Private foundation (trust)EIN 367056111Est. 1994-07
ROBERTI HELEN CHARITABLE TRUST
CHICAGO, IL 606945672
Accepts unsolicited proposalsTotal Assets
$5.9M
FY 2023
Annual Giving
$250K
FY 2023
Grants Made
7
FY 2023
Avg Grant
$36K
FY 2023
Grant Range
$15K–$140K
Typical
Deadlines
Open / rolling
Applications
Financial Snapshot
2023 filing
Total Revenue
$282K
Total Expenses
$322K
Qualifying Distributions
$288K
Distributable Amount
$276K
Min. Investment Return
$280K
Undistributed Income
$238K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
7 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
47 grants
Grant Size Distribution
47 grants
Geographic Focus
10 states
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