Donald And Marie Roberts Charitable | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Donald And Marie Roberts Charitable. Data shown is extracted from Form 990-PF filings.

EIN: 41-1765517

Foundation Overview

Based in White Bear Lake, MN, Donald And Marie Roberts Charitable has awarded 70 grants totaling $1,013,184 to organizations in Minnesota and Wisconsin. Individual grants range from $2,499 to $39,073, with a median award of $10,000.

Latest Tax Year
2023
Total Giving (all years)
$1,013,184
Total Assets
$2,373,928
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
16
Median Grant
$10,000
% Median Grant Decline
-29% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 25%

4 of 16 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Minnesota

99% of all grants are concentrated in Minnesota, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Minnesota, funding concentrates in Fergus Falls (22%), St Paul (14%), Ely (14%).

Funding Trajectory
+17%

Stable funding levels with 17% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Community Projects + 3 others

Diversified giving across multiple program areas with primary emphasis on community projects (46%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Donald And Marie Roberts Charitable's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Anoka County Parks $4,629 Andover, MN, US General Support 2023
Ely Community Resource $12,129 Ely, MN, US General Support 2023
Hillcrest Lutheran Academy $5,000 Fergus Falls, MN, US General Support 2023
New Life Academy (Nlaef) $10,000 Woodbury, MN, US General Support 2023
University Of Mn Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2023
White Bear Lake Fireworks Fund $7,500 White Bear Lake, MN, US General Support 2023
Humane Society Of Ottertail County $37,129 Fergus Falls, MN, US General Support 2023
St Croix Preparatory Academy $10,000 Stillwater, MN, US General Support 2023
Anoka County Parks $4,629 Andover, MN, US General Support 2023
Ely Community Resource $12,129 Ely, MN, US General Support 2023
Hillcrest Lutheran Academy $5,000 Fergus Falls, MN, US General Support 2023
New Life Academy (Nlaef) $10,000 Woodbury, MN, US General Support 2023
University Of Mn Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2023
White Bear Lake Fireworks Fund $7,500 White Bear Lake, MN, US General Support 2023
Humane Society Of Ottertail County $37,129 Fergus Falls, MN, US General Support 2023
St Croix Preparatory Academy $10,000 Stillwater, MN, US General Support 2023
Anoka County Parks $10,000 Andover, MN, US General Support 2022
Hillcrest Lutheran Academy $5,000 Fergus Falls, MN, US General Support 2022
New Life Academy (nlaef) $14,072 Woodbury, MN, US General Support 2022
University Of Mn Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2022
Valley Christian Counseling Center $39,073 Hawley, MN, US General Support 2022
Ely Community Resource $14,073 Ely, MN, US General Support 2022
White Bear Lake Fireworks Fund $10,000 White Bear Lake, MN, US General Support 2022
Anoka County Parks $10,000 Andover, MN, US General Support 2022
Hillcrest Lutheran Academy $5,000 Fergus Falls, MN, US General Support 2022
New Life Academy (Nlaef) $14,072 Woodbury, MN, US General Support 2022
University Of Mn Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2022
Valley Christian Counseling Center $39,073 Hawley, MN, US General Support 2022
Ely Community Resource $14,073 Ely, MN, US General Support 2022
White Bear Lake Fireworks Fund $10,000 White Bear Lake, MN, US General Support 2022
Anoka County Parks $10,000 Andover, MN, US General Support 2022
Hillcrest Lutheran Academy $5,000 Fergus Falls, MN, US General Support 2022
New Life Academy (Nlaef) $14,072 Woodbury, MN, US General Support 2022
University Of Mn Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2022
Valley Christian Counseling Center $39,073 Hawley, MN, US General Support 2022
Ely Community Resource $14,073 Ely, MN, US General Support 2022
White Bear Lake Fireworks Fund $10,000 White Bear Lake, MN, US General Support 2022
Anoka County Parks $10,000 Andover, MN, US General Support 2021
Hillcrest Lutheran Academy $3,052 Fergus Falls, MN, US General Support 2021
Lake Region Healthcare $16,526 Fergus Falls, MN, US General Support 2021
New Life Academy (nlaef) $20,000 Woodbury, MN, US General Support 2021
The Ely Community Resource Inc $8,053 Ely, MN, US Support Of Substance Abuse Programs 2021
University Of Mn Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2021
Valley Christian Counseling Center $16,526 Hawley, MN, US General Support 2021
Anoka County Parks $10,000 Andover, MN, US General Support 2020
Arden Hills Foundation $2,602 Arden Hills, MN, US Support Community 2020
Lake Region Healthcare $32,602 Fergus Falls, MN, US General Support 2020
New Life Academy (nlaef) $15,000 Woodbury, MN, US General Support 2020
The Ely Community Resource Inc $7,602 Ely, MN, US Support Of Substance Abuse Programs 2020
University Of Mn Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2020
Hillcrest Lutheran Academy $5,000 Fergus Falls, MN, US General Support 2020
Arden Hills Foundation $5,000 Arden Hills, MN, US Support Community 2018
Lake Region Healthcare $27,915 Fergus Falls, MN, US Charitable 2018
New Life Academy $10,000 Woodbury, MN, US Charitable 2018
Ralph Reeder Food Shelf $6,457 New Brighton, MN, US Support Of Providing Emergency And Supplemental Food Assistance To Individuals And Families In Need 2018
The Ely Community Resource Inc $2,915 Ely, MN, US Support Of Substance Abuse Programs 2018
University Of Mn Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2018
White Bear Area Food Shelf $6,457 White Bear Lake, MN, US Charitable 2018
University Of Mn Veterinary Medical Center $15,000 St Paul, MN, US Support Education In The Veterinary Field 2017
Ralph Reeder Food Shelf $5,000 New Brighton, MN, US Support Of Providing Emergency And Supplemental Food Assistance To Individuals And Families In Need 2017
Fergus Falls 544 Education Foundation $3,000 Fergus Falls, MN, US Support Public Education In Fergus Falls. 2017
The Ely Community Resource Inc $3,684 Ely, MN, US Support Of Substance Abuse Programs 2017
Trinity Academy $20,184 Hudson, WI, US Support Education 2017
Lake Region Healthcare $15,684 Fergus Falls, MN, US Charitable 2017
Minnesota Waterfowl Association $2,499 Hopkins, MN, US Support Mn Waterfowl Habitat. 2016
University Of Minnesota Veterinary Medical Center $25,000 St Paul, MN, US Support Education In The Veterinary Field 2016
Ralph Reeder Food Shelf $12,000 New Brighton, MN, US Support Of Providing Emergency And Supplemental Food Assistance To Individuals And Families In Need. 2016
Arden Hills Foundation $15,499 Arden Hills, MN, US Support Community 2016
Fergus Falls 544 Education Foundation $33,999 Fergus Falls, MN, US Support Public Education In Fergus Falls. 2016
The Ely Community Resource Inc $6,500 Ely, MN, US Support Of Substance Abuse Programs. 2016

Foundations Similar to Donald And Marie Roberts Charitable

Discover 5 foundations with comparable assets ($2,327,162-$2,407,889), similar grant patterns, and geographic focus in MN that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 26-1846876 | 125 grants awarded
$2,365,105
(≈ Similar)
$6,000
median grant
Tonka Bay, MN
Same state
100%
Excellent match

EIN: 34-2004580 | 131 grants awarded
$2,344,952
(≈ Similar)
$5,000
median grant
Minnetonka, MN
Same state
99%
Excellent match

EIN: 26-3074723 | 181 grants awarded
$2,406,909
(≈ Similar)
$10,000
median grant
Minneapolis, MN
Same state
99%
Excellent match

EIN: 46-1010695 | 62 grants awarded
$2,407,889
(≈ Similar)
$20,000
median grant
Delano, MN
Same state
99%
Excellent match

EIN: 46-0542164 | 128 grants awarded
$2,327,162
(≈ Similar)
$10,000
median grant
Plymouth, MN
Same state
99%
Excellent match

Contact Information

Official contact details for Donald And Marie Roberts Charitable as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 41-1765517
Website N/A
Address 1825 BUERKLE RD White Bear Lk, MN 55110-5246

Key People (3)

Board members, trustees, and key staff who oversee Donald And Marie Roberts Charitable's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Co-president/ Treasurer Shana M Barry
Co-president/ Treasurer Steven D Roberts
Vp/secretary Nicholas S Roberts

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Donald And Marie Roberts Charitable is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.