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Form 990-PFTax year 2025EIN 36-7056111

Roberti Helen Charitable Trust

A private foundation in Chicago, IL. Its return for tax year 2025 lists 10 grants and $308,000 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Helen Roberti Charitable Trust Admi
320 S Canal St Fl 12
Chicago, IL 60606
(312) 461-5154
Form and materials
Written application by schools, colleges and universities described in code section 170(b)(i)(a)(ii)
Deadlines
None
Restrictions
Maintain scholarship or comparable programs to enable native americans to attain undergraduate, post-graduate and professional degrees.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $308,000

    Grants listed
    10
    Assets, end of year
    $4,486,078

  • Tax year 2024

    $238,000

    Grants listed
    9
    Assets, end of year
    $4,553,215

  • Tax year 2023

    $250,000

    Grants listed
    7
    Assets, end of year
    $4,436,189

  • Tax year 2022

    $278,000

    Grants listed
    10
    Assets, end of year
    $4,479,824

  • Tax year 2021

    $238,800

    Grants listed
    11
    Assets, end of year
    $4,640,832

  • Tax year 2020

    $238,810

    Grants listed
    11
    Assets, end of year
    $4,550,587

  • Tax year 2019

    $223,830

    Grants listed
    9
    Assets, end of year
    $4,607,717

  • Tax year 2018

    $228,140

    Grants listed
    8
    Assets, end of year
    $4,646,298

Grants paid in 2025

10 grants, largest first

As listed on the return.

  1. University of ArizonaTucson, AZ

    General operating purposes

    $90,000
  2. ASU FoundationPhoenix, AZ

    General operating purposes

    $80,000
  3. National Judicial CollegeReno, NV

    General operating purposes

    $20,000
  4. Minnesota State University MoorheadMoorhead, MN

    General operating purposes

    $20,000
  5. South Dakota State UniversityBrookings, SD

    General operating purposes

    $20,000
  6. University of Montana FoundationMissoula, MT

    General operating purposes

    $20,000
  7. Partnership with Native Americans American Indian Education FundAddison, TX

    General poerating purposes

    $18,000
  8. University of North Dakota American Indian Student ServicesGrand Forks, ND

    General operating purposes

    $15,000
  9. Salish Kootenai College Foundation IncPablo, MT

    General operating purposes

    $15,000
  10. American Indian College Fund Elizabeth RussellDenver, CO

    General operating purposes

    $10,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $25,00058% of the total
  2. Human services1 grant $18,00042% of the total

By State

Grants to organizations with a US address, latest year.

  1. Arizona2 grants $170,000
  2. Montana2 grants $35,000
  3. Minnesota1 grant $20,000
  4. Nevada1 grant $20,000
  5. South Dakota1 grant $20,000
  6. Texas1 grant $18,000
  7. North Dakota1 grant $15,000
  8. Colorado1 grant $10,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bmo Bank N ATRUSTEE Hours 1Pay $70,860

The return

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