ROBERTI HELEN CHARITABLE TRUST
Total Given 2018–2023
$1.2M
47 grants · $206K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$14K
typical small grants · $10K–$19K
grant size
86%
deep partner · 12/14 multi-year
repeat
$6.5M
Assets · 2021
14
Distinct recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
HELEN ROBERTI CHARITABLE TRUST ADMI
Phone
3124615154
Deadlines
NONE
How to Apply
WRITTEN APPLICATION BY SCHOOLS, COLLEGES AND UNIVERSITIES DESCRIBED IN CODE SECTION 170(B)(I)(A)(II)
Restrictions
MAINTAIN SCHOLARSHIP OR COMPARABLE PROGRAMS TO ENABLE NATIVE AMERICANS TO ATTAIN UNDERGRADUATE, POST-GRADUATE AND PROFESSIONAL DEGREES.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $228K | $5.1M | $516K | 8 |
| 2020 | $239K | $6.0M | $240K | 11 |
| 2021 | $239K | $6.5M | $409K | 11 |
| 2022 | $278K | $5.3M | $186K | 10 |
| 2023 | $250K | $5.9M | $282K | 7 |
Grant Size Distribution
Based on 47 grants on record
Minimum
$8K
25th Pctl
$10K
Median
$14K
Average
$26K
75th Pctl
$19K
Maximum
$140K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BMO HARRIS BANK N A | TRUSTEE | $62K |
| BMO BANK N A | TRUSTEE | $61K |
Grants Awarded (47 total)
| Purpose | ||||
|---|---|---|---|---|
| UNIVERSITY OF ARIZONA | TUCSON, AZ | $140,000 | GENERAL OPERATING PURPOSES | 2023 |
| UNIVERSITY OF ARIZONA | TUCSON, AZ | $138,720 | GENERAL OPERATING PURPOSES | 2018 |
| UNIVERSITY OF ARIZONA | TUCSON, AZ | $90,000 | GENERAL OPERATING PURPOSES | 2022 |
| UNIVERSITY OF ARIZONA | TUCSON, AZ | $89,760 | GENERAL OPERATING PURPOSES | 2020 |
| UNIVERSITY OF ARIZONA | TUCSON, AZ | $81,600 | GENERAL OPERATING PURPOSES | 2021 |
| ASU FUNDATION | TEMPE, AZ | $60,000 | GENERAL OPERATING PURPOSES | 2022 |
| ASU FUNDATION | TEMPE, AZ | $60,000 | GENERAL OPERATING PURPOSES | 2020 |
| ASU FUNDATION | TEMPE, AZ | $56,000 | GENERAL OPERATING PURPOSES | 2021 |
| UNIVERSITY OF MONTANA | MISSOULA, MT | $25,000 | GENERAL OPERATING PURPOSES | 2023 |
| SOUTH DAKOTA STATE UNIVERSITY | BROOKINGS, SD | $25,000 | GENERAL OPERATING PURPOSES | 2023 |
| UNIVERSITY OF NORTH DAKOTA | GRAND FORKS, ND | $20,400 | GENERAL OPERATING PURPOSES | 2018 |
| UNIVERSITY OF NORTH DAKOTA | GRAND FORKS, ND | $19,000 | GENERAL OPERATING PURPOSES | 2022 |
| UNIVERSITY OF MONTANA | MISSOULA, MT | $19,000 | GENERAL OPERATING PURPOSES | 2022 |
| SOUTH DAKOTA STATE UNIVERSITY | BROOKINGS, SD | $19,000 | GENERAL OPERATING PURPOSES | 2022 |
| NATIONAL JUDICIAL COLLEGE | RENO, NV | $15,000 | GENERAL OPERATING PURPOSES | 2023 |
| AMERICAN INDIAN COLLEGE FUND | DENVER, CO | $15,000 | GENERAL OPERATING PURPOSES | 2022 |
| SALISH KOOTENAI COLLEGE | PABLO, MT | $15,000 | GENERAL OPERATING PURPOSES | 2022 |
| MINNESOTA STATE UNIVERSITY | MOORHEAD, MN | $15,000 | GENERAL OPERATING PURPOSES | 2022 |
| SALISH KOOTENAI COLLEGE | PABLO, MT | $15,000 | GENERAL OPERATING PURPOSES | 2023 |
| AMERICAN INDIAN COLLEGE FUND | DENVER, CO | $15,000 | GENERAL OPERATING PURPOSES | 2023 |
| PARTNERSHIP WITH NATIVE AMERICANS | ADDISON, TX | $15,000 | GENERAL POERATING PURPOSES | 2022 |
| MINNESOTA STATE UNIVERSITY | MOORHEAD, MN | $15,000 | GENERAL OPERATING PURPOSES | 2023 |
| PARTNERSHIP WITH NATIVE AMERICANS | ADDISON, TX | $14,000 | GENERAL POERATING PURPOSES | 2021 |
| NATIONAL JUDICIAL COLLEGE | RENO, NV | $13,600 | GENERAL OPERATING PURPOSES | 2018 |
| SOUTH DAKOTA STATE UNIVERSITY | BROOKINGS, SD | $13,600 | GENERAL OPERATING PURPOSES | 2018 |