Roberts Helen Tr Ua Fbo Nh Sym | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Roberts Helen Tr Ua Fbo Nh Sym. Data shown is extracted from Form 990-PF filings.
EIN: 06-6195904
Foundation Overview
Based in New Haven, CT, Roberts Helen Tr Ua Fbo Nh Sym has awarded 11 grants totaling $311,000 to organizations in Connecticut. Individual grants range from $7,500 to $38,500, with a median award of $30,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Connecticut, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Connecticut, funding concentrates in New Haven (100%).
Funding Trajectory
Moderate 33% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Highly focused on environment with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Roberts Helen Tr Ua Fbo Nh Sym's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| New Haven Symphony Orchestra | $32,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2024 |
| New Haven Symphony Orchestra | $32,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2024 |
| New Haven Symphony Orchestra | $30,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2023 |
| New Haven Symphony Orchestra | $30,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2023 |
| New Haven Symphony Orchestra | $35,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2022 |
| New Haven Symphony Orchestra | $35,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2022 |
| New Haven Symphony Orchestra | $30,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2021 |
| New Haven Symphony Orchestra | $17,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2020 |
| New Haven Symphony Orchestra | $38,500 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2018 |
| New Haven Symphony Orchestra | $7,500 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2017 |
| New Haven Symphony Orchestra | $24,000 | New Haven, CT, US | Grant For Summer Concerts On The New Haven Green | 2016 |
Foundations Similar to Roberts Helen Tr Ua Fbo Nh Sym
Discover 5 foundations with comparable assets ($916,332-$952,441), similar grant patterns, and geographic focus in CT that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Figgie Family Charitable Foundation
EIN: 84-3641556 | 7 grants awarded |
$936,279
(≈ Similar) |
$50,007
median grant |
Riverside, CT
Same state |
|
|
Robert And Jill Leblanc Charitable Trust
EIN: 47-2505618 | 104 grants awarded |
$920,096
(≈ Similar) |
$50,000
median grant |
Newtown, CT
Same state |
|
|
The Susan Elaine Foundation Inc
EIN: 85-3752468 | 15 grants awarded |
$919,320
(≈ Similar) |
$20,000
median grant |
Old Saybrook, CT
Same state |
|
|
Frederick R Bauer Fund
EIN: 06-6032984 | 18 grants awarded |
$952,441
(≈ Similar) |
$19,510.5
median grant |
Lakeville, CT
Same state |
|
|
Phi Kappa Educational Foundation Inc
EIN: 06-6032430 | 3 grants awarded |
$916,332
(≈ Similar) |
$30,000
median grant |
Stamford, CT
Same state |
|
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Contact Information
Official contact details for Roberts Helen Tr Ua Fbo Nh Sym as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 06-6195904 |
| Website | N/A |
| Address | 234 CHURCH ST FL 14 New Haven, CT 06510-1804 |
Key People (3)
Board members, trustees, and key staff who oversee Roberts Helen Tr Ua Fbo Nh Sym's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-trustee | Roger Hess |
|---|---|
| Co-trustee | Sara R Stadler |
| Co-trustee | David C Migani |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Roberts Helen Tr Ua Fbo Nh Sym is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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