Thurston & Bertha Roberts Trust Uw
- Assets
- $1.1m
- Revenue
- $123.4k
- Investments
- $1.0m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 03/1982
- Data as of
- 08/2024
- EIN
- 59-6559688
Organization Overview
Thurston & Bertha Roberts Trust Uw is located in Dallas, TX. The organization was established in 1982. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Thurston & Bertha Roberts Trust Uw is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2024, Thurston & Bertha Roberts Trust Uw generated $123.4k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 29.9% each year . All expenses for the organization totaled $138.5k during the year ending 08/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Thurston & Bertha Roberts Trust Uw has awarded 104 individual grants totaling $250,732. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bank Of America N A Co-Trustee | 1 | $30,741 | |
Ts Roberts III Co-Trustee | 20 | $10,740 | |
Ms Stuart Ashby-Fore Co-Trustee | 20 | $10,740 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $56,339 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $67,102 |
| Capital Gain Net Income | $67,102 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $123,441 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $52,221 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,703 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $55,213 |
| Contributions, gifts, grants paid | $83,332 |
| Total expenses and disbursements | $138,545 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $43,362 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,056,002 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Thurston & Bertha Roberts Trust Uw has awarded $83,332 in support to 26 organizations.
| Grant Recipient | Amount |
|---|---|
I AM SENT PURPOSE: UNRESTRICTED GENERAL | $18,600 |
REDEEMER CHURCH PURPOSE: UNRESTRICTED GENERAL | $2,000 |
RUN MINISTRIES PURPOSE: UNRESTRICTED GENERAL | $1,000 |
FIRST COAST NO MORE HOMELESS PETS PURPOSE: UNRESTRICTED GENERAL | $3,000 |
LIGHT IN THE WORD MINISTRY PURPOSE: UNRESTRICTED GENERAL | $2,000 |
FRIENDS OF JACKSONVILLE ANIMALS PURPOSE: UNRESTRICTED GENERAL | $4,232 |