Bertha I Robertson Tua

DALLAS, TX EIN: 59-2079974

Bertha I Robertson Tua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $63K. Net investment income was $119K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+3.9% YoY

Annual Giving

$63K

+36.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$63K

+36.8% YoY

Under IRS private-foundation payout rules, Bertha I Robertson Tua reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.

About Bertha I Robertson Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $304K (100%)

States

Florida

Cities

Tampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,274,739	$1,227,338	$1,252,787
Revenue	$135,940	$42,340	$-31,638
Expenses	$87,191	$67,337	$99,560
Qualifying Distributions	$71,468	$53,758	$78,857
Net Investment Income	$119,438	$24,737	$11,338
Distributable Amount	$71,657	$65,544	$67,396

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shriners' Hospital for Children ($62,677).

Recipient	Purpose	Amount
SHRINERS' HOSPITAL FOR CHILDREN TAMPA, FL	UNRESTRICTED GENERAL	$62,677

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	$20,726

Frequently Asked Questions

How large is Bertha I Robertson Tua?

As of 2024, Bertha I Robertson Tua holds $1.3M in total assets with $136K in annual revenue. It awarded 1 grants totaling $63K in 2024.

Where does Bertha I Robertson Tua operate?

Bertha I Robertson Tua has awarded grants in Florida.

What size grants does Bertha I Robertson Tua award?

In 2024, Bertha I Robertson Tua awarded 1 grants totaling $63K — an average of about $63K per grant, based on its IRS Form 990 filings.

How much is Bertha I Robertson Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha I Robertson Tua reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.