Adelaide Roberts

Foundation · Grantmaker Dallas, TX EIN: 05-6007066

Adelaide Roberts is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $54K. Net investment income was $107K.

Key facts about Adelaide Roberts

In short: Adelaide Roberts gave $54K across 1 grant in 2025 (avg $54K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.

EIN
05-6007066
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$53,683
Grants made (2025)
1
Average grant
$53,683
Median grant
$53,683
Total assets
$1,274,509
Primary geography
Rhode Island (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+4.1% YoY

Annual Giving

$54K

-10.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$54K

-10.7% YoY

Under IRS private-foundation payout rules, Adelaide Roberts reported a distributable amount of $74K for 2025 — the minimum it must pay out in qualifying distributions.

How Adelaide Roberts gives

  • Giving fell 28% from 2022 to 2025. Method
  • In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Newport

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Newport Hospital: $54KNewport Hospital$54K

Grant Size Distribution

5 grants across all recorded years

1<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
NEWPORT HOSPITAL Newport, RIUNRESTRICTED GENERAL$53,683

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K20212022202320242025
Metric202520242023
Total Assets$1,274,509$1,224,321$1,221,375
Revenue$123,934$44,877$-8,225
Expenses$78,989$82,670$71,915
Qualifying Distributions$62,804$68,535$53,228
Net Investment Income$107,036$27,500$13,846
Distributable Amount$74,377$70,002$64,588

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 21, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 17, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Adelaide Roberts's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $21K (2022) → $21K (2025)

Former officers (1)
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $21KBank of AmericaTrustee$21K

Frequently asked questions about Adelaide Roberts

How much does Adelaide Roberts give each year?

Adelaide Roberts gave $54K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 1 grant.

How large is Adelaide Roberts?

Adelaide Roberts reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $74K (roughly 5% of its investment assets).

Where does Adelaide Roberts operate?

Adelaide Roberts has awarded grants in Rhode Island.

What is Adelaide Roberts's EIN?

Adelaide Roberts's EIN (Employer Identification Number) is 05-6007066. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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