Nonprofit · EIN 06-6195904
HELEN H ROBERTS TRUST UA FBO
Also known as NEW HAVEN SYMPHONY
Tax-exempt · NORTH HAVEN, CT 06473
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $123,164 | $62,659 | $60,505 | $579,338 | $0 | $579,338 |
| March 31, 2025 | 990-PF | $56,256 | $51,683 | $4,573 | $518,833 | $0 | $518,833 |
| March 31, 2024 | 990-PF | $89,267 | $47,954 | $41,313 | $514,260 | $0 | $514,260 |
| March 31, 2023 | 990-PF | $20,826 | $50,332 | -$29,506 | $472,947 | $0 | $472,947 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $19,262
- Net gain from sales of assets
- $103,902
Expenses
- Grants and similar amounts paid
- $43,000
- Compensation of officers, directors and key employees
- $6,000
- Disbursements for charitable purposes
- $48,812
- Excise tax on investment income
- $1,522
Balance sheet and other
- Total assets, start of year
- $518,833
- Total assets, end of year
- $579,338
- Total liabilities, end of year
- $0
- Net assets, end of year
- $579,338
- Fair market value of assets
- $1,086,405
- Qualifying distributions
- $48,812
- Net investment income
- $123,164
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER HESS 18 PROSPECT COURT, WOODBRIDGE, CT 06525 | CO-TRUSTEE | 1 | $2,000 |
| SARA R STADLER 236 BLAKE HILL RD UNIT T, WOODSTOCK, VT 05091 | CO-TRUSTEE | 1 | $2,000 |
| DAVID C MIGANI 127 WASHINGTON AVE EAST BUILDING, 4TH FL, NORTH HAVEN, CT 06473 | CO-TRUSTEE | 1 | $2,000 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER HESS 18 PROSPECT COURT, WOODBRIDGE, CT 06525 | CO-TRUSTEE | 1 | $2,000 |
| SARA R STADLER 236 BLAKE HILL RD UNIT T, WOODSTOCK, VT 05091 | CO-TRUSTEE | 1 | $2,000 |
| DAVID C MIGANI 234 CHURCH ST FL 14, NEW HAVEN, CT 06510 | CO-TRUSTEE | 1 | $2,000 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER HESS 18 PROSPECT COURT, WOODBRIDGE, CT 06525 | CO-TRUSTEE | 1 | $2,500 |
| SARA R STADLER 236 BLAKE HILL RD UNIT T, WOODSTOCK, VT 05091 | CO-TRUSTEE | 1 | $2,500 |
| DAVID C MIGANI 234 CHURCH ST FL 14, NEW HAVEN, CT 06510 | CO-TRUSTEE | 1 | $2,500 |
990-PF for the year ended March 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER HESS 18 PROSPECT COURT, WOODBRIDGE, CT 06525 | CO-TRUSTEE | 1 | $1,500 |
| SARA R STADLER 236 BLAKE HILL RD UNIT T, WOODSTOCK, VT 05091 | CO-TRUSTEE | 1 | $1,500 |
| DAVID C MIGANI 234 CHURCH ST FL 14, NEW HAVEN, CT 06510 | CO-TRUSTEE | 1 | $1,500 |
Address and contacts
- Address (IRS master file)
- 127 WASHINGTON AVE STE 4, NORTH HAVEN, CT 06473-1715
- In care of
- % FLEET INVESTMENT MANAGEMENT
- Signed the 990-PF
- DAVID C MIGANI, CO-TRUSTEE
- Phone
- (203) 787-6527
- Return prepared by
- BEERS HAMERMAN COHEN & BURGER PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6195904
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1998
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $579,338
- Income (IRS master file)
- $278,225
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $123,164 | $62,659 | $579,338 | XML |
| 990-PF | March 2025 | $56,256 | $51,683 | $518,833 | XML |
| 990-PF | March 2024 | $89,267 | $47,954 | $514,260 | XML |
| 990-PF | March 2023 | $20,826 | $50,332 | $472,947 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6195904).
Questions about HELEN H ROBERTS TRUST UA FBO
- What is the EIN of HELEN H ROBERTS TRUST UA FBO?
- The employer identification number (EIN) of HELEN H ROBERTS TRUST UA FBO is 06-6195904.
- Is HELEN H ROBERTS TRUST UA FBO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Which annual return does HELEN H ROBERTS TRUST UA FBO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN H ROBERTS TRUST UA FBO due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN H ROBERTS TRUST UA FBO last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of HELEN H ROBERTS TRUST UA FBO?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $2,000 (ROGER HESS, CO-TRUSTEE).
- How much revenue does HELEN H ROBERTS TRUST UA FBO have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $123,164, expenses of $62,659 and total assets of $579,338 at year end.
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