James T and Valeria B Robertson Foundation
Only null% goes to programs Strong reserves Declining revenue
James T and Valeria B Robertson Foundation is a 501(c)(3) organization based in Wilmington, Delaware, registered in 1998, with $328,797 in FY2024 revenue. CharityIndex grades it C+.
Foundation Source 501 Silverside Rd, Wilmington, DE, 19809 EIN 64-6214992 Since 1998
Revenue (FY2024)
$329K
▲ 334.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$240K
Net assets
$2.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for James T and Valeria B Robertson Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating139 mo reserves · +27% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For James T and Valeria B Robertson Foundation: 139 mo reserves · +27% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for James T and Valeria B Robertson Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For James T and Valeria B Robertson Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Foundation Source 501 Silverside Rd, Wilmington, DE, 19809
- City
- Wilmington
- State
- Delaware
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $159K (FY2013) to $329K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.8M
Operating margin
26.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.8M
Total liabilities
$0
Net assets
$2.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $328,797▲334% | $240,228▼37.9% | $2,778,493▲3.3% | $2,778,493▲3.3% | 990PF |
| 2023 | -$140,539▼347% | $386,927▲9.9% | $2,689,924▼16.4% | $2,689,924▼16.4% | 990PF |
| 2022 | -$31,412▼105% | $352,172▼10.7% | $3,217,390▼10.7% | $3,217,390▼10.7% | 990PF |
| 2021 | $572,753▼41.6% | $394,344▲47.8% | $3,600,974▲5.2% | $3,600,974▲5.2% | 990PF |
| 2020 | $980,074▼37.9% | $266,804▲171% | $3,422,565▲26.3% | $3,422,565▲26.3% | 990PF |
| 2019 | $1,578,830▲1108% | $98,357▼47.5% | $2,709,295▲121% | $2,709,295▲121% | 990PF |
| 2018 | $130,683▼22.8% | $187,428▲31.9% | $1,227,600▼4.4% | $1,227,600▼4.4% | 990PF |
| 2017 | $169,318▲524% | $142,144▲54.7% | $1,284,345▲2.3% | $1,284,345▲2.3% | 990PF |
| 2016 | $27,126▼78.6% | $91,900▲3.4% | $1,255,171▼4.9% | $1,255,171▼4.9% | 990PF |
| 2015 | $126,988▼23.2% | $88,907▼5.4% | $1,319,945▲3.0% | $1,319,945▲3.0% | 990PF |
| 2014 | $165,369▲3.8% | $93,976▼21.8% | $1,281,864▲5.9% | $1,281,864▲5.9% | 990PF |
| 2013 | $159,337 | $120,107▲41.8% | $1,210,471▲3.3% | $1,210,471▲3.3% | 990PF |
| 2012 | — | $84,678 | $1,171,241 | $1,171,241 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is James T and Valeria B Robertson Foundation a legitimate nonprofit?
- Yes. James T and Valeria B Robertson Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 64-6214992, based in Wilmington, Delaware. Donations are tax-deductible.
- What is James T and Valeria B Robertson Foundation's EIN?
- James T and Valeria B Robertson Foundation's Employer Identification Number (EIN) is 64-6214992.
- How much revenue does James T and Valeria B Robertson Foundation report?
- James T and Valeria B Robertson Foundation reported $328,797 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does James T and Valeria B Robertson Foundation have?
- CharityIndex grades James T and Valeria B Robertson Foundation C+, based on financial health (reserves and operating margin).
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Data for James T and Valeria B Robertson Foundation (EIN 64-6214992) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.