Adelaide Roberts

DALLAS, TX EIN: 05-6007066

Adelaide Roberts is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $60K. Net investment income was $28K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+0.2% YoY

Annual Giving

$60K

+32.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$60K

+32.5% YoY

Under IRS private-foundation payout rules, Adelaide Roberts reported a distributable amount of $70K for 2024 — the minimum it must pay out in qualifying distributions.

About Adelaide Roberts

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Rhode Island $236K (100%)

States

Rhode Island

Cities

Newport

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,224,321	$1,221,375	$1,279,402
Revenue	$44,877	$-8,225	$241,931
Expenses	$82,670	$71,915	$98,042
Qualifying Distributions	$68,535	$53,228	$82,863
Net Investment Income	$27,500	$13,846	$225,584
Distributable Amount	$70,002	$64,588	$67,877

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Newport Hospital ($60,095).

Recipient	Purpose	Amount
NEWPORT HOSPITAL NEWPORT, RI	UNRESTRICTED GENERAL	$60,095

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$19,724

Frequently Asked Questions

How large is Adelaide Roberts?

As of 2024, Adelaide Roberts holds $1.2M in total assets with $45K in annual revenue. It awarded 1 grants totaling $60K in 2024.

Where does Adelaide Roberts operate?

Adelaide Roberts has awarded grants in Rhode Island.

What size grants does Adelaide Roberts award?

In 2024, Adelaide Roberts awarded 1 grants totaling $60K — an average of about $60K per grant, based on its IRS Form 990 filings.

How much is Adelaide Roberts required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Adelaide Roberts reported a distributable amount of $70K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.