Public Charity

CHARLES J AND MARGARET ROBERTS FUND

Based in CHICAGO, IL, CHARLES J AND MARGARET ROBERTS FUND operates as a Public Charity. The organization reported $853K in revenue, $506K in expenses, $8.5M in total assets for fiscal year 2026. Imperigo tracks 7 reported grants from this foundation totaling approximately $2.4M.

EIN: 366871814 CHICAGO, IL Latest filing: 2026
Total Revenue$853K
Total Expenses$506K
Total Assets$8.5M
Grants Given7
Grant Total$2.4M
Filing Years2022–2026

Mission

TO SUPPORT RUSH PRESBYTERIAN - ST. LUKE'S MEDICAL CENTER

Where $100 goes at Charles J and Margaret Roberts Fund

How Charles J and Margaret Roberts Fund divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$80 Programs the work itself
$20 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $80 for programs

$80
Grant paid to supported organization - rush presbyterian
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2026. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

CHICAGO, IL · 2025
PREVENTIVE MEDICINE
$377,307
CHICAGO, IL · 2024
PREVENTIVE MEDICINE
$348,427
CHICAGO, IL · 2023
PREVENTIVE MEDICINE
$350,866
CHICAGO, IL · 2022
PREVENTIVE MEDICINE
$328,707
CHICAGO, IL · 2021
PREVENTIVE MEDICINE
$315,635

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

TRUSTEE Northern Trust Company

Officer compensation and complete director data available with membership.

Top Grant Purposes

Health & Medicine
$2,387,292 7 grants

Financial Trends

Year Revenue Expenses Assets
2026 $853K $506K $8.5M
2025 $725K $468K $8.2M
2024 $408K $455K $7.9M
2023 $460K $425K $8.0M
2022 $1.0M $426K $7.9M

Between 2022 and 2026, reported annual revenue declined from $1.0M to $853K (-19%), with total assets most recently reported at $8.5M.

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

Grant Geography

Grants from this foundation were reported to recipients in IL.

IL

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

See the full picture for CHARLES J AND MARGARET ROBERTS FUND

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