Bertha I Robertson Tua
Bertha I Robertson Tua is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $66K. Net investment income was $123K.
Bertha I Robertson Tua at a glance
In short: Bertha I Robertson Tua gave $66K across 1 grant in 2025 (avg $66K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $66,320
- +5.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $66,320
- +5.8% vs 2024
- Median grant
- $66,320
- Total assets
- $1,320,467
- +3.6% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bertha I Robertson Tua funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Shriners' Hospital for Children ($66K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bertha I Robertson Tua gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $46K (2023) to $71K (2022). In 2025 it made 1 grant totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners' Hospital for Children Tampa, FL | Unrestricted General | $66,320 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,320,467 | $139,583 | $94,226 | $66,320 | 1 | $75,626 | $123,435 | $76,321 |
| 2024 | $1,274,739 | $135,940 | $87,191 | $62,677 | 1 | $71,468 | $119,438 | $71,657 |
| 2023 | $1,227,338 | $42,340 | $67,337 | $45,831 | 1 | $53,758 | $24,737 | $65,544 |
| 2022 | $1,252,787 | $-31,638 | $99,560 | $70,532 | 1 | $78,857 | $11,338 | $67,396 |
| 2021 | $1,383,840 | $292,635 | $88,546 | $61,917 | 1 | $71,305 | $275,200 | $75,464 |
| 2020 | $1,178,273 | $97,655 | $84,941 | $62,547 | 1 | — | $84,416 | $64,664 |
Under IRS private-foundation payout rules, Bertha I Robertson Tua reported a distributable amount of $76K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha I Robertson Tua's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$22K (2021) → $22K (2025)
Former officers (1)
- Former: Bank Of America NA (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $22K, to Bank of America (Trustee).
Frequently asked questions about Bertha I Robertson Tua
How much does Bertha I Robertson Tua give each year?
Bertha I Robertson Tua gave $66K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 1 grant.
How large is Bertha I Robertson Tua?
Bertha I Robertson Tua reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $76K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Bertha I Robertson Tua operate?
Bertha I Robertson Tua has awarded grants in Florida.
What is Bertha I Robertson Tua's EIN?
Bertha I Robertson Tua's EIN (Employer Identification Number) is 59-2079974. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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