ROBINSON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBINSON FAMILY FOUNDATION (EIN 87-1485086)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-08-29
- IRS object ID
- 202342419349100014
- Schema version
- 2022v5.0
- 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
- 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 | 2023-08-29T11:57:33-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2023-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXANDER | PersonFirstNm |
| Person Last | ROBINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,730,138 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $816 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $816 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,019,111 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,091 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,844 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,844 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $541 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,502 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,502 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $255,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $763,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,122 | CashBOYAmt |
| Cash EOY | $4,198 | CashEOYAmt |
| Cash EOYFMV | $4,198 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,911 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $856,793 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $856,793 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $1,657,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,827,236 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,827,236 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,772,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,730,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,730,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,772,457 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,730,138 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,772,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,730,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,772,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,730,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,772,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $763,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $194,338 | OtherIncreasesAmt |
| Subtotal | $2,730,138 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,730,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $210,093 | GrossSalesPriceAmt |
| Cost Or Other Basis | $225,073 | CostOrOtherBasisAmt |
| Gain Or Loss | -$14,980 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$14,980 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,980 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $281 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $281 | 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 | $1,598,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $348,208 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,024,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,024,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,994,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $281 | TotalTaxAmt |
| Distributable Before Adj | $99,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,429 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,743 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $241,743 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $13,340 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,743 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $142,314 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,654 | 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 | $155,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $13,340 | ExcessFromYear1Amt |
| Excess From Current Year | $142,314 | 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 (8 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 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | ANNUAL FUND | $1,000 |
| FRANCISCAN MISSION ASSOCIATES | |||||||
| 274-280 WEST LINCOLN AVENUE | MT VERNON | NY | 10551 | N/A | PC | GENERAL PURPOSES | $2,500 |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVENUE | HAVERFORD | PA | 19041 | N/A | PC | ANNUAL GIVING | $125,000 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN STREET | EXETER | NH | 03833 | N/A | PC | THE EXETER FUND | $25,001 |
| QUEENS COLLEGE FOUNDATION INC | |||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | PC | SINOP ARCHAEOLOGICAL FIELD STUDY PROGRAM FUND | $1,000 |
| THE DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | 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 | ANNUAL GIVING | $10,000 |
| THE TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | N/A | PC | HOLLAND-ROBINSON FAMILY VENTURE FORWARD SCHOLARSHIP FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,502 | 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 | $816 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,275 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,980 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,111 | 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 | $1,000,000 | 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 | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $856,793 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $856,793 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES MSCI PACIFIC EX JAPAN (EPP) 154.000 SHS | FMV | $6,505 | $6,505 |
| ISHARES S&P 500 GROWTH ETF (IVW) 241.000 SHS SHS | FMV | $16,986 | $16,986 |
| ISHARES US TREASURY BOND ETF (GOVT) 288.000 SHS | FMV | $6,595 | $6,595 |
| PGIM HIGH YIELD-R6 (PHYQX) 4,230.260 SHS | FMV | $19,417 | $19,417 |
| TENOR OPPORTUNITY FUND, LTD | FMV | $366,824 | $366,824 |
| ISHARES MSCI JAPAN ETF (EWJ) 245.000 SHS | FMV | $15,166 | $15,166 |
| COMM SERV SELECT SECTOR SPDR (XLC) 422.000 SHS | FMV | $27,464 | $27,464 |
| VANGUARD CONSUMER DISCRE ETF (VCR) 36.000 SHS SHS | FMV | $10,195 | $10,195 |
| VANGUARD FTSE EUROPE ETF (VGK) 699.000 SHS | FMV | $43,128 | $43,128 |
| VANGUARD INFO TECH ETF (VGT) 126.000 SHS SHS | FMV | $55,712 | $55,712 |
| VANGUARD INT-TERM CORPORATE (VCIT) 671.000 SHS | FMV | $53,029 | $53,029 |
| VANGUARD S&P 500 GROWTH ETF (VOOG) 155.000 SHS SHS | FMV | $39,384 | $39,384 |
| VANGUARD SHORT-TERM BOND ETF (BSV) 37.000 SHS | FMV | $2,796 | $2,796 |
| UTILITIES SELECT SECTOR SPDR (XLU) 60.000 SHS | FMV | $3,926 | $3,926 |
| VANGUARD TOTAL BOND MARKET (BND) 2,723.000 SHS | FMV | $197,966 | $197,966 |
| ISHARES MSCI EUROPE FINANCIAL (EUFN) 227.000 SHS | FMV | $4,354 | $4,354 |
| ISHARES MSCI CANADA ETF (EWC) 464.000 SHS | FMV | $16,235 | $16,235 |
| CONSUMER DISCRETIONARY SELT (XLY) 84.000 SHS | FMV | $14,264 | $14,264 |
| CONSUMER STAPLES SPDR (XLP) 106.000 SHS SHS | FMV | $7,862 | $7,862 |
| ENERGY SELECT SECTOR SPDR (XLE) 119.000 SHS SHS | FMV | $9,659 | $9,659 |
| FIDELITY 500 INDEX FUND (FXAIX) 1,077.369 SHS | FMV | $167,003 | $167,003 |
| FIDELITY 500 INDEX-INST PRM (FXAIX) 2,236.665 SHS | FMV | $346,705 | $346,705 |
| FIDELITY INTL INDX-INST PRM (FSPSX) 1,669.333 SHS | FMV | $77,056 | $77,056 |
| ISHARES MSCI EAFE GROWTH ETF (EFG) 43.000 SHS | FMV | $4,102 | $4,102 |
| FINANCIAL SELECT SECTOR SPDR (XLF) 1,338.000 SHS SHS | FMV | $45,104 | $45,104 |
| HEALTH CARE SELECT SECTOR (XLV) 263.000 SHS SHS | FMV | $34,908 | $34,908 |
| INDUSTRIAL SELECT SECT SPDR (XLI) 119.000 SHS SHS | FMV | $12,771 | $12,771 |
| ISHARES 7-10 YEAR TREASURY BD (IEF) 389.000 SHS | FMV | $37,583 | $37,583 |
| ISHARES GLOBAL HEALTHCARE ETF (IXJ) 54.000 SHS | FMV | $4,589 | $4,589 |
| ISHARES GLOBAL TECH ETF (IXN) 245.000 SHS | FMV | $15,237 | $15,237 |
| ISHARES MBS ETF (MBB) 723.000 SHS | FMV | $67,440 | $67,440 |
| VANGUARD TOTAL INTL BOND ETF (BNDX) 1,990.000 SHS | FMV | $97,271 | $97,271 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPLIANCE SERVICES | $123 | $0 | $123 |
| WEBSITE EXPENSES | $350 | $0 | $350 |
| FILING FEES | $68 | $0 | $68 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $194,338 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $13,844 | Amt |
| Net Investment Income | $13,844 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $181 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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