Helen H Roberts Trust Ua Fbo
- Assets
- $502.5k
- Revenue
- $70.8k
- Investments
- $467.4k
- Employees
- 0
- Location
- New Haven, CT
- Founding
- 07/1998
- Data as of
- 03/2022
- EIN
- 06-6195904
Organization Overview
Helen H Roberts Trust Ua Fbo is located in New Haven, CT. The organization was established in 1998. According to its NTEE Classification (A11) the organization is classified as: Single Organization Support, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helen H Roberts Trust Ua Fbo is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, Helen H Roberts Trust Ua Fbo generated $70.8k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 30.7% each year . All expenses for the organization totaled $47.7k during the year ending 03/2022. While expenses have increased by 3.7% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David C Migani Co-Trustee | 1 | $2,000 | |
Roger Hess Co-Trustee | 1 | $2,000 | |
Sara R Stadler Co-Trustee | 1 | $2,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $14,860 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $55,918 |
| Capital Gain Net Income | $55,918 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $70,778 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $6,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $225 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $253 |
| Total operating and administrative expenses | $17,707 |
| Contributions, gifts, grants paid | $30,000 |
| Total expenses and disbursements | $47,707 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $35,035 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $158,642 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $502,453 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Friends Of The Israel Antiquities Authority Inc New York, NY | $7,188,185 | $4,799,124 |
Tate Americas Foundation New York, NY | $101,513,410 | $8,735,378 |
Museo Reina Sofia Foundation Usa Inc New York, NY | $1,828,282 | $604,276 |
American Associates Of The National Theatre Inc New York, NY | $4,697,341 | $5,678,751 |
American Friends Of The Israel Philharmonic Orchestra Inc New York, NY | $30,416,918 | $8,529,001 |
American Friends Of The Louvre Inc New York, NY | $14,733,047 | $4,946,706 |
American Friends Of The National Portrait Gallery Foundation Inc New York, NY | $1,343,323 | $3,284,122 |
Coolidge Corner Theatre Foundation Inc Brookline, MA | $13,995,984 | $5,567,271 |
Boston Arts Academy Foundation Inc Boston, MA | $11,130,374 | $3,508,715 |
Friends Of The New York Transit Museum Brooklyn, NY | $12,792,750 | $2,066,293 |
Catskill Mountain Foundation Inc Hunter, NY | $10,564,799 | $2,283,674 |
Friends Of Emblaze Academy Charter School Inc Bronx, NY | $24,650,009 | $2,052,334 |