Roberts Helen Tr UA FBO NH SYM
Roberts Helen Tr UA FBO NH SYM is a private foundation, based in North Haven, CT. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $579K in total assets. In 2026, it awarded 1 grant totaling $43K. Net investment income was $109K.
Roberts Helen Tr UA FBO NH SYM at a glance
In short: Roberts Helen Tr UA FBO NH SYM gave $43K across 1 grant in 2026 (avg $43K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $43,000
- +34.4% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $43,000
- +34.4% vs 2025
- Median grant
- $43,000
- Total assets
- $579,338
- +11.7% vs 2025
- Primary geography
- Connecticut (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Roberts Helen Tr UA FBO NH SYM funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was New Haven Symphony Orchestra ($43K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Roberts Helen Tr UA FBO NH SYM gives
- Giving grew 23% from 2023 to 2026. Method
- In 2026 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $17K (2021) to $43K (2026). In 2026 it made 1 grant totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Haven Symphony Orchestra New Haven, CT | Grant for summer concerts on the new haven green | $43,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $579,338 | $123,164 | $62,659 | $43,000 | 1 | $48,812 | $109,480 | $51,806 |
| 2025 | $518,833 | $56,256 | $51,683 | $32,000 | 1 | $37,775 | $43,417 | $47,521 |
| 2024 | $514,260 | $89,267 | $47,954 | $30,000 | 1 | $35,700 | $77,340 | $39,556 |
| 2023 | $472,947 | $20,826 | $50,332 | $35,000 | 1 | $39,387 | $11,242 | $34,920 |
| 2022 | $502,453 | $70,778 | $47,707 | $30,000 | 1 | $34,950 | $58,499 | $43,298 |
| 2021 | $479,382 | $20,636 | $32,427 | $17,000 | 1 | — | $10,190 | $36,131 |
| 2020 | $491,173 | $6,218 | $46,859 | $31,500 | 1 | — | $4,594 | $31,678 |
Under IRS private-foundation payout rules, Roberts Helen Tr UA FBO NH SYM reported a distributable amount of $52K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roberts Helen Tr UA FBO NH SYM's 2026 filing lists 3 officers; all 3 officers listed in 2026 are compensated.
Officers on the 2026 filing
David C. Migani
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2026)
Roger Hess
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2026)
Sara R. Stadler
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $2K, to Roger Hess (Co-Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Roberts Helen Tr UA FBO NH SYM
How much does Roberts Helen Tr UA FBO NH SYM give each year?
Roberts Helen Tr UA FBO NH SYM gave $43K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $32K across 1 grant.
How large is Roberts Helen Tr UA FBO NH SYM?
Roberts Helen Tr UA FBO NH SYM reported $579K in total assets on its 2026 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $52K (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.
Where does Roberts Helen Tr UA FBO NH SYM operate?
Roberts Helen Tr UA FBO NH SYM has awarded grants in Connecticut.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 17, 2026)
- IRS filings on file for fiscal years 2020–2025
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