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.
Key facts about Thurston & Bertha Roberts Charitable FD
In short: Thurston & Bertha Roberts Charitable FD gave $82K across 24 grants in 2025 (avg $3K), mostly in Florida. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 59-6559688
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $82,400
- Grants made (2025)
- 24
- Average grant
- $3,433
- Median grant
- $3,000
- New grantees (estimate)
- 38% first-time grantees (9 of 24, 2025)
- Total assets
- $993,900
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
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.
Is Thurston & Bertha Roberts Charitable FD open to new grantees?
38%
first-time grantees, 2025
In 2025, 9 of 24 grantees (38%) were first-time recipients. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $3K repeat.
- 54% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 24 itemized 2025 grant dollars.
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| THE COMMUNITY FOUNDATION Jacksonville, FL | UNRESTRICTED GENERAL | $10,000 |
| LIVING WATERS WORLD OUTREACH CENTER Fern Beach, FL | UNRESTRICTED GENERAL | $7,000 |
| LIGHT IN THE WORD MINISTRY Jacksonville, FL | UNRESTRICTED GENERAL | $5,700 |
| BAPTIST HEALTH FOUNDATION Jacksonville, FL | UNRESTRICTED GENERAL | $5,000 |
| WJCT INC Jacksonville, FL | UNRESTRICTED GENERAL | $5,000 |
| BEACHES AREA HISTORICAL SOCIETY INC Jacksonvile Beach, FL | UNRESTRICTED GENERAL | $5,000 |
| PACE CENTER FOR GIRLS INC Jacksonville, FL | UNRESTRICTED GENERAL | $5,000 |
| MURRAY HILL MINISTRIES Jacksonville, FL | UNRESTRICTED GENERAL | $5,000 |
| JESUSQUEST INTERNATIONAL INC Jacksonville, FL | UNRESTRICTED GENERAL | $5,000 |
| HERE TOMORROW Neptune Beach, FL | UNRESTIRCTED GENERAL | $3,000 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Thurston & Bertha Roberts Charitable FD's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2021
1 hr/week
$27K (2021) → $34K (2025)
Stuart Ashby-Fore
Co-Trustee
On filings since 2021
20 hrs/week
$13K (2021) → $12K (2025)
Ts Roberts III
Co-Trustee
On filings since 2021
20 hrs/week
$13K (2021) → $12K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Thurston & Bertha Roberts Charitable FD
How much does Thurston & Bertha Roberts Charitable FD give each year?
Thurston & Bertha Roberts Charitable FD gave $82K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $83K across 26 grants.
What is Thurston & Bertha Roberts Charitable FD's typical grant size?
Thurston & Bertha Roberts Charitable FD's median grant in 2025 was $3,000, and its average grant was $3,433, across 24 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Thurston & Bertha Roberts Charitable FD that year got $3K on average.
Where does Thurston & Bertha Roberts Charitable FD give grants?
Thurston & Bertha Roberts Charitable FD gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jacksonville, FL (17 grants).
Does Thurston & Bertha Roberts Charitable FD give general operating support?
Yes: 100% of Thurston & Bertha Roberts Charitable FD's 2025 grants with a stated purpose (24 of 24) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Thurston & Bertha Roberts Charitable FD's largest grantees?
Thurston & Bertha Roberts Charitable FD's largest 2025 grantees include The Community Foundation ($10,000), Living Waters World Outreach Center ($7,000) and Light in the Word Ministry ($5,700), according to its 2025 IRS Form 990-PF. Together they received 28% of its itemized 2025 grant dollars.
How large is Thurston & Bertha Roberts Charitable FD?
Thurston & Bertha Roberts Charitable FD reported $994K in total assets on its 2025 IRS Form 990-PF. It paid out $105K in qualifying distributions that year, against a required minimum of $109K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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