Private Foundation

ROBERTI HELEN CHARITABLE TRUST

Based in CHICAGO, IL, ROBERTI HELEN CHARITABLE TRUST operates as a Private Foundation. The organization reported $283K in revenue, $390K in expenses, $4.5M in total assets for fiscal year 2025. Imperigo tracks 75 reported grants from this foundation totaling approximately $2.0M.

EIN: 367056111 CHICAGO, IL Latest filing: 2025

Total Revenue$283K

Total Expenses$390K

Total Assets$4.5M

Grants Given75

Grant Total$2.0M

Filing Years2021–2025

Sample Grants Given

UNIVERSITY OF ARIZONA

TUCSON, AZ · 2025

GENERAL OPERATING PURPOSES

$90,000

ASU FOUNDATION

PHOENIX, AZ · 2025

GENERAL OPERATING PURPOSES

$80,000

MINNESOTA STATE UNIVERSITY MOORHEAD

MOORHEAD, MN · 2025

GENERAL OPERATING PURPOSES

$20,000

NATIONAL JUDICIAL COLLEGE

RENO, NV · 2025

GENERAL OPERATING PURPOSES

$20,000

SOUTH DAKOTA STATE UNIVERSITY

BROOKINGS, SD · 2025

GENERAL OPERATING PURPOSES

$20,000

Showing up to 5 of 75 total records — full history available with membership.

Officers & Directors

TRUSTEE Bmo Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING PURPOSES

$1,863,530 66 grants

GENERAL POERATING PURPOSES

$82,250 6 grants

PROGRAM SUPPORT

$57,800 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$283K	$390K	$4.5M
2024	$426K	$314K	$4.6M
2023	$282K	$322K	$4.4M
2022	$186K	$348K	$4.5M
2021	$409K	$312K	$4.6M

Between 2021 and 2025, reported annual revenue declined from $409K to $283K (-31%), with total assets most recently reported at $4.5M.

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

Grant Geography

Grants from this foundation were reported to recipients in AZ, CO, IL, MN, MT, ND, and 4 other states.

AZCOILMNMTNDNMNVSDTX

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

See the full picture for ROBERTI HELEN CHARITABLE TRUST

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