Donald And Marie Roberts Charitable Foundation

C O Sidney Kaplan

White Bear Lk, MN
Tax-exempt since Dec. 1993
EIN: 41-1765517

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

−$16.2k (2024)

Expenses

$122k (2024)

Total Assets

$1.65M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

-$16,186

Expenses

$122,427

Net Income

-$138,613

Net Assets

$1,653,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,637
Dividends	$57,831
Sales of Assets	-$82,764
Other Income	$110

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,751	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,653,723
Total Liabilities	$0
Net Assets	$1,653,723

Compensation

Key Employees and Officers	Compensation	Other
Shana M Barry (Co President/ Treasurer)	$0	$0
Steven D Roberts (Co President/ Treasurer)	$0	$0
Nicholas S Roberts (Vp/Secretary)	$0	$0

990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$107,046

Expenses

$128,058

Net Income

-$21,012

Net Assets

$1,792,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,650	8.1%
Dividends	$71,731	67.0%
Sales of Assets	$26,665	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,723	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,792,336
Total Liabilities	$0
Net Assets	$1,792,336

Compensation

Key Employees and Officers	Compensation	Other
Shana M Barry (Co President/ Treasurer)	$0	$0
Steven D Roberts (Co President/ Treasurer)	$0	$0
Nicholas S Roberts (Vp/Secretary)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$180,237

Expenses

$133,476

Net Income

$46,761

Net Assets

$1,813,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,975	3.9%
Dividends	$69,739	38.7%
Sales of Assets	$103,523	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,524	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,813,348
Total Liabilities	$0
Net Assets	$1,813,348

Compensation

Key Employees and Officers	Compensation	Other
Shana M Barry (Co President/ Treasurer)	$0	$0
Steven D Roberts (Co President/ Treasurer)	$0	$0
Nicholas S Roberts (Vp/Secretary)	$0	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$85,859

Expenses

$114,537

Net Income

-$28,678

Net Assets

$1,766,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,726	10.2%
Dividends	$46,964	54.7%
Sales of Assets	$30,169	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,508	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,766,587
Total Liabilities	$0
Net Assets	$1,766,587

Compensation

Key Employees and Officers	Compensation	Other
Shana M Barry (Co President/ Treasurer)	$0	$0
Steven D Roberts (Co President/ Treasurer)	$0	$0
Nicholas S Roberts (Vp/Secretary)	$0	$0

990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

-$24,048

Expenses

$108,498

Net Income

-$132,546

Net Assets

$1,795,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,310
Dividends	$58,299
Sales of Assets	$0
Other Income	$576

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,641	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,795,265
Total Liabilities	$1
Net Assets	$1,795,264

Compensation

Key Employees and Officers	Compensation	Other
Shana M Barry (Co President/ Treasurer)	$0	$0
Steven D Roberts (Co President/ Treasurer)	$0	$0
Nicholas S Roberts (Vp/Secretary)	$0	$0

990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

-$5,596

Expenses

$117,572

Net Income

-$123,168

Net Assets

$1,927,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,691
Dividends	$79,439
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,492	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,927,811
Total Liabilities	$1
Net Assets	$1,927,810

Compensation

Key Employees and Officers	Compensation	Other
Shana M Barry (Co President/ Treasurer)	$0	$0
Steven D Roberts (Co President/ Treasurer)	$0	$0
Nicholas S Roberts (Vp/Secretary)	$0	$0

990-PF

Filed on April 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$93,397

Expenses

$99,120

Net Income

-$5,723

Net Assets

$2,050,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,783	5.1%
Interest Revenue	$11,391	12.2%
Dividends	$70,044	75.0%
Sales of Assets	-$18,846
Other Income	$26,025	27.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,769	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,050,979
Total Liabilities	$0
Net Assets	$2,050,979

Compensation

Key Employees and Officers	Compensation	Other
Shana M Barry (Co President/ Treasurer)	$0	$0
Steven D Roberts (Co President/ Treasurer)	$0	$0
Nicholas S Roberts (Vp/Secretary)	$0	$0

990-PF

Filed on June 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

-$2,024,483

Expenses

$75,285

Net Income

-$2,099,768

Net Assets

$2,072,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$281
Dividends	$66,412
Sales of Assets	-$2,101,305
Other Income	$10,129

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,327	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,072,669
Total Liabilities	$0
Net Assets	$2,072,669

Compensation

Key Employees and Officers	Compensation	Other
Shana M Barry (Co President/ Treasurer)	$0	$0
Steven D Roberts (Co President/ Treasurer)	$0	$0
Nicholas S Roberts (Vp/Secretary)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$80,409

Expenses

$109,691

Net Income

-$29,282

Net Assets

$4,204,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$114,549	> 100%
Sales of Assets	-$39,395
Other Income	$5,239	6.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,272	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,204,667
Total Liabilities	$0
Net Assets	$4,204,667

Compensation

Key Employees and Officers	Compensation	Other
Shana Barry (President)	$0	$0
Steven Roberts (Vp/Secretary/Treas)	$0	$0

990-PF

Filed on Oct. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$158,483

Expenses

$144,469

Net Income

$14,014

Net Assets

$4,235,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$152,754	96.4%
Sales of Assets	$0
Other Income	$5,714	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,925	78.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,235,239
Total Liabilities	$0
Net Assets	$4,235,239

Compensation

Key Employees and Officers	Compensation	Other
Shana Barry (President)	$0	$0
Steven Roberts (Vp/Secretary/Treas)	$0	$0

990-PF

Filed on Aug. 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$467,054

Expenses

$203,321

Net Income

$263,733

Net Assets

$4,221,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$226,708	48.5%
Sales of Assets	$229,308	49.1%
Other Income	$11,029	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,525	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,221,225
Total Liabilities	$0
Net Assets	$4,221,225

Compensation

Key Employees and Officers	Compensation	Other
Shana Barry (President)	$0	$0
Steven Roberts (Vp/Secretary/Treas)	$0	$0

990-PF

Filed on July 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$439,192

Expenses

$238,585

Net Income

$200,607

Net Assets

$3,957,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$258,666	58.9%
Sales of Assets	$164,906	37.5%
Other Income	$15,619	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,574	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,957,492
Total Liabilities	$0
Net Assets	$3,957,492

Compensation

Key Employees and Officers	Compensation	Other
Shana Barry (President)	$0	$0
Steven Roberts (Vp/Secretary/Treas)	$0	$0

990-PF

Filed on Sept. 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,613,589

Expenses

$186,885

Net Income

$1,426,704

Net Assets

$3,756,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$171,386	10.6%
Sales of Assets	$1,442,203	89.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,324	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,756,885
Total Liabilities	$1
Net Assets	$3,756,884

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$55,050

Expenses

$162,079

Net Income

-$217,129

Net Assets

$2,330,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,434
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,119	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,330,181
Total Liabilities	$0
Net Assets	$2,330,181

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Donald And Marie Roberts Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$16.2k (2024)

Expenses $122k (2024)

Total Assets $1.65M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

−$16.2k (2024)

Expenses

$122k (2024)

Total Assets

$1.65M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001