ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202113129349100541
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T11:23:23-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 Line11455 PENNSYLVANIA AVE NW Suite 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEOFFREY ROBERTSONPersonNm
Person TitlePresidentPersonTitleTxt
Phone2022897700PhoneNum
Signature2021-11-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEOFFREYPersonFirstNm
Person LastROBERTSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01029666PTIN
Phone7328423113PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,464,097FMVAssetsEOYAmt
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
Dividends Rev And Expnss$677,410DividendsRevAndExpnssAmt
Dividends Net Invst Incm$677,410DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$660,576NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,050,256GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$660,576CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$74,169NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$100,328OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$100,328OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,438,314TotalRevAndExpnssAmt
Total Net Invst Incm$1,438,314TotalNetInvstIncmAmt
Total Adj Net Incm$74,169TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$231,797CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$231,797CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$116,238OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$116,238OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$10,155PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$10,155PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$61,817LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$61,429LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$43,778AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$21,889AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$444,396OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$90,978OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$353,418OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$18,346InterestRevAndExpnssAmt
Interest Net Invst Incm$18,346InterestNetInvstIncmAmt
Taxes Rev And Expnss$7,385TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,385TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$9,617DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$35,900OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$35,900OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$22,475TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$21,725TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$40PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$40PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$194,752OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$126,517OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$34,328OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,196,696TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$265,115TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$865,030TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,928,368ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,928,368ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,125,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$265,115TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,793,398TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,686,750ExcessRevenueOverExpensesAmt
Net Investment Income$1,173,199NetInvestmentIncomeAmt
Adjusted Net Income$74,169AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,967,476SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,343,207SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,343,207SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$39,560,099CorporateStockBOYAmt
Corporate Stock EOY$18,949,717CorporateStockEOYAmt
Corporate Stock EOYFMV$18,949,717CorporateStockEOYFMVAmt
Other Investments BOY$12,195,379OtherInvestmentsBOYAmt
Other Investments EOY$5,128,808OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,128,808OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$56,565LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,034LandBldgEquipAccumDeprecAmt
Land BOY$39,531LandBOYAmt
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$56,765,319TotalAssetsBOYAmt
Total Assets EOY$27,464,097TotalAssetsEOYAmt
Total Assets EOYFMV$27,464,097TotalAssetsEOYFMVAmt
Accounts Payable BOY$15,512AccountsPayableBOYAmt
Accounts Payable EOY$105AccountsPayableEOYAmt
Total Liabilities BOY$15,512TotalLiabilitiesBOYAmt
Total Liabilities EOY$105TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$56,749,807NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$27,463,992NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$56,749,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,463,992TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$56,765,319TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,464,097TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$56,749,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,686,750ExcessRevenueOverExpensesAmt
Subtotal$28,063,057SubtotalAmt
Other Decreases$599,065OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,463,992TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
US TRUST ST SALES2020-01-012020-12-31$2,235,456$2,265,121-$29,665-$29,665
US TRUST LT SALES2010-01-012020-12-31$9,248,760$9,124,559$124,201$124,201
CAPITAL GAIN DIVIDENDS$374,530P
CAPITAL GAIN DIVIDENDS$374,530P
FieldValueIRS element (for citing)
Capital Gain Net Income$660,576CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$74,169NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,307InvestmentIncomeExciseTaxAmt
Subtotal$16,307SubtotalAmt
Tax Based On Investment Income$16,307TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$24,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$24,000TotalPaymentsAndCreditsAmt
Overpayment$7,693OverpaymentAmt
Applied To ES Tax$7,693AppliedToESTaxAmt

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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEOFFREY S ROBERTSON
1455 PENNSYLVANIA AVE NWWASHINGTONDC20004CHAIRMAN0$19,000$0$0
CHARLES R MEIER
1455 PENNSYLVANIA AVE NWWASHINGTONDC20004BOARD MEMBER0$4,000$0$0
JULIA ROBERTSON
1455 PENNSYLVANIA AVE NWWASHINGTONDC20004SECRETARY0$8,000$0$0
APRIL DAVIS
1455 PENNSYLVANIA AVE NWWASHINGTONDC20004BOARD MEMBER0$4,000$0$0
CYNTHIA ROBINSON
1455 PENNSYLVANIA AVE NWWASHINGTONDC20004PRESIDENT40.0$196,797$19,500$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonALEXANDRA GHARAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 MASSACHUSETTS AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
TitlePROGRAM MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos40.0AverageHrsPerWkDevotedToPosRt
Compensation$97,441CompensationAmt
Employee Benefits$2,923EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
HAMILTON JOHNSTON AND COMPANY INC
600 College Road East Ste 4200PRINCETONNJ08540consulting$167,982
CAPLIN & DRYSDALE
ONE CIRCLE NW SUITE 1100WASHINGTONDC20005CONSULTING$61,429

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$848,113Expenses1Amt
Description2PROFESSIONAL DEVELOPMENT, EDUCATIONAL PROGRAMMING AND NETWORKING FOR PUBLIC SERVICE LEADERSHIP CAPACITY BUILDING AND CAREER DEVELOPMENT.Description2Txt
Expenses2$32,212Expenses2Amt
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$28,025,783Expenses3Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$32,027,435AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,306,350AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,609,603FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$46,943,388TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$46,943,388AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$704,151CashDeemedCharitableAmt
Net Vl Noncharitable Assets$46,239,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,311,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,311,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,307TaxBasedOnInvestmentIncomeAmt
Total Tax$16,307TotalTaxAmt
Distributable Before Adj$2,295,655DistributableBeforeAdjAmt
Distributable Before Ded$2,295,655DistributableBeforeDedAmt
Distributable As Adjusted$2,295,655DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,793,398ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$29,793,398QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,793,398AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,295,655DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$862,872ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$865,306ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,101,074ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$697,583ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,166,010ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,692,845TotalExcessDistributionCyovAmt
Qualifying Distributions$29,793,398QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$2,295,655AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,497,743RemainingDistriFromCorpusAmt
Total Corpus$32,190,588TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$862,872ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$31,327,716ExcessDistriCyovToNextYrAmt
Excess From Year4$865,306ExcessFromYear4Amt
Excess From Year3$1,101,074ExcessFromYear3Amt
Excess From Year2$697,583ExcessFromYear2Amt
Excess From Year1$602,806ExcessFromYear1Amt
Excess From Current Year$28,060,947ExcessFromCurrentYearAmt
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 (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MAXWELL SCHOOL
200 EGGERS HALLSYRACUSENY13244NONENCRobertson Fellows$148,750
U of MarylandSchool of Public Policy
2101 Van Munching HallCOLLEGE PARKMD20742NONENCRobertson Fellows$157,037
The Fletcher School
TUFTS UNIVERSITYMEDFORDMA02155NONENCRobertson Fellows$120,042160 PACKARD AVENUE
THE HAROLD W ROSENTHAL FELLOWSHIP
3141 VAN MUNCHING HALLCOLLEGE PARKMD20742NONENCTHE FELLOWSHIP PROGRAM$15,000
UCSD (GBS)
ROBINSON BUILDING COMPLEXLA JOLLACA92093NONENCRobertson Fellows$280,0919500 GILLMAN DRIVE 0519
TEXAS A&M - SCOWCROFTBUSH
4220 TAMUCOLLEGE STATIONTX77843NONENCRobertson Fellows$164,501
ROBERTSON-STRASSER FELLOWSHIP
200 EGGERS HALLSYRACUSENY13244NONENCRobertson Fellows$20,000
APSIA
1615 L STREET NW 8TH FLOORWASHINGTONDC20036NONENCInternational relations and grad school diversity$20,000
VOLKER ALLIANCE INC
610 FIFTH AVE STE 420NEW YORKNY10020NONENCPUBLIC SERVICE PROGRAM$10,000
SENIOR EXECUTIVE ASSOCIATION
7918 JONES BRANCH DRIVE UNIT 300MCLEANVA22102NONENCPUBLIC LEADERSHIP PROGRAM$25,000
UNIVERSITY OF MARYLANDICONS
2101 VAN MUNCHING HALLCOLLEGE PARKMD20742NONENCPEACE GAME SIMULATION$5,000
PARTNERSHIP FOR PUBLIC SERVICE
1100 NEW YORK AVE NWWASHINGTONDC20005NONENCPublic Service Award Program$15,000
PPIA
301 19TH AVE SMINNEAPOLISMN55455NONENCGRANT$15,000
NATIONAL ACADEMY OF PUBLIC ADMINISTRATION
1600 K ST NW 400WASHINGTONDC20006NONENCGRANT$5,000
PUBLIC LEADERSHIP EDUCATION NETWORK
1875 CONNECTICUT AVE NW STE 10WASHINGTONDC20009NONENCGENERAL SUPPORT$10,000
US DIPLOMATIC STUDIES FOUNDATION
1200 18TH STREET NW SUITE 1001WASHINGTONDC20036N/ANCGENERAL SUPPORT$63,000
GEORGETOWN INSTITUTE
1412 36TH STREET NWWASHINGTONDC20057N/ANCGENERAL SUPPORT$25,000
WOMEN'S FOREIGN POLICY GROUP
1801 F ST NW 3RD FLOORWASHINGTONDC20006N/ANCGENERAL SUPPORT$5,000
CHARLES AND MARIE ROBERTSON FOUNDATION
4500 VIEJO ROADCARMELCA93923N/APFGENERAL SUPPORT$13,906,402
THE MEIER LINNARTZ FAMILY FOUNDATION
286 JELLIFF MILL ROADNEW CANAANCT06840N/APFGENERAL SUPPORT$13,906,382
AUSTIN BOWMAN
2600 CRYSTAL DRARLINGTONVA22202NONEIPROFESSIONAL DEVELOPMENT FUND$750APT 323
CHARLOTTE VOLPE
207 WEST 107TH STREET APT 4WNEW YORKNY10025NONEIPROFESSIONAL DEVELOPMENT FUND$75
MADISON CHAPMAN
158 SUMMER STREETSOMERVILLEMA02143NONEIPROFESSIONAL DEVELOPMENT FUND$900
JAVIER MONTALVO
11 HIGH STREETCLOSTERNJ07624NONEIPROFESSIONAL DEVELOPMENT FUND$950
GRACE CHOI
26-20 JACKSONLONG ISLAND CITYNY11101NONEIPROFESSIONAL DEVELOPMENT FUND$630APT 4B
LYNN MASSENGILL
1001 26TH STREET NEW 405WASHINGTONDC20037NONEIPROFESSIONAL DEVELOPMENT FUND$750
DIANA HAJALI
3817 STONY CREEK LANECOLLEGE STATIONTX77845NONEIPROFESSIONAL DEVELOPMENT FUND$1,000
NICHOLAS E CICCHINELLI
32 CURTIS AVENUESOMERVILLEMA021441225NONEIPROFESSIONAL DEVELOPMENT FUND$225APARTMENT 1
NICOLE ANNETTE FRANIOK
7512 PARKWOOD COURTFALLS CHURCHVA22042NONEIPROFESSIONAL DEVELOPMENT FUND$1,599APT 203
SIMONA GRIFFITH
244 12TH ST SEWASHINGTONDC20003NONEIPROFESSIONAL DEVELOPMENT FUND$1,000
VICTORIA ADOFOLI
6705 BALTIMORE AVECOLLEGE PARKMD20740NONEIPROFESSIONAL DEVELOPMENT FUND$1,000
ROGER GILDERSLEEVE
3512 SAYLOR PLACEALEXANDRIAVA22304NONEIPROFESSIONAL DEVELOPMENT FUND$599
ADRIEL TASLIM
350 G ST SW N608WASHINGTONDC20024NONEIPROFESSIONAL DEVELOPMENT FUND$468
ELIZABETH KOKEMOOR
4228 HUNT CLUB CIRCLE APT 1102FAIRFAXVA22033NONEIPROFESSIONAL DEVELOPMENT FUND$415
HOLLY GREGORY
11928 E LINCOLN ROADMERRILLMI48637NONEIPROFESSIONAL DEVELOPMENT FUND$465
JILLIAN MALONEY
1121 ARLINGTON BLVD APT 703ARLINGTONVA22209NONEIPROFESSIONAL DEVELOPMENT FUND$85
JOYCE KANG
7254 DOCKSIDE LANECOLUMBIAMD21045NONEIPROFESSIONAL DEVELOPMENT FUND$270
KELLY ROBERTS
723 UPSHUR ST NWWASHINGTONDC20011NONEIPROFESSIONAL DEVELOPMENT FUND$75
SAMANTHA DWORK
1221 24TH ST NW APT 705WASHINGTONDC20037NONEIPROFESSIONAL DEVELOPMENT FUND$465
TAYLOR TIELKE
3940 RUBY STREETOAKLANDCA94609NONEIPROFESSIONAL DEVELOPMENT FUND$442
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,928,368TotalGrantOrContriPdDurYrAmt

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$677,410ExclusionAmt
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$100,328ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$660,576ExclusionAmt
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$1,438,314ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,438,314TotalIncomeProducingActyAmt

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 JOHNSTON AND COMPANY INCContractorPersonNm
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$1,665SL5
CRM DATABASE2018-10-01$9,092$2,273SL5$1,818
WEBSITE DEVELOPMEN2018-12-01$13,031$2,823SL5$2,606
WEBSITE DEVELOPMEN2019-04-26$25,963$3,462SL5$5,193

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$18,949,717EOYBookValueAmt
EOYFMV$18,949,717EOYFMVAmt

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$4,091$5,001
WEBSITE DEVELOPMEN$13,031$5,429$7,602
WEBSITE DEVELOPMEN$25,963$8,655$17,308

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$61,817LegalFeesAmt
Disbursements Charitable Prps$61,429DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
BOY Book Value$2,834BOYBookValueAmt
EOY Book Value$2,834EOYBookValueAmt
EOYFMV$2,834EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIESDesc
Amt$599,065Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$24,772$24,772
COMPUTER AND INTERNET EXPENSE$1,722$1,722
TELEPHONE EXPENSE$1,889$1,889
DUES & SUBSCRIPTIONS$2,849$2,849
PAYROLL TAXES$24,935$24,935
PAYROLL FEES$854$854
LICENSES & FEES$345
OFFICE EXPENSE$857$857
INSURANCE EXPENSE$27,984
BUSINESS MEALS$1,576
MEMBERSHIP FEES$1,222$1,222
PORTFOLIO DEDUCTIONS$101,745$101,745
ADMINISTRATIVE FEES$932
TRAINING DEVELOPMENT$2,762
GIFTS$308

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$100,328RevenueAndExpensesPerBooksAmt
Net Investment Income$100,328NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$303,262$90,978$212,284
ADVISORY FEES$110,000$110,000
PUBLIC RELATIONS$13,134$13,134
CAREER DEVELOPMENT$18,000$18,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER FEDERAL TAXESCategoryTxt
Amt$7,385Amt
Net Investment Income$7,385NetInvestmentIncomeAmt

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