2024-08-29T13:34:25-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 646214992 The James T and Valeria B Robertson Foundation % Foundation Source JAME 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 roberta beach trustee 8008391754 2024-08-20 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 3066529 X 0 X 1311 1311 58048 58048 -199898 3508803 0 -140539 59359 0 32764 32764 993 793 4514 4514 17236 207 17029 55507 33764 21543 331420 331420 386927 33764 352963 -527466 25595 269093 102168 102168 14928 2933369 2587756 2964361 3217390 2689924 3066529 0 0 X 3217390 2689924 3217390 2689924 3217390 2689924 3217390 -527466 2689924 2689924 Publicly-traded Securities 3508803 3708701 -199898 -199898 -199898 356 356 356 226 0 200 426 70 70 false false false false false false false true true MS true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Roberta R Beach Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Daniel P Robertson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 James T Robertson Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 2872773 146648 0 3019421 0 3019421 45291 2974130 148707 148707 356 356 148351 148351 148351 352963 0 0 0 0 352963 148351 2021 2020 2019 101337 26837 131350 142438 401962 352963 148351 204612 606574 0 101337 505237 26837 131350 142438 204612 NONE X BREVARD MUSIC CENTER INCORPORATED PO BOX 312 BREVARD NC 28712 N/A PC Student Scholarship Fund 15000 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8TH ST MARC 531 MIAMI FL 33199 N/A PC The Valeria B and James T Robertson MD Memorial Scholarship Fund in The Herbert Wertheim College of Medicine 33720 HENDERSON COUNTY FREE MEDICAL CLINIC INC 841 CASE ST HENDERSONVLLE NC 28792 N/A PC General & Unrestricted 5000 ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 N/A PC Funds for Manna Food Bank, the Veterans Restoration Quarters and Transformation Village 25000 ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 N/A PC General & Unrestricted 35000 ST GILES CHAPEL 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 N/A PC Annual Gift 35000 THE UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 37921 N/A PC The James T and Valeria B Robertson Family Scholarship Fund at the University of Tennessee Health Science Center College of Medicine 37700 UNC HEALTH FOUNDATION INC 123 W FRANKLIN ST 510 CHAPEL HILL NC 27516 N/A PC Annual Scholarship Fund for the UNC School of Medicine 35000 UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC 12424 RESEARCH PKWY STE 250 ORLANDO FL 32826 N/A PC The James T and Valeria B Robertson Scholarship Fund 30000 UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL ST ALUMNI CENTER 108 MEMPHIS TN 38152 N/A PC Herff Trust Merit Scholarship Fund/STEM Research Classroom Building to be named The James T. and Valeria B. Robertson Foundation Fabrication Lab 25000 UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL ST ALUMNI CENTER 108 MEMPHIS TN 38152 N/A PC To establish The James T and Valeria B Robertson Foundation Schoalrship Fund for the benefit of the Herff College of Engineering Technology 20000 UNIVERSITY OF SOUTH FLORIDA FOUNDATION INC 4202 E FOWLER AVE ALC 100 TAMPA FL 33620 N/A PC Research project currently led by Dr. Mildred Acevedo-Duncan 10000 YOUNG MEN CHRISTIAN ASSOCIATION OF WESTERN NORTH C 40 N MERRIMON AVE STE 309 ASHEVILLE NC 28804 N/A PC Reuter Family YMCA 25000 331420 14 1311 14 58048 18 -199898 -140539 -140539 false false false false false false false false false false ABBVIE INC 5094 7594 ADOBE SYSTEMS, INC 22433 22671 AMERICAN ELECTRIC POWER INC 7792 9178 AMETEK INC 14567 15170 AMGEN INC 6123 10081 APOLLO GLOBAL MANAGEMENT, INC 15179 16308 ARCH CAPITAL GROUP LTD 12266 10695 ARES MANAGEMENT CORPORATION 38917 67309 ARISTA NETWORKS 18216 28261 AT&T, INC 8217 8289 AYATLANTICA YIELD ORD SHS 7856 8471 BHP BILLITON LIMITED 4662 5396 BLACKSTONE MORTGAGE TRUST INC 5153 3467 BOOKING HOLDINGS INC 26768 31925 BOSTON SCIENTIFIC 26590 28558 BROADCOM INC 29837 37953 CACI INTL INC 12998 14250 CADENCE DESIGN SYSTEMS INC 38492 49027 CAMECO CORPORATION 36080 56633 CAMTEK ORD SHS 13327 15541 CARDINAL HEALTH INC 15167 17741 CBOE HOLDINGS INC 24340 24820 CELSIUS HLDGS INC 17769 14393 CHAMPIONX CORP 7397 6339 CHEVRON CORP 5923 8502 CISCO SYSTEMS INC 2475 2930 COCA COLA FEMSA SA 9568 13250 CONAGRA FOODS INC 5133 3898 CONSTRUCTION PARTNERS INC 12152 13404 CORNING INC 4622 4050 CROWN CASTLE INTL 3958 4377 CUMMINS INC 9899 12218 CVS CAREMARK CORP 4523 4738 D R HORTON 18931 23861 DECKERS OUTDOOR CORPORATION 30076 36764 DELL TECHNOLOGIES INC CLASS C 14353 15300 DEVON ENERGY CORPORATION 6040 9105 E.L.F. 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