Roberti Foundation

Lake Forest, IL
Tax-exempt since April 1999
EIN: 36-4265528

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$189k (2024)

Expenses

$241k (2024)

Total Assets

$1.86M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$188,646

Expenses

$240,968

Net Income

-$52,322

Net Assets

$1,864,241

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,085	35.0%
Sales of Assets	$122,508	64.9%
Other Income	$53	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,490	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,864,241
Total Liabilities	$0
Net Assets	$1,864,241

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on Aug. 26, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$105,815

Expenses

$27,193

Net Income

$78,622

Net Assets

$1,916,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$351	0.3%
Dividends	$55,338	52.3%
Sales of Assets	$49,981	47.2%
Other Income	$145	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,500	23.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,916,563
Total Liabilities	$0
Net Assets	$1,916,563

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$66,020

Expenses

$89,708

Net Income

-$23,688

Net Assets

$1,837,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,413	2.1%
Dividends	$36,745	55.7%
Sales of Assets	$27,862	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,000	75.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,837,941
Total Liabilities	$0
Net Assets	$1,837,941

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$119,988

Expenses

$27,090

Net Income

$92,898

Net Assets

$1,901,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,926	4.9%
Dividends	$41,951	35.0%
Sales of Assets	$72,111	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,500	12.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,901,259
Total Liabilities	$0
Net Assets	$1,901,259

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$271,316

Expenses

$18,638

Net Income

$252,678

Net Assets

$1,808,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,755	74.0%
Interest Revenue	$5,506	2.0%
Dividends	$30,774	11.3%
Sales of Assets	$34,281	12.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,808,361
Total Liabilities	$1
Net Assets	$1,808,360

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on April 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$18,458

Expenses

$27,619

Net Income

-$9,161

Net Assets

$1,555,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,024	32.6%
Dividends	$31,049	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,375	30.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,555,683
Total Liabilities	$1
Net Assets	$1,555,682

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on June 26, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$281,961

Expenses

$26,276

Net Income

$255,685

Net Assets

$1,564,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,429	0.5%
Dividends	$28,943	10.3%
Sales of Assets	$251,589	89.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,209	38.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,564,844
Total Liabilities	$0
Net Assets	$1,564,844

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$85,737

Expenses

$319,583

Net Income

-$233,846

Net Assets

$1,307,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$454	0.5%
Dividends	$34,309	40.0%
Sales of Assets	$50,974	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$304,722	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,307,159
Total Liabilities	$0
Net Assets	$1,307,159

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$427

Expenses

$91,111

Net Income

-$91,538

Net Assets

$1,541,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$191
Dividends	$39,359
Sales of Assets	-$39,977
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,625	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,541,005
Total Liabilities	$0
Net Assets	$1,541,005

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on May 22, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$187,484

Expenses

$213,904

Net Income

-$26,420

Net Assets

$1,632,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$98,787	52.7%
Interest Revenue	$101	0.1%
Dividends	$45,370	24.2%
Sales of Assets	$43,226	23.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,579	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,632,543
Total Liabilities	$0
Net Assets	$1,632,543

Compensation

Key Employees and Officers	Compensation	Other
Maribeth Roberti (President)	$0	$0
Renee Legault (Vp, Secretary)	$0	$0
Donna Schroeder (Vice President)	$0	$0
Kathy Kiepura (Vice President)	$0	$0
Kevin Hodges (Treasurer)	$0	$0

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990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$227,103

Expenses

$117,696

Net Income

$109,407

Net Assets

$1,757,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35,860	15.8%
Interest Revenue	$40	0.0%
Dividends	$37,758	16.6%
Sales of Assets	$153,445	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,719	74.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,757,134
Total Liabilities	$0
Net Assets	$1,757,134

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$414,759

Expenses

$59,432

Net Income

$355,327

Net Assets

$1,647,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$254,862	61.4%
Interest Revenue	$38	0.0%
Dividends	$33,678	8.1%
Sales of Assets	$126,181	30.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,030	70.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,647,727
Total Liabilities	$0
Net Assets	$1,647,727

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$267,629

Expenses

$39,299

Net Income

$228,330

Net Assets

$1,339,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$193,945	72.5%
Interest Revenue	$100	0.0%
Dividends	$21,818	8.2%
Sales of Assets	$51,766	19.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,257	56.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,339,720
Total Liabilities	$0
Net Assets	$1,339,720

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$187,682

Expenses

$41,631

Net Income

$146,051

Net Assets

$1,142,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$148,562	79.2%
Interest Revenue	$75	0.0%
Dividends	$16,176	8.6%
Sales of Assets	$22,869	12.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,576	42.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,142,720
Total Liabilities	$0
Net Assets	$1,142,720

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Types of Nonprofits

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Roberti Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $189k (2024)

Expenses $241k (2024)

Total Assets $1.86M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$189k (2024)

Expenses

$241k (2024)

Total Assets

$1.86M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending Dec.
2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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