Funder DirectoryTHE ROBERTI FOUNDATION
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Private foundation (trust)EIN 364265528Est. 1999-04

THE ROBERTI FOUNDATION

LAKE FOREST, IL 60045

Total Assets

$2.3M

FY 2024

Annual Giving

$190K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$95K

FY 2024

Grant Range

$10K–$180K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$189K

Total Expenses

$241K

Qualifying Distributions

$191K

Distributable Amount

$114K

Min. Investment Return

$116K

Undistributed Income

$114K

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.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $190K in 2024. Hover bars for details.

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

Top Recipients

8 grants

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC
$248K
2 grants
SOUTHGATE CHURCH
$23K
4 grants
HEARTLAND ANIMAL SHELTER
$3K
2 grants

Grant Size Distribution

8 grants

<$10K
6
grants
$10–50K
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Indiana
$266K
97% of total
Missouri
$5K
2% of total
Illinois
$3K
1% of total

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THE ROBERTI FOUNDATION — Grants, Financials & Contact | Grantivo