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Also known as: C/O DAVID MIGANI TRUSTEE
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Helen H Roberts Trust Ua Fbo is a private trust based in NEW HAVEN, CT. The foundation received its IRS ruling in 1998. The principal officer is Fleet Investment Management. It holds total assets of $519K. Annual income is reported at $209K. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. According to available records, Helen H Roberts Trust Ua Fbo has made 1 grants totaling $17K, with a median grant of $17K. Grant recipients are concentrated in Connecticut.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helen H Roberts Trust Ua Fbo is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 1 grants. Its grantmaking reaches organizations primarily in CT.
Helen H Roberts Trust Ua Fbo has distributed a total of $17K across 1 grants. The median grant size is $17K, with an average of $17K. Individual grants have ranged from $17K to $17K.
Helen H Roberts Trust Ua Fbo typically selects its grantees rather than accepting unsolicited proposals.
Helen H Roberts Trust Ua Fbo is headquartered in NEW HAVEN, CT.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David C Migani | CO-TRUSTEE | $2K | $0 | $2K |
| Roger Hess | CO-TRUSTEE | $2K | $0 | $2K |
| Sara R Stadler | CO-TRUSTEE | $2K | $0 | $2K |
Total Giving
$48K
Total Assets
$514K
Fair Market Value
$931K
Net Worth
$514K
Grants Paid
$30K
Contributions
N/A
Net Investment Income
$77K
Distribution Amount
$40K
Total: $351K
Total Grants
1
Total Giving
$17K
Average Grant
$17K
Median Grant
$17K
Unique Recipients
1
Most Common Grant
$17K
of 2021 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| New Haven Symphony OrchestraGRANT FOR SUMMER CONCERTS ON THE NEW HAVEN GREEN | New Haven, CT | $17K | 2021 |