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HELEN H ROBERTS TRUST UA FBO NEW HAVEN SYMPHONY

NEW HAVEN, Connecticut, 06510

EIN: 06-6195904

4947 a 2 trust

DEMOGRAPHIC

ADDRESS
234 CHURCH ST FL 14
06510
COUNTY
new haven county, CT
IN CARE OF NAME
FLEET INVESTMENT MANAGEMENT

ORGANIZATIONAL OVERVIEW & RANKINGS

HELEN H ROBERTS TRUST UA FBO NEW HAVEN SYMPHONY is a based in NEW HAVEN, CT . Established in July 1998, it operates as an independent trust and contributions are not tax-deductible .

With total assets of $514,260.00, this ranks 288,977 among 2,656,690 nonprofits nationally (Top 11%), demonstrating significant financial capacity relative to its peers. At the state level, it stands at 4,627 out of 30,943 organizations in CT (Top 15%).

In new haven county, CT, the organization ranks 955 out of 6,939 nonprofits by assets (Top 14%), while locally in new haven, it stands at 315 among 1,597 organizations (Top 20%).

The organization reported no revenue in the most recent filing period, placing it at 1,860,070 nationally and 22,984 in CT.

Within its specific NTEE classification ( - N/A), which includes 781,348 similar organizations, HELEN H ROBERTS TRUST UA FBO NEW HAVEN SYMPHONY ranks 89,425 in assets (Top 12%) and 769,831 in revenue (Top 99%).

The organization files a 990 - Not required to file(all other) and operates on a February fiscal year.

CLASSIFICATION

ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
N/A
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
4947 a 2 trust
NTEE COMMON CODE
N/A
NTEE CODE
N/A
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
03/2024
ACCOUNTING PERIOD
03
INCOME CODE
4: $100,000 to $499,999
INCOME AMOUNT
$205,007.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
07/1998
ASSET CODE
5: $500,000 to $999,999
ASSET AMOUNT
$514,260.00
FILING REQUIREMENT CODE
990 - Not required to file(all other)
PF FILING REQUIREMENT CODE
990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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