Tr Uw Bertha M Roberts

JACKSONVILLE, FL EIN: 52-6029158

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.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$617K

Grant Count

5

Avg Grant Size

$123K

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

JacksonLittletonLouisvilleWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$170K$340K$509K$679K2020
Metric2020
Total Assets
Revenue$62,417
Expenses$617,455
Qualifying Distributions
Net Investment Income$62,317
Distributable Amount$1

Giving Over Time

Total grant dollars and number of grants per year

$0$154K$309K$463K$617K5 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2020

REFORMED THEOLOGICAL SEM…$123KDENVER SEMINAR$123KSOUTHERN BAPTIST THEOLOG…$123KAMERICAN UNIVERSITY$123KWESLEY THEOLOGICAL SEMIN…$123K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE1

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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