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

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.

Ready to take the next step with Thurston & Bertha Roberts Charitable Fd?

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

No grants recorded for .

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

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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