Louis A Roberg Endowment Trust

Litchfield, MN
Tax-exempt since April 1980
EIN: 41-6223072

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.

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 Sept.
2025

Revenue

$52,291

Expenses

$80,535

Net Income

-$28,244

Net Assets

$764,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$524	1.0%
Dividends	$26,279	50.3%
Sales of Assets	$25,488	48.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,400	58.9%
Compensation of Officers*	$15,060	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$764,920
Total Liabilities	$0
Net Assets	$764,920

Compensation

Key Employees and Officers	Compensation	Other
Rebecca M Rue (Trustee)	$15,060	$0

990-PF

Filed on Feb. 12, 2026

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$60,709

Expenses

$82,216

Net Income

-$21,507

Net Assets

$793,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$573	0.9%
Dividends	$26,423	43.5%
Sales of Assets	$33,713	55.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,500	61.4%
Compensation of Officers*	$15,060	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$793,891
Total Liabilities	$0
Net Assets	$793,891

Compensation

Key Employees and Officers	Compensation	Other
Rebecca M Rue (Trustee)	$15,060	$0

990-PF

Filed on Feb. 7, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2023

Revenue

$28,873

Expenses

$78,598

Net Income

-$49,725

Net Assets

$816,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.1%
Dividends	$24,997	86.6%
Sales of Assets	$3,603	12.5%
Other Income	$253	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,000	58.5%
Compensation of Officers*	$7,500	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$816,211
Total Liabilities	$0
Net Assets	$816,211

Compensation

Key Employees and Officers	Compensation	Other
Rebecca M Rue (Trustee)	$7,500	$0

990-PF

Filed on Feb. 13, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$63,052

Expenses

$75,994

Net Income

-$12,942

Net Assets

$866,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$31,056	49.3%
Sales of Assets	$31,985	50.7%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	56.6%
Compensation of Officers*	$15,000	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$866,462
Total Liabilities	$0
Net Assets	$866,462

Compensation

Key Employees and Officers	Compensation	Other
Mark Wood (Trustee)	$0	$0
Rebecca M Rue (Trustee)	$0	$0

990-PF

Filed on Feb. 3, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$40,143

Expenses

$78,483

Net Income

-$38,340

Net Assets

$881,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$27,795	69.2%
Sales of Assets	$12,325	30.7%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,500	58.0%
Compensation of Officers*	$15,000	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$881,537
Total Liabilities	$0
Net Assets	$881,537

Compensation

Key Employees and Officers	Compensation	Other
Mark Wood (Trustee)	$7,500	$0
Rebecca M Rue (Trustee)	$7,500	$0

990-PF

Filed on Feb. 15, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$38,408

Expenses

$74,037

Net Income

-$35,629

Net Assets

$922,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32	0.1%
Dividends	$29,510	76.8%
Sales of Assets	$8,866	23.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	57.4%
Compensation of Officers*	$15,000	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$922,454
Total Liabilities	$1
Net Assets	$922,453

Compensation

Key Employees and Officers	Compensation	Other
Mark Wood (Trustee)	$7,500	$0
Rebecca M Rue (Trustee)	$7,500	$0

990-PF

Filed on Feb. 11, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$56,256

Expenses

$77,578

Net Income

-$21,322

Net Assets

$958,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$182	0.3%
Dividends	$30,207	53.7%
Sales of Assets	$25,867	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,000	56.7%
Compensation of Officers*	$15,000	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$958,083
Total Liabilities	$1
Net Assets	$958,082

Compensation

Key Employees and Officers	Compensation	Other
Mark Wood (Trustee)	$7,500	$0
Rebecca M Rue (Trustee)	$7,500	$0

990-PF

Filed on Feb. 12, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2016

Revenue

$139,937

Expenses

$95,029

Net Income

$44,908

Net Assets

$1,077,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$26,691	19.1%
Sales of Assets	$113,243	80.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,960	66.3%
Compensation of Officers*	$15,000	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,077,898
Total Liabilities	$0
Net Assets	$1,077,898

Compensation

Key Employees and Officers	Compensation	Other
Rebecca M Rue (Co Trustee)	$7,500	$0
Mark P Wood (Co Trustee)	$7,500	$0

990-PF

Filed on Dec. 13, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 4) PDF (3 of 4) PDF (4 of 4)

Fiscal Year Ending Sept.
2015

Revenue

$98,906

Expenses

$89,691

Net Income

$9,215

Net Assets

$1,032,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$34,435	34.8%
Sales of Assets	$64,469	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,040	62.5%
Compensation of Officers*	$15,000	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,032,990
Total Liabilities	$0
Net Assets	$1,032,990

Compensation

Key Employees and Officers	Compensation	Other
Rebecca M Rue (Co Trustee)	$7,500	$0
Mark P Wood (Co Trustee)	$7,500	$0

990-PF

Filed on Nov. 19, 2015

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Sept.
2014

Revenue

$60,942

Expenses

$84,129

Net Income

-$23,187

Net Assets

$1,023,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$42,176	69.2%
Sales of Assets	$18,763	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,500	66.0%
Compensation of Officers*	$15,000	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,023,775
Total Liabilities	$0
Net Assets	$1,023,775

Compensation

Key Employees and Officers	Compensation	Other
Rebecca M Rue (Co Trustee)	$7,500	$0
Mark P Wood (Co Trustee)	$7,500	$0

990-PF

Filed on Feb. 3, 2015

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Sept.
2013

Revenue

$75,563

Expenses

$81,158

Net Income

-$5,595

Net Assets

$1,046,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$40,623	53.8%
Sales of Assets	$34,938	46.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,000	66.5%
Compensation of Officers*	$15,000	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,046,962
Total Liabilities	$0
Net Assets	$1,046,962

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$46,947

Expenses

$84,193

Net Income

-$37,246

Net Assets

$1,052,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$48,752	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,500	67.1%
Compensation of Officers*	$15,000	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,052,557
Total Liabilities	$0
Net Assets	$1,052,557

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$68,883

Expenses

$84,052

Net Income

-$15,169

Net Assets

$1,089,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$49,732	72.2%
Sales of Assets	$19,147	27.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,000	67.8%
Compensation of Officers*	$15,000	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,089,803
Total Liabilities	$0
Net Assets	$1,089,803

990-PF

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

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated April 20, 2026

Louis A Roberg Endowment Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001