Roberti Helen Charitable Trust

CHICAGO, IL EIN: 36-7056111

Indigenous peoples American Indians/Native Americans Education Higher education

Roberti Helen Charitable Trust is a nonprofit organization focused on Indigenous peoples, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. In 2024, it awarded 9 grants totaling $238K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$238K

-4.8% YoY

Grant Count

+28.6% YoY

Avg Grant Size

$26K

-26.0% YoY

About Roberti Helen Charitable Trust

Based on IRS filings

Focus Areas

Indigenous peoples American Indians/Native Americans Education Higher education

Ready to take the next step with Roberti Helen Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $707K (57%)

Montana $154K (12%)

Colorado $68K (5%)

Minnesota $67K (5%)

South Dakota $62K (5%)

Nevada $61K (5%)

North Dakota $55K (4%)

Texas $53K (4%)

+2 more states

States

Arizona Colorado Illinois Minnesota Montana North Dakota New Mexico Nevada South Dakota Texas

Cities

ADDISONALBUQUERQUEBROOKINGSDENVERGRAND FORKSMISSOULAMOORHEADMoorheadPABLOPHOENIXRENOTEMPETUCSONUrbana

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	—	—	—
Revenue	—	—	—
Expenses	—	—	—
Qualifying Distributions	—	—	—
Net Investment Income	—	—	—
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

48 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Arizona ($90,000), Sandra Day O'connor College of Law at ($40,000), University of Montana ($20,000).

Recipient	Purpose	Amount
NATIONAL JUDICIAL COLLEGE RENO, NV	GENERAL OPERATING PURPOSES	$15,000
MINNESOTA STATE UNIVERSITY MOORHEAD MOORHEAD, MN	GENERAL OPERATING PURPOSES	$15,000
UNIVERSITY OF ARIZONA TUCSON, AZ	GENERAL OPERATING PURPOSES	$90,000
SANDRA DAY O'CONNOR COLLEGE OF LAW AT PHOENIX, AZ	PROGRAM SUPPORT	$40,000
UNIVERSITY OF NORTH DAKOTA GRAND FORKS, ND	GENERAL OPERATING PURPOSES	$13,000
PARTNERSHIP WITH NATIVE AMERICANS ADDISON, TX	GENERAL POERATING PURPOSES	$15,000
AMERICAN INDIAN COLLEGE FUND DENVER, CO	GENERAL OPERATING PURPOSES	$15,000
UNIVERSITY OF MONTANA MISSOULA, MT	GENERAL OPERATING PURPOSES	$20,000
SALISH KOOTENAI COLLEGE PABLO, MT	GENERAL OPERATING PURPOSES	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BMO BANK N A	TRUSTEE	1	$66,397

Subject Areas

Focus areas based on grantmaking activity

Indigenous peoples American Indians/Native Americans Education Higher education

Frequently Asked Questions

What is Roberti Helen Charitable Trust?

Roberti Helen Charitable Trust is a nonprofit organization focused on Indigenous peoples, based in CHICAGO, IL. It holds — in total assets as of 2024.

Where does Roberti Helen Charitable Trust operate?

Roberti Helen Charitable Trust has awarded grants in Arizona, Colorado, Illinois, Minnesota, Montana, North Dakota, New Mexico, Nevada, South Dakota, Texas.

What size grants does Roberti Helen Charitable Trust award?

In 2024, Roberti Helen Charitable Trust awarded 9 grants totaling $238K — an average of about $26K per grant, based on its IRS Form 990 filings.

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 2019–2024.