· Private foundation
The James T and Valeria B Robertson Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 46% of The James T and Valeria B Robertson Foundation’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| ST GILES CHAPEL | $35,000 |
| ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY IN | $25,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | $25,000 |
| ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION | $25,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | $20,000 |
| BREVARD MUSIC CENTER INCORPORATED | $15,000 |
| ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION | $15,000 |
| YOUNG MEN CHRISTIAN ASSOCIATION OF WESTERN NORTH C | $15,000 |
| HENDERSON COUNTY FREE MEDICAL CLINIC INC | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–24, $136k) land where the poverty rate runs at 12%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +72% since the first grant, against +39% for the ones you funded once.
23 repeat relationships — 6 still active in FY2024, 17 since wound down; 1 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 86% of grant dollars renewed an existing relationship; $25k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- BMBREVARD MUSIC CENTER INCORPORATED8× · 2017–2024 · $220k · revenue +33%
- UOUNIVERSITY OF MEMPHIS FOUNDATION4× · 2021–2024 · $175k · revenue +72%
- TUTHE UNIVERSITY OF TENNESSEE FOUNDATION INC4× · 2020–2023 · $151k · revenue +131%
Funded once
- IGIndividual grant recipientone grant, 2020 · $35k
- SFSEMMES-MURPHEY FOUNDATIONgraduatedone grant, 2018 · $10k · revenue +81%
- FPFIRST PRESBYTERIAN CHURCH OF HERNANDOone grant, 2020 · $7k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To provide administrative services to university of virginia (university) entities, university associated organizations, or other entities involved in activities which support the university. to engage in matters pertaining to real…
Supports, by financial assistance and otherwise, the various colleges within the university, the libraries, and other university-connected functions.
The foundation of unc charlotte receives contributions to promote and develop the academic and educational purpose of unc charlotte by providing support for operations, educational programs, and scholarships for the university and its…
To accept the transfer of assets from the uncg endowment fund and the affiliated foundations, which benefit the university, and to manage the investment of those assets.
The university of virginia investment management company (uvimco) is organized to invest funds on behalf of the rector and visitors of the university of virginia (the university or uva) and university-associated organizations (uaos).
The foundation is entrusted to provide support and steward donations for the university of northern colorado.
UF Health's mission is to promote health through outstanding and high-quality patient care, innovative and rigorous education in the health professions and biomedical sciences, and high-impact research across the spectrum of basic,…
To aid and promote, by financial assistance and otherwise, educational, research, and extension in the college of engineering at north carolina state university
Provide financial support for all types of education and research within the college of sciences at north carolina state university.
The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.
Helping people who care make lasting contributions to causes that matter, community foundation of henderson county is a highly visible, philanthropic leader directed by an engaged and committed board, staffed by qualified employees,…
The university of virginia medical alumni association and medical school foundation is dedicated to enhancing the experience of students, housestaff, alumni and faculty of the uva school of medicine by creating opportunities for mentoring,…
For reference, the grantee most central to the portfolio’s shape is Unc Health Foundation Inc and the most unlike its peers is Young Men's Christian Association of Western North Carolina. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
20 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 20 of the 36 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds BREVARD MUSIC CENTER INCORPORATED ↗
- Who funds UNIVERSITY OF MEMPHIS FOUNDATION ↗
- Who funds THE UNIVERSITY OF TENNESSEE FOUNDATION INC ↗
- Who funds Rotary Club of Asheville- Biltmore Foundation ↗
- Who funds FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC ↗
- Who funds UNC HEALTH FOUNDATION INC ↗
- Who funds UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC ↗
- Who funds YOUNG MEN'S CHRISTIAN ASSOCIATION OF WESTERN NORTH CAROLINA ↗
- Who funds MANNA FOOD BANK INC ↗
- Who funds University of South Florida Foundation Inc ↗
- Who funds HENDERSON COUNTY FREE MEDICAL CLINIC INC ↗
- Who funds THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL ↗
- Who funds SEMMES-MURPHEY FOUNDATION ↗
- Who funds MEDECINS SANS FRONTIERES USA INC ↗
- Who funds TRANSYLVANIA CHRISTIAN MINISTRY INC ↗
- Who funds HENDERSON COUNTY EDUCATION FOUNDATION INC ↗
- Who funds THE ROTARY CLUB OF HENDERSONVILLE NC CHARITABLE CORPORATION ↗
- Who funds ROTARY CLUB OF HENDERSONVILLE ↗
- Who funds THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC ↗
- Who funds Henderson County & Thermal Belt Habitat for Humanity ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Community Foundation of Western North Carolina Inc · Community Foundation of Henderson County Inc · Pisgah Health Foundation · Wnc Bridge Foundation · Manna Food Bank Inc · Dogwood Health Trust · Foundation for the Carolinas · The US Charitable Gift Trust · Duke Energy Foundation · Morgan Stanley Global Impact Funding Trust Inc · Raymond James Charitable Endowment Fund · Vanguard Charitable Endowment Program
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The James T and Valeria B Robertson Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.