Funder DirectoryROBERTI HELEN CHARITABLE TRUST
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Private foundation (trust)EIN 367056111Est. 1994-07

ROBERTI HELEN CHARITABLE TRUST

CHICAGO, IL 606945672

Accepts unsolicited proposals

Total 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 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $15K through median $15K to maximum $140K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $278K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

47 grants

UNIVERSITY OF ARIZONA
$540K
5 grants
ASU FUNDATION
$176K
3 grants
SOUTH DAKOTA STATE UNIVERSITY
$76K
5 grants
UNIVERSITY OF MONTANA
$67K
4 grants
SALISH KOOTENAI COLLEGE
$66K
5 grants
AMERICAN INDIAN COLLEGE FUND
$63K
5 grants
UNIVERSITY OF NORTH DAKOTA
$62K
4 grants
NATIONAL JUDICIAL COLLEGE
$60K
5 grants

Grant Size Distribution

47 grants

<$10K
8
grants
$10–50K
31
grants
$50–250K
8
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

Arizona
$716K
58% of total
Montana
$133K
11% of total
South Dakota
$76K
6% of total
Colorado
$63K
5% of total
Minnesota
$62K
5% of total
North Dakota
$62K
5% of total
Nevada
$60K
5% of total
Texas
$38K
3% of total
New Mexico
$17K
1% of total
Illinois
$8K
1% of total

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