Roberti Helen Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Roberti Helen Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 36-7056111
Foundation Overview
Based in Chicago, IL, Roberti Helen Charitable Trust has awarded 64 grants totaling $1,761,750 to organizations in Nevada, Minnesota and 8 other states across the US. Individual grants range from $7,820 to $140,000, with a median award of $15,000.
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
0 of 14 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
Grants are geographically diversified with 20% in Montana and funding distributed across 10 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Montana, funding concentrates in Pablo (54%), Missoula (46%).
Funding Trajectory
Stable funding levels with 10% change over 5 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Dual focus on general purposes (80%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Roberti Helen Charitable Trust'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 |
|---|---|---|---|---|
| National Judicial College | $15,000 | Reno, NV, US | General Operating Purposes | 2023 |
| Minnesota State University | $15,000 | Moorhead, MN, US | General Operating Purposes | 2023 |
| University Of Arizona | $140,000 | Tucson, AZ, US | General Operating Purposes | 2023 |
| South Dakota State University | $25,000 | Brookings, SD, US | General Operating Purposes | 2023 |
| American Indian College Fund | $15,000 | Denver, CO, US | General Operating Purposes | 2023 |
| University Of Montana | $25,000 | Missoula, MT, US | General Operating Purposes | 2023 |
| Salish Kootenai College | $15,000 | Pablo, MT, US | General Operating Purposes | 2023 |
| National Judicial College | $15,000 | Reno, NV, US | General Operating Purposes | 2023 |
| Minnesota State University | $15,000 | Moorhead, MN, US | General Operating Purposes | 2023 |
| University Of Arizona | $140,000 | Tucson, AZ, US | General Operating Purposes | 2023 |
| South Dakota State University | $25,000 | Brookings, SD, US | General Operating Purposes | 2023 |
| American Indian College Fund | $15,000 | Denver, CO, US | General Operating Purposes | 2023 |
| University Of Montana | $25,000 | Missoula, MT, US | General Operating Purposes | 2023 |
| Salish Kootenai College | $15,000 | Pablo, MT, US | General Operating Purposes | 2023 |
| National Judicial College | $11,000 | Reno, NV, US | General Operating Purposes | 2022 |
| Minnesota State University | $15,000 | Moorhead, MN, US | General Operating Purposes | 2022 |
| University Of Arizona | $90,000 | Tucson, AZ, US | General Operating Purposes | 2022 |
| Asu Fundation | $60,000 | Tempe, AZ, US | General Operating Purposes | 2022 |
| University Of North Dakota | $19,000 | Grand Forks, ND, US | General Operating Purposes | 2022 |
| South Dakota State University | $19,000 | Brookings, SD, US | General Operating Purposes | 2022 |
| Partnership With Native Americans | $15,000 | Addison, TX, US | General Poerating Purposes | 2022 |
| American Indian College Fund | $15,000 | Denver, CO, US | General Operating Purposes | 2022 |
| University Of Montana | $19,000 | Missoula, MT, US | General Operating Purposes | 2022 |
| Salish Kootenai College | $15,000 | Pablo, MT, US | General Operating Purposes | 2022 |
| National Judicial College | $11,000 | Reno, NV, US | General Operating Purposes | 2022 |
| Minnesota State University | $15,000 | Moorhead, MN, US | General Operating Purposes | 2022 |
| University Of Arizona | $90,000 | Tucson, AZ, US | General Operating Purposes | 2022 |
| Asu Fundation | $60,000 | Tempe, AZ, US | General Operating Purposes | 2022 |
| University Of North Dakota | $19,000 | Grand Forks, ND, US | General Operating Purposes | 2022 |
| South Dakota State University | $19,000 | Brookings, SD, US | General Operating Purposes | 2022 |
| Partnership With Native Americans | $15,000 | Addison, TX, US | General Poerating Purposes | 2022 |
| American Indian College Fund | $15,000 | Denver, CO, US | General Operating Purposes | 2022 |
| University Of Montana | $19,000 | Missoula, MT, US | General Operating Purposes | 2022 |
| Salish Kootenai College | $15,000 | Pablo, MT, US | General Operating Purposes | 2022 |
| National Judicial College | $10,500 | Reno, NV, US | General Operating Purposes | 2021 |
| Minnesota State University | $12,000 | Moorhead, MN, US | General Operating Purposes | 2021 |
| American Indian Science & Engin Soc | $9,200 | Albuquerque, NM, US | General Operating Purposes | 2021 |
| University Of Arizona | $81,600 | Tucson, AZ, US | General Operating Purposes | 2021 |
| Asu Fundation | $56,000 | Tempe, AZ, US | General Operating Purposes | 2021 |
| University Of North Dakota | $11,250 | Grand Forks, ND, US | General Operating Purposes | 2021 |
| South Dakota State University | $9,000 | Brookings, SD, US | General Operating Purposes | 2021 |
| Partnership With Native Americans | $14,000 | Addison, TX, US | General Poerating Purposes | 2021 |
| American Indian College Fund | $12,000 | Denver, CO, US | General Operating Purposes | 2021 |
| University Of Montana | $11,250 | Missoula, MT, US | General Operating Purposes | 2021 |
| Salish Kootenai College | $12,000 | Pablo, MT, US | General Operating Purposes | 2021 |
| National Judicial College | $9,750 | Reno, NV, US | General Operating Purposes | 2020 |
| University Of Arizona | $89,760 | Tucson, AZ, US | General Operating Purposes | 2020 |
| Minnesota State University Moorhead | $9,750 | Moorhead, MN, US | Program Support | 2020 |
| American Indian Science And Engineerin | $8,050 | Urbana, IL, US | Program Support | 2020 |
| Asu Fundation | $60,000 | Tempe, AZ, US | General Operating Purposes | 2020 |
| University Of North Dakota | $11,250 | Grand Forks, ND, US | General Operating Purposes | 2020 |
| South Dakota State University | $9,000 | Brookings, SD, US | General Operating Purposes | 2020 |
| Partnership With Native Americans | $9,000 | Addison, TX, US | General Poerating Purposes | 2020 |
| American Indian College Fund | $10,500 | Denver, CO, US | General Operating Purposes | 2020 |
| University Of Montana | $11,250 | Missoula, MT, US | General Operating Purposes | 2020 |
| Salish Kootenai College | $10,500 | Pablo, MT, US | General Operating Purposes | 2020 |
| National Judicial College | $13,600 | Reno, NV, US | General Operating Purposes | 2018 |
| American Indian Science & Engin Soc | $7,820 | Albuquerque, NM, US | General Operating Purposes | 2018 |
| Minnesota State University Moorhead | $10,200 | Moorhead, MN, US | General Operating Purposes | 2018 |
| University Of Arizona | $138,720 | Tucson, AZ, US | General Operating Purposes | 2018 |
| University Of North Dakota | $20,400 | Grand Forks, ND, US | General Operating Purposes | 2018 |
| South Dakota State University | $13,600 | Brookings, SD, US | General Operating Purposes | 2018 |
| American Indian College Fund | $10,200 | Denver, CO, US | General Operating Purposes | 2018 |
| Salish Kootenai College | $13,600 | Pablo, MT, US | General Operating Purposes | 2018 |
Foundations Similar to Roberti Helen Charitable Trust
Discover 5 foundations with comparable assets ($5,836,204-$5,887,696), 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 |
|---|---|---|---|---|
|
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Screen Door Philanthropies
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$5,877,020
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$8,000
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Sally Lorraine Sedlak Vaughan
EIN: 47-6299194 | 67 grants awarded |
$5,887,696
(≈ Similar) |
$25,000
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Aurora Women's Empowerment
EIN: 83-1077003 | 26 grants awarded |
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Contact Information
Official contact details for Roberti Helen Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 36-7056111 |
| Website | N/A |
| Address | PO BOX 95672 Chicago, IL 60694-5672 |
Key People (1)
Board members, trustees, and key staff who oversee Roberti Helen Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Bmo Bank N A |
|---|
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 Roberti Helen Charitable Trust 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.
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