Thurston & Bertha Roberts Charitable Fd

DALLAS, TX EIN: 59-6559688

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

8states

Cities

Atlantic BeachBirminghamCanal WinchesterColorado SpringsCovingtonElizabethtonFern BeachJacksonvile BeachJacksonvilleJacksonville BeachMiamiNeptune BeachPonte Vedra BeachSanta RosaStatenvilleTallahasseeVirgina BchWhite

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$39K$78K$117K$156K20212022202320242025
Metric202520242023
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

$0$21K$42K$62K$83K30 grants202131 grants202217 grants202326 grants202424 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

THE COMMUNITY FOUNDATION$10KLIVING WATERS WORLD OUTR…$7KLIGHT IN THE WORD MINISTRY$6KBAPTIST HEALTH FOUNDATION$5KWJCT INC$5KBEACHES AREA HISTORICAL …$5KPACE CENTER FOR GIRLS INC$5KMURRAY HILL MINISTRIES$5KJESUSQUEST INTERNATIONAL…$5KHERE TOMORROW$3K

Grant Size Distribution

128 grants across all recorded years

128<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
BAPTIST HEALTH FOUNDATION JACKSONVILLE, FLUNRESTRICTED GENERAL$5,000
ANGELS FOR ALLISON JACKSONVILLE, FLUNRESTRICTED GENERAL$1,000
WJCT INC JACKSONVILLE, FLUNRESTRICTED GENERAL$5,000
HERE TOMORROW NEPTUNE BEACH, FLUNRESTIRCTED GENERAL$3,000
FIRST COAST NO MORE HOMELESS PETS JACKSONVILLE, FLUNRESTRICTED GENERAL$3,000
LIGHT IN THE WORD MINISTRY JACKSONVILLE, FLUNRESTRICTED GENERAL$5,700
FRIENDS OF JACKSONVILLE ANIMALS JACKSONVILLE, FLUNRESTRICTED GENERAL$2,077
I AM SENT JACKSONVILLE, FLUNRESTRICTED GENERAL$2,000
NE FL FCA -FELLOWSHIP CHRISTIAN ATHLETES PONTE VEDRA BEACH, FLUNRESTRICTED GENERAL$400
JACKSONVILLE AREA LEGAL AID JACKSONVILLE, FLUNRESTRICTED GENERAL$1,423

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICA N ACO-TRUSTEE$34KTS ROBERTS IIICO-TRUSTEE$12KMS STUART ASHBY-FORECO-TRUSTEE$12K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICA N ACO-TRUSTEE1$34,149
TS ROBERTS IIICO-TRUSTEE20$12,048
MS STUART ASHBY-FORECO-TRUSTEE20$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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