EIN 36-7015234

Helen E Roberts XXX-XX-XXXX

Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(3)

Num. employees

0

City

State

Year formed

2003

Most recent tax filings

2023-12-01

NTEE code, primary

T20: Private Foundations

Description

Helen E Roberts XXX-XX-XXXX is a private foundation located in Evansville, IN, with Old National Wealth Management serving as the trustee.

Also known as...

Helen E Roberts Tax Exempt As of 10 01 02; Helen E Roberts 03-23-92 33-2564-01; Helen E Roberts 689005015

Total revenues

$807

2023

Total expenses

$2,408

2023

Total assets

$10,683

2023

Num. employees

0

2023

Personnel at Helen E Roberts XXX-XX-XXXX

Name	Title	Compensation	Date of data
Midwest Bank	Trustee / Vice President / Trustee	$972	2022-05-05
Old National Wealth Management	Trustee	$1,025	2023-04-27

Financials for Helen E Roberts XXX-XX-XXXX

Revenues	FYE 12/2023	FYE 12/2022	% Change
Total grants, contributions, etc.	$0	$0	-
Investment income and dividends	$273	$264	3.4%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$534	$-270	297.8%
Gross sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$807	$-6	13550%

Form 990s for Helen E Roberts XXX-XX-XXXX

Fiscal year ending	Date received by IRS	Form	PDF link
2023-12	2024-04-23	990PF	View PDF
2022-12	2023-04-27	990PF	View PDF
2021-12	2022-05-05	990PF	View PDF
2020-12	2021-06-23	990PF	View PDF
2019-12	2020-08-26	990PR	View PDF
...and 8 more Form 990s

Organizations like Helen E Roberts XXX-XX-XXXX

Organization	Type	Location	Revenue
Luther M Evans Char Trust	501(c)(3)	Birmingham, AL	$2,891
Catherine P Howard TR U W	501(c)(3)	Las Vegas, NV	$3,196
The Suzanne Lafollette Culley Foundation	501(c)(3)	Stamford, CT	$2,540
TW Clara J and Harvey Moody Mem SCH	501(c)(3)	Las Vegas, NV	$2,878
Leola M Osborn Trust	501(c)(3)	Dallas, TX	$956
Beard Fund - David Beard	501(c)(3)	Rockwall, TX	$1,873
Foreign Trade Promotion Council	501(c)(3)	Wilmington, NC	$2,500
Camp Normal Benevolent Foundation	501(c)(3)	Gladewater, TX	$2,200
Lowe B Armstrong Tuw XXXXX3006	501(c)(3)	Chicago, IL	$3,461
A G Jonas SR Tuw	501(c)(3)	Las Vegas, NV	$2,031

Data update history

July 8, 2023

Posted financials

Added Form 990PF for fiscal year 2022

June 30, 2023

Updated personnel

Identified 1 new personnel

June 13, 2023

Posted financials

Added Form 990PF for fiscal year 2021

May 24, 2023

Updated personnel

Identified 1 new personnel

May 13, 2023

Used new vendors

Identified 1 new vendor, including

Nonprofit Types

Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities

Issues

No issues found

Characteristics

Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees

General information

Address: PO Box 207; Evansville, IN 47702
Metro area: Evansville, IN-KY
County: Vanderburgh County, IN
Phone: (800) 830-0362

IRS details

EIN: 36-7015234
Fiscal year end: December
Taxreturn type: Form 990-PF
Year formed: 2003
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: T20: Private Foundations
NAICS code, primary: 813211: Grantmaking Foundations
Parent/child status: Independent

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