Adelaide Roberts
DALLAS, TX EIN: 05-6007066
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.2M
+0.2% YoY
Annual Giving
$60K
+32.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$60K
+32.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,224,321 | $1,221,375 | $1,279,402 |
| Revenue | $44,877 | $-8,225 | $241,931 |
| Expenses | $82,670 | $71,915 | $98,042 |
| Qualifying Distributions | $68,535 | $53,228 | $82,863 |
| Net Investment Income | $27,500 | $13,846 | $225,584 |
| Distributable Amount | $70,002 | $64,588 | $67,877 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Adelaide Roberts fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $19,724 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Rhode Island $236K (100%)
States
Cities
Newport
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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