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The James T and Valeria B Robertson Foundation at a glance

· 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.

$185k
Granted FY2024still arriving
9
Grants FY2024still arriving
2
States reached
$35k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0192% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$578kReligion$372kArts & Culture$220kHuman Services$148kHealth$135kYouth Development$40kFood & Nutrition$28kInternational$27kOther$0
02FY2024 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

$20,000
Median grant
2
States reached
$2.8M
Total assets
Largest grants
RecipientAmount
ST GILES CHAPEL$35,000
UNIVERSITY OF MEMPHIS FOUNDATION$25,000
ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY IN$25,000
ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION$25,000
UNIVERSITY OF MEMPHIS FOUNDATION$20,000
ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION$15,000
YOUNG MEN CHRISTIAN ASSOCIATION OF WESTERN NORTH C$15,000
BREVARD MUSIC CENTER INCORPORATED$15,000
HENDERSON COUNTY FREE MEDICAL CLINIC INC$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 12%ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION: $35k → 12%ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION: $25k → 12%ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION: $25k → 12%ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION: $25k → 12%ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION: $15k → 12%ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION: $11k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
AR
TN
NC
SC
MS
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

94%of every dollar goes to organizations it has funded before.
$1.6M · 23 repeat orgs$101k to everyone else

Grantees it renews have grown median revenue +72% since the first grant, against +39% for those 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

Re-uppedFunded once

Organizations

23
10

Total granted

$1.6M
$76k

Median revenue growth · since first grant

+72%
+39%

Still filing today

61%
40%

New vs renewed · share of each year

In FY2024, 86% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationFood & NutritionInternationalHealthPhilanthropyHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • BM
    BREVARD MUSIC CENTER INCORPORATED
    8× · 2017–2024 · $220k · revenue +33%
  • UO
    UNIVERSITY OF MEMPHIS FOUNDATION
    4× · 2021–2024 · $175k · revenue +72%
  • TU
    THE UNIVERSITY OF TENNESSEE FOUNDATION INC
    4× · 2020–2023 · $151k · revenue +131%

Funded once

  • IG
    Individual grant recipient
    one grant, 2020 · $35k
  • SF
    SEMMES-MURPHEY FOUNDATIONgraduated
    one grant, 2018 · $10k · revenue +81%
  • FP
    FIRST PRESBYTERIAN CHURCH OF HERNANDO
    one grant, 2020 · $7k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of Virginia Foundation

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…

Education
2
North Carolina State University Foundation Inc

Supports, by financial assistance and otherwise, the various colleges within the university, the libraries, and other university-connected functions.

Education
3
Foundation of the University of North Carolina At Charlotte

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…

—
4
The University of North Carolina At Greensboro Investment Fund Inc

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.

Education
5
University of Virginia Investment Management Company

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).

Education
6
University of Northern Colorado Foundation

The foundation is entrusted to provide support and steward donations for the university of northern colorado.

Education
7
University of Florida Health Corporation

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,…

—
8
Nc State Engineering Foundation Inc

To aid and promote, by financial assistance and otherwise, educational, research, and extension in the college of engineering at north carolina state university

Education
9
North Carolina State University College of Sciences Foundation Inc

Provide financial support for all types of education and research within the college of sciences at north carolina state university.

Philanthropy
10
Furman 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.

Education
11
Community Foundation of Henderson County Inc

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,…

Philanthropy
12
The University of Virginia Medical School Foundation

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,…

Education
How this is measured
The grantee most central to the portfolio’s shape is Unc Health Foundation Inc; 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.
04the grantee network

20 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
20/20
Grantees still filing
16/20
Grew since first funded

Where the money sits, by cause and then by grantee

ST GILES CHAPEL: $285,834 · OtherST GILES CHAPELBREVARD MUSIC CENTER INCORPORATED: $220,000 · OtherBREVARD MUSIC CENTER INCORPORATEDYOUNG MEN'S CHRISTIAN ASSOCIATION OF WESTERN NORTH CAROLINA: $40,000 · OtherNREF: $35,000 · OtherIndividual grant recipient: $35,000 · OtherBrevard Presbyterian Church: $30,276 · OtherIndividual grant recipient: $26,500 · Other+14 more: $111,800 · Other+14 moreUNIVERSITY OF MEMPHIS FOUNDATION: $175,000 · EducationUNIVERSITY OF MEMPHIS FOUNDATIONTHE UNIVERSITY OF TENNESSEE FOUNDATION INC: $150,800 · EducationTHE UNIVERSITY OF TENNESSEE FOUNDATION INCFLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC: $134,880 · EducationFLORIDA INTERNATIONAL UNIVERSITY FOUNDATION IN…UNC HEALTH FOUNDATION INC: $105,000 · EducationUNC HEALTH FOUNDATION INCUNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC: $90,000 · EducationUNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC+3 more: $37,000 · Education+3 moreRotary Club of Asheville- Biltmore Foundation: $136,000 · Human ServicesRotary Cl…THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL: $15,000 · InternationalMEDECINS SANS FRONTIERES USA INC: $9,500 · InternationalMANNA FOOD BANK INC: $22,000 · Food & NutritionHENDERSON COUNTY FREE MEDICAL CLINIC INC: $20,000 · HealthTHE ROTARY CLUB OF HENDERSONVILLE NC CHARITABLE CORPORATION: $6,000 · PhilanthropyTHE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC: $2,500 · Philanthropy
Other$784,410Education$692,680Human Services$136,000International$24,500Food & Nutrition$22,000Health$20,000Philanthropy$8,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBREVARD MUSIC CENTER INCORPORATED: $220,000 over 8y, 0.7% of budgetUNIVERSITY OF MEMPHIS FOUNDATION: $175,000 over 4y, 0.1% of budgetTHE UNIVERSITY OF TENNESSEE FOUNDATION INC: $150,800 over 4y, 0.0% of budgetRotary Club of Asheville- Biltmore Foundation: $136,000 over 4y, 48% of budgetFLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC: $134,880 over 4y, 0.1% of budgetUNC HEALTH FOUNDATION INC: $105,000 over 3y, 0.1% of budgetUNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC: $90,000 over 3y, 0.0% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF WESTERN NORTH CAROLINA: $40,000 over 2y, 0.1% of budgetMANNA FOOD BANK INC: $22,000 over 2y, 0.0% of budgetHENDERSON COUNTY FREE MEDICAL CLINIC INC: $20,000 over 4y, 0.8% of budgetUniversity of South Florida Foundation Inc: $20,000 over 2y, 0.0% of budgetTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL: $15,000 over 2y, 0.0% of budgetSEMMES-MURPHEY FOUNDATION: $10,000 over 1y, 0.8% of budgetMEDECINS SANS FRONTIERES USA INC: $9,500 over 2y, 0.0% of budgetTRANSYLVANIA CHRISTIAN MINISTRY INC: $7,500 over 2y, 0.4% of budgetHENDERSON COUNTY EDUCATION FOUNDATION INC: $7,000 over 3y, 0.9% of budgetROTARY CLUB OF HENDERSONVILLE: $6,000 over 1y, 6.3% of budgetTHE ROTARY CLUB OF HENDERSONVILLE NC CHARITABLE CORPORATION: $6,000 over 1y, 9.3% of budgetHenderson County & Thermal Belt Habitat for Humanity: $2,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundat…Community Foundation …Pisgah Health Foundat…Wnc Bridge FoundationManna Food Bank IncDogwood Health TrustFoundation for the Ca…The US Charitable Gif…Duke Energy FoundationMorgan Stanley Global…Raymond James Charita…Vanguard Charitable E…
The Community Foundation of Western North Carolina IncNC21.6× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The James T and Valeria B Robertson Foundation funds: left to right is the share of its income from government, bottom to top the share from The James T and Valeria B Robertson Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%3%13%28%50%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    10report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 36 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on James T and Valeria B Robertson’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home