Roberts Helen Tr Ua Fbo Nh Sym
Roberts Helen Tr Ua Fbo Nh Sym is a private foundation, based in NEW HAVEN, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $519K in total assets. In 2025, it awarded 1 grants totaling $32K. Net investment income was $43K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$519K
+0.9% YoY
Annual Giving
$32K
+6.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$32K
+6.7% YoY
About Roberts Helen Tr Ua Fbo Nh Sym
Based on IRS filings
Roberts Helen Tr Ua Fbo Nh Sym is a private foundation, based in NEW HAVEN, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $519K in total assets. In 2025, it awarded 1 grants totaling $32K. Net investment income was $43K.
Ready to take the next step with Roberts Helen Tr Ua Fbo Nh Sym?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $518,833 | $514,260 | $472,947 |
| Revenue | $56,256 | $89,267 | $20,826 |
| Expenses | $51,683 | $47,954 | $50,332 |
| Qualifying Distributions | $37,775 | $35,700 | $39,387 |
| Net Investment Income | $43,417 | $77,340 | $11,242 |
| Distributable Amount | $47,521 | $39,556 | $34,920 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROGER HESS | CO-TRUSTEE | 1 | $2,000 |
| SARA R STADLER | CO-TRUSTEE | 1 | $2,000 |
| DAVID C MIGANI | CO-TRUSTEE | 1 | $2,000 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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