Nonprofit · EIN 45-0461184
ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST
Tax-exempt · DEVILS LAKE, ND 58301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,876 | $37,319 | -$5,443 | $408,858 | $0 | $408,858 |
| December 31, 2024 | 990-PF | $48,358 | $34,469 | $13,889 | $414,301 | $0 | $414,301 |
| December 31, 2023 | 990-PF | $28,170 | $34,733 | -$6,563 | $400,412 | $0 | $400,412 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,588
- Net gain from sales of assets
- $14,288
Expenses
- Grants and similar amounts paid
- $28,884
- Compensation of officers, directors and key employees
- $5,246
- Disbursements for charitable purposes
- $32,744
- Excise tax on investment income
- $387
Balance sheet and other
- Total assets, start of year
- $414,301
- Total assets, end of year
- $408,858
- Total liabilities, end of year
- $0
- Net assets, end of year
- $408,858
- Fair market value of assets
- $651,701
- Qualifying distributions
- $32,744
- Net investment income
- $31,876
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 |
|---|---|---|---|
| FIRST UNITED BANK 300 4TH STREET, DEVILS LAKE, ND 58301 | TRUSTEE | 1 | $5,246 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST UNITED BANK 300 4TH STREET, DEVILS LAKE, ND 58301 | TRUSTEE | 1 | $5,117 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST UNITED BANK 300 4TH STREET, DEVILS LAKE, ND 58301 | TRUSTEE | 1 | $4,670 |
Address and contacts
- Address (IRS master file)
- PO BOX 160, DEVILS LAKE, ND 58301-0160
- In care of
- % RAMSEY NATIONAL BANK & TRUST
- Signed the 990-PF
- STEPHANIE SHOCK, TRUST OFFICER
- Phone
- (701) 662-5547
- Return prepared by
- BRADY MARTZ PLLC
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
- 45-0461184
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $408,858
- Income (IRS master file)
- $39,980
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,876 | $37,319 | $408,858 | IRS |
| 990-PF | December 2024 | $48,358 | $34,469 | $414,301 | IRS |
| 990-PF | December 2023 | $28,170 | $34,733 | $400,412 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 45-0461184).
Questions about ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST
- What is the EIN of ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST?
- The employer identification number (EIN) of ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST is 45-0461184.
- Is ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST 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 ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST 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 ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,246 (FIRST UNITED BANK, TRUSTEE).
- How much revenue does ROBERT E ROBERTS CHARITABLE REMAINDER ANNUITY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,876, expenses of $37,319 and total assets of $408,858 at year end.
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