Tr Uw Bertha M Roberts
Tr Uw Bertha M Roberts is a private foundation, based in Jacksonville, FL. IRS filing data is available for 2020. In 2020, it awarded 5 grants totaling $617K. Net investment income was $62K.
Key facts about Tr Uw Bertha M Roberts
- EIN
- 52-6029158
- Latest 990 filing
- Form 990-PF, 2020
- Annual giving (2020)
- $617,455
- Grants made (2020)
- 5
- Average grant
- $123,491
- Median grant
- $123,491
- Primary geography
- District of Columbia (40% of itemized 2020 grant dollars)
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Tr Uw Bertha M Roberts funds
By grant dollars, the top recipient states for Tr Uw Bertha M Roberts's 5 itemized 2020 grants were District of Columbia (40%), Missouri (20%) and Colorado (20%). The most frequent recipient cities were Washington, DC (2 grants). None of its 5 grants with a stated purpose were described as general or operating support. Recurring purposes include "2020 Grant" (4 grants).
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Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$617K
Grant Count
5
Avg Grant Size
$123K
Under IRS private-foundation payout rules, Tr Uw Bertha M Roberts reported a distributable amount of $1 for 2020 — the minimum it must pay out in qualifying distributions.
About Tr Uw Bertha M Roberts
Based on IRS filings
Tr Uw Bertha M Roberts is a private foundation, based in Jacksonville, FL. IRS filing data is available for 2020. In 2020, it awarded 5 grants totaling $617K. Net investment income was $62K.
Ready to take the next step with Tr Uw Bertha M Roberts?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2020 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | — |
| Revenue | $62,417 |
| Expenses | $617,455 |
| Qualifying Distributions | — |
| Net Investment Income | $62,317 |
| Distributable Amount | $1 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2020
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest recipients include Reformed Theological Seminary ($123,491), Denver Seminar ($123,491), Southern Baptist Theological ($123,491).
| Recipient | Purpose | Amount |
|---|---|---|
| REFORMED THEOLOGICAL SEMINARY Jackson, MO | 2020 GRANT | $123,491 |
| DENVER SEMINAR Littleton, CO | 2020GRANT | $123,491 |
| SOUTHERN BAPTIST THEOLOGICAL Louisville, KY | 2020 GRANT | $123,491 |
| AMERICAN UNIVERSITY Washington, DC | 2020 GRANT | $123,491 |
| WESLEY THEOLOGICAL SEMINARY Washington, DC | 2020 GRANT | $123,491 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2020 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America N a | Trustee | 1 | — |
Frequently Asked Questions
Where does Tr Uw Bertha M Roberts operate?
Tr Uw Bertha M Roberts has awarded grants in Colorado, District of Columbia, Kentucky, Missouri.
What size grants does Tr Uw Bertha M Roberts award?
In 2020, Tr Uw Bertha M Roberts awarded 5 grants totaling $617K — an average of about $123K per grant, based on its IRS Form 990 filings.
How much is Tr Uw Bertha M Roberts required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Tr Uw Bertha M Roberts reported a distributable amount of $1 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Uw Bertha M Roberts's EIN?
Tr Uw Bertha M Roberts's EIN (Employer Identification Number) is 52-6029158. IRS Form 990 filing data is available on this page for 2020.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.