Private Foundation

THE ROBERTI FOUNDATION

THE ROBERTI FOUNDATION, of LAKE FOREST, IL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $189K in revenue, $241K in expenses, $1.9M in total assets. IRS filings disclose 11 grants awarded by this foundation, totaling roughly $578K.

EIN: 364265528 LAKE FOREST, IL Latest filing: 2024

Total Revenue$189K

Total Expenses$241K

Total Assets$1.9M

Grants Given11

Grant Total$578K

Filing Years2020–2024

Sample Grants Given

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

INDIANAPOLIS, IN · 2024

CHARITABLE

$180,000

SOUTHGATE CHURCH

SOUTH BEND, IN · 2024

CHARITABLE

$10,000

SOUTHGATE CHURCH

SOUTH BEND, IN · 2023

CHARITABLE

$5,000

Morgan Stanley Global Impact Funding Trust Inc

Indianapolis, IN · 2022

Charitable

$68,000

SOUTHGATE CHURCH

SOUTH BEND, IN · 2021

CHARITABLE

$2,500

Showing up to 5 of 11 total records — full history available with membership.

Officers & Directors

VICE PRESIDENT Donna Schroeder

VICE PRESIDENT Kathy Kiepura

TREASURER Kevin Hodges

PRESIDENT Maribeth Roberti

VP, SECRETARY Renee Legault

Officer compensation and complete director data available with membership.

Top Grant Purposes

Donation

$306,000 3 grants

CHARITABLE

$198,500 5 grants

Charitable

$68,000 1 grant

DONATION

$6,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$189K	$241K	$1.9M
2023	$106K	$27K	$1.9M
2022	$66K	$90K	$1.8M
2021	$120K	$27K	$1.9M
2020	$271K	$19K	$1.8M

Between 2020 and 2024, reported annual revenue declined from $271K to $189K (-30%), with total assets most recently reported at $1.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IL, IN, MO, NY, WI.

ILINMONYWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE ROBERTI FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports