Private foundation
HELEN ROBERTI CHARITABLE TRUST
CHICAGO, ILEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
CHICAGO, ILEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $282,882 | $389,808 | $347,863 | $4,486,078 |
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.
Recipient focus areas
Where recipients are
Based on the 29% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| UNIVERSITY OF ARIZONATUCSON, AZ | GENERAL OPERATING PURPOSES | $140,000 | 2023 | |
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bmo Bank N A | TRUSTEE | 1 | $70,860 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $4,486,078 |
| FY2024 | 990-PF | $426,032 | $314,106 | $275,486 | $4,553,215 | $4,553,215 |
| FY2023 | 990-PF | $281,608 | $321,896 | $288,000 | $4,436,189 | $4,436,189 |
| FY2022 | 990-PF | $186,131 | $347,848 | $309,098 | $4,479,824 | $4,479,824 |
| FY2021 | 990-PF | $409,038 | $312,418 | $271,335 | $4,640,832 | $4,640,832 |
| FY2020 | 990-PF | $240,149 | $303,280 | $268,740 | $4,550,587 | $4,550,587 |
| FY2019 | 990-PF | $255,339 | $293,941 | $254,223 | $4,607,717 | $4,607,717 |
| FY2018 | 990-PF | $516,268 | $292,856 | $270,121 | $4,646,298 | $4,646,298 |
| GENERAL OPERATING PURPOSES |
| $138,720 |
| 2018 |
| UNIVERSITY OF ARIZONATUCSON, AZ | GENERAL OPERATING PURPOSES | $91,800 | 2019 |
| UNIVERSITY OF ARIZONATUCSON, AZ | GENERAL OPERATING PURPOSES | $90,000 | 2022 |
| UNIVERSITY OF ARIZONATUCSON, AZ | GENERAL OPERATING PURPOSES | $90,000 | 2025 |
| UNIVERSITY OF ARIZONATUCSON, AZ | GENERAL OPERATING PURPOSES | $90,000 | 2024 |
| UNIVERSITY OF ARIZONATUCSON, AZ | GENERAL OPERATING PURPOSES | $89,760 | 2020 |
| UNIVERSITY OF ARIZONATUCSON, AZ | GENERAL OPERATING PURPOSES | $81,600 | 2021 |
| ASU FOUNDATIONPHOENIX, AZ | GENERAL OPERATING PURPOSES | $80,000 | 2025 |
| ASU FUNDATIONTEMPE, AZ | GENERAL OPERATING PURPOSES | $67,500 | 2019 |
| ASU FUNDATIONTEMPE, AZ | GENERAL OPERATING PURPOSES | $60,000 | 2022 |
| ASU FUNDATIONTEMPE, AZ | GENERAL OPERATING PURPOSES | $60,000 | 2020 |
| ASU FUNDATIONTEMPE, AZ | GENERAL OPERATING PURPOSES | $56,000 | 2021 |
| SANDRA DAY O'CONNOR COLLEGE OF LAW ATPHOENIX, AZ | PROGRAM SUPPORT | $40,000 | 2024 |
| UNIVERSITY OF MONTANAMISSOULA, MT | GENERAL OPERATING PURPOSES | $25,000 | 2023 |
| SOUTH DAKOTA STATE UNIVERSITYBROOKINGS, SD | GENERAL OPERATING PURPOSES | $25,000 | 2023 |
| UNIVERSITY OF NORTH DAKOTAGRAND FORKS, ND | GENERAL OPERATING PURPOSES | $20,400 | 2018 |
| MINNESOTA STATE UNIVERSITY MOORHEADMOORHEAD, MN | GENERAL OPERATING PURPOSES | $20,000 | 2025 |
| UNIVERSITY OF MONTANAMISSOULA, MT | GENERAL OPERATING PURPOSES | $20,000 | 2025 |
| UNIVERSITY OF MONTANAMISSOULA, MT | GENERAL OPERATING PURPOSES | $20,000 | 2024 |
| SOUTH DAKOTA STATE UNIVERSITYBROOKINGS, SD | GENERAL OPERATING PURPOSES | $20,000 | 2025 |
| NATIONAL JUDICIAL COLLEGERENO, NV | GENERAL OPERATING PURPOSES | $20,000 | 2025 |
| SOUTH DAKOTA STATE UNIVERSITYBROOKINGS, SD | GENERAL OPERATING PURPOSES | $19,000 | 2022 |
| UNIVERSITY OF NORTH DAKOTAGRAND FORKS, ND | GENERAL OPERATING PURPOSES | $19,000 | 2022 |
| UNIVERSITY OF MONTANAMISSOULA, MT | GENERAL OPERATING PURPOSES | $19,000 | 2022 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202501219349101325
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202421149349100912
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202301159349101380
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202241269349101224
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202123169349101002
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202011259349101781
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201941309349101684
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.