Helen E Roberts XXX-XX-XXXX
Helen E Roberts XXX-XX-XXXX is a private foundation, based in Evansville, IN. IRS filing data is available from 2019 through 2025. In 2025, it awarded 1 grant totaling $10K. Net investment income was $3K.
Key facts about Helen E Roberts XXX-XX-XXXX
In short: Helen E Roberts XXX-XX-XXXX gave $10K across 1 grant in 2025 (avg $10K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- EIN
- 36-7015234
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $9,587
- Grants made (2025)
- 1
- Average grant
- $9,587
- Median grant
- $9,587
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$10K
Grant Count
1
Avg Grant Size
$10K
Under IRS private-foundation payout rules, Helen E Roberts XXX-XX-XXXX reported a distributable amount of $514 for 2025 — the minimum it must pay out in qualifying distributions.
How Helen E Roberts XXX-XX-XXXX gives
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2K (2023) to $10K (2025). In 2025 it made 1 grant totaling $10K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
The largest 2025 recipient was City of Sycamore ($10K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Sycamore Sycamore, IL | Ambulance Financial Support | $9,587 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | $9,998 | $10,683 |
| Revenue | $2,923 | $841 | $807 |
| Expenses | $12,769 | $1,526 | $2,408 |
| Qualifying Distributions | $12,579 | $1,401 | $2,245 |
| Net Investment Income | $2,742 | $715 | $645 |
| Distributable Amount | $514 | $565 | $572 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 19, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Helen E Roberts XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2022
1 hr/week
$1K (2022) → $770 (2025)
Former officers (1)
- Former: First Midwest Bank (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $770, to Old National Wealth Management (Trustee).
Frequently asked questions about Helen E Roberts XXX-XX-XXXX
How much does Helen E Roberts XXX-XX-XXXX give each year?
Helen E Roberts XXX-XX-XXXX gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
Where does Helen E Roberts XXX-XX-XXXX operate?
Helen E Roberts XXX-XX-XXXX has awarded grants in Illinois.
How much is Helen E Roberts XXX-XX-XXXX required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen E Roberts XXX-XX-XXXX reported a distributable amount of $514 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen E Roberts XXX-XX-XXXX's EIN?
Helen E Roberts XXX-XX-XXXX's EIN (Employer Identification Number) is 36-7015234. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Helen E Roberts XXX-XX-XXXX by hand.
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