Funder DirectoryLOUIS A ROBERG ENDOWMENT TRUST
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Private foundation (trust)EIN 416223072Est. 1980-04

LOUIS A ROBERG ENDOWMENT TRUST

LITCHFIELD, MN 55355

Total Assets

$1.0M

FY 2023

Annual Giving

$51K

FY 2023

Grants Made

14

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$1K–$12K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$61K

Total Expenses

$82K

Qualifying Distributions

$51K

Distributable Amount

$49K

Min. Investment Return

$49K

Undistributed Income

$47K

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

14 grants

Grant sizes from minimum $1K through median $3K to maximum $12K, 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 2019 to 2023. Peak $51K in 2023. Hover bars for details.

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

Top Recipients

76 grants

SOUTH DAKOTA STATE UNIVERSITY
$29K
5 grants
NORTH DAKOTE STATE UNIVERSITY
$28K
4 grants
UNIVERSITY OF MN - DULUTH
$20K
4 grants
UNIVERSITY OF MN - TWIN CITIES
$19K
5 grants
MN STATE UNIVERSITY - MANKATO
$13K
2 grants
ST CLOUD STATE UNIVERSITY
$12K
3 grants
RIDGEWATER COLLEGE
$10K
2 grants
UNIVERSITY OF MN - MORRIS
$9K
3 grants

Grant Size Distribution

74 grants

<$10K
73
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

12 states

Minnesota
$124K
54% of total
North Dakota
$32K
14% of total
South Dakota
$29K
13% of total
Wisconsin
$19K
8% of total
Montana
$5K
2% of total
Iowa
$4K
2% of total
Arizona
$4K
2% of total
Michigan
$4K
2% of total
South Carolina
$3K
1% of total
West Virginia
$3K
1% of total

+2 more states

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