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

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.

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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

Among its reported 2020 grants, the largest include Reformed Theological Seminary ($123,491), Denver Seminar ($123,491), Southern Baptist Theological ($123,491).

RecipientPurposeAmount
REFORMED THEOLOGICAL SEMINARY JACKSON, MO2020 GRANT$123,491
DENVER SEMINAR LITTLETON, CO2020GRANT$123,491
SOUTHERN BAPTIST THEOLOGICAL LOUISVILLE, KY2020 GRANT$123,491
AMERICAN UNIVERSITY WASHINGTON, DC2020 GRANT$123,491
WESLEY THEOLOGICAL SEMINARY WASHINGTON, DC2020 GRANT$123,491

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE1

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 April 2026. Sourced from IRS Form 990-PF filings.

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