Nonprofit · EIN 64-6214992
JAMES T AND VALERIA B ROBERTSON FOUNDATION
Also known as ROBERTSON JAMES T CO-TTEE
Tax-exempt · WILMINGTON, DE 19809
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $422,779 | $383,806 | $38,973 | $2,817,466 | $0 | $2,817,466 |
| December 31, 2024 | 990-PF | $328,797 | $240,228 | $88,569 | $2,778,493 | $0 | $2,778,493 |
| December 31, 2023 | 990-PF | -$140,539 | $386,927 | -$527,466 | $2,689,924 | $0 | $2,689,924 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $63,353
- Interest
- $5,090
- Net gain from sales of assets
- $354,172
- Other income
- $164
Expenses
- Grants and similar amounts paid
- $270,319
- Compensation of officers, directors and key employees
- $40,000
- Disbursements for charitable purposes
- $337,972
- Excise tax on investment income
- $5,352
Balance sheet and other
- Total assets, start of year
- $2,778,493
- Total assets, end of year
- $2,817,466
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,817,466
- Fair market value of assets
- $3,460,278
- Qualifying distributions
- $337,972
- Net investment income
- $422,779
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roberta R Beach Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $20,000 |
| Daniel P Robertson Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $10,000 |
| James T Robertson Jr Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $10,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roberta R Beach Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
| Daniel P Robertson Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
| James T Robertson Jr Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roberta R Beach Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
| Daniel P Robertson Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
| James T Robertson Jr Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Roberta Beach, Trustee
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 64-6214992
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,817,466
- Income (IRS master file)
- $2,650,835
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $422,779 | $383,806 | $2,817,466 | XML |
| 990-PF | December 2024 | $328,797 | $240,228 | $2,778,493 | IRS |
| 990-PF | December 2023 | -$140,539 | $386,927 | $2,689,924 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 64-6214992).
Questions about JAMES T AND VALERIA B ROBERTSON FOUNDATION
- What is the EIN of JAMES T AND VALERIA B ROBERTSON FOUNDATION?
- The employer identification number (EIN) of JAMES T AND VALERIA B ROBERTSON FOUNDATION is 64-6214992.
- Is JAMES T AND VALERIA B ROBERTSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JAMES T AND VALERIA B ROBERTSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES T AND VALERIA B ROBERTSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES T AND VALERIA B ROBERTSON FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES T AND VALERIA B ROBERTSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES T AND VALERIA B ROBERTSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $20,000 (Roberta R Beach, Trustee).
- How much revenue does JAMES T AND VALERIA B ROBERTSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $422,779, expenses of $383,806 and total assets of $2,817,466 at year end.
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