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.
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
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 |
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 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
From 2020 IRS filing
From 2020 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 April 2026. Sourced from IRS Form 990-PF filings.
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