Uw James P Roberts #2 Test 189-3031620

Private foundation · Grantmaker Chattanooga, TN EIN: 62-6132485

Uw James P Roberts #2 Test 189-3031620 is a private foundation, based in Chattanooga, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $339K in total assets. In 2025, it awarded 2 grants totaling $18K. Net investment income was $22K.

Uw James P Roberts #2 Test 189-3031620 at a glance

In short: Uw James P Roberts #2 Test 189-3031620 gave $18K across 2 grants in 2025 (avg $9K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$18,446
+7.7% vs 2024
Grants made (2025)
2
+0.0% vs 2024
Average grant
$9,223
+7.7% vs 2024
Median grant
$9,223
Total assets
$339,496
+5.5% vs 2024
Primary geography
Tennessee (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Uw James P Roberts #2 Test 189-3031620 funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Orange Grove Center: $9KOrange Grove Center$9KBethel Bible Village: $9KBethel Bible Village$9K

The largest 2025 recipient was Orange Grove Center ($9K). Together the top 2 received $18K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

ChattanoogaHixson

How Uw James P Roberts #2 Test 189-3031620 gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $14K (2021) to $56K (2020). In 2025 it made 2 grants totaling $18K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Orange Grove Center Chattanooga, TNOperational Grant$9,223
Bethel Bible Village Hixson, TNOperational Grant$9,223
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$339,496$26,022$26,366$18,4462$22,119$21,775$23,209
2024$321,663$24,194$24,358$17,1322$20,626$20,352$21,940
2023$325,547$10,567$23,845$17,1662$20,350$8,387$20,316
2022$335,271$20,399$26,481$19,4582$22,754$16,340$20,463
2021$341,938$25,457$22,694$14,4462$18,047$20,809$23,059
2020$339,364$47,876$62,715$55,5162—$44,473$21,229

Under IRS private-foundation payout rules, Uw James P Roberts #2 Test 189-3031620 reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Uw James P Roberts #2 Test 189-3031620's only listed officer is First Horizon Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • First Horizon Bank

    Trustee

    On filings since 2020

    $7K (2020) → $7K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

First Horizon Bank — Trustee: $7KFirst Horizon BankTrustee$7K

The highest reported compensation on the 2025 filing was $7K, to First Horizon Bank (Trustee).

Frequently asked questions about Uw James P Roberts #2 Test 189-3031620

How much does Uw James P Roberts #2 Test 189-3031620 give each year?

Uw James P Roberts #2 Test 189-3031620 gave $18K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 2 grants.

How large is Uw James P Roberts #2 Test 189-3031620?

Uw James P Roberts #2 Test 189-3031620 reported $339K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Uw James P Roberts #2 Test 189-3031620 operate?

Uw James P Roberts #2 Test 189-3031620 has awarded grants in Tennessee.

What is Uw James P Roberts #2 Test 189-3031620's EIN?

Uw James P Roberts #2 Test 189-3031620's EIN (Employer Identification Number) is 62-6132485. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)

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The corporation shall, by itself or in affiliation with other entities, own, hold, lease, operate, maintain, renovate, and improve certain real property known as the tivoli theatre, the soldiers & sailors memorial auditorium, including the robert kirk walker community theatre, and the tivoli center (collectively, the "venues") located in chattanooga, Tennessee, in order to (a) to provide performing arts venues for the community and other entities and individuals for artistic and educational activities; (b) to preserve and restore the venues as historical landmarks, if appropriate; (c) to lease the tivoli center (or parts thereof) to third parties and other charitable organizations in support of the corporation's mission; and (d) to provide the general public with a greater awareness, appreciation, and understanding of the theatrical and performing arts.

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Total Given

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Uw James P Roberts #2 Test 189-3031620's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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