Bertha I Robertson Tua
DALLAS, TX EIN: 59-2079974
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.3M
+3.9% YoY
Annual Giving
$63K
+36.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$63K
+36.8% 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 | $1,274,739 | $1,227,338 | $1,252,787 |
| Revenue | $135,940 | $42,340 | $-31,638 |
| Expenses | $87,191 | $67,337 | $99,560 |
| Qualifying Distributions | $71,468 | $53,758 | $78,857 |
| Net Investment Income | $119,438 | $24,737 | $11,338 |
| Distributable Amount | $71,657 | $65,544 | $67,396 |
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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bertha I Robertson Tua 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 | $20,726 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Florida $304K (100%)
States
Cities
Tampa
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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