ROBERTSON FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ROBERTSON FAMILY FOUNDATION (EIN 84-2000163)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-13
IRS object ID: 202421349349102122
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-13T11:40:11-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	231709427	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BERTZ HESS & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	36 EAST KING ST	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17602	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	842000163	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERTSON FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBE	BusinessNameControlTxt
Phone	7176253770	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3399 JETSTAR DRIVE	AddressLine1Txt
City	LITITZ	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17543	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES ROBERTSON	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7176253770	PhoneNum
Signature	2024-04-23	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JAMES W	PersonFirstNm
Person Last	ROBERTSON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TAMARA M PELSINSKI CPA	PreparerPersonNm
PTIN	P00445642	PTIN
Phone	7173930767	PhoneNum
Preparation	2024-04-23	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,527	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$134,124	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$134,124	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,225	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,225	AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss	$3,493	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$3,493	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$131,393	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$131,393	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$136,111	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$136,111	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$136,111	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$136,111	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,987	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,514	CashBOYAmt
Cash EOY	$2,527	CashEOYAmt
Cash EOYFMV	$2,527	CashEOYFMVAmt
Total Assets BOY	$4,514	TotalAssetsBOYAmt
Total Assets EOY	$2,527	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,527	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$4,514	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,527	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,514	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,527	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,514	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,527	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,514	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,987	ExcessRevenueOverExpensesAmt
Subtotal	$2,527	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,527	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (true)	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JAMES ROBERTSON	IndividualWithBooksNm
Phone	7176253770	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3399 JETSTAR DR	AddressLine1Txt
City	LITITZ	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17543	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES ROBERTSON
3399 JETSTAR DR	LITITZ	PA	17543	PRESIDENT	10.00	$0	$0	$0
NEIL P ROBERTSON
3399 JETSTAR DR	LITITZ	PA	17543	SECRETARY	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE PRIMARY TAX-EXEMPT PURPOSES OF THE FOUNDATION ARE THE ADVANCEMENT OF RELIGION, HEALTH CARE AND EDUCATION TO ALLEVIATE POVERTY IN MALAWI, AFRICA. OFFERED BUSINESS EDUCATION CLASSES, DISTRIBUTED MAIZE, DISTRIBUTED SEED AND FERTILIZER FOR LOCALS TO GROW THEIR OWN CROPS, PROVIDED INFORMATION AND EDUCATION ON BUSINESS OPERATIONS AND ENTREPRENEURSHIP, PROVIDED COPIES OF THE BIBLE AND IN-HOME RELIGIOUS MATERIALS.	Description1Txt
Expenses1	$133,731	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$21,909	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$21,909	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$21,909	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$329	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$21,580	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,079	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$136,111	ExpensesAndContributionsAmt
Qualifying Distributions	$136,111	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$136,111	QualifyingDistributionsAmt
Remaining Distri From Corpus	$136,111	RemainingDistriFromCorpusAmt
Total Corpus	$136,111	TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Private Operating Fndtn Ruling	2019-06-06	PrivateOperatingFndtnRulingDt
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$136,111	CurrentYearAmt
Year1	$87,384	Year1Amt
Year2	$85,464	Year2Amt
Year3	$57,375	Year3Amt
Total	$366,334	TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Field	Value	IRS element (for citing)
Current Year	$2,380	CurrentYearAmt
Year1	$1,228	Year1Amt
Year2	$890	Year2Amt
Year3	$1,837	Year3Amt
Total	$6,335	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$133,731	CurrentYearAmt
Year1	$86,156	Year1Amt
Year2	$84,574	Year2Amt
Year3	$55,538	Year3Amt
Total	$359,999	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$719	CurrentYearAmt
Year1	$451	Year1Amt
Year2	$371	Year2Amt
Year3	$233	Year3Amt
Total	$1,774	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES ROBERTSON	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Address Line1ContributorForeignAddress/AddressLine1Txt	CityContributorForeignAddress/CityNm	Province Or StateContributorForeignAddress/ProvinceOrStateNm	CountryContributorForeignAddress/CountryCd	Foreign PostalContributorForeignAddress/ForeignPostalCd
JAMES ROBERTSON
1	1320 DIAMOND ST	AKRON	PA	17501	$71,185	Yes (X)
GRACE COMMUNITY CHURCH OF WILLOW ST
2	212 PEACH BOTTOM RD	WILLOW STREET	PA	17584	$47,751	Yes (X)
WORLD CHARITABLE FDN OF IRELAND
3					$9,656	Yes (X)	FIRST FLOOR FITZWILTON HOUSE	DUBLIN	LEINSTER	EI	D02A342

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	BERTZ HESS & CO	CategoryTxt
Amt	$1,225	Amt
Disbursements Charitable Prps	$1,225	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MINISTRY EXPENSE-PASTORAL	$27,240	$27,240
OTHER MINISTRY EXPENSES	$7,054	$7,054
MALAWI AUTO EXPENSES AND REPA	$4,243	$4,243
BIBLES	$57,386	$57,386
SCHOOL-TEACHERS	$17,715	$17,715
LAND AND IMPROVEMENSTS	$13,800	$13,800
BANKING FEES	$1,155	$1,155
HUMANITARIAN	$2,800	$2,800

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