2026-09-01T16:42:09-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 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 2026-08-05 true Jeffrey D Haskell P01345770 8008391754 2025 X 3460278 X 0 X 5090 5090 63353 63353 354172 2582228 354172 164 164 422779 422779 40000 40000 1475 0 0 1475 36970 36970 8690 611 8048 8048 18304 174 18130 113487 37755 0 67653 270319 270319 383806 37755 0 337972 38973 385024 0 207453 171664 171664 2571040 2645802 3288614 2778493 2817466 3460278 0 0 X 2778493 2817466 2778493 2817466 2778493 2817466 2778493 38973 2817466 2817466 Publicly-traded Securities 2582228 2228056 354172 354172 354172 5352 5352 5352 4100 0 1300 5400 X 1 47 47 0 false false false false true 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 20000 0 0 Daniel P Robertson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 10000 0 0 James T Robertson Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 10000 0 0 3232564 172220 0 3404784 0 3404784 51072 3353712 167686 167686 5352 5352 162334 162334 162334 337972 0 0 0 0 337972 162334 2023 2022 2021 26837 131350 142438 204612 39605 544842 337972 162334 175638 720480 0 26837 693643 131350 142438 204612 39605 175638 NONE X BREVARD MUSIC CENTER INCORPORATED PO BOX 312 BREVARD NC 28712 N/A PC Student Scholarship Fund 15000 ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 N/A PC CART, Memory Care, Veterans Restoration Quarters (VRQ) and Manna Food Bank Funds Funds 100000 ROTARY CLUB OF ASHEVILLE-BILTMORE FOUNDATION 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 N/A PC General & Unrestricted 25000 S Holland 3600 Hillsboro Pike Nashville TN 37215 NONE I Hardship Assistance Grant 591 S Holland 3600 Hillsboro Pike Nashville TN 37215 NONE I Hardship Assistance Grant 4728 ST GILES CHAPEL 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 N/A PC Annual Gift Fund 35000 THE CONTRIBUTOR INC PO BOX 332023 NASHVILLE TN 37203 N/A PC General & Unrestricted 50000 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. 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