Civic Intelligence

Thurston & Bertha Roberts Charitable Fd

EIN 59-6559688 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Net Margin

7th percentile

-77%

Higher net margin than 7% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

72nd percentile

$34,149

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 42.4% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

24th percentile

-5.9%

Faster asset growth than 24% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$993,900

Down $62,102 (-5.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$993,900

Down $62,102 (-5.9%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin7th percentile

Revenue

Down

$80,451

Down $42,990 (-35%) from 2024

Expenses

Up

$142,179

Up $3,634 (+2.6%) from 2024

Net Income

Down

-$61,728

Down $46,624 (-309%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $509,677Liabilities 2011: $02011Assets 2012: $642,608Liabilities 2012: $02012Assets 2013: $779,770Liabilities 2013: $02013Assets 2014: $760,435Liabilities 2014: $02014Assets 2015: $741,373Liabilities 2015: $02015Assets 2019: $1,206,190Liabilities 2019: $02019Assets 2020: $1,099,599Liabilities 2020: $0Net Assets 2020: $1,099,5992020Assets 2021: $1,107,648Liabilities 2021: $0Net Assets 2021: $1,107,6482021Assets 2022: $1,056,532Liabilities 2022: $0Net Assets 2022: $1,056,5322022Assets 2023: $1,071,619Liabilities 2023: $0Net Assets 2023: $1,071,6192023Assets 2024: $1,056,002Liabilities 2024: $0Net Assets 2024: $1,056,0022024Assets 2025: $993,900Liabilities 2025: $0Net Assets 2025: $993,9002025

Highlighted filing

2025

Assets$993,900
Liabilities$0
Net Assets$993,900
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $141,872Expenses 2011: $147,972Net Income 2011: -$6,1002011Revenue 2012: $272,011Expenses 2012: $141,302Net Income 2012: $130,7092012Revenue 2013: $246,221Expenses 2013: $109,008Net Income 2013: $137,2132013Revenue 2014: $85,813Expenses 2014: $103,573Net Income 2014: -$17,7602014Revenue 2015: $122,183Expenses 2015: $140,949Net Income 2015: -$18,7662015Revenue 2019: $400,931Expenses 2019: $147,749Net Income 2019: $253,1822019Revenue 2020: $33,321Expenses 2020: $139,356Net Income 2020: -$106,0352020Revenue 2021: $128,086Expenses 2021: $119,709Net Income 2021: $8,3772021Revenue 2022: $78,891Expenses 2022: $129,794Net Income 2022: -$50,9032022Revenue 2023: $99,023Expenses 2023: $82,300Net Income 2023: $16,7232023Revenue 2024: $123,441Expenses 2024: $138,545Net Income 2024: -$15,1042024Revenue 2025: $80,451Expenses 2025: $142,179Net Income 2025: -$61,7282025

Highlighted filing

2025

Revenue$80,451
Expenses$142,179
Net Income-$61,728
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$993,900
Liabilities
$0
Net assets
$993,900
Revenue
$80,451
Expenses
$142,179
Net income
-$61,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.08$0.14$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.12$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.10$0.08$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.08$0.13$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.13$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.03$0.14$0.11
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$0.40$0.15$0.25
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$0.12$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$0.76$0.00$0.09$0.10$0.02
2013Summary only. Only limited summary data is available for this year.$0.78$0.00$0.25$0.11$0.14
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.27$0.14$0.13
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.14$0.15$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$34,149-$34,149
TS ROBERTS IIICo-TrusteePT$12,048-$12,048
MS STUART ASHBY-FORECo-TrusteePT$12,048-$12,048
Filing and Contact Details

Filer

Filer Name
Thurston & Bertha Roberts Charitable Fd
EIN
59-6559688
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-12-17
Raw XML AppendixShowing 400 of 1,428 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129444U700 EQUINIX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97771195104 ROCHE HLDG LTD SPN
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-05-11
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-05-25
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-01-04

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