Bertha I Robertson Tua
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
1
+0.0% YoY
Avg Grant Size
$63K
+36.8% YoY
About Bertha I Robertson Tua
Based on IRS filings
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.
Ready to take the next step with Bertha I Robertson Tua?
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 | $1,274,739 | $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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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