Thurston & Bertha Roberts Trust Uw

Dallas, TX
Tax-exempt since March 1982
EIN: 59-6559688

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$80.5k (2025)

Expenses

$142k (2025)

Total Assets

$994k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Revenue

$80,451

Expenses

$142,179

Net Income

-$61,728

Net Assets

$993,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,767	71.8%
Sales of Assets	$22,684	28.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,598	73.6%
Compensation of Officers*	$58,245	41.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$993,900
Total Liabilities	$0
Net Assets	$993,900

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$34,149	$0
Ts Roberts Iii (Co Trustee)	$12,048	$0
Ms Stuart Ashby Fore (Co Trustee)	$12,048	$0

990-PF

Filed on Dec. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$123,441

Expenses

$138,545

Net Income

-$15,104

Net Assets

$1,056,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,339	45.6%
Sales of Assets	$67,102	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,721	75.6%
Compensation of Officers*	$52,221	37.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,056,002
Total Liabilities	$0
Net Assets	$1,056,002

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$30,741	$0
Ts Roberts Iii (Co Trustee)	$10,740	$0
Ms Stuart Ashby Fore (Co Trustee)	$10,740	$0

990-PF

Filed on Nov. 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$99,023

Expenses

$82,300

Net Income

$16,723

Net Assets

$1,071,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,576	56.1%
Sales of Assets	$43,394	43.8%
Other Income	$53	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,106	62.1%
Compensation of Officers*	$50,266	61.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,071,619
Total Liabilities	$0
Net Assets	$1,071,619

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$25,090	$0
Ts Roberts Iii (Co Trustee)	$12,588	$0
Ms Stuart Ashby Fore (Co Trustee)	$12,588	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$78,891

Expenses

$129,794

Net Income

-$50,903

Net Assets

$1,056,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,533	75.5%
Sales of Assets	$19,358	24.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,032	72.4%
Compensation of Officers*	$53,956	41.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,056,532
Total Liabilities	$0
Net Assets	$1,056,532

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$26,316	$0
Ts Roberts Iii (Co Trustee)	$13,820	$0
Ms Stuart Ashby Fore (Co Trustee)	$13,820	$0

990-PF

Filed on Dec. 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2021

Revenue

$128,086

Expenses

$119,709

Net Income

$8,377

Net Assets

$1,107,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,143	50.9%
Sales of Assets	$59,858	46.7%
Other Income	$3,085	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,728	72.4%
Compensation of Officers*	$53,195	44.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,107,648
Total Liabilities	$0
Net Assets	$1,107,648

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$26,536	$0
Ms Stuart Ashby Fore (Co Trustee)	$13,366	$0
Ts Roberts Iii (Co Trustee)	$13,293	$0

990-PF

Filed on Nov. 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$33,321

Expenses

$139,356

Net Income

-$106,035

Net Assets

$1,099,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,419	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,440	72.8%
Compensation of Officers*	$49,850	35.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,099,599
Total Liabilities	$1
Net Assets	$1,099,598

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$24,994	$0
Ts Roberts Iii (Co Trustee)	$12,663	$0
Ms Stuart Ashby Fore (Co Trustee)	$12,193	$0

990-PF

Filed on Dec. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$400,931

Expenses

$147,749

Net Income

$253,182

Net Assets

$1,206,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,645	16.4%
Sales of Assets	$334,150	83.3%
Other Income	$1,136	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,761	77.0%
Compensation of Officers*	$55,152	37.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,206,190
Total Liabilities	$0
Net Assets	$1,206,190

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$122,183

Expenses

$140,949

Net Income

-$18,766

Net Assets

$741,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,605	68.4%
Sales of Assets	$36,321	29.7%
Other Income	$2,257	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,143	76.0%
Compensation of Officers*	$56,334	40.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$741,373
Total Liabilities	$0
Net Assets	$741,373

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$85,813

Expenses

$103,573

Net Income

-$17,760

Net Assets

$760,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,117	94.5%
Sales of Assets	$4,696	5.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,937	62.7%
Compensation of Officers*	$57,560	55.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$760,435
Total Liabilities	$0
Net Assets	$760,435

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$246,221

Expenses

$109,008

Net Income

$137,213

Net Assets

$779,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,745	31.6%
Sales of Assets	$168,476	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,356	62.7%
Compensation of Officers*	$55,980	51.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$779,770
Total Liabilities	$0
Net Assets	$779,770

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$272,011

Expenses

$141,302

Net Income

$130,709

Net Assets

$642,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,112	31.3%
Sales of Assets	$186,899	68.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,840	78.4%
Compensation of Officers*	$47,687	33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$642,608
Total Liabilities	$0
Net Assets	$642,608

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$141,872

Expenses

$147,972

Net Income

-$6,100

Net Assets

$509,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,918	53.5%
Sales of Assets	$65,954	46.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,469	74.0%
Compensation of Officers*	$46,123	31.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$509,677
Total Liabilities	$0
Net Assets	$509,677

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Thurston & Bertha Roberts Trust Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $80.5k (2025)

Expenses $142k (2025)

Total Assets $994k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$80.5k (2025)

Expenses

$142k (2025)

Total Assets

$994k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001