Milton Roberts Tw

PITTSBURGH, PA EIN: 52-6024417

Milton Roberts Tw is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $18.6M in total assets. In 2024, it awarded 4 grants totaling $937K. Net investment income was $2.7M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$18.6M

+9.3% YoY

Annual Giving

$937K

-3.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$234K

-3.4% YoY

Under IRS private-foundation payout rules, Milton Roberts Tw reported a distributable amount of $880K for 2024 — the minimum it must pay out in qualifying distributions.

About Milton Roberts Tw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $3.6M (75%)

Minnesota $1.2M (25%)

States

Maryland Minnesota

Cities

BaltimoreColumbiaEastonPlymouth

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$18,605,596	$17,028,039	$16,362,752
Revenue	$2,770,539	$1,793,614	$460,933
Expenses	$1,137,721	$1,120,071	$1,174,700
Qualifying Distributions	$964,000	$995,762	$1,041,161
Net Investment Income	$2,654,374	$1,664,399	$400,153
Distributable Amount	$880,192	$834,930	$893,056

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sinai Hospital of Baltimore ($234,152), Medstar Harbor Hospital ($234,152), The Wesley Inc ($234,152).

Recipient	Purpose	Amount
SINAI HOSPITAL OF BALTIMORE BALTIMORE, MD	GENERAL SUPPORT	$234,152
MEDSTAR HARBOR HOSPITAL COLUMBIA, MD	GENERAL SUPPORT	$234,152
THE WESLEY INC EASTON, MD	GENERAL SUPPORT	$234,152
WOODBOURNE CHARITABLE TRUST PLYMOUTH, MN	GENERAL SUPPORT	$234,152

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK N A	TRUSTEE	1	$136,958

Frequently Asked Questions

How large is Milton Roberts Tw?

As of 2024, Milton Roberts Tw holds $18.6M in total assets with $2.8M in annual revenue. It awarded 4 grants totaling $937K in 2024.

Where does Milton Roberts Tw operate?

Milton Roberts Tw has awarded grants in Maryland, Minnesota.

What size grants does Milton Roberts Tw award?

In 2024, Milton Roberts Tw awarded 4 grants totaling $937K — an average of about $234K per grant, based on its IRS Form 990 filings.

How much is Milton Roberts Tw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Milton Roberts Tw reported a distributable amount of $880K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.