CHARLES AND MARIE ROBERTSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARIE ROBERTSON FOUNDATION (EIN 46-2161280)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349103870
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:37:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462161280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES AND MARIE ROBERTSON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT ERNST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT ERNST | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 8312065288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 VIEJO RD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93923 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ERNST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8312065288 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | ERNST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01029666 | PTIN |
| Phone | 7328423113 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,086,254 | 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 | $176,505 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $449,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $449,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,292,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,278,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,292,761 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,946 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,946 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,945,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,769,154 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $25,597 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,799 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,799 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,230 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $30,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,060 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $89,427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,958 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,268 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,532,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,532,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,714,314 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,559,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,231,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,643,107 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,630,760 | CashBOYAmt |
| Cash EOY | $689,463 | CashEOYAmt |
| Cash EOYFMV | $689,463 | CashEOYFMVAmt |
| Corporate Stock BOY | $15,697,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,583,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,583,157 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,886,848 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,813,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,813,634 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,215,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,086,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,086,254 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,215,536 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,086,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,215,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,086,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,215,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,086,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,215,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,231,345 | ExcessRevenueOverExpensesAmt |
| Other Increases | $639,373 | OtherIncreasesAmt |
| Subtotal | $30,086,254 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,086,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BOA ACCT 7365 ST COVERED SALES | 2021-01-01 | 2021-12-31 | $197,517 | $139,372 | $58,145 | $58,145 | |
| BOA ACCT 7365 LT COVERED SALES | 2000-01-01 | 2021-12-31 | $304,125 | $211,665 | $92,598 | $92,460 | |
| BOA 8040 LT COVERED SALES | 2000-01-01 | 2021-12-31 | $3,384,529 | $2,477,882 | $906,647 | $906,647 | |
| BOA 8040 ST COVERED SALES | 2021-01-01 | 2021-12-31 | $168,735 | $157,227 | $11,508 | $11,508 | |
| CAPITAL GAIN DIVIDENDS | $1,060,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,060,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,060,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,060,663 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,292,761 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,739 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,739 | SubtotalAmt |
| Tax Based On Investment Income | $36,739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,579 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $48,579 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $11,822 | OverpaymentAmt |
| Applied To ES Tax | $11,822 | 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 | CA | 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 | ROBERT ERNST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8313738033 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 VIEJO RD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93923 | 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DIANA ERNST | ||||||||
| 4500 VIEJO RD | CARMEL | CA | 93923 | DIRECTOR | 0 | $0 | $0 | $0 |
| DAVID ERNST | ||||||||
| 4500 VIEJO RD | CARMEL | CA | 93923 | SECRETARY/DIRECTOR | 0 | $0 | $0 | $0 |
| ROBERT ERNST | ||||||||
| 4500 VIEJO RD | CARMEL | CA | 93923 | PRESIDENT | 0 | $0 | $0 | $0 |
| KATHERINE ERNST | ||||||||
| 4500 VIEJO RD | CARMEL | CA | 93923 | DIRECTOR | 0 | $0 | $0 | $0 |
| KERI ERNST | ||||||||
| 4500 VIEJO RD | CARMEL | CA | 93923 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,277,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,005,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,750,390 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,033,497 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,033,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $450,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,582,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,479,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,479,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,739 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,739 | TotalTaxAmt |
| Distributable Before Adj | $1,442,411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,442,411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,442,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,559,268 | 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 | $1,559,268 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,442,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $156,778 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,559,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $156,778 | AppliedToYear1Amt |
| Applied To Current Year | $1,402,490 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $39,921 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST MARY'S COLLEGE | |||||||
| 47645 COLLEGE DRIVE | ST MARYS CITY | MD | 20686 | N/A | NC | GENERAL SUPPORT | $40,000 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | N/A | NC | GENERAL SUPPORT | $50,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | N/A | NC | GENERAL SUPPORT | $60,000 |
| WASHINGTON LATIN PUBLIC CHARTER SCHOOL | |||||||
| 5200 2ND STREET NW | WASHINGTON | DC | 20011 | N/A | NC | GENERAL SUPPORT | $35,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | |||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | N/A | NC | GENERAL SUPPORT | $75,000 |
| INSTITUTE FOR HUMANE STUDIES | |||||||
| 3434 WASHINGTON BLVD 1C5 | ARLINGTON | VA | 22201 | N/A | NC | GENERAL SUPPORT | $50,000 |
| THE INSTITUTE FOR WORLD POLITICS | |||||||
| 1521 16TH STREET NW | WASHINGTON | DC | 20036 | N/A | NC | GENERAL SUPPORT | $515,000 |
| THE PHILADELPHIA SOCIETY | |||||||
| 321 S 4TH STREET | PHILADELPHIA | PA | 19106 | N/A | NC | GENERAL SUPPORT | $7,500 |
| MOTION PICTURE INSTITUTE | |||||||
| 2040 CROOKS ROAD B | TROY | MI | 48084 | N/A | NC | GENERAL SUPPORT | $100,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE 340 | PALO ALTO | CA | 94301 | N/A | NC | GENERAL SUPPORT | $140,000 |
| SANTA CANTALINA SCHOOL | |||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | N/A | NC | GENERAL SUPPORT | $50,000 |
| OPERATION UNDERGROUND RAILROAD | |||||||
| 1950 W CORPORATE WAY | ANAHEIM | CA | 92801 | N/A | NC | GENERAL SUPPORT | $42,000 |
| EDCHOICE FOUNDATION | |||||||
| 2650 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | N/A | NC | GENERAL SUPPORT | $100,000 |
| MONTAGE HEALTH FOUNDATION | |||||||
| 40 RYAN CT STE 200 | MONTEREY | CA | 93940 | N/A | NC | GENERAL SUPPORT | $75,000 |
| HAND HELPING AFTER NEONATAL DEATH | |||||||
| 1400 PARKMOOR AVE 100 | SAN JOSE | CA | 95126 | N/A | NC | GENERAL SUPPORT | $10,000 |
| NEW CIVIL LIBERTIES ALLIANCE | |||||||
| 1230 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | N/A | NC | GENERAL SUPPORT | $50,000 |
| ORANGE COUNTY CLASSICAL ACADEMY | |||||||
| 4100 E WALNUT AVE | ORANGE | CA | 92869 | N/A | NC | GENERAL SUPPORT | $100,000 |
| CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | N/A | NC | GENERAL SUPPORT | $30,000 |
| FEDERALIST SOCIETY | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | N/A | NC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,532,000 | 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 | $449,447 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,292,761 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| 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 | Desc |
| Exclusion | 01 | ExclusionCd |
| Related Or Exempt Function Incm | $26,946 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,769,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,769,154 | 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 |
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 Person | ROBERTSON FOUNDATION FOR GOVERNMENT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 PENNSYLVANIA AVE NW STE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $176,505 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSE AND FEES | $1,059 | $1,059 | |
| POSTAGE | $152 | $152 | |
| PORTFOLIO DEDUCTIONS | $60,377 | $60,377 | |
| INVESTMENT FEES | $14,581 | $14,581 | |
| DUES | $539 | $539 | |
| OTHER COSTS | $12,719 | $12,719 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $26,946 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,946 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $639,373 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $29,000 | |
| FOREIGN TAX WITHHELD | $1,060 | $1,060 |
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