The Roberti Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Roberti Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 36-4265528
Foundation Overview
Based in Lake Forest, IL, The Roberti Foundation has awarded 16 grants totaling $782,021 to organizations in Indiana, Illinois and 3 other states across the US. Individual grants range from $1,000 to $300,000, with a median award of $7,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
50% of grants are awarded in Indiana, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within Indiana, funding concentrates in Indianapolis (50%), South Bend (50%).
Funding Trajectory
Strong 166% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Roberti Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Morgan Stanley Global Impact Funding Trust Inc | $180,000 | Indianapolis, IN, US | Charitable | 2024 |
| Southgate Church | $10,000 | South Bend, IN, US | Charitable | 2024 |
| Southgate Church | $5,000 | South Bend, IN, US | Charitable | 2023 |
| Morgan Stanley Global Impact Funding Trust Inc | $68,000 | Indianapolis, IN, US | Charitable | 2022 |
| Morgan Stanley Global Impact Funding Trust Inc | $68,000 | Indianapolis, IN, US | Charitable | 2022 |
| Morgan Stanley Global Impact Funding Trust Inc | $68,000 | Indianapolis, IN, US | Charitable | 2022 |
| Heartland Animal Shelter | $1,000 | Wheeling, IL, US | Charitable | 2021 |
| Southgate Church | $2,500 | South Bend, IN, US | Charitable | 2021 |
| Southgate Church | $5,000 | Crestwood, MO, US | Donation | 2018 |
| Heartland Animal Shelter | $2,000 | Northbrook, IL, US | Donation | 2018 |
| Dane County Friends Of Ferals | $1,000 | Madison, WI, US | Donation | 2017 |
| Goldman Sachs Philanthropy Fund | $300,000 | New York, NY, US | Donation | 2017 |
| The Roberti Community House | $59,521 | Lake Forest, IL, US | Donation | 2016 |
| Most Blessed Trinity | $1,000 | Waukegan, IL, US | Donation | 2016 |
| Country Friends Of Ferals | $1,000 | Sterling, IL, US | Donation | 2016 |
| Southgate Church | $10,000 | South Bend, IN, US | Donation | 2016 |
Foundations Similar to The Roberti Foundation
Discover 5 foundations with comparable assets ($2,311,419-$2,329,144), similar grant patterns, and geographic focus in IL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Noel Foundation
EIN: 37-1101276 | 62 grants awarded |
$2,320,732
(≈ Similar) |
$10,000
median grant |
Champaign, IL
Same state |
|
|
Margaret A Findeiss Tr B Xxxxx1001
EIN: 31-6113258 | 56 grants awarded |
$2,326,222
(≈ Similar) |
$14,235
median grant |
Chicago, IL
Same state |
|
|
Lynch Family Foundation
EIN: 36-4482217 | 96 grants awarded |
$2,329,144
(≈ Similar) |
$7,500
median grant |
Prospect Heights, IL
Same state |
|
|
Garm Foundation
EIN: 59-3686848 | 121 grants awarded |
$2,312,944
(≈ Similar) |
$5,000
median grant |
Chicago, IL
Same state |
|
|
Rodney B Janes Memorial Fund Xxxxx8005
EIN: 16-6183755 | 157 grants awarded |
$2,311,419
(≈ Similar) |
$5,734
median grant |
Chicago, IL
Same state |
|
Related Foundation Resources in IL:
Contact Information
Official contact details for The Roberti Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 36-4265528 |
| Website | N/A |
| Address | 769 BEVERLY PL Lake Forest, IL 60045-3107 |
Key People (5)
Board members, trustees, and key staff who oversee The Roberti Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Maribeth Roberti |
|---|---|
| Vp, Secretary | Renee Legault |
| Vice President | Donna Schroeder |
| Vice President | Kathy Kiepura |
| Treasurer | Kevin Hodges |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Roberti Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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