Thurston & Bertha Roberts Charitable Fd
Thurston & Bertha Roberts Charitable Fd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $994K in total assets. In 2025, it awarded 24 grants totaling $82K. Net investment income was $44K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$994K
-5.9% YoY
Annual Giving
$82K
-1.1% YoY
Grant Count
24
-7.7% YoY
Avg Grant Size
$3K
+7.1% YoY
Under IRS private-foundation payout rules, Thurston & Bertha Roberts Charitable Fd reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.
About Thurston & Bertha Roberts Charitable Fd
Based on IRS filings
Thurston & Bertha Roberts Charitable Fd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $994K in total assets. In 2025, it awarded 24 grants totaling $82K. Net investment income was $44K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $993,900 | $1,056,002 | $1,071,619 |
| Revenue | $80,451 | $123,441 | $99,023 |
| Expenses | $142,179 | $138,545 | $82,300 |
| Qualifying Distributions | $104,598 | $104,721 | $51,106 |
| Net Investment Income | $44,314 | $90,653 | $67,273 |
| Distributable Amount | $108,667 | $97,238 | $93,151 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
128 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include The Community Foundation ($10,000), Living Waters World Outreach Center ($7,000), Light in the Word Ministry ($5,700).
| Recipient | Purpose | Amount |
|---|---|---|
| BAPTIST HEALTH FOUNDATION JACKSONVILLE, FL | UNRESTRICTED GENERAL | $5,000 |
| ANGELS FOR ALLISON JACKSONVILLE, FL | UNRESTRICTED GENERAL | $1,000 |
| WJCT INC JACKSONVILLE, FL | UNRESTRICTED GENERAL | $5,000 |
| HERE TOMORROW NEPTUNE BEACH, FL | UNRESTIRCTED GENERAL | $3,000 |
| FIRST COAST NO MORE HOMELESS PETS JACKSONVILLE, FL | UNRESTRICTED GENERAL | $3,000 |
| LIGHT IN THE WORD MINISTRY JACKSONVILLE, FL | UNRESTRICTED GENERAL | $5,700 |
| FRIENDS OF JACKSONVILLE ANIMALS JACKSONVILLE, FL | UNRESTRICTED GENERAL | $2,077 |
| I AM SENT JACKSONVILLE, FL | UNRESTRICTED GENERAL | $2,000 |
| NE FL FCA -FELLOWSHIP CHRISTIAN ATHLETES PONTE VEDRA BEACH, FL | UNRESTRICTED GENERAL | $400 |
| JACKSONVILLE AREA LEGAL AID JACKSONVILLE, FL | UNRESTRICTED GENERAL | $1,423 |
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 N A | CO-TRUSTEE | 1 | $34,149 |
| TS ROBERTS III | CO-TRUSTEE | 20 | $12,048 |
| MS STUART ASHBY-FORE | CO-TRUSTEE | 20 | $12,048 |
Frequently Asked Questions
How large is Thurston & Bertha Roberts Charitable Fd?
As of 2025, Thurston & Bertha Roberts Charitable Fd holds $994K in total assets with $80K in annual revenue. It awarded 24 grants totaling $82K in 2025.
Where does Thurston & Bertha Roberts Charitable Fd operate?
Thurston & Bertha Roberts Charitable Fd has awarded grants in Alabama, California, Colorado, Florida, Georgia, Ohio, Tennessee, Virginia.
What size grants does Thurston & Bertha Roberts Charitable Fd award?
In 2025, Thurston & Bertha Roberts Charitable Fd awarded 24 grants totaling $82K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Thurston & Bertha Roberts Charitable Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Thurston & Bertha Roberts Charitable Fd reported a distributable amount of $109K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Thurston & Bertha Roberts Charitable Fd's EIN?
Thurston & Bertha Roberts Charitable Fd's EIN (Employer Identification Number) is 59-6559688. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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