Tr Uw Bertha M Roberts

Foundation · Grantmaker 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

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

District of Columbia $247K (40%)

Colorado $123K (20%)

Kentucky $123K (20%)

Missouri $123K (20%)

States

Colorado District of Columbia Kentucky Missouri

Cities

JacksonLittletonLouisvilleWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.