Roberti Helen Charitable Trust
The Roberti Helen Charitable Trust is a private foundation based in Chicago, Illinois. Its 2025 filing describes awards as restricted to maintaining scholarship or comparable programs that enable Native Americans to attain undergraduate, postgraduate, and professional degrees.
Roberti Helen Charitable Trust at a glance
In short: Roberti Helen Charitable Trust gave $308K across 10 grants in 2025 (avg $31K), mostly in Arizona. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $308,000
- +29.4% vs 2024
- Grants made (2025)
- 10
- +11.1% vs 2024
- Average grant
- $30,800
- +16.5% vs 2024
- Median grant
- $20,000
- Total assets
- $4,486,078
- -1.5% vs 2024
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2025; small sample)
- Primary geography
- Arizona (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Roberti Helen Charitable Trust
- How to Apply
-
The filing says the foundation does not restrict giving to preselected organizations. It describes a written application by schools, colleges, and universities described in Code Section 170(b)(1)(A)(ii). Awards are restricted to maintaining scholarship or comparable programs that enable Native Americans to attain undergraduate, postgraduate, and professional degrees.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: Helen Roberti Charitable Trust Admi
Mailing address: 320 S Canal St Fl 12, Chicago, IL 60606
Phone: (312) 461-5154
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Roberti Helen Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Arizona ($90K). Together the top 10 received $308K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 39 grants of 47 (83%).
Geographic Focus
Where this funder awards grants
In 2025, 55% of grant dollars went to recipients in Arizona, 11% to Montana, and 6% each to Nevada, Minnesota, and South Dakota. The listed grants also included recipients in Texas, North Dakota, and Colorado.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Roberti Helen Charitable Trust open to new grantees?
10%
first-time grantees, 2025
In 2025, 1 of 10 grantees (10%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $80K; repeat grants $25K. How we count
Medians: $80K first-time, $20K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $224K (2019) to $308K (2025). In 2025 it made 10 grants totaling $308K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Arizona Tucson, AZ | General Operating Purposes | $90,000 |
| ASU Foundation Phoenix, AZ | General Operating Purposes | $80,000 |
| National Judicial College Reno, NV | General Operating Purposes | $20,000 |
| Minnesota State University Moorhead Moorhead, MN | General Operating Purposes | $20,000 |
| South Dakota State University Brookings, SD | General Operating Purposes | $20,000 |
| University of Montana Missoula, MT | General Operating Purposes | $20,000 |
| Partnership with Native Americans Addison, TX | General Poerating Purposes | $18,000 |
| University of North Dakota Grand Forks, ND | General Operating Purposes | $15,000 |
| Salish Kootenai College Pablo, MT | General Operating Purposes | $15,000 |
| American Indian College Fund Denver, CO | General Operating Purposes | $10,000 |
Ready to take the next step with Roberti Helen Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,486,078 | $282,882 | $389,808 | $308,000 | 10 | $347,863 | $246,994 | $368,055 |
| 2024 | $4,553,215 | $426,032 | $314,106 | $238,000 | 9 | $275,486 | $392,245 | $304,761 |
| 2023 | $4,436,189 | $281,608 | $321,896 | $250,000 | 7 | $288,000 | $250,676 | $276,231 |
| 2022 | $4,479,824 | $186,131 | $347,848 | $278,000 | 10 | $309,098 | $153,636 | $282,670 |
| 2021 | $4,640,832 | $409,038 | $312,418 | $238,800 | 11 | $271,335 | $374,778 | $308,817 |
| 2020 | $4,550,587 | $240,149 | $303,280 | $238,810 | 11 | — | $207,582 | $269,172 |
| 2019 | $4,607,717 | $255,339 | $293,941 | $223,830 | 9 | — | $223,892 | $268,935 |
Under IRS private-foundation payout rules, Roberti Helen Charitable Trust reported a distributable amount of $368K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The 2025 filing states that awards are restricted to scholarship or comparable programs for Native Americans pursuing undergraduate, postgraduate, and professional degrees. The listed 2025 grants went to universities, colleges, and other organizations, and all were reported for general operating purposes.
Among the recipients, Partnership With Native Americans describes its mission as serving immediate needs and supporting long-term solutions for strong, self-sufficient Native American communities. Salish Kootenai College says it provides postsecondary educational opportunities for Native Americans and promotes community and individual development and the cultures of the Confederated Tribes of the Flathead Nation. The American Indian College Fund describes its work as investing in Native students and tribal college education to transform lives and communities.
Grantmaking
In filing year 2025, the trust gave $308,000 across 10 grants. Grants ranged from $10,000 to $90,000, with a median of $20,000.
The largest listed awards were $90,000 to the University of Arizona and $80,000 to ASU Foundation. Other listed recipients included the National Judicial College, Minnesota State University Moorhead, South Dakota State University, and the University of Montana, each receiving $20,000; Partnership With Native Americans, $18,000; the University of North Dakota and Salish Kootenai College, each receiving $15,000; and the American Indian College Fund, $10,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists BMO Bank N.A. as trustee.
Roberti Helen Charitable Trust's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
BMO Bank N A
Trustee
On filings since 2023
1 hr/week
$61K (2023) → $71K (2025)
Former officers (1)
- Former: BMO Harris Bank N A (2019–2022) — 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 $71K, to BMO Bank N a (Trustee).
Frequently asked questions about Roberti Helen Charitable Trust
How much does Roberti Helen Charitable Trust give each year?
Roberti Helen Charitable Trust gave $308K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $238K across 9 grants.
What is Roberti Helen Charitable Trust's typical grant size?
Roberti Helen Charitable Trust's median grant in 2025 was $20,000, and its average grant was $30,800, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Roberti Helen Charitable Trust that year got $80K on average.
Where does Roberti Helen Charitable Trust give grants?
Roberti Helen Charitable Trust gives mostly in Arizona: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Montana (11%) and Nevada (6%).
Does Roberti Helen Charitable Trust give general operating support?
Yes: 100% of Roberti Helen Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Roberti Helen Charitable Trust's largest grantees?
Roberti Helen Charitable Trust's largest 2025 grantees include University of Arizona ($90,000), ASU Foundation ($80,000) and National Judicial College ($20,000), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.
How large is Roberti Helen Charitable Trust?
Roberti Helen Charitable Trust reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $348K in qualifying distributions that year, against a required minimum of $368K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Roberti Helen Charitable Trust fund?
The 2025 filing states that awards are restricted to scholarship or comparable programs for Native Americans pursuing undergraduate, postgraduate, and professional degrees. See mission & focus areas ↑
How do I apply for a grant from Roberti Helen Charitable Trust?
The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Roberti Helen Charitable Trust's EIN?
Roberti Helen Charitable Trust's EIN (Employer Identification Number) is 36-7056111. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 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 May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Roberti Helen Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
WK Kellogg Foundation
Battle Creek, MI
The W.K. Kellogg Foundation funds work to help children, families, and communities thrive, including early education, health equity, food systems, family economic well-being, and racial equity. In 2025, its grants ranged from $50 to nearly $5 million, with a median of $100,000; it funds across the United States, with long-term commitments in several states and communities, as well as parts of Mexico and Haiti. It accepts unsolicited proposals online at any time.
Assets
$481.0M
Grants
1,818
Total Given
$303.9M
Austen-Stokes Ancient Americas Foundation Inc
Upper Nyack, NY
The foundation supports preselected charitable organizations across environmental conservation, health, arts and historic preservation, civil liberties, and community work, primarily in New York, with some funding in Massachusetts and elsewhere. Its 2025 grants ranged from $70 to $21,812, with a median of $1,350. It does not accept unsolicited funding requests.
Assets
$1.9M
Grants
26
Total Given
$88K
McComb Family Foundation Inc
Fort Wayne, IN
The Fort Wayne-based McComb Family Foundation funds a broad range of organizations, including those serving young people, grieving communities, and underserved communities, primarily in Indiana and also in several other states. Its 2024 grants ranged from $100 to $25,000, with a $2,000 median; awards are generally limited to $10,000 per organization. It accepts requests from organizations not previously selected for funding; contact David McComb by September 30 with the organization’s name and address and its latest financial statements or Form 990.
Assets
$4.8M
Grants
55
Total Given
$196K
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
Rosalie J Coe Weir Foundation
Allendale, NJ
The Rosalie J Coe Weir Foundation supports education, health, arts, family services, and public service broadcasting, with grants across the U.S. and some support for work in Uganda. Its 2025 grants ranged from $15,000 to $150,000, with a median of $38,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$13.4M
Grants
23
Total Given
$989K
Greater Horizons
Kansas City, MO
Greater Horizons distributes donor-advised fund grants to eligible U.S. charities and institutions across a wide range of causes; international organizations may also be supported after additional due diligence. In 2024, its grants had a median of $15,000, though amounts varied widely. Grants are requested by fund holders, and no general application process for organizations seeking funding is described.
Assets
$2.8B
Grants
3,282
Total Given
$212.2M
More similar funders
More Funders in Illinois
Cite this profile
Grantable. (2026). Roberti Helen Charitable Trust funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/roberti-helen-charitable-trust-morg_28d2bc0e9af842358f6a570de61f869e
BibTeX
@misc{grantable_367056111_2026,
author = {{Grantable}},
title = {{Roberti Helen Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/roberti-helen-charitable-trust-morg_28d2bc0e9af842358f6a570de61f869e},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Roberti Helen Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Roberti Helen Charitable Trust down — hundreds of funders to go?