Louis a Roberg Endowment Trust
The Louis A Roberg Endowment Trust is a private foundation based in Litchfield, Minnesota. Its 2025 filing lists grants to educational institutions for scholarships.
Louis a Roberg Endowment Trust at a glance
In short: Louis a Roberg Endowment Trust gave $47K across 14 grants in 2025 (avg $3K), top state Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $47,400
- -6.1% vs 2024
- Grants made (2025)
- 14
- +0.0% vs 2024
- Average grant
- $3,386
- -6.1% vs 2024
- Median grant
- $2,500
- Total assets
- $764,920
- -3.6% vs 2024
- Primary geography
- Minnesota (47% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Louis a Roberg Endowment Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 34 East Second Street, Litchfield, MN 55355
Phone: (320) 693-3289
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Louis a Roberg Endowment Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was St Cloud Technical & Comm Coll ($4K). Together the top 8 received $21K.
Organizations only. It also paid 6 individual scholarships ($26,000), which are not listed by name.
Grant Size Distribution
73 grants across all recorded years
The most common grant size was under $50K: 73 grants of 73 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in Minnesota (47%), an individual recipient (28%), an individual recipient (10%), Wisconsin (7%), and Florida (5%). The listed grants also include Southwestern Community College in Iowa.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
How Louis a Roberg Endowment Trust gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $43K (2020) to $51K (2024). In 2025 it made 14 grants totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 6 individual scholarships Recipients not named | — | $26,000 |
| St Cloud Technical & Comm Coll St Cloud, MN | Scholarship | $4,000 |
| Winona State University Winona, MN | Scholarship | $3,500 |
| Universoty of Wisc - River Falls River Falls, WI | Scholarship | $3,400 |
| University of MN - Duluth Duluth, MN | Scholarship | $2,500 |
| University of MN - Morris Morris, MN | Scholarship | $2,500 |
| University of South Florida Tampa, FL | Scholarship | $2,500 |
| Ridgewater College Hutchinson, MN | Scholarship | $2,000 |
| Southwestern Community College Creston, IA | Scholarship | $1,000 |
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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 | $764,920 | $52,291 | $80,535 | $47,400 | 14 | $47,400 | $19,156 | $51,033 |
| 2024 | $793,891 | $60,709 | $82,216 | $50,500 | 14 | $50,500 | $28,993 | $48,694 |
| 2023 | $816,211 | $28,873 | $78,598 | $46,000 | 14 | $46,000 | — | $49,170 |
| 2022 | $866,462 | $63,052 | $75,994 | $43,000 | 14 | $43,000 | $30,058 | $54,092 |
| 2021 | $881,537 | $40,143 | $78,483 | $47,000 | 17 | — | $7,160 | $57,225 |
| 2020 | $922,454 | $38,408 | $74,037 | $42,500 | 15 | — | $6,871 | $51,621 |
| 2019 | $958,083 | $56,256 | $77,578 | $44,000 | 16 | — | — | $51,507 |
Under IRS private-foundation payout rules, Louis a Roberg Endowment Trust reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for scholarships at colleges and universities. One recipient, Southwestern Community College, describes its own mission as providing scholarships to its students and grants to encourage and promote the college’s academic development and fundamental growth.
Grantmaking
In filing year 2025, the foundation gave $47,400 through 14 grants. Grants ranged from $1,000 to $11,300, with a median of $2,500. Notable grants included $11,300 to an individual recipient State University, $4,900 to an individual recipient State University, and $4,000 to an individual recipient Technical & Community College, each designated for scholarships. Southwestern Community College received $1,000 in 2025.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rebecca M Rue as trustee.
Louis a Roberg Endowment Trust is led by Rebecca M. Rue, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Rebecca M. Rue
Trustee
On filings since 2019
$8K (2019) → $15K (2025)
Former officers (1)
- Former: Mark Wood (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to Rebecca M Rue (Trustee).
Frequently asked questions about Louis a Roberg Endowment Trust
How much does Louis a Roberg Endowment Trust give each year?
Louis a Roberg Endowment Trust gave $47K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 14 grants.
What is Louis a Roberg Endowment Trust's typical grant size?
Louis a Roberg Endowment Trust's median grant in 2025 was $2,500, and its average grant was $3,386, across 14 grants on its 2025 IRS Form 990-PF.
Where does Louis a Roberg Endowment Trust give grants?
Louis a Roberg Endowment Trust's top state is Minnesota, with 47% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were North Dakota (28%) and South Dakota (10%).
Does Louis a Roberg Endowment Trust give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on Louis a Roberg Endowment Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (14 grants).
Who are Louis a Roberg Endowment Trust's largest grantees?
Louis a Roberg Endowment Trust's largest 2025 grantees include St Cloud Technical & Comm Coll ($4,000), Winona State University ($3,500) and Universoty of Wisc - River Falls ($3,400), according to its 2025 IRS Form 990-PF. It also paid 6 individual scholarships ($26,000), which are not listed by name. Together they received 23% of its itemized 2025 grant dollars.
How large is Louis a Roberg Endowment Trust?
Louis a Roberg Endowment Trust reported $765K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Louis a Roberg Endowment Trust fund?
No mission statement for the foundation is provided. Its 2025 grants show support for scholarships at colleges and universities. See mission & focus areas ↑
How do I apply for a grant from Louis a Roberg Endowment Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Louis a Roberg Endowment Trust's EIN?
Louis a Roberg Endowment Trust's EIN (Employer Identification Number) is 41-6223072. IRS Form 990 filing data is available on this page for 2019–2025.
Does Louis a Roberg Endowment Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
- IRS filings on file for fiscal years 2019–2025
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Figures come from Louis a Roberg Endowment Trust'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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