Tr Uw Bertha M Roberts
Tr Uw Bertha M Roberts is a private foundation, based in Jacksonville, FL. IRS filing data is available from 2019 through 2020. In 2020, it awarded 5 grants totaling $617K. Net investment income was $62K.
Tr Uw Bertha M Roberts at a glance
In short: Tr Uw Bertha M Roberts gave $617K across 5 grants in 2020 (avg $123K), top state District of Columbia. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $617,455
- +7546.5% vs 2019
- Grants made (2020)
- 5
- -37.5% vs 2019
- Average grant
- $123,491
- +12134.4% vs 2019
- Median grant
- $123,491
- Primary geography
- District of Columbia (40% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Tr Uw Bertha M Roberts funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2020
The largest 2020 recipient was Reformed Theological Seminary ($123K). Together the top 5 received $617K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 8 grants of 13 (62%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2020 grant dollars across all 5 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2020, annual grant giving ranged from $8K (2019) to $617K (2020). In 2020 it made 5 grants totaling $617K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2020 | — | $62,417 | $617,455 | $617,455 | 5 | $62,317 | $1 |
| 2019 | $554,996 | $44,657 | $55,077 | $8,075 | 8 | $40,956 | $29,607 |
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.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Bertha M Roberts's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (uncompensated).
Officers on the 2020 filing
Bank Of America N A
Trustee
On filings since 2019
1 hr/week
$8K (2019) → $0 (2020)
Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2019 IRS filing
The highest reported compensation on the 2019 filing was $8K, to Bank of America N a (Trustee).
Frequently asked questions about Tr Uw Bertha M Roberts
How much does Tr Uw Bertha M Roberts give each year?
Tr Uw Bertha M Roberts gave $617K across 5 grants in 2020, according to its 2020 IRS Form 990-PF. In 2019 it gave $8K across 8 grants.
What is Tr Uw Bertha M Roberts's typical grant size?
Tr Uw Bertha M Roberts's median grant in 2020 was $123,491, and its average grant was $123,491, across 5 grants on its 2020 IRS Form 990-PF.
Where does Tr Uw Bertha M Roberts give grants?
Tr Uw Bertha M Roberts's top state is District of Columbia, with 40% of the grant dollars itemized on its 2020 IRS Form 990-PF. The next largest states were Missouri (20%) and Colorado (20%). The most frequent recipient cities were Washington, DC (2 grants).
Does Tr Uw Bertha M Roberts give general operating support?
Not in 2020: none of the 5 grants with a stated purpose on Tr Uw Bertha M Roberts's 2020 IRS Form 990-PF were described as general or operating support. Recurring purposes include "2020 Grant" (4 grants).
Who are Tr Uw Bertha M Roberts's largest grantees?
Tr Uw Bertha M Roberts's largest 2020 grantees include Reformed Theological Seminary ($123,491), Denver Seminar ($123,491) and Southern Baptist Theological ($123,491), according to its 2020 IRS Form 990-PF. Together they received 60% of its itemized 2020 grant dollars.
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 2019–2020.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- IRS filings on file for fiscal year 2020
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