21, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2016

Revenue

-$193

Expenses

$12,327

Net Income

-$12,520

Net Assets

$213,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,455
Sales of Assets	-$5,648
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,579	85.8%
Compensation of Officers*	$2,460	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$213,776
Total Liabilities	$0
Net Assets	$213,776

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$2,460	$0

990-PF

Filed on Nov. 9, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Sept.
2015

Revenue

$7,491

Expenses

$13,885

Net Income

-$6,394

Net Assets

$227,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,933	65.9%
Sales of Assets	$2,353	31.4%
Other Income	$205	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,214	88.0%
Compensation of Officers*	$2,525	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$227,363
Total Liabilities	$0
Net Assets	$227,363

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$2,525	$0

990-PF

Filed on Nov. 2, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$5,146

Expenses

$15,950

Net Income

-$10,804

Net Assets

$232,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,475	87.0%
Sales of Assets	$671	13.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,052	88.1%
Compensation of Officers*	$2,512	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$232,018
Total Liabilities	$0
Net Assets	$232,018

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$28,614

Expenses

$17,429

Net Income

$11,185

Net Assets

$238,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,254	28.8%
Sales of Assets	$20,360	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,006	91.8%
Compensation of Officers*	$2,044	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$238,974
Total Liabilities	$0
Net Assets	$238,974

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$10,595

Expenses

$10,105

Net Income

$490

Net Assets

$225,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,106	95.4%
Sales of Assets	$489	4.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,644	85.5%
Compensation of Officers*	$2,209	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$225,343
Total Liabilities	$0
Net Assets	$225,343

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$10,059

Expenses

$10,132

Net Income

-$73

Net Assets

$224,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,131	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,588	84.8%
Compensation of Officers*	$2,195	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,852
Total Liabilities	$0
Net Assets	$224,852

990-PF

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

PDF

Fiscal Year Ending Sept.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Grace G Robertson Memorial Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006