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

1

+0.0% YoY

Avg Grant Size

$60K

+32.5% YoY

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Newport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$67K$133K$200K$266K2021202220232024
Metric202420232022
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

$0$19K$37K$56K$74K1 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

NEWPORT HOSPITAL$60K

Grant Size Distribution

4 grants across all recorded years

1<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$20K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$19,724

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

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