Nonprofit · EIN 41-1765517
DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION
Also known as C-O SIDNEY KAPLAN
Tax-exempt · WHITE BEAR LK, MN 55110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $994,819 | $140,161 | $854,658 | $2,508,381 | $0 | $2,508,381 |
| December 31, 2024 | 990-PF | -$16,186 | $122,427 | -$138,613 | $1,653,723 | $0 | $1,653,723 |
| December 31, 2023 | 990-PF | $107,046 | $128,058 | -$21,012 | $1,792,336 | $0 | $1,792,336 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $40,277
- Interest
- $23,552
- Net gain from sales of assets
- $900,980
- Other income
- $30,010
Expenses
- Grants and similar amounts paid
- $125,935
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $127,840
- Excise tax on investment income
- $13,664
Balance sheet and other
- Total assets, start of year
- $1,653,723
- Total assets, end of year
- $2,508,381
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,508,381
- Fair market value of assets
- $2,838,969
- Qualifying distributions
- $127,840
- Net investment income
- $994,819
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANA M BARRY 35695 COUNTY HIGHWAY 21, RICHVILLE, MN 56576 | CO-PRESIDENT/ TREASURER | 0.5 | $0 |
| STEVEN D ROBERTS 2051 SOMERO ROAD, ELY, MN 55731 | CO-PRESIDENT/ TREASURER | 0.5 | $0 |
| NICHOLAS S ROBERTS 1825 BUERKLE RD, WHITE BEAR LAKE, MN 55110 | VP/SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANA M BARRY 35695 COUNTY HIGHWAY 21, RICHVILLE, MN 56576 | CO-PRESIDENT/ TREASURER | 0.5 | $0 |
| STEVEN D ROBERTS 2051 SOMERO ROAD, ELY, MN 55731 | CO-PRESIDENT/ TREASURER | 0.5 | $0 |
| NICHOLAS S ROBERTS 1825 BUERKLE RD, WHITE BEAR LAKE, MN 55110 | VP/SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANA M BARRY 35695 COUNTY HIGHWAY 21, RICHVILLE, MN 56576 | CO-PRESIDENT/ TREASURER | 0.5 | $0 |
| STEVEN D ROBERTS 2051 SOMERO ROAD, ELY, MN 55731 | CO-PRESIDENT/ TREASURER | 0.5 | $0 |
| NICHOLAS S ROBERTS 1825 BUERKLE RD, WHITE BEAR LAKE, MN 55110 | VP/SECRETARY | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1825 BUERKLE RD, WHITE BEAR LK, MN 55110-5246
- In care of
- % SIDNEY KAPLAN
- Signed the 990-PF
- NICHOLAS S ROBERTS, VICE PRESIDENT
- Phone
- (218) 495-3371
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1765517
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,508,381
- Income (IRS master file)
- $3,125,807
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $994,819 | $140,161 | $2,508,381 | XML |
| 990-PF | December 2024 | -$16,186 | $122,427 | $1,653,723 | IRS |
| 990-PF | December 2023 | $107,046 | $128,058 | $1,792,336 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1765517).
Questions about DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION
- What is the EIN of DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION is 41-1765517.
- Is DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DONALD AND MARIE ROBERTS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $994,819, expenses of $140,161 and total assets of $2,508,381 at year end.
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