Charles J & Margaret Roberts Fund 01-48199
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Charles J & Margaret Roberts Fund 01-48199 is a 501(c)(3) organization based in Po Box Chicago, Illinois, registered in 1989, with $408,422 in FY2023 revenue. CharityIndex grades it C.
The Northern Trust Company, Po Box Chicago, IL, 60680 EIN 36-6871814 Since 1989
Revenue (FY2023)
$408K
▼ 11.1% vs prior year
Expenses (FY2023)
$455K
Net assets
$7.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Charles J & Margaret Roberts Fund 01-48199— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating209 mo reserves · -11% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Charles J & Margaret Roberts Fund 01-48199: 209 mo reserves · -11% margin earns a C+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Charles J & Margaret Roberts Fund 01-48199— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Charles J & Margaret Roberts Fund 01-48199: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- The Northern Trust Company, Po Box Chicago, IL, 60680
- City
- Po Box Chicago
- State
- Illinois
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $269K (FY2019) to $408K (FY2023) across 5 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $7.9M
Operating margin
-11.3%
Spent more than it raised in the latest fiscal year.
Total assets
$7.9M
Total liabilities
$0
Net assets
$7.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $408,422▼11.1% | $454,618▲6.9% | $7,915,817▼0.6% | $7,915,817▼0.6% | 990 |
| 2022 | $459,515▼56.2% | $425,404▼0.1% | $7,961,102▲0.4% | $7,961,102▲0.4% | 990 |
| 2021 | $1,049,565▲85.2% | $425,671▲0.6% | $7,930,602▲8.5% | $7,930,602▲8.5% | 990 |
| 2020 | $566,671▲110% | $423,236▼2.0% | $7,308,783▲2.0% | $7,308,783▲2.0% | 990 |
| 2019 | $269,440 | $431,674 | $7,165,346 | $7,165,346 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Charles J & Margaret Roberts Fund 01-48199 a legitimate nonprofit?
- Yes. Charles J & Margaret Roberts Fund 01-48199 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 36-6871814, based in Po Box Chicago, Illinois. Donations are tax-deductible.
- What is Charles J & Margaret Roberts Fund 01-48199's EIN?
- Charles J & Margaret Roberts Fund 01-48199's Employer Identification Number (EIN) is 36-6871814.
- How much revenue does Charles J & Margaret Roberts Fund 01-48199 report?
- Charles J & Margaret Roberts Fund 01-48199 reported $408,422 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Charles J & Margaret Roberts Fund 01-48199 have?
- CharityIndex grades Charles J & Margaret Roberts Fund 01-48199 C, based on financial health (reserves and operating margin).
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Data for Charles J & Margaret Roberts Fund 01-48199 (EIN 36-6871814) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.