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Helen Roberti Charitable Trust is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 1994. The principal officer is Harris Trust And Savings Bnk Ttee. It holds total assets of $4.6M. Annual income is reported at $1.2M. The foundation is governed by 1 officer or trustee. Tax records are available from 2018 to 2023. The foundation primarily funds organizations in Arizona and Montana. According to available records, Helen Roberti Charitable Trust has made 38 grants totaling $1M, with a median grant of $15K. The foundation has distributed between $239K and $556K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $556K distributed across 20 grants. Individual grants have ranged from $8K to $140K, with an average award of $27K. The foundation has supported 12 unique organizations. The foundation primarily supports organizations in Arizona, Montana, South Dakota, which account for 50% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$8K
Median Grant
$11K
Average Grant
$22K
Largest Grant
$90K
Based on 11 grants from the most recent 990-PF filing.
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 Roberti Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 38 grants. Its grantmaking reaches organizations primarily in AZ, MT, SD.
Helen Roberti Charitable Trust has distributed a total of $1M across 38 grants. The median grant size is $15K, with an average of $27K. Individual grants have ranged from $8K to $140K.
Maintain scholarship or comparable programs to enable native americans to attain undergraduate, post-graduate and professional degrees.
Helen Roberti Charitable Trust is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bmo Bank N A | TRUSTEE | $61K | $0 | $61K |
Total Giving
$322K
Total Assets
$4.4M
Fair Market Value
$5.9M
Net Worth
$4.4M
Grants Paid
$250K
Contributions
N/A
Net Investment Income
$251K
Distribution Amount
$276K
Total: $2.5M
Total Grants
38
Total Giving
$1M
Average Grant
$27K
Median Grant
$15K
Unique Recipients
12
Most Common Grant
$15K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of North DakotaGENERAL OPERATING PURPOSES | Grand Forks, ND | $19K | 2022 |
| University Of ArizonaGENERAL OPERATING PURPOSES | Tucson, AZ | $140K | 2023 |
| South Dakota State UniversityGENERAL OPERATING PURPOSES | Brookings, SD | $25K | 2023 |
| University Of MontanaGENERAL OPERATING PURPOSES | Missoula, MT | $25K | 2023 |
| American Indian College FundGENERAL OPERATING PURPOSES | Denver, CO | $15K | 2023 |
| Salish Kootenai CollegeGENERAL OPERATING PURPOSES | Pablo, MT | $15K | 2023 |
| National Judicial CollegeGENERAL OPERATING PURPOSES | Reno, NV | $15K | 2023 |
| Minnesota State UniversityGENERAL OPERATING PURPOSES | Moorhead, MN | $15K | 2023 |
| Asu FundationGENERAL OPERATING PURPOSES | Tempe, AZ | $60K | 2022 |
| Partnership With Native AmericansGENERAL POERATING PURPOSES | Addison, TX | $15K | 2022 |
| Minnesota State University MoorheadPROGRAM SUPPORT | Moorhead, MN | $10K | 2020 |
| American Indian Science And EngineerinPROGRAM SUPPORT | Urbana, IL | $8K | 2020 |