EIN 04-6239046

Florence Robertson Trust Uw

Name: Florence Robertson Trust Uw financials for 2024
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Grantmaking|Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(3)

Num. employees

City

Dallas

State

Texas

Year formed

1974

Most recent tax filings

2024-12-01

NTEE code, primary

T20: Private Foundations

Description

Florence Robertson Trust Uw is a private foundation located in Dallas, TX that primarily funds unrestricted general grants to organizations such as Boston Univ School Of Medicine and others. Last year, it made four grants.

Total revenues

$751,753

2024

Total expenses

$493,632

2024

Total assets

$7,372,835

2024

Num. employees

2024

Grants made by Florence Robertson Trust Uw

Grantee	Grant description	Grant year	Amount
Tempus Unlimited	Unrestricted General	2024-12	$47,777

Personnel at Florence Robertson Trust Uw

Name	Title	Date of data
Bank of America N A	Managing Director	2024-04-24

Financials for Florence Robertson Trust Uw

Revenues	FYE 12/2024	FYE 12/2023	% Change
Total grants, contributions, etc.	$0	$0	-
Investment income and dividends	$210,162	$184,409	14%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$541,591	$41,011	1220.6%
Gross sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$19,713	-100%
Total revenues	$751,753	$245,133	206.7%

Form 990s for Florence Robertson Trust Uw

Fiscal year ending	Date received by IRS	Form	PDF link
2024-12	2025-03-20	990PF	View PDF
2023-12	2024-04-24	990PF	View PDF
2022-12	2023-04-26	990PF	View PDF
2021-12	2022-04-29	990PF	View PDF
2020-12	2021-03-31	990PF	View PDF
...and 9 more Form 990s

Organizations like Florence Robertson Trust Uw

Organization	Type	Location	Revenue
Kingsport Aquatic Club	501(c)(3)	Mount Carmel, TN	$208,709
The Paul and Dawn Sjolund Foundation	501(c)(3)	Saint Paul, MN	$234,916
George Edward Durell Foundation	501(c)(3)	Westerville, OH	$1,576,952
Stephen D Mitchell Foundation	501(c)(3)	Greenville, SC	$261,388
Delta Foundation	501(c)(3)	Glenview, IL	$348,590
The Moniker Foundation	501(c)(3)	Colorado Springs, CO	$1,600,465
S J and Margaret Gordon Stuart Trust	501(c)(3)	Chicago, IL	$458,827
Sabrina Merage Foundation	501(c)(3)	Englewood, CO	$485,317
The Claude M and Nerine Elrod Endmt	501(c)(3)	Las Vegas, NV	$609,959
E E Bishop for Spca Manatee County 004319-004	501(c)(3)	Wilmington, DE	$809,580

Data update history

July 22, 2023

Posted financials

Added Form 990PF for fiscal year 2022

July 3, 2023

Updated personnel

Identified 1 new personnel

June 14, 2023

Posted financials

Added Form 990PF for fiscal year 2021

June 9, 2023

Posted financials

Added Form 990PF for fiscal year 2020

August 18, 2021

Posted financials

Added Form 990R for fiscal year 2019

Nonprofit Types

Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities

Issues

No issues found

Characteristics

Provides grantsPartially liquidatedState / local levelTax deductible donations

General information

Address: PO Box 653067; Dallas, TX 75265
County: Dallas County, TX
Phone: (888) 866-3275

IRS details

EIN: 04-6239046
Fiscal year end: December
Taxreturn type: Form 990-PF
Year formed: 1974
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: T20: Private Foundations
NAICS code, primary: 813211: Grantmaking Foundations
Parent/child status: Independent

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Florence Robertson Trust Uw

Grants made by Florence Robertson Trust Uw

Personnel at Florence Robertson Trust Uw

Financials for Florence Robertson Trust Uw

Form 990s for Florence Robertson Trust Uw

Organizations like Florence Robertson Trust Uw

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