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Robert E Roberts Charitable Remainder Annuity Trust

  • Devils Lake, ND
  • EIN: 45-0461184

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$48.4k (2024)

Expenses
$34.5k (2024)

Total Assets
$414k (2024)

Total Liabilities
$0 (2024)

Years with missing data
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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,358
Expenses
$34,469
Net Income
$13,889
Net Assets
$414,301
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,759
34.7%
Sales of Assets $31,599
65.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,232
87.7%
Compensation of Officers* $5,117
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $414,301
Total Liabilities $0
Net Assets $414,301
Compensation
Key Employees and Officers Compensation Other
First United Bank (Trustee) $5,117 $0

Document Links

990-PF
Filed on May 13, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,170
Expenses
$34,733
Net Income
-$6,563
Net Assets
$400,412
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,523
51.6%
Sales of Assets $13,451
47.7%
Other Income $196
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,256
90.0%
Compensation of Officers* $4,670
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $400,412
Total Liabilities $0
Net Assets $400,412
Compensation
Key Employees and Officers Compensation Other
First United Bank (Trustee) $4,670 $0

Document Links

990-PF
Filed on June 26, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,846
Expenses
$39,612
Net Income
-$5,766
Net Assets
$406,975
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,394
36.6%
Sales of Assets $21,452
63.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,835
87.9%
Compensation of Officers* $5,010
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $406,975
Total Liabilities $0
Net Assets $406,975
Compensation
Key Employees and Officers Compensation Other
First United Bank (Trustee) $5,010 $0

Document Links

990-PF
Filed on May 15, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,207
Expenses
$35,391
Net Income
$9,816
Net Assets
$412,741
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,174
24.7%
Sales of Assets $34,033
75.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,333
88.5%
Compensation of Officers* $5,413
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $412,741
Total Liabilities $0
Net Assets $412,741
Compensation
Key Employees and Officers Compensation Other
Ramsey National Bank (Trustee) $5,413 $0

Document Links

990-PF
Filed on May 11, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,866
Expenses
$33,859
Net Income
-$10,993
Net Assets
$402,924
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,670
51.0%
Sales of Assets $11,196
49.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,260
89.4%
Compensation of Officers* $4,676
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $402,925
Total Liabilities $1
Net Assets $402,924
Compensation
Key Employees and Officers Compensation Other
Ramsey National Bank (Trustee) $4,676 $0

Document Links

990-PF
Filed on May 17, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,439
Expenses
$33,256
Net Income
$183
Net Assets
$413,918
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,736
41.1%
Sales of Assets $19,703
58.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,727
89.4%
Compensation of Officers* $4,341
13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $413,918
Total Liabilities $0
Net Assets $413,918

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,718
Expenses
$32,496
Net Income
-$10,778
Net Assets
$422,545
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $286
1.3%
Interest Revenue $0
Dividends $12,224
56.3%
Sales of Assets $9,208
42.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,188
89.8%
Compensation of Officers* $4,347
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $422,545
Total Liabilities $0
Net Assets $422,545

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,816
Expenses
$31,952
Net Income
$1,864
Net Assets
$433,323
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,702
37.6%
Sales of Assets $21,114
62.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,764
90.0%
Compensation of Officers* $4,395
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $433,323
Total Liabilities $0
Net Assets $433,323

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,221
Expenses
$30,499
Net Income
-$12,278
Net Assets
$431,459
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,319
67.6%
Sales of Assets $5,902
32.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,325
89.6%
Compensation of Officers* $4,150
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $431,459
Total Liabilities $0
Net Assets $431,459

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,995
Expenses
$29,811
Net Income
-$14,816
Net Assets
$443,737
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,093
87.3%
Sales of Assets $1,902
12.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,963
90.4%
Compensation of Officers* $3,974
13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $443,737
Total Liabilities $0
Net Assets $443,737

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,673
Expenses
$27,352
Net Income
-$9,679
Net Assets
$458,553
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,005
79.2%
Sales of Assets $3,668
20.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,087
88.1%
Compensation of Officers* $3,927
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $458,553
Total Liabilities $0
Net Assets $458,553

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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