Donald and Marie Roberts Charitable Foundation
Donald and Marie Roberts Charitable Foundation is a private foundation, based in White Bear Lake, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 6 grants totaling $126K. Net investment income was $983K.
Donald and Marie Roberts Charitable Foundation at a glance
In short: Donald and Marie Roberts Charitable Foundation gave $126K across 6 grants in 2025 (avg $21K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $125,935
- +15.6% vs 2024
- Grants made (2025)
- 6
- -25.0% vs 2024
- Average grant
- $20,989
- +54.1% vs 2024
- Median grant
- $20,989
- Total assets
- $2,508,381
- +51.7% vs 2024
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Donald and Marie Roberts Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Humane Society of Ottertail County ($42K). Together the top 6 received $126K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 36 grants of 36 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Donald and Marie Roberts Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $98K (2020) to $126K (2025). In 2025 it made 6 grants totaling $126K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Humane Society of Ottertail County Fergus Falls, MN | General Support | $41,979 |
| St Croix Preparatory Academy Stillwater, MN | General Support | $30,000 |
| University of MN Veterinary Medical Center St. Paul, MN | Support Education in the Veterinary Field | $25,000 |
| ELY Community Resource ELY, MN | General Support | $16,978 |
| New Life Academy (Nlaef) Woodbury, MN | General Support | $10,000 |
| Anoka County Parks Andover, MN | General Support | $1,978 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,508,381 | $994,819 | $140,161 | $125,935 | 6 | $127,840 | $983,041 | $121,983 |
| 2024 | $1,653,723 | $-16,186 | $122,427 | $108,941 | 8 | $110,751 | $54,902 | $127,245 |
| 2023 | $1,792,336 | $107,046 | $128,058 | $111,387 | 8 | $113,723 | $96,373 | $111,777 |
| 2022 | $1,813,348 | $180,237 | $133,476 | $117,218 | 7 | $120,524 | $168,519 | $114,693 |
| 2021 | $1,766,587 | $85,859 | $114,537 | $99,157 | 7 | $102,508 | $74,358 | $120,569 |
| 2020 | $1,795,265 | $-24,048 | $108,498 | $97,806 | 7 | — | $58,752 | $100,991 |
Under IRS private-foundation payout rules, Donald and Marie Roberts Charitable Foundation reported a distributable amount of $122K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Donald and Marie Roberts Charitable Foundation is led by Shana M. Barry, Co-President & Treasurer on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Shana M. Barry
Co-President & Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Steven D. Roberts
Co-President & Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Nicholas S. Roberts
Vice President & Secretary
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Donald and Marie Roberts Charitable Foundation
How much does Donald and Marie Roberts Charitable Foundation give each year?
Donald and Marie Roberts Charitable Foundation gave $126K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $109K across 8 grants.
What is Donald and Marie Roberts Charitable Foundation's typical grant size?
Donald and Marie Roberts Charitable Foundation's median grant in 2025 was $20,989, and its average grant was $20,989, across 6 grants on its 2025 IRS Form 990-PF.
Where does Donald and Marie Roberts Charitable Foundation give grants?
Donald and Marie Roberts Charitable Foundation gives mostly in Minnesota: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Donald and Marie Roberts Charitable Foundation give general operating support?
Yes: 83% of Donald and Marie Roberts Charitable Foundation's 2025 grants with a stated purpose (5 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Donald and Marie Roberts Charitable Foundation's largest grantees?
Donald and Marie Roberts Charitable Foundation's largest 2025 grantees include Humane Society of Ottertail County ($41,979), St Croix Preparatory Academy ($30,000) and University of MN Veterinary Medical Center ($25,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is Donald and Marie Roberts Charitable Foundation?
Donald and Marie Roberts Charitable Foundation reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $128K in qualifying distributions that year, against a required minimum of $122K (roughly 5% of its investment assets).
What is Donald and Marie Roberts Charitable Foundation's EIN?
Donald and Marie Roberts Charitable Foundation's EIN (Employer Identification Number) is 41-1765517. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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