HELEN H ROBERTS TRUST UA FBO

HELEN H ROBERTS TRUST UA FBO · GetFunded

Financials

Giving

$37.8K

FY2025 · qualifying distributions

Total assets

$519K

FY2025 · end of year

Revenue

$56.3K

FY2025

Expenses

$51.7K

FY2025

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2025	990-PF	$56,256	$51,683	$37,775	$518,833

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Grants paid

9 on file

Recipient	Purpose	Amount	Year	Source
NEW HAVEN SYMPHONY ORCHESTRANEW HAVEN, CT	GRANT FOR SUMMER CONCERTS ON THE NEW HAVEN GREEN	$38,500	2019

Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.

Officers and directors

Name	Title	Hours / week	Compensation
Roger Hess	CO-TRUSTEE	1.00	$2,000
Sara R Stadler	CO-TRUSTEE	1.00	$2,000
David C Migani	CO-TRUSTEE	1.00	$2,000

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

HELEN H ROBERTS TRUST UA FBO

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What its returns show

HELEN H ROBERTS TRUST UA FBO

Can I apply?

What its returns show

Financials

What they fund

Grants paid

Officers and directors