Tr Uw Bertha M Roberts

Organization Overview

Tr Uw Bertha M Roberts is located in Jacksonville, FL. The organization was established in 1970. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.

For the year ending 12/2020, Tr Uw Bertha M Roberts generated $62.4k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 23.5% each year . All expenses for the organization totaled $617.5k during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.

Since 2015, Tr Uw Bertha M Roberts has awarded 28 individual grants totaling $707,759. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990PF Filing

TAX YEAR

2020

Describe the Organization's Program Activity:

Part 3 - Line 4a

NONE


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Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $0
Interest on Savings $0
Dividends & Interest $888
Net Rental Income$0
Net Gain on Sale of Assets $61,424
Capital Gain Net Income $61,424
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $105
Total Revenue $62,417

Grants Awarded

Over the last fiscal year, Tr Uw Bertha M Roberts has awarded $617,455 in support to 5 organizations.

Grant RecipientAmount

REFORMED THEOLOGICAL SEMINARY

PURPOSE: 2020 GRANT

$123,491

DENVER SEMINAR

PURPOSE: 2020GRANT

$123,491

SOUTHERN BAPTIST THEOLOGICAL

PURPOSE: 2020 GRANT

$123,491

AMERICAN UNIVERSITY

PURPOSE: 2020 GRANT

$123,491

WESLEY THEOLOGICAL SEMINARY

PURPOSE: 2020 GRANT

$123,491
View Grant Profile

Peer Organizations

Organization NameAssets
Virginia Bankers Association Group Benefits Trust
Orlando, FL
$79,067,523
Lettie Pate Whitehead Foundation Inc
Atlanta, GA
$208,606,888
Mitchell Wolfson Sr Foundation
Miami, FL
$51,380,734
Lucille S Beeson Charitable Remainder 66 1055001761
Birmingham, AL
$7,385,012
Walter R Ferguson Charitable Foundation Charitable Foundation
Fort Lauderdale, FL
$613,063
Wanda And James M Moran Jr Foundation Inc
Deerfield Beach, FL
$8,625,288
Telford Foundation Inc
Naples, FL
$2,575,463
Steve And Natalee Herrig Family Foundation Inc
Bradenton, FL
-$160,856
Blake Family Foundation Inc
Atlanta, GA
$7,054,238
Mssa Ila Vacation Plan And Trust
Mobile, AL
$3,027,014
St Marys Methodist Church Foundation Inc
Saint Marys, GA
$1,300,375
W I H Pitts Charitable Tr Ua 110187
Orlando, FL
$872,527
Arnold & Winnie Palmer Foundation Inc
Orlando, FL
$8,247,696
Fleming Family Foundation
Jacksonville, FL
$3,215,572
Kauffman Foundation Inc
Atlanta, GA
$234,336
Dana B Gulley And James K Gulley Memorial Trust
Orlando, FL
$950,310
R Harold And Patsy Harrison Foundation Inc
Brookhaven, GA
$832,111
Yarim Foundation
Boca Raton, FL
$1,080,189
Charles Henderson Tr No 3 Uw
Troy, AL
$1,950,771
Robert W Duggan Foundation
Clearwater, FL
$513,523
Ronald J Woods Charitable Tr Ua 022697
North Palm Beach, FL
$623,402
Alabama Business Charitable Trust Fund Inc
Birmingham, AL
$1,151,306
John F Scarpa Foundation
Palm Beach, FL
$598,163
Better Place Foundation
Birmingham, AL
-$1,899,794
Bear Family Foundation Inc
Pensacola, FL
$1,695,743

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