Donald and Marie Roberts Charitable Foundation

Private foundation · Grantmaker White Bear Lake, MN EIN: 41-1765517

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

Humane Society of Ottertail County: $42KHumane Society of OttertailCounty$42KSt Croix Preparatory Academy: $30KSt Croix Preparatory Academy$30KUniversity of MN Veterinary Medical Center: $25KUniversity of MN VeterinaryMedical Center$25KELY Community Resource: $17KELY Community Resource$17KNew Life Academy (Nlaef): $10KNew Life Academy (Nlaef)$10KAnoka County Parks: $2KAnoka County Parks$2K

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

36<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 36 grants of 36 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

States

Cities

Fergus FallsAndoverELYSt. PaulWoodburyStillwaterHawleyArden Hills

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

$0$50K$100K$150K7 grants2020 7 grants2021 7 grants2022 8 grants2023 8 grants2024 6 grants2025

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

RecipientPurposeAmount
Humane Society of Ottertail County Fergus Falls, MNGeneral Support$41,979
St Croix Preparatory Academy Stillwater, MNGeneral Support$30,000
University of MN Veterinary Medical Center St. Paul, MNSupport Education in the Veterinary Field$25,000
ELY Community Resource ELY, MNGeneral Support$16,978
New Life Academy (Nlaef) Woodbury, MNGeneral Support$10,000
Anoka County Parks Andover, MNGeneral Support$1,978
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,508,381$994,819$140,161$125,9356$127,840$983,041$121,983
2024$1,653,723$-16,186$122,427$108,9418$110,751$54,902$127,245
2023$1,792,336$107,046$128,058$111,3878$113,723$96,373$111,777
2022$1,813,348$180,237$133,476$117,2187$120,524$168,519$114,693
2021$1,766,587$85,859$114,537$99,1577$102,508$74,358$120,569
2020$1,795,265$-24,048$108,498$97,8067—$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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS August 7, 2026)
  7. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Donald and Marie Roberts Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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