2024-05-15T16:14:56-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990PF 2023-01-01 411765517 DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION DONA 2184953371 1825 BUERKLE ROAD WHITE BEAR LAKE MN 55110 NICHOLAS S ROBERTS VICE PRESIDENT 2184953371 2024-05-07 1 NICHOLAS ROBERTS 999009999 0 LORI LITAN P00993862 6123764500 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2373928 X X 8650 8650 71731 71731 26665 1230716 26665 107046 107046 0 0 0 4622 2311 2311 6905 6905 0 5119 1457 0 25 0 25 16671 10673 2336 111387 111387 128058 10673 113723 -21012 96373 18240 22347 22347 1795108 1769989 2351581 1813348 1792336 2373928 0 0 X 0 0 0 0 1813348 1792336 1813348 1792336 1813348 1792336 1813348 -21012 0 1792336 0 1792336 PUBLICLY TRADED SECURITES 1228850 1204051 24799 24799 CAPITAL GAINS DIVIDENDS P 1866 1866 1866 26665 1340 0 1340 0 1340 2360 0 0 0 2360 0 1020 1020 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A JB NIDAY 6517733485 1825 BUERKLE ROAD WHITE BEAR LAKE MN 55110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHANA M BARRY 35695 COUNTY HIGHWAY 21 RICHVILLE MN 56576 CO-PRESIDENT/ TREASURER 0.50 0 0 0 STEVEN D ROBERTS 2051 SOMERO ROAD ELY MN 55731 CO-PRESIDENT/ TREASURER 0.50 0 0 0 NICHOLAS S ROBERTS 1825 BUERKLE RD WHITE BEAR LAKE MN 55110 VP/SECRETARY 0.50 0 0 0 NONE 0 NONE 0 0 2267198 29586 0 2296784 0 0 2296784 34452 2262332 113117 113117 1340 1340 111777 0 111777 0 111777 113723 0 113723 111777 111387 0 0 113723 111387 0 0 2336 0 0 0 0 0 0 0 0 109441 0 0 0 X ANOKA COUNTY PARKS 550 BUNKER LAKE BLVD NW ANDOVER MN 55304 NONE GOV GENERAL SUPPORT 4629 ELY COMMUNITY RESOURCE 111 S 4TH AVE E ELY MN 55731 NONE PC GENERAL SUPPORT 12129 HILLCREST LUTHERAN ACADEMY 610 HILLCREST DR FERGUS FALLS MN 56537 NONE PC GENERAL SUPPORT 5000 NEW LIFE ACADEMY (NLAEF) 6758 BAILEY RD WOODBURY MN 55129 NONE PC GENERAL SUPPORT 10000 UNIVERSITY OF MN VETERINARY MEDICAL CENTER 1365 GORTNER AVE ST PAUL MN 55108 NONE GOV SUPPORT EDUCATION IN THE VETERINARY FIELD 25000 WHITE BEAR LAKE FIREWORKS FUND 4701 HIGHWAY 61 WHITE BEAR LAKE MN 55110 NONE GOV GENERAL SUPPORT 7500 HUMANE SOCIETY OF OTTERTAIL COUNTY 1933 W FIR AVE FERGUS FALLS MN 56537 NONE PC GENERAL SUPPORT 37129 ST CROIX PREPARATORY ACADEMY 4260 STAGECOACH TRAIL N STILLWATER MN 55082 NONE PC GENERAL SUPPORT 10000 111387 0 14 8650 14 71731 18 26665 0 107046 0 107046 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4622 2311 2311 INVESTMENTS - DETAIL AVAILABLE UPON REQUEST FMV 1769989 2351581 MN FILING FEE 25 0 25 INVESTMENT EXPENSES 6905 6905 0 FOREIGN TAX 1457 1457 0 EXCISE TAX 3662 0 0