AUMdb

Helen H Roberts Trust Ua Fbo

EIN 066195904 · 501(c)(3) · Private foundation · New Haven, CT · recognized 1998

Assets
$935K
Revenue
$56.3K
Expenses
$51.7K
Investment income
$43.4K

Form 990 fiscal year ended 03/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Roger Hess Co-trustee $2,000 $0
Sara R Stadler Co-trustee $2,000 $0
David C Migani Co-trustee $2,000 $0