Adelaide Roberts
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
1
+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
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.
Ready to take the next step with Adelaide Roberts?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in Adelaide Roberts's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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