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
Under IRS private-foundation payout rules, Roberts Helen Tr Ua Fbo Nh Sym reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2025 grants, the largest include New Haven Symphony Orchestra ($32,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NEW HAVEN SYMPHONY ORCHESTRA NEW HAVEN, CT | GRANT FOR SUMMER CONCERTS ON THE NEW HAVEN GREEN | $32,000 |
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 |
Frequently Asked Questions
How large is Roberts Helen Tr Ua Fbo Nh Sym?
As of 2025, Roberts Helen Tr Ua Fbo Nh Sym holds $519K in total assets with $56K in annual revenue. It awarded 1 grants totaling $32K in 2025.
Where does Roberts Helen Tr Ua Fbo Nh Sym operate?
Roberts Helen Tr Ua Fbo Nh Sym has awarded grants in Connecticut.
What size grants does Roberts Helen Tr Ua Fbo Nh Sym award?
In 2025, Roberts Helen Tr Ua Fbo Nh Sym awarded 1 grants totaling $32K — an average of about $32K per grant, based on its IRS Form 990 filings.
How much is Roberts Helen Tr Ua Fbo Nh Sym required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Roberts Helen Tr Ua Fbo Nh Sym reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roberts Helen Tr Ua Fbo Nh Sym's EIN?
Roberts Helen Tr Ua Fbo Nh Sym's EIN (Employer Identification Number) is 06-6195904. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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