Helen Roberti Charitable Trust

Chicago, IL
Tax-exempt since July 1994
EIN: 36-7056111

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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.

Donations to this organization are tax deductible.

Revenue

$426k (2024)

Expenses

$314k (2024)

Total Assets

$4.55M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$426,032

Expenses

$314,106

Net Income

$111,926

Net Assets

$4,553,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,014	34.7%
Sales of Assets	$278,018	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,486	87.7%
Compensation of Officers*	$66,397	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,553,215
Total Liabilities	$0
Net Assets	$4,553,215

Compensation

Key Employees and Officers	Compensation	Other
Bmo Bank N A (Trustee)	$66,397	$0

990-PF

Filed on May 2, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$281,608

Expenses

$321,896

Net Income

-$40,288

Net Assets

$4,436,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,019	47.6%
Sales of Assets	$147,589	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$288,000	89.5%
Compensation of Officers*	$60,502	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,436,189
Total Liabilities	$0
Net Assets	$4,436,189

Compensation

Key Employees and Officers	Compensation	Other
Bmo Bank N A (Trustee)	$60,502	$0

990-PF

Filed on April 23, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$186,131

Expenses

$347,848

Net Income

-$161,717

Net Assets

$4,479,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,586	66.9%
Sales of Assets	$61,545	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$309,098	88.9%
Compensation of Officers*	$62,167	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,479,824
Total Liabilities	$0
Net Assets	$4,479,824

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank N A (Trustee)	$62,167	$0

990-PF

Filed on April 25, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$409,038

Expenses

$312,418

Net Income

$96,620

Net Assets

$4,640,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$115,152	28.2%
Sales of Assets	$293,815	71.8%
Other Income	$71	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$271,335	86.8%
Compensation of Officers*	$65,041	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,640,832
Total Liabilities	$0
Net Assets	$4,640,832

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank N A (Trustee)	$65,041	$0

990-PF

Filed on May 6, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$240,149

Expenses

$303,280

Net Income

-$63,131

Net Assets

$4,550,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,546	51.0%
Sales of Assets	$117,213	48.8%
Other Income	$390	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,740	88.6%
Compensation of Officers*	$59,829	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,550,587
Total Liabilities	$1
Net Assets	$4,550,586

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank N A (Trustee)	$59,829	$0

990-PF

Filed on Nov. 12, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$255,339

Expenses

$293,941

Net Income

-$38,602

Net Assets

$4,607,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$141,754	55.5%
Sales of Assets	$113,585	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,223	86.5%
Compensation of Officers*	$59,580	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,607,717
Total Liabilities	$1
Net Assets	$4,607,716

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank N A (Trustee)	$59,580	$0

990-PF

Filed on May 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$516,268

Expenses

$292,856

Net Income

$223,412

Net Assets

$4,646,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$140,833	27.3%
Sales of Assets	$375,435	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,121	92.2%
Compensation of Officers*	$59,112	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,646,298
Total Liabilities	$0
Net Assets	$4,646,298

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank N A (Trustee)	$59,112	$0

990-PF

Filed on May 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$276,291

Expenses

$298,434

Net Income

-$22,143

Net Assets

$4,478,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$157,701	57.1%
Sales of Assets	$118,590	42.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,260	87.5%
Compensation of Officers*	$57,488	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,478,529
Total Liabilities	$0
Net Assets	$4,478,529

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$407,999

Expenses

$292,186

Net Income

$115,813

Net Assets

$4,502,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$160,355	39.3%
Sales of Assets	$247,644	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,235	85.6%
Compensation of Officers*	$57,450	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,502,661
Total Liabilities	$0
Net Assets	$4,502,661

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$427,872

Expenses

$273,540

Net Income

$154,332

Net Assets

$4,387,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$153,777	35.9%
Sales of Assets	$274,095	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$239,469	87.5%
Compensation of Officers*	$50,477	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,387,172
Total Liabilities	$0
Net Assets	$4,387,172

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$291,463

Expenses

$262,376

Net Income

$29,087

Net Assets

$4,232,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$154,117	52.9%
Sales of Assets	$137,346	47.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,980	88.8%
Compensation of Officers*	$46,070	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,232,932
Total Liabilities	$0
Net Assets	$4,232,932

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$221,309

Expenses

$254,962

Net Income

-$33,653

Net Assets

$4,203,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$185,557	83.8%
Sales of Assets	$35,752	16.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,505	88.1%
Compensation of Officers*	$45,721	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,203,327
Total Liabilities	$0
Net Assets	$4,203,327

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Helen Roberti Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $426k (2024)

Expenses $314k (2024)

Total Assets $4.55M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$426k (2024)

Expenses

$314k (2024)

Total Assets

$4.55M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
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.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001