To support rush presbyterian - st. Luke's medical center
Key facts about Charles J and Margaret Roberts Fund
In short: Charles J and Margaret Roberts Fund gave $377K across 1 grant in 2026 (avg $377K), mostly in Illinois. Source: 2026 IRS Form 990.
- EIN
- 36-6871814
- Latest 990 filing
- Form 990, 2026
- Annual giving (2026)
- $377,307
- Grants made (2026)
- 1
- Average grant
- $377,307
- Median grant
- $377,307
- Total assets
- $8,532,864
- Primary geography
- Illinois (100% of itemized 2026 grant dollars)
Data from IRS Form 990, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990 · View filing
Total Assets
$8.5M
+4.3% YoY
Annual Giving
$377K
+8.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$377K
+8.3% YoY
How Charles J and Margaret Roberts Fund gives
- Giving held roughly steady from 2023 to 2026 (+15%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Charles J and Margaret Roberts Fund
Based on IRS filings
Charles J and Margaret Roberts Fund is a public charity focused on Health, based in Chicago, IL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $8.5M in total assets. In 2026, it awarded 1 grant totaling $377K. Net investment income was $852K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $316K (2022) to $377K (2026). In 2026 it made 1 grant totaling $377K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Rush Presbyterian - St Luke's Medical Center ($377K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rush Presbyterian - St Luke's Medical Center Chicago, IL | Preventive Medicine | $377,307 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $8,532,864 | $8,184,919 | $7,915,817 |
| Revenue | $852,593 | $724,512 | $408,422 |
| Expenses | $505,501 | $468,445 | $454,618 |
| Net Investment Income | $852,480 | $724,509 | $408,422 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2025 (received by the IRS September 10, 2025)
- Updated Form 990 for fiscal year 2026 (received by the IRS August 10, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS March 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS March 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS March 1, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS March 1, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS March 7, 2025)
Leadership & Key People
Officers and directors from IRS filings
Charles J and Margaret Roberts Fund's only listed officer is Northern Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
Northern Trust Company
Trustee
On filings since 2020
40 hrs/week
$37K (2020) → $116K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $116K, to Northern Trust Company (Trustee).
Frequently asked questions about Charles J and Margaret Roberts Fund
How much does Charles J and Margaret Roberts Fund give each year?
Charles J and Margaret Roberts Fund gave $377K across 1 grant in 2026, according to its 2026 IRS Form 990. In 2025 it gave $348K across 1 grant.
How large is Charles J and Margaret Roberts Fund?
Charles J and Margaret Roberts Fund reported $8.5M in total assets on its 2026 IRS Form 990. Its revenue that year was $853K.
What is Charles J and Margaret Roberts Fund?
Charles J and Margaret Roberts Fund is a public charity focused on Health, based in Chicago, IL. It holds $8.5M in total assets as of 2026.
Where does Charles J and Margaret Roberts Fund operate?
Charles J and Margaret Roberts Fund has awarded grants in Illinois.
What is Charles J and Margaret Roberts Fund's EIN?
Charles J and Margaret Roberts Fund's EIN (Employer Identification Number) is 36-6871814. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Charles J and Margaret Roberts Fund by hand.
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