The Roberti Foundation
The Roberti Foundation is a private foundation, based in Lake Forest, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 2 grants totaling $190K. Net investment income was $170K.
The Roberti Foundation at a glance
In short: The Roberti Foundation gave $190K across 2 grants in 2024 (avg $95K), mostly in Indiana. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $190,000
- +3700.0% vs 2023
- Grants made (2024)
- 2
- +100.0% vs 2023
- Average grant
- $95,000
- +1800.0% vs 2023
- Median grant
- $95,000
- Total assets
- $1,864,241
- -2.7% vs 2023
- Primary geography
- Indiana (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who The Roberti Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Morgan Stanley Global Impact Funding Trust Inc ($180K). Together the top 2 received $190K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 4 grants of 6 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How The Roberti Foundation gives
- Giving grew 5329% from 2021 to 2024. Method
- In 2024 it paid out 168% of its IRS minimum distribution (the 5% rule). 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 2019 to 2024, annual grant giving ranged from $4K (2021) to $190K (2024). In 2024 it made 2 grants totaling $190K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN | Charitable | $180,000 |
| Southgate Church South Bend, IN | Charitable | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,864,241 | $188,646 | $240,968 | $190,000 | 2 | $191,490 | $169,543 | $113,876 |
| 2023 | $1,916,563 | $105,815 | $27,193 | $5,000 | 1 | $6,500 | $87,415 | $103,578 |
| 2022 | $1,837,941 | $66,020 | $89,708 | $68,000 | 1 | $68,000 | $45,521 | $105,028 |
| 2021 | $1,901,259 | $119,988 | $27,090 | $3,500 | 2 | $3,500 | $96,423 | $115,662 |
| 2020 | $1,808,361 | $271,316 | $18,638 | — | — | — | $51,948 | $88,294 |
| 2019 | $1,555,683 | $18,458 | $27,619 | $4,000 | 1 | — | $23,836 | $81,640 |
Under IRS private-foundation payout rules, The Roberti Foundation reported a distributable amount of $114K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Roberti Foundation is led by Maribeth Roberti, President on every filing since 2019; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Maribeth Roberti
President
On filings since 2019
30 hrs/week
No compensation reported
Donna Schroeder
Vice President
On filings since 2019
1 hr/week
No compensation reported
Kathy Kiepura
Vice President
On filings since 2019
1 hr/week
No compensation reported
Kevin Hodges
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Renee Legault
Vice President & Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Roberti Foundation
How much does The Roberti Foundation give each year?
The Roberti Foundation gave $190K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 1 grant.
How large is The Roberti Foundation?
The Roberti Foundation reported $1.9M in total assets on its 2024 IRS Form 990-PF. It paid out $191K in qualifying distributions that year, against a required minimum of $114K (roughly 5% of its investment assets).
Where does The Roberti Foundation operate?
The Roberti Foundation has awarded grants in Illinois, Indiana.
What is The Roberti Foundation's EIN?
The Roberti Foundation's EIN (Employer Identification Number) is 36-4265528. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 26, 2025)
- IRS filings on file for fiscal years 2019–2024
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