//
Also known as: FOUNDATION
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Donald And Marie Roberts Charitable Foundation is a private corporation based in WHITE BEAR LK, MN. The foundation received its IRS ruling in 1993. The principal officer is Sidney Kaplan. It holds total assets of $1.7M. Annual income is reported at $611K. Total assets have decreased from $2.3M in 2011 to $1.8M in 2023. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. Grantmaking is concentrated in Minnesota. According to available records, Donald And Marie Roberts Charitable Foundation has made 29 grants totaling $444K, with a median grant of $10K. The foundation has distributed between $98K and $234K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $234K distributed across 14 grants. Individual grants have ranged from $3K to $39K, with an average award of $15K. The foundation has supported 12 unique organizations. Grant recipients are concentrated in Minnesota. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$10K
Average Grant
$14K
Largest Grant
$33K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Donald And Marie Roberts Charitable Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 29 grants. Its grantmaking reaches organizations primarily in MN.
Donald And Marie Roberts Charitable Foundation has distributed a total of $444K across 29 grants. The median grant size is $10K, with an average of $15K. Individual grants have ranged from $3K to $39K.
Donald And Marie Roberts Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Donald And Marie Roberts Charitable Foundation is headquartered in WHITE BEAR LK, MN.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Shana M Barry | CO-PRESIDENT/ TREASURER | $0 | $0 | N/A |
| Steven D Roberts | CO-PRESIDENT/ TREASURER | $0 | $0 | N/A |
| Nicholas S Roberts | VP/SECRETARY | $0 | $0 | N/A |
Total Giving
$128K
Total Assets
$1.8M
Fair Market Value
$2.4M
Net Worth
$1.8M
Grants Paid
$111K
Contributions
N/A
Net Investment Income
$96K
Distribution Amount
$112K
Total: N/A
Total Grants
29
Total Giving
$444K
Average Grant
$15K
Median Grant
$10K
Unique Recipients
12
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Humane Society Of Ottertail CountyGENERAL SUPPORT | Fergus Falls, MN | $37K | 2023 |
| University Of Mn Veterinary Medical CenterSUPPORT EDUCATION IN THE VETERINARY FIELD | St Paul, MN | $25K | 2023 |
| Ely Community ResourceGENERAL SUPPORT | Ely, MN | $12K | 2023 |
| New Life Academy (Nlaef)GENERAL SUPPORT | Woodbury, MN | $10K | 2023 |
| St Croix Preparatory AcademyGENERAL SUPPORT | Stillwater, MN | $10K | 2023 |
| White Bear Lake Fireworks FundGENERAL SUPPORT | White Bear Lake, MN | $8K | 2023 |
| Hillcrest Lutheran AcademyGENERAL SUPPORT | Fergus Falls, MN | $5K | 2023 |
| Anoka County ParksGENERAL SUPPORT | Andover, MN | $5K | 2023 |
| Valley Christian Counseling CenterGENERAL SUPPORT | Hawley, MN | $39K | 2022 |
| Lake Region HealthcareGENERAL SUPPORT | Fergus Falls, MN | $33K | 2020 |
| The Ely Community Resource IncSUPPORT OF SUBSTANCE ABUSE PROGRAMS | Ely, MN | $8K | 2020 |
| Arden Hills FoundationSUPPORT COMMUNITY | Arden Hills, MN | $3K | 2020 |