Thurston & Bertha Roberts Charitable FD
Thurston & Bertha Roberts Charitable FD is a private foundation based in Dallas, Texas. It made 24 grants totaling $82,400 in filing year 2025, with all reported grant dollars going to recipients in Florida.
Thurston & Bertha Roberts Charitable FD at a glance
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.
- Annual giving (2025)
- $82,400
- -1.1% vs 2024
- Grants made (2025)
- 24
- -7.7% vs 2024
- Average grant
- $3,433
- +7.1% vs 2024
- Median grant
- $3,000
- Total assets
- $993,900
- -5.9% vs 2024
- New grantees (estimate)
- 38% first-time grantees (9 of 24, 2025; small sample)
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Thurston & Bertha Roberts Charitable FD
- How to Apply
-
The foundation’s 2024 filing says to apply by letter. It states that the foundation does not restrict giving to preselected organizations and that awards are restricted to 501(c)(3) organizations primarily located in Duval County, Florida, but not limited to Duval County.
- Review Cycle
- No deadline.
- Deadline
- No deadline.
- Contact
Application contact: Marc Mauro Co Bank Of America
Mailing address: 50 N Laura St, Jacksonville, FL 32202
Phone: (401) 278-6017
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Thurston & Bertha Roberts Charitable FD funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Community Foundation ($10K). Together the top 10 received $56K.
Grant Size Distribution
128 grants across all recorded years
The most common grant size was under $50K: 128 grants of 128 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Florida. The 2024 filing states that eligible organizations are primarily located in Duval County, Florida, but are not limited to that county.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
Cities
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. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $31K (2023) to $83K (2024). In 2025 it made 24 grants totaling $82K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $993,900 | $80,451 | $142,179 | $82,400 | 24 | $104,598 | $44,314 | $108,667 |
| 2024 | $1,056,002 | $123,441 | $138,545 | $83,332 | 26 | $104,721 | $90,653 | $97,238 |
| 2023 | $1,071,619 | $99,023 | $82,300 | $30,500 | 17 | $51,106 | $67,273 | $93,151 |
| 2022 | $1,056,532 | $78,891 | $129,794 | $71,950 | 31 | $94,032 | $44,840 | $101,847 |
| 2021 | $1,107,648 | $128,086 | $119,709 | $64,950 | 30 | — | $91,277 | $101,029 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. For example, WJCT Inc describes its mission as bringing people together for lifelong learning and civic engagement, while Here Tomorrow Inc says it provides peer mental-health support and access to outpatient care for people at risk for suicide and their families. First Coast No More Homeless Pets Inc describes work to make veterinary care accessible and provide low-cost spay and neuter services. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2025, the foundation awarded 24 grants totaling $82,400. Grant amounts ranged from $400 to $10,000, with a median of $3,000. Its largest listed awards included $10,000 to The Community Foundation; $7,000 to Living Waters World Outreach Center; $5,700 to Light in the Word Ministry; and $5,000 each to Baptist Health Foundation, WJCT Inc, Beaches Area Historical Society Inc, Pace Center for Girls Inc, Murray Hill Ministries, and JesusQuest International Inc. The listed purposes for these largest grants were unrestricted general support.
Other 2025 recipients included Here Tomorrow Inc and First Coast No More Homeless Pets Inc, which each received $3,000; Beaches Habitat for Humanity Inc, which received $3,000; Friends of Jacksonville Animals, which received $2,077; and Episcopal School of Jacksonville, which received $2,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America N.A., TS Roberts III, and Ms. Stuart Ashby-Fore as co-trustees.
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
The highest reported compensation on the 2025 filing was $34K, to Bank of America N a (Co-Trustee). 3 officers or directors reported compensation on that 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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Thurston & Bertha Roberts Charitable FD fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Thurston & Bertha Roberts Charitable FD?
The foundation’s 2024 filing says to apply by letter. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Thurston & Bertha Roberts Charitable FD funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/thurston-and-bertha-roberts-charitable-fd-morg_c4001c38f2bb4819a9c51d10b4d1d29a
BibTeX
@misc{grantable_596559688_2026,
author = {{Grantable}},
title = {{Thurston \& Bertha Roberts Charitable FD funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/thurston-and-bertha-roberts-charitable-fd-morg_c4001c38f2bb4819a9c51d10b4d1d29a},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Thurston & Bertha Roberts Charitable FD's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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