Private Foundation

DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION

DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION is a Private Foundation headquartered in WHITE BEAR LAKE, MN. Financial data from the 2024 filing: $-16K revenue, $122K expenses, $1.7M total assets. IRS filings disclose 58 grants awarded by this foundation, totaling roughly $780K.

EIN: 411765517 WHITE BEAR LAKE, MN Latest filing: 2024
Total Revenue$-16K
Total Expenses$122K
Total Assets$1.7M
Grants Given58
Grant Total$780K
Filing Years2020–2024

Sample Grants Given

HUMANE SOCIETY OF OTTERTAIL COUNTY
FERGUS FALLS, MN · 2024
GENERAL SUPPORT
$36,480
UNIVERSITY OF MN VETERINARY MEDICAL CENTER
ST PAUL, MN · 2024
SUPPORT EDUCATION IN THE VETERINARY FIELD
$25,000
NEW LIFE ACADEMY (NLAEF)
WOODBURY, MN · 2024
GENERAL SUPPORT
$13,000
ST CROIX PREPARATORY ACADEMY
STILLWATER, MN · 2024
GENERAL SUPPORT
$13,000
ELY COMMUNITY RESOURCE
ELY, MN · 2024
GENERAL SUPPORT
$11,480

Showing up to 5 of 58 total records — full history available with membership.

Officers & Directors

VP/SECRETARY Nicholas S Roberts
CO-PRESIDENT/ TREASURER Shana M Barry
CO-PRESIDENT/ TREASURER Steven D Roberts

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$454,329 34 grants
SUPPORT EDUCATION IN THE VETERINARY FIELD
$190,000 8 grants
CHARITABLE
$60,056 4 grants
SUPPORT OF SUBSTANCE ABUSE PROGRAMS
$30,332 5 grants
SUPPORT EDUCATION
$20,184 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $-16K $122K $1.7M
2023 $107K $128K $1.8M
2022 $180K $133K $1.8M
2021 $86K $115K $1.8M
2020 $-24K $108K $1.8M

Between 2020 and 2024, reported annual revenue moved from $-24K to $-16K, with total assets most recently reported at $1.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MN, WI.

MNWI

Full geographic grant map with state-by-state breakdown available with membership.

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