Funder DirectoryDONALD AND MARIE ROBERTS CHARITABLE
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Private foundation (trust)EIN 411765517Est. 1993-12

DONALD AND MARIE ROBERTS CHARITABLE

WHITE BEAR LAKE, MN 55110

Total Assets

$2.4M

FY 2023

Annual Giving

$111K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$14K

FY 2023

Grant Range

$5K–$37K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$107K

Total Expenses

$128K

Qualifying Distributions

$114K

Distributable Amount

$112K

Min. Investment Return

$113K

Undistributed Income

$109K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $5K through median $10K to maximum $37K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $117K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

36 grants

UNIVERSITY OF MN VETERINARY MEDICAL CENTER
$125K
5 grants
LAKE REGION HEALTHCARE
$77K
3 grants
NEW LIFE ACADEMY (NLAEF)
$59K
4 grants
VALLEY CHRISTIAN COUNSELING CENTER
$56K
2 grants
HUMANE SOCIETY OF OTTERTAIL COUNTY
$37K
1 grant
ANOKA COUNTY PARKS
$35K
4 grants
ELY COMMUNITY RESOURCE
$26K
2 grants
THE ELY COMMUNITY RESOURCE INC
$19K
3 grants

Grant Size Distribution

36 grants

<$10K
20
grants
$10–50K
16
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Minnesota
$509K
100% of total

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DONALD AND MARIE ROBERTS CHARITABLE — Grants, Financials & Contact | Grantivo