Nonprofit · EIN 41-6223072
LOUIS A ROBERG ENDOWMENT TRUST
Tax-exempt · LITCHFIELD, MN 55355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $52,291 | $80,535 | -$28,244 | $764,920 | $0 | $764,920 |
| September 30, 2024 | 990-PF | $60,709 | $82,216 | -$21,507 | $793,891 | $0 | $793,891 |
| September 30, 2023 | 990-PF | $28,873 | $78,598 | -$49,725 | $816,211 | $0 | $816,211 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $26,279
- Interest
- $524
- Net gain from sales of assets
- $25,488
Expenses
- Grants and similar amounts paid
- $47,400
- Compensation of officers, directors and key employees
- $15,060
- Disbursements for charitable purposes
- $47,400
- Excise tax on investment income
- $266
Balance sheet and other
- Total assets, start of year
- $793,891
- Total assets, end of year
- $764,920
- Total liabilities, end of year
- $0
- Net assets, end of year
- $764,920
- Fair market value of assets
- $1,059,229
- Qualifying distributions
- $47,400
- Net investment income
- $52,291
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA M RUE 34 EAST SECOND STREET, LITCHFIELD, MN 55355 | TRUSTEE | 0 | $15,060 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA M RUE 34 EAST SECOND STREET, LITCHFIELD, MN 55355 | TRUSTEE | 0 | $15,060 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA M RUE 34 EAST SECOND STREET, LITCHFIELD, MN 55355 | TRUSTEE | 0 | $7,500 |
Address and contacts
- Address (IRS master file)
- 34 E 2ND ST, LITCHFIELD, MN 55355-2102
- Signed the 990-PF
- REBECCA M RUE, TRUSTEE
- Phone
- (320) 693-3289
- Return prepared by
- CHRISTIANSON PLLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 41-6223072
- 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
- 1980
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $764,920
- Income (IRS master file)
- $254,006
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $52,291 | $80,535 | $764,920 | XML |
| 990-PF | September 2024 | $60,709 | $82,216 | $793,891 | XML |
| 990-PF | September 2023 | $28,873 | $78,598 | $816,211 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 41-6223072).
Questions about LOUIS A ROBERG ENDOWMENT TRUST
- What is the EIN of LOUIS A ROBERG ENDOWMENT TRUST?
- The employer identification number (EIN) of LOUIS A ROBERG ENDOWMENT TRUST is 41-6223072.
- Is LOUIS A ROBERG ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to LOUIS A ROBERG ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUIS A ROBERG ENDOWMENT TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUIS A ROBERG ENDOWMENT TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOUIS A ROBERG ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of LOUIS A ROBERG ENDOWMENT TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,060 (REBECCA M RUE, TRUSTEE).
- How much revenue does LOUIS A ROBERG ENDOWMENT TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $52,291, expenses of $80,535 and total assets of $764,920 at year end.
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