ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349102644
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:01:21-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS RD STE 125 | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077016765 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204630877 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robertson Foundation For Government Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN CPAS | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5616277025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 Pennsylvania Ave NW Suite 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY ROBERTSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2022897700 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEOFFREY | PersonFirstNm |
| Person Last | ROBERTSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TED NAPPI CPA | PreparerPersonNm |
| PTIN | P01029666 | PTIN |
| Phone | 7328423113 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $21,070,400 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $357,245 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $357,245 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$562,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,059,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,224 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,224 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$203,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $358,469 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $87,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $162,849 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $162,849 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,229 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,229 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,278 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,278 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,686 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,843 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,843 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $324,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,791 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $259,121 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $562 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $9,617 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $4,420 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $4,420 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,538 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,543 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91,053 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $144,238 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $898,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $164,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $709,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $562,068 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $562,068 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,461,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $164,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,271,464 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,664,561 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,980,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,454,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,454,832 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,670,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,947,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,947,583 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,477,676 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,635,237 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,635,237 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $56,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,651 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $29,914 | LandBOYAmt |
| Land EOY | $29,914 | LandEOYAmt |
| Land EOYFMV | $29,914 | LandEOYFMVAmt |
| Other Assets BOY | $9,186 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,834 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,834 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,167,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,070,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,070,400 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $664 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $4,594 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,323 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,323 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,162,510 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,061,077 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,162,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,061,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,167,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,070,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,162,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,664,561 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,497,949 | SubtotalAmt |
| Other Decreases | $3,436,872 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,061,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ST COVERED BOA #6936 | $73,483 | $122,409 | -$48,926 | -$48,926 | |
| LT COVERED BOA #6936 | $1,901,622 | $2,498,720 | -$597,098 | -$597,098 | |
| CAPITAL GAIN DIVIDENDS | $349,728 | P | |||
| CAPITAL GAIN DIVIDENDS | $349,728 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$562,013 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,700 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,700 | SubtotalAmt |
| Tax Based On Investment Income | $2,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,723 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,723 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,023 | OverpaymentAmt |
| Applied To ES Tax | $4,023 | AppliedToESTaxAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7328423113 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS RD | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07701 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| GEOFFREY S ROBERTSON | ||||||||
| 1455 Pennsylvania Ave NW | Washington | DC | 20004 | CHAIRMAN | 0 | $71,875 | $0 | $0 |
| CHARLES R MEIER | ||||||||
| 1455 Pennsylvania Ave NW | Washington | DC | 20004 | BOARD MEMBER | 0 | $0 | $0 | $0 |
| JULIA ROBERTSON | ||||||||
| 1455 Pennsylvania Ave NW | Washington | DC | 20004 | SECRETARY | 0 | $8,000 | $0 | $0 |
| CYNTHIA ROBINSON | ||||||||
| 1455 Pennsylvania Ave NW | Washington | DC | 20004 | PRESIDENT | 0 | $0 | $0 | $0 |
| OLIVIA ROBERTSON MOE | ||||||||
| 1455 Pennsylvania Ave NW | Washington | DC | 20004 | DIRECTOR | 0 | $8,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDRA GHARA | |||||||
| 15388 TWIN CREEKS COURT | CENTERVILLE | VA | 20120 | VP FOR PROGRAMS | 40.0 | $95,217 | $2,945 |
| SHARON SWABB | |||||||
| 1701 SILVERLAWN DRIVE | GROVE CITY | OH | 43123 | CHIEF PRG. OFFICER | 40.0 | $63,253 | $1,434 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON JOHNSTON AND COMPANY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 College Road East Ste 4200 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | consulting | ServiceTypeTxt |
| Compensation | $59,370 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLIC SERVICE LEADERSHIP AND FEDERAL WORKFORCE DEVELOPMENT PRIMARILY THROUGH ACADEMIC FELLOWSHIPS (UP TO 20 PER YEAR) AND GOVERNMENT INTERNERSHIPS VIA 5 PARTNER UNIVERSITIES. | Description1Txt |
| Expenses1 | $522,940 | Expenses1Amt |
| Description2 | PROFESSIONAL DEVELOPMENT, EDUCATIONAL PROGRAMMING AND NETWORKING FOR PUBLIC SERVICE LEADERSHIP CAPACITY BUILDING AND CAREER DEVELOPMENT. | Description2Txt |
| Expenses2 | $52,431 | Expenses2Amt |
| Description3 | TO PROMOTE AND FOSTER PUBLIC SERVICE AND FEDERAL WORKFORCE DEVELOPMENT, ENGAGEMENT IN FOREIGN POLICY AND UNDERSTANDING OF GLOBAL CONNECTION, INT'L AFFAIRS AND NATIONAL SECURITY. | Description3Txt |
| Expenses3 | $885,646 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,158,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,293,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,635,237 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,087,087 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,087,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $331,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,755,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,087,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,087,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,700 | TotalTaxAmt |
| Distributable Before Adj | $1,085,089 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,085,089 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,085,089 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,271,464 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,271,464 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,085,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,101,074 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $697,583 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $602,806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,060,947 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,503,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,965,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,271,464 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,085,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $186,375 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,152,195 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,101,074 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,051,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $697,583 | ExcessFromYear4Amt |
| Excess From Year3 | $602,806 | ExcessFromYear3Amt |
| Excess From Year2 | $28,060,947 | ExcessFromYear2Amt |
| Excess From Year1 | $3,503,410 | ExcessFromYear1Amt |
| Excess From Current Year | $186,375 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MAXWELL SCHOOL | ||||||||
| 200 EGGERS HALL | SYRACUSE | NY | 13244 | NONE | NC | Robertson Fellows | $63,750 | |
| U of MarylandSchool of Public Policy | ||||||||
| 2101 Van Munching Hall | COLLEGE PARK | MD | 20742 | NONE | NC | Robertson Fellows | $223,819 | |
| THE HAROLD W ROSENTHAL FELLOWSHIP | ||||||||
| 3141 VAN MUNCHING HALL | COLLEGE PARK | MD | 20742 | NONE | NC | THE FELLOWSHIP PROGRAM | $8,000 | |
| UCSD (GPS) | ||||||||
| ROBINSON BUILDING COMPLEX | LA JOLLA | CA | 92093 | NONE | NC | Robertson Fellows | $13,606 | 9500 GILLMAN DRIVE 0519 |
| TEXAS A&M - SCOWCROFTBUSH | ||||||||
| 4220 TAMU | COLLEGE STATION | TX | 77843 | NONE | NC | Robertson Fellows | $139,265 | |
| APSIA | ||||||||
| 1615 L STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | NC | International relations and grad school diversity | $12,500 | |
| PPIA | ||||||||
| 301 19TH AVE S | MINNEAPOLIS | MN | 55455 | NONE | NC | GRANT | $2,500 | |
| SYRACUSE UNIVERSITY | ||||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13244 | NONE | NC | Robertson Fellow | $82,500 | |
| UNIVERSITY OF DENVER ICAP | ||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80210 | NONE | NC | GRANTS | $8,000 | |
| EMILY ASHBRIDGE | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $4,000 | |
| ERICA STUKE | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $435 | |
| JILLIAN MALONEY | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $133 | |
| SIMONA GRIFFITH | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $599 | |
| NICOLE FRANICK | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT | $599 | |
| NICHOLAS CICCHINELLI | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $597 | |
| NAOMI ATUGHONU | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $450 | |
| DIANA HAJALI | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $550 | |
| HOLLY RATCLIFFE | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $144 | |
| KATHERINE MAXWELL | ||||||||
| 1455 PENNSYLVANIA NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $199 | |
| HOLLY GREGORY | ||||||||
| 1455 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | I | PROFESSIONAL DEVELOPMENT FUND | $422 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $562,068 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $357,245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$562,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 19 | ExclusionCd |
| Exclusion | $1,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$203,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$203,544 | TotalIncomeProducingActyAmt |
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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | HAMILTON JOHNSTON AND COMPANY INC | ContractorPersonNm |
| Explanation | INVESTMENT CONSULTING | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE SERVER | 2010-09-03 | $1,641 | $1,641 | SL | 5 | |
| PHONE SYSTEM | 2012-09-27 | $2,392 | $2,392 | SL | 5 | |
| DESKTOP COMPUTER | 2013-05-01 | $1,016 | $1,016 | SL | 5 | |
| COMPUTER-MAC | 2013-07-15 | $1,764 | $1,764 | SL | 5 | |
| APPLE LAPTOP | 2014-10-22 | $1,665 | $1,665 | SL | 5 | |
| CRM DATABASE | 2018-10-01 | $9,092 | $5,909 | SL | 5 | $1,818 |
| WEBSITE DEVELOPMEN | 2018-12-01 | $13,031 | $8,035 | SL | 5 | $2,606 |
| WEBSITE DEVELOPMEN | 2019-04-26 | $25,963 | $13,848 | SL | 5 | $5,193 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $14,947,583 | EOYBookValueAmt |
| EOYFMV | $14,947,583 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE SERVER | $1,641 | $1,641 | |
| PHONE SYSTEM | $2,392 | $2,392 | |
| DESKTOP COMPUTER | $1,016 | $1,016 | |
| COMPUTER-MAC | $1,764 | $1,764 | |
| APPLE LAPTOP | $1,665 | $1,665 | |
| CRM DATABASE | $9,092 | $7,727 | $1,365 |
| WEBSITE DEVELOPMEN | $13,031 | $10,641 | $2,390 |
| WEBSITE DEVELOPMEN | $25,963 | $19,041 | $6,922 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,278 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,278 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $2,834 | $2,834 | $2,834 |
| OTHER ASSETS | $6,352 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $3,436,872 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $11,225 | $11,225 | |
| COMPUTER AND INTERNET EXPENSE | $319 | $319 | |
| DUES & SUBSCRIPTIONS | $2,007 | $2,007 | |
| PAYROLL TAXES | $32,612 | $32,612 | |
| PAYROLL FEES | $955 | $955 | |
| LICENSES & FEES | $610 | $610 | |
| OFFICE EXPENSE | $8,418 | $8,418 | |
| INSURANCE EXPENSE | $33,794 | ||
| BUSINESS MEALS | $5,670 | $5,670 | |
| MEMBERSHIP FEES | $1,605 | $1,605 | |
| PORTFOLIO DEDUCTIONS | $62,293 | $62,293 | |
| POSTAGE | $122 | $122 | |
| SUPPLIES | $144 | $144 | |
| GIFTS | $200 | ||
| FEES | $289 | $289 | |
| EDUCATION | $44,306 | $44,304 | |
| INVMENT-PORTFOLIO LOSSES | $38 | $38 | $44,304 |
| EQUIPMENT | $2,879 | $2,879 | |
| INVESTMENT INTEREST EXPENSE | $17,497 | $17,497 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME CC BANK | Desc |
| Revenue And Expenses Per Books | $1,224 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,224 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS | Desc |
| BOY Book Value | $4,594 | BOYBookValueAmt |
| EOY Book Value | $9,323 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $226,866 | $65,791 | $161,075 |
| ADVISORY FEES | $80,000 | $80,000 | |
| PUBLIC RELATIONS | $9,246 | $9,246 | |
| CAREER DEVELOPMENT | $8,800 | $8,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $562 | $562 |
| FEDERAL TAXES | $23,000 |
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