Tua Rebecca M Roveto Charitable

Foundation · Grantmaker DALLAS, TX EIN: 86-6274045

Tua Rebecca M Roveto Charitable is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 3 grants totaling $55K. Net investment income was $89K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+2.4% YoY

Annual Giving

$55K

+0.0% YoY

Grant Count

+200.0% YoY

Avg Grant Size

$18K

-66.7% YoY

Under IRS private-foundation payout rules, Tua Rebecca M Roveto Charitable reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.

About Tua Rebecca M Roveto Charitable

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $284K (100%)

States

California

Cities

MercedOaklandSan Luis Obispo

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,104,713	$1,078,450	$1,075,061
Revenue	$103,538	$42,913	$-3,625
Expenses	$76,538	$75,092	$79,394
Qualifying Distributions	$62,856	$62,362	$66,925
Net Investment Income	$89,009	$27,736	$13,377
Distributable Amount	$65,420	$62,413	$58,214

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

7 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of California Regents ($27,500), California Polytechnic State University ($13,750), University of California Merced ($13,750).

Recipient	Purpose	Amount
CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO, CA	SCHOLARSHIPS	$13,750
UNIVERSITY OF CALIFORNIA REGENTS OAKLAND, CA	SCHOLARSHIPS	$27,500
UNIVERSITY OF CALIFORNIA MERCED MERCED, CA	SCHOLARSHIPS	$13,750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$18,839

Frequently Asked Questions

How large is Tua Rebecca M Roveto Charitable?

As of 2025, Tua Rebecca M Roveto Charitable holds $1.1M in total assets with $104K in annual revenue. It awarded 3 grants totaling $55K in 2025.

Where does Tua Rebecca M Roveto Charitable operate?

Tua Rebecca M Roveto Charitable has awarded grants in California.

What size grants does Tua Rebecca M Roveto Charitable award?

In 2025, Tua Rebecca M Roveto Charitable awarded 3 grants totaling $55K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Tua Rebecca M Roveto Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Tua Rebecca M Roveto Charitable reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tua Rebecca M Roveto Charitable's EIN?

Tua Rebecca M Roveto Charitable's EIN (Employer Identification Number) is 86-6274045. IRS Form 990 filing data is available on this page for 2021–2025.