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Nonprofit · EIN 36-4401144

GRACE ROBERTI FOUNDATION

Tax-exempt · WOODSTOCK, IL 60098

Financials

$31K$109K2023$202K$123K2024$211K$155K2025
Revenue Expenses · by fiscal year end
Financials of GRACE ROBERTI FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$210,919$155,152$55,767$1,886,310$0$1,886,310
December 31, 2024990-PF$201,695$122,683$79,012$1,726,907$0$1,726,907
December 31, 2023990-PF$30,714$108,632-$77,918$1,647,895$0$1,647,895
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$38,808
Net gain from sales of assets
$172,111

Expenses

Grants and similar amounts paid
$134,500
Excise tax on investment income
$2,646

Balance sheet and other

Total assets, start of year
$1,726,907
Total assets, end of year
$1,886,310
Total liabilities, end of year
$0
Net assets, end of year
$1,886,310
Fair market value of assets
$2,438,017
Qualifying distributions
$134,500
Net investment income
$210,919

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARIBETH ROBERTI
769 BEVERLY PLACE, LAKE FOREST, IL 60045
PRESIDENT5$0
LAURA-LEE SCHWEFEL
1558 N CREEKSIDE LANE, LAKE GENEVA, WI 53147
SECRETARY1$0
JOAN ROBERTI
21 OLD MILL RD, LAKE FOREST, IL 60045
DIRECTOR1$0
NANCY BASILE-BURKE
138 GINGERWOOD COURT, MELBOURNE, FL 32940
DIRECTOR1$0
DAVID CONKLIN
9 TRAFALGAR DRIVE, LIVINGSTON, NJ 07039
DIRECTOR1$0
CHRISTOPHER ROBERTI
3708 ALDEN ROAD, WOODSTOCK, IL 60098
TREASURER1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
MARIBETH ROBERTI
769 BEVERLY PLACE, LAKE FOREST, IL 60045
PRESIDENT5$0
LAURA-LEE SCHWEFEL
1558 N CREEKSIDE LANE, LAKE GENEVA, WI 53147
SECRETARY1$0
JOAN ROBERTI
21 OLD MILL RD, LAKE FOREST, IL 60045
DIRECTOR1$0
NANCY BASILE-BURKE
138 GINGERWOOD COURT, MELBOURNE, FL 32940
DIRECTOR1$0
DAVID CONKLIN
9 TRAFALGAR DRIVE, LIVINGSTON, NJ 07039
DIRECTOR1$0
CHRISTOPHER ROBERTI
3708 ALDEN ROAD, WOODSTOCK, IL 60098
TREASURER1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARIBETH ROBERTI
769 BEVERLY PLACE, LAKE FOREST, IL 60045
PRESIDENT5$0
LAURA-LEE SCHWEFEL
1558 N CREEKSIDE LANE, LAKE GENEVA, WI 53147
SECRETARY1$0
JOAN ROBERTI
21 OLD MILL RD, LAKE FOREST, IL 60045
DIRECTOR1$0
CHRISTOPHER ROBERTI
3708 ALDEN ROAD, WOODSTOCK, IL 60098
TREASURER1$0

Address and contacts

Address (IRS master file)
3708 ALDEN RD, WOODSTOCK, IL 60098-9707
In care of
% MARIBETH R ROBERTI
Signed the 990-PF
MARIBETH R ROBERTI, PRESIDENT
Phone
(815) 337-3500
Return prepared by
DAVID L CANMANN 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-4401144
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,886,310
Income (IRS master file)
$229,212

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$210,919$155,152$1,886,310XML
990-PFDecember 2024$201,695$122,683$1,726,907IRS
990-PFDecember 2023$30,714$108,632$1,647,895XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 36-4401144).

Questions about GRACE ROBERTI FOUNDATION

What is the EIN of GRACE ROBERTI FOUNDATION?
The employer identification number (EIN) of GRACE ROBERTI FOUNDATION is 36-4401144.
Is GRACE ROBERTI FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to GRACE ROBERTI FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GRACE ROBERTI FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GRACE ROBERTI FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GRACE ROBERTI FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of GRACE ROBERTI FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does GRACE ROBERTI FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $210,919, expenses of $155,152 and total assets of $1,886,310 at year end.

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