ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
Tax period
2019-01-01 to 2019-12-31
Filed
2021-06-30
IRS object ID
202111819349100141
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-30T20:37:53-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1331 NEWMAN SPRINGS RD STE 125AddressLine1Txt
CityRED BANKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP077016765ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204630877EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERTSON FOUNDATION FOR GOVERNMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WITHUMSMITHBROWN CPASInCareOfNm
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11612 K STREET NW SUITE 1202AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA ROBINSONPersonNm
Person TitlePresidentPersonTitleTxt
Phone2022897700PhoneNum
Signature2021-06-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTED NAPPI CPAPreparerPersonNm
PTINP01029666PTIN
Phone7328423113PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$56,765,319FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,262,657DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,262,657DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$86,316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,887,992GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86,316CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$146,029NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$894OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$894OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,349,868TotalRevAndExpnssAmt
Total Net Invst Incm$1,349,868TotalNetInvstIncmAmt
Total Adj Net Incm$146,029TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$226,969CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$226,969CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$122,066OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$122,066OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$11,574PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$11,574PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$27,697LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,385LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$55,506AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$27,753AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$433,195OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$83,121OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$350,074OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$16,826InterestRevAndExpnssAmt
Interest Net Invst Incm$16,826InterestNetInvstIncmAmt
Taxes Rev And Expnss$130,415TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,061TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$8,152DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$30,509OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$30,509OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$168,595TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$168,595TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,166PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$1,166PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$217,567OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$132,749OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$44,243OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,450,237TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$261,510TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$956,581TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,105,036ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,105,036ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,555,273TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$261,510TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,061,617TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,205,405ExcessRevenueOverExpensesAmt
Net Investment Income$1,088,358NetInvestmentIncomeAmt
Adjusted Net Income$146,029AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,862,271SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,967,476SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,967,476SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$30,802,720CorporateStockBOYAmt
Corporate Stock EOY$39,560,099CorporateStockEOYAmt
Corporate Stock EOYFMV$39,560,099CorporateStockEOYFMVAmt
Other Investments BOY$11,278,047OtherInvestmentsBOYAmt
Other Investments EOY$12,195,379OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,195,379OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$56,565LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,034LandBldgEquipAccumDeprecAmt
Land BOY$21,719LandBOYAmt
Land EOY$39,531LandEOYAmt
Land EOYFMV$39,531LandEOYFMVAmt
Other Assets BOY$2,834OtherAssetsBOYAmt
Other Assets EOY$2,834OtherAssetsEOYAmt
Other Assets EOYFMV$2,834OtherAssetsEOYFMVAmt
Total Assets BOY$50,967,591TotalAssetsBOYAmt
Total Assets EOY$56,765,319TotalAssetsEOYAmt
Total Assets EOYFMV$56,765,319TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,953AccountsPayableBOYAmt
Accounts Payable EOY$15,512AccountsPayableEOYAmt
Total Liabilities BOY$5,953TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,512TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$50,961,638NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$56,749,807NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$50,961,638TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,749,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,967,591TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,765,319TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,961,638TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,205,405ExcessRevenueOverExpensesAmt
Other Increases$6,993,574OtherIncreasesAmt
Subtotal$56,749,807SubtotalAmt
Tot Net Ast Or Fund Balances EOY$56,749,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TRUST ST SALESP2019-01-012019-12-31$685,699$629,037$56,662$56,662
US TRUST ACCT LT SALESP2010-01-012019-12-31$8,410,732$9,172,639-$761,907-$761,907
CAPITAL GAIN DIVIDENDSP$658,554
FieldValueIRS element (for citing)
Capital Gain Net Income$86,316CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$146,029NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,788,841AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$51,355,553NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034832DistributionYr1Rt
Adjusted Qlfy Distri Yr2$946,253AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$41,650,758NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.022719DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,158,582AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,209,142NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08236DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,900,190AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$21,048,745NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090276DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,893,880AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,651,255NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.113738DistributionYr5Rt
Total Distribution0.343925TotalDistributionRt
Average Distribution0.068785AverageDistributionRt
Net Vl Noncharitable Assets$53,723,798NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,695,391AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,884NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,706,275AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,061,617QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,767InvestmentIncomeExciseTaxAmt
Subtotal$21,767SubtotalAmt
Tax Based On Investment Income$21,767TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$84,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$84,000TotalPaymentsAndCreditsAmt
Overpayment$62,233OverpaymentAmt
Applied To ES Tax$24,000AppliedToESTaxAmt
Refund$38,233RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN CPASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7328423113PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1331 NEWMAN SPRINGS RDAddressLine1Txt
CityRED BANKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEOFFREY S ROBERTSON
1612 K STREET NW SUITE 1202WASHINGTONDC20006CHAIRMAN0$19,000$0$0
CHARLES R MEIER
1612 K STREET NW SUITE 1202WASHINGTONDC20006BOARD MEMBER0$8,000$0$0
DAVID ERNST
1612 K STREET NW SUITE 1202WASHINGTONDC20006BOARD MEMBER0$0$0$0
JULIA ROBERTSON
1612 K STREET NW SUITE 1202WASHINGTONDC20006SECRETARY0$8,000$0$0
APRIL DAVIS
1612 K STREET NW SUITE 1202WASHINGTONDC20006BOARD MEMBER0$8,000$0$0
ANDREW MCKIBBEN
1612 K STREET NW SUITE 1202WASHINGTONDC20006TREASURER0$0$0$0
CYNTHIA ROBINSON
1612 K STREET NW SUITE 1202WASHINGTONDC20006PRESIDENT40.0$183,969$18,397$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonALEXANDRA GHARAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11612 K STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
TitlePROGRAM MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos40.0AverageHrsPerWkDevotedToPosRt
Compensation$87,399CompensationAmt
Employee Benefits$2,622EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hamilton & CompanyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 College Road East Ste 4200AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Service TypeconsultingServiceTypeTxt
Compensation$134,571CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PUBLIC SERVICE LEADERSHIP AND FEDERAL WORKFORCE DEVELOPMENT PRIMARILY THROUGH ACADEMIC FELLOWSHIPS (UP TO 20 PER YEAR) AND GOVERNMENT INTERNERSHIPS VIA 5 PARTNER UNIVERSITIES.Description1Txt
Expenses1$910,161Expenses1Amt
Description2PROFESSIONAL DEVELOPMENT, EDUCATIONAL PROGRAMMING AND NETWORKING FOR PUBLIC SERVICE LEADERSHIP CAPACITY BUILDING AND CAREER DEVELOPMENT.Description2Txt
Expenses2$161,582Expenses2Amt
Description3TO 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$159,500Expenses3Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,476,187AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,329,029AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$11,736,711FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$54,541,927TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$54,541,927AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$818,129CashDeemedCharitableAmt
Net Vl Noncharitable Assets$53,723,798NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,686,190MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,686,190MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,767TaxBasedOnInvestmentIncomeAmt
Total Tax$21,767TotalTaxAmt
Distributable Before Adj$2,664,423DistributableBeforeAdjAmt
Distributable Before Ded$2,664,423DistributableBeforeDedAmt
Distributable As Adjusted$2,664,423DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,061,617ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,061,617QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,061,617AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,664,423DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,067,842ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$862,872ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$865,306ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,101,074ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$697,583ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,594,677TotalExcessDistributionCyovAmt
Qualifying Distributions$2,061,617QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$2,061,617AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$602,806ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$602,806ExcessDistributionCyovAppCYAmt
Total Corpus$3,991,871TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$465,036ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,526,835ExcessDistriCyovToNextYrAmt
Excess From Year4$862,872ExcessFromYear4Amt
Excess From Year3$865,306ExcessFromYear3Amt
Excess From Year2$1,101,074ExcessFromYear2Amt
Excess From Year1$697,583ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MAXWELL SCHOOL
200 EGGERS HALLSYRACUSENY13244NONERobertson Fellows$218,750
U of MarylandSchool of Public Policy
2101 Van Munching HallCOLLEGE PARKMD20742NONERobertson Fellows$195,613
The Fletcher School
TUFTS UNIVERSITYMEDFORDMA02155NONERobertson Fellows$154,734160 PACKARD AVENUE
THE HAROLD W ROSENTHAL FELLOWSHIP
3141 VAN MUNCHING HALLCOLLEGE PARKMD20742NONETHE FELLOWSHIP PROGRAM$15,000
UCSD (GBS)
ROBINSON BUILDING COMPLEXLA JOLLACA92093NONERobertson Fellows$163,2509500 GILLMAN DRIVE 0519
TEXAS A&M - SCOWCROFTBUSH
4220 TAMUCOLLEGE STATIONTX77843NONERobertson Fellows$132,814
ROBERTSON-STRASSER FELLOWSHIP
200 EGGERS HALLSYRACUSENY13244NONERobertson Fellows$40,000
APSIA
1615 L STREET NW 8TH FLOORWASHINGTONDC20036NONEInternational relations and grad school diversity$20,000
CHARLOTTE VOLPE
207 WEST 107TH STREET APT 4WNEW YORKNY10025NONESUMMER INTERNSHIP EXPENSE$2,500
ROGER GILDERSLEEVE
3512 SAYLOR PLACEALEXANDRIAVA22304NONEProfessional Development Fund$1,500
ERIKA STUKE
7 KATIES WAYDRACUTMA01826NONESUMMER INTERNSHIP EXPENSE$1,000
WASHINGTON UNIVERSITY
1 BROOKINGS DRST LOUISMO63130NONESPECIAL PROJECT EXPENSE$1,000
VOLKER ALLIANCE INC
610 FIFTH AVE STE 420NEW YORKNY10020NONEPUBLIC SERVICE PROGRAM$20,000
SENIOR EXECUTIVE ASSOCIATION
7918 JONES BRANCH DRIVE UNIT 300MCLEANVA22102NONEPUBLIC LEADERSHIP PROGRAM$26,000
UNIVERSITY OF MARYLANDICONS
2101 VAN MUNCHING HALLCOLLEGE PARKMD20742NONEPEACE GAME SIMULATION$20,000
PARTNERSHIP FOR PUBLIC SERVICE
1100 NEW YORK AVE NWWASHINGTONDC20005NONEPublic Service Award Program$17,500
PPIA
301 19TH AVE SMINNEAPOLISMN55455NONEGRANT$15,000
NATIONAL ACADEMY OF PUBLIC ADMINISTRATION
1600 K ST NW 400WASHINGTONDC20006NONEGRANT$10,000
PUBLIC LEADERSHIP EDUCATION NETWORK
1875 CONNECTICUT AVE NW STE 10WASHINGTONDC20009NONE40TH ANNIVERSARY SPONSORSHIP$5,000
MERIDIAN INTERNATIONAL CENTER
1630 CRESCENT PL NWWASHINGTONDC20009NONESUPPORT MERIDIAN PROGRAMS$10,000
TOM BABINGTON
4331 CLAGETT ROADUNIVERSITY PARKMD20782NONEPROFESSIONAL DEVELOPMENT$599
ERICA STUKE
7 KATIES WAYDRACUTMA01826NONEPROFESSIONAL DEVELOPMENT$473
SARAH DAVIS
1421 S SHORE DRIVEERIEPA16505NONEPROFESSIONAL DEVELOPMENT$563
ANDREW REIGHART
822 22ND ST SARLINGTONVA22202NONEPROFESSIONAL DEVELOPMENT$45APT 1
NICOLE FRANIOK
7512 PARKWOOD CTFALLS CHURCHVA22042NONEPROFESSIONAL DEVELOPMENT$360APT 203
ALEXANDRA HACKBARTH
321 1/2 WESTCOTT STREETSYRACUSENY13210NONEPROFESSIONAL DEVELOPMENT$155APT 4
MADISON CHAPMAN
158 SUMMER STSOMERVILLEMA02143NONEFELLOW STIPEND$9,436APT 406
NICHOLAS CICCHINELLI
79 CONWELL AVESOMERVILLEMA02144NONEFELLOW STIPEND$4,872APT 2
BRETT NORTFIELD
84 NORTH STREETMEDFORDMA02155NONEFELLOW STIPEND$9,436UNIT 2
LALITHA ADURY
5341 STENTON DRIVEBETHLEHEMPA18017NONEFELLOW STIPEND$9,436
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,105,036TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,262,657ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$894ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$86,316ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,349,868ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,349,868TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

FieldValueIRS element (for citing)
Contractor PersonHamilton CompanyContractorPersonNm
ExplanationINVESTMENT CONSULTINGExplanationTxt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
OFFICE SERVER2010-09-03$1,641$1,641SL5
PHONE SYSTEM2012-09-27$2,392$2,392SL5
DESKTOP COMPUTER2013-05-01$1,016$1,016SL5
COMPUTER-MAC2013-07-15$1,764$1,764SL5
APPLE LAPTOP2014-10-22$1,665$1,399SL5$266
CRM DATABASE2018-10-01$9,092$455SL5$1,818
WEBSITE DEVELOPMEN2018-12-01$13,031$217SL5$2,606
WEBSITE DEVELOPMEN2019-04-26$25,963SL5$3,462

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$39,560,099EOYBookValueAmt
EOYFMV$39,560,099EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (8 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook 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$2,273$6,819
WEBSITE DEVELOPMEN$13,031$2,823$10,208
WEBSITE DEVELOPMEN$25,963$3,462$22,501

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$27,697LegalFeesAmt
Disbursements Charitable Prps$1,385DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER CURRENT ASSETS$0
SECURITY DEPOSIT$2,834$2,834$2,834

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$22,749$22,749
COMPUTER AND INTERNET EXPENSE$1,757$1,757
TELEPHONE EXPENSE$2,046$2,046
DUES & SUBSCRIPTIONS$1,884$1,884
PAYROLL TAXES$25,155$25,155
PAYROLL FEES$966$966
LICENSES & FEES$403
OFFICE EXPENSE$11,685$11,685
INSURANCE EXPENSE$23,085
BUSINESS MEALS$6,494
MEMBERSHIP FEES$750$750
PORTFOLIO DEDUCTIONS$110,000$110,000
ADMINISTRATIVE FEES$1,005
TRAINING DEVELOPMENT$9,588

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$894RevenueAndExpensesPerBooksAmt
Net Investment Income$894NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$6,993,574Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$277,070$83,121$193,949
ADVISORY FEES$120,000$120,000
PROFESSIONAL FEES$0
PUBLIC RELATIONS$18,125$18,125
CAREER DEVELOPMENT$18,000$18,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$129,354
OTHER FEDERAL TAXES$1,061$1,061

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