Private foundation (trust)EIN 066195904Est. 1998-07
ROBERTS HELEN TR UA FBO NH SYM
NEW HAVEN, CT 06510
Total Assets
$935K
FY 2024
Annual Giving
$32K
FY 2024
Grants Made
1
FY 2024
Avg Grant
$32K
FY 2024
Grant Range
$32K–$32K
Typical
Deadlines
—
Applications
Financial Snapshot
2024 filing
Total Revenue
$56K
Total Expenses
$52K
Qualifying Distributions
$38K
Distributable Amount
$48K
Min. Investment Return
$48K
Undistributed Income
$47K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
6 grants
Grant Size Distribution
6 grants
Geographic Focus
1 states
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