ROBINSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBINSON FAMILY FOUNDATION (EIN 87-1485086)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-08-29
- IRS object ID
- 202402429349100415
- Schema version
- 2023v5.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-29T09:50:36-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871485086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBINSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBI | BusinessNameControlTxt |
| Phone | 9176874977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PKF OCONNOR 500 MAMARONECK AV | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER ROBINSON | PersonNm |
| Person Title | CHAIRMAN, PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 9176874977 | PhoneNum |
| Signature | 2024-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,772,229 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $350,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $981 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $981 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $401,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,616 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,232 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,232 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $281 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $549 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $549 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,549 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $589,503 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $589,503 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $610,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $595,052 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$209,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,384 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,198 | CashBOYAmt |
| Cash EOY | $630,868 | CashEOYAmt |
| Cash EOYFMV | $630,868 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,672 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $856,793 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,870 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,870 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $1,827,236 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,115,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,115,819 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,730,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,772,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,772,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,730,138 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,772,229 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,730,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,772,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,730,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,772,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,730,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$209,532 | ExcessRevenueOverExpensesAmt |
| Other Increases | $251,623 | OtherIncreasesAmt |
| Subtotal | $2,772,229 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,772,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $178,688 | GrossSalesPriceAmt |
| Cost Or Other Basis | $192,271 | CostOrOtherBasisAmt |
| Gain Or Loss | -$13,583 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$13,583 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,583 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $686 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $686 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $686 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ROBINSONFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBINSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123362523 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PKF OCONNOR 500 MAMARONECK AVE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER C ROBINSON | ||||||||
| C/O PKF OCONNOR 500 MAMARONECK AVE | HARRISON | NY | 10528 | CHAIRMAN, PRESIDENT & TREASURER | 2.00 | $0 | $0 | $0 |
| MONICA L ROBINSON | ||||||||
| C/O PKF OCONNOR 500 MAMARONECK AVE | HARRISON | NY | 10528 | DIRECTOR & SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,904,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $392,313 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,367,042 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,367,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,331,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $686 | TotalTaxAmt |
| Distributable Before Adj | $115,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $595,052 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $595,052 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $13,340 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $142,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $155,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $595,052 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $479,161 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $634,815 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $634,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,340 | ExcessFromYear2Amt |
| Excess From Year1 | $142,314 | ExcessFromYear1Amt |
| Excess From Current Year | $479,161 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALEXANDER C ROBINSON | ContributingManagerNm |
| Contributing Manager | MONICA L ROBINSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COUNCIL ON FOREIGN RELATIONS INC | |||||||
| 58 E 68TH ST | NEW YORK | NY | 10065 | N/A | PC | ANNUAL FUND | $1,000 |
| FRANCISCAN MISSION ASSOCIATES | |||||||
| 274-280 W LINCOLN AVE | MT VERNON | NY | 10551 | N/A | PC | GENERAL PURPOSES | $2,500 |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | N/A | PC | THE ALEXANDER ROBINSON 1996 SUMMER FELLOWS PROGRAM FUND | $400,000 |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | N/A | PC | ANNUAL GIVING | $50,001 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | N/A | PC | THE EXETER FUND | $25,001 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | N/A | PC | DINING HALL FUND | $25,000 |
| QUEENS COLLEGE FOUNDATION INC ACCT #31010 THE SINOP ARCHAEOLOGICAL PROJ | |||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | PC | SINOP ARCHAEOLOGICAL FIELD STUDY PROGRAM FUND | $1,000 |
| THE DALTON SCHOOL | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | N/A | PC | ANNUAL FUND | $25,001 |
| THE TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | N/A | PC | HOLLAND-ROBINSON FAMILY VENTURE FORWARD SCHOLARSHIP FUND | $50,000 |
| THE TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | N/A | PC | ANNUAL GIVING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $589,503 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $981 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,635 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,033 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER C AND MONICA L ROBINSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 SEVENTH AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,870 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,870 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMM SERV SELECT SECTOR SPDR (XLC) 379.000 SHS | FMV | $32,465 | $32,465 |
| CONSUMER DISCRETIONARY SELT (XLY) 84.000 SHS | FMV | $15,322 | $15,322 |
| CONSUMER STAPLES SPDR (XLP) 141.000 SHS | FMV | $10,798 | $10,798 |
| ENERGY SELECT SECTOR SPDR (XLE) 166.000 SHS | FMV | $15,131 | $15,131 |
| FIDELITY 500 INDEX FUND (FXAIX) 3,245.981 SHS | FMV | $617,385 | $617,385 |
| FIDELITY INTL INDX-INST PRM (FSPSX) 1,633.752 SHS | FMV | $81,312 | $81,312 |
| FINANCIAL SELECT SECTOR SPDR (XLF) 1,253.000 SHS | FMV | $51,511 | $51,511 |
| HEALTH CARE SELECT SECTOR (XLV) 263.000 SHS | FMV | $38,332 | $38,332 |
| INDUSTRIAL SELECT SECT SPDR (XLI) 186.000 SHS | FMV | $22,668 | $22,668 |
| ISHARES 7-10 YEAR TREASURY B (IEF) 347.000 SHS | FMV | $32,497 | $32,497 |
| ISHARES CORE MSCI DEV MKTS (IDEV) 25.000 SHS | FMV | $1,641 | $1,641 |
| ISHARES CORE MSCI PACIFIC EF (IPAC) 9.000 SHS | FMV | $551 | $551 |
| ISHARES CORE S&P MIDCAP ETF (IJH) 90.000 SHS | FMV | $5,267 | $5,267 |
| ISHARES GLOBAL HEALTHCARE ET (IXJ) 54.000 SHS | FMV | $5,013 | $5,013 |
| ISHARES GLOBAL TECH ETF (IXN) 255.000 SHS | FMV | $21,119 | $21,119 |
| ISHARES MBS ETF (MBB) 881.000 SHS | FMV | $80,885 | $80,885 |
| ISHARES MSCI CANADA ETF (EWC) 419.000 SHS | FMV | $15,541 | $15,541 |
| ISHARES MSCI EAFE GROWTH ETF (EFG) 43.000 SHS | FMV | $4,399 | $4,399 |
| ISHARES MSCI EUROPE FINANCIAL (EUFN) 117.000 SHS | FMV | $2,616 | $2,616 |
| ISHARES MSCI JAPAN ETF (EWJ) 398.000 SHS | FMV | $16,719 | $16,719 |
| ISHARES MSCI PACIFIC EX JAPA (EPP) 154.000 SHS | FMV | $6,622 | $6,622 |
| ISHARES S&P 500 GROWTH ETF (IVW) 241.000 SHS | FMV | $22,302 | $22,302 |
| PGIM HIGH YIELD-R6 (PHYQX) 6,942.46 SHS | FMV | $32,629 | $32,629 |
| TENOR OPPORTUNITY FUND, LTD | FMV | $420,381 | $420,381 |
| UTILITIES SELECT SECTOR SPDR (XLU) 60.000 SHS | FMV | $4,088 | $4,088 |
| VANGUARD CONSUMER DISCRE ETF (VCR) 25.000 SHS | FMV | $7,808 | $7,808 |
| VANGUARD EMERG MKTS GOV BND (VWOB) 175.000 SHS | FMV | $10,946 | $10,946 |
| VANGUARD FTSE EUROPE ETF (VGK) 756.000 SHS | FMV | $50,478 | $50,478 |
| VANGUARD INFO TECH ETF (VGT) 111.000 SHS | FMV | $64,001 | $64,001 |
| VANGUARD INT-TERM CORPORATE (VCIT) 865.000 SHS | FMV | $69,139 | $69,139 |
| VANGUARD LONG-TERM TREASURY ETF (VGLT) 379.000 SHS | FMV | $21,861 | $21,861 |
| VANGUARD S&P 500 GROWTH ETF (VOOG) 148.000 SHS | FMV | $49,351 | $49,351 |
| VANGUARD TOTAL BOND MARKET (BND) 2,441.000 SHS | FMV | $175,874 | $175,874 |
| VANGUARD TOTAL ITL BOND ETF (BNDX) 2,243.000 SHS | FMV | $109,167 | $109,167 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPLIANCE SERVICES | $129 | $0 | $129 |
| WEBSITE EXPENSES | $350 | $0 | $350 |
| FILING FEES | $70 | $0 | $70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $251,623 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $15,232 | Amt |
| Net Investment Income | $15,232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $281 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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