Florence Robertson Trust Uw

Tax-deductible

Dallas, TX501(c)(3)Foundations & GrantmakersEIN 04-6239046Revenue $929K in FY2025

On file with the IRSPo Box 653067, 75265-3067 · Dallas, TXTax-exempt since Jun 1974Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
$94K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $187K a year · 28% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$94K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
990-PF Pt VIII
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$929K
+24% vs prior year
Spent
$530K
Net assets
$7.8M
By yearFY2020–FY2025
Revenue
$929K
FY2025▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2020$586K
FY2021$1.7M
FY2022−$153K
FY2023$245K
FY2024$752K
FY2025$929K
Expenses
$530K
FY2025▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$463K
FY2021$486K
FY2022$563K
FY2023$377K
FY2024$494K
FY2025$530K
Net assets
$7.8M
FY2025▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.8M
FY2021$8.0M
FY2022$7.3M
FY2023$7.1M
FY2024$7.4M
FY2025$7.8M

From the FY2025 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 77% · $410K Operating & administrative 23% · $120K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $94K paid to officers and key staff.

Part VII, Section A · reportable compensation
$94,471Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2021
Bank of America$94,471$89,695$86,800

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

A private foundation based in Dallas, TX.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 4 grants · $410K · 2025–2025
Boston University School of MedicineFY2025$205,040
North Shore Medical Center FndFY2025$102,520
Shriners' Hospital for ChildrenFY2025$51,261
Tempus Unlimited INCFY2025$51,261

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$103K
Median grantPart XV$103K
Largest grantPart XV$205K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$929K
Investment income$929K
Money out
$530K
Grants paid$410K
Running costs$120K
Owns and owes
$7.8M
net assets
Cash and savings$7K
Total assets$7.8M
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$929K
Total revenue$929K
Assets in detailEnd of year
Cash and savings together$7K
Total assets$7.8M
Liabilities$0
Net assets$7.8M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $929K$530K$398K$7.8M 990 PDF
FY2024 $752K$494K$258K$7.4M 990 PDF
FY2023 $245K$377K−$132K$7.1M 990 PDF
FY2022 −$153K$563K−$716K$7.3M 990 PDF
FY2021 $1.7M$486K$1.2M$8.0M 990 PDF
FY2020 $586K$463K$123K$6.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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