The James T And Valeria B Robertson
The James T. and Valeria B. Robertson Foundation is a private foundation dedicated to supporting educational initiatives, health-related scholarships, and community service programs. Its mission emphasizes the importance of education, as evidenced by its funding of multiple scholarship funds at various universities, including the University of Tennessee and Florida International University. The foundation also contributes to health charities and organizations focused on Alzheimer's research and community health, such as the YMCA and local food banks. While the foundation operates primarily in North Carolina and Tennessee, its support extends to various charitable causes that benefit a wide range of populations.
Source: Zeffy Agent · Mar 2026
Ideal Applicant
Small-to-midsize nonprofits or university foundations in Western North Carolina or nearby Tennessee working in scholarships, education, health, or established community service organizations seeking grants in the $10K–$50K range and able to demonstrate local/board relationships.
Good Fit
- • A program or fund focused on scholarships, medical/health education, or community services.
- • Located in Asheville/Western North Carolina or otherwise serving the region where the foundation concentrates support.
- • An existing relationship with local intermediaries (Rotary, YMCA) or with the trustees/known grantees.
- • Funding needs in the typical grant size range observed (~$10K–$35K).
- • Established nonprofit with a track record of prior awards or partnership with regional universities.
Geography
Giving is regionally concentrated: two states are represented but roughly three-quarters of 2024 dollars went to organizations in North Carolina, indicating a state/regional footprint rather than a national scope.
Recipient Variety
The latest year shows seven distinct recipients and across three years the foundation funded around 10–13 organizations per year; recipients include independent universities, Rotary, YMCA and local charities, so the portfolio is moderately diverse for a small private foundation.
New Applicants
Observed behavior shows a high return rate (six repeat recipients in the observed years and only one new recipient in the latest year) and the foundation states it funds only preselected applicants; combined with no website, this suggests unsolicited new applicants are unlikely to gain entry.
Source: Zeffy Agent · Mar 2026
