BETA

CHARLES AND MARIE ROBERTSON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND MARIE ROBERTSON FOUNDATION (EIN 46-2161280)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349106413
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)
Return2021-11-15T12:45:49-06:00ReturnTs
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)
EIN462161280EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES AND MARIE ROBERTSON FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ROBERT ERNSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT ERNSTInCareOfNm
Business Name ControlCHARBusinessNameControlTxt
Phone8312065288PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14500 VIEJO RDAddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93923ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT ERNSTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8312065288PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastERNSTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTED NAPPI CPAPreparerPersonNm
PTINP01029666PTIN
Phone7328423113PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,215,536FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,303,047ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$242,382DividendsRevAndExpnssAmt
Dividends Net Invst Incm$242,382DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$818,253NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,180,953GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$818,253CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,363,683TotalRevAndExpnssAmt
Total Net Invst Incm$1,060,636TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$7,511AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,755AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,756AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,425OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,425OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$5,029InterestRevAndExpnssAmt
Interest Net Invst Incm$5,029InterestNetInvstIncmAmt
Taxes Rev And Expnss$2,995TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,387TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$29,433OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$27,721OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,712OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,393TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,317TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,468TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$790,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$790,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$863,393TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,317TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$795,468TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,500,290ExcessRevenueOverExpensesAmt
Net Investment Income$994,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$574,127CashBOYAmt
Cash EOY$2,630,760CashEOYAmt
Cash EOYFMV$2,630,760CashEOYFMVAmt
Corporate Stock BOY$6,722,324CorporateStockBOYAmt
Corporate Stock EOY$15,697,928CorporateStockEOYAmt
Corporate Stock EOYFMV$15,697,928CorporateStockEOYFMVAmt
Other Investments BOY$2,977,698OtherInvestmentsBOYAmt
Other Investments EOY$9,886,848OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,886,848OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,274,149TotalAssetsBOYAmt
Total Assets EOY$28,215,536TotalAssetsEOYAmt
Total Assets EOYFMV$28,215,536TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$10,274,149RetainedEarningBOYAmt
Retained Earning EOY$28,215,536RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,274,149TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,215,536TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,274,149TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,215,536TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,274,149TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,500,290ExcessRevenueOverExpensesAmt
Other Increases$2,441,097OtherIncreasesAmt
Subtotal$28,215,536SubtotalAmt
Tot Net Ast Or Fund Balances EOY$28,215,536TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BOA ACCT 7365 ST COVERED SALESP2020-01-012020-12-31$156,264$154,878$3,386$1,386
BOA ACCT 7365 LT COVERED SALESP2010-01-012020-12-31$21,523$14,524$6,999$6,999
8.8 WHALEROCK FLAGSHIP FUNDP2019-10-312020-04-30$9,724$8,803$921$921
BOA ACCT 8040 LT COVERED SALESP2010-01-012020-12-31$405,044$186,495$218,549$218,549
CAPITAL GAIN DIVIDENDSP$470,526
CAPITAL GAIN DIVIDENDSP$470,526
CAPITAL GAIN DIVIDENDSP$470,526
CAPITAL GAIN DIVIDENDSP$470,526
FieldValueIRS element (for citing)
Capital Gain Net Income$818,253CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,821InvestmentIncomeExciseTaxAmt
Subtotal$13,821SubtotalAmt
Tax Based On Investment Income$13,821TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$13,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$14,400TotalPaymentsAndCreditsAmt
Overpayment$579OverpaymentAmt
Applied To ES Tax$579AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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 Line1ROBERT ERNSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8313738033PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14500 VIEJO RDAddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93923ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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
DIANA MCKIBBEN
4500 VIEJO RDCARMELCA93923PRESIDENT0$0$0$0
DAVID ERNST
4500 VIEJO RDCARMELCA93923SECRETARY/DIRECTOR0$0$0$0
ANDREW MCKIBBEN
4500 VIEJO RDCARMELCA93923TREASURER/DIRECTOR0$0$0$0
ROBERT ERNST
4500 VIEJO RDCARMELCA93923DIRECTOR0$0$0$0
KATHERINE ERNST
4500 VIEJO RDCARMELCA93923DIRECTOR0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,205,936AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$950,337AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,467,694FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,623,967TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,623,967AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$234,360CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,389,607NetVlNoncharitableAssetsAmt
Minimum Investment Return$769,480MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$769,480MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,821TaxBasedOnInvestmentIncomeAmt
Total Tax$13,821TotalTaxAmt
Distributable Before Adj$755,659DistributableBeforeAdjAmt
Distributable Before Ded$755,659DistributableBeforeDedAmt
Distributable As Adjusted$755,659DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$795,468ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$795,468QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$795,468AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$755,659DistributableAsAdjustedAmt
Undistributed Income PY$196,587UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$795,468QualifyingDistributionsAmt
Applied To Year1$196,587AppliedToYear1Amt
Applied To Current Year$598,881AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$156,778UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt
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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST MARY'S COLLEGE
47645 COLLEGE DRIVEST MARYS CITYMD20686N/ANCGENERAL SUPPORT$80,000
NURSE FAMILY PARTNERSHIP
1900 GRANT STREET SUITE 400DENVERCO80203N/ANCGENERAL SUPPORT$65,000
INTERCOLLEGIATE STUDIES INSTITUTE
3901 CENTERVILLE ROADWILMINGTONDE19807N/ANCGENERAL SUPPORT$70,000
WASHINGTON LATIN PUBLIC CHARTER SCHOOL
5200 2ND STREET NWWASHINGTONDC20011N/ANCGENERAL SUPPORT$65,000
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724N/ANCGENERAL SUPPORT$100,000
FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
510 WALNUT STREET SUITE 1250PHILADELPHIAPA19106N/ANCGENERAL SUPPORT$80,000
KIPP
520 8TH AVENUE SUITE 2005NEW YORKNY10018N/ANCGENERAL SUPPORT$10,000
INSTITUTE FOR HUMANE STUDIES
3434 WASHINGTON BLVD 1C5ARLINGTONVA22201N/ANCGENERAL SUPPORT$40,000
THE INSTITUTE FOR WORLD POLITICS
1521 16TH STREET NWWASHINGTONDC20036N/AGENERAL SUPPORT$25,000
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
23625 HOLMAN HIGHWAYMONTEREYCA93940N/ANCGENERAL SUPPORT$7,500
THE PHILADELPHIA SOCIETY
321 S 4TH STREETPHILADELPHIAPA19106N/ANCGENERAL SUPPORT$7,500
MOTION PICTURE INSTITUTE
2040 CROOKS ROAD BTROYMI48084N/ANCGENERAL SUPPORT$65,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVE 340PALO ALTOCA94301N/ANCGENERAL SUPPORT$85,000
SANTA CANTALINA SCHOOL
1500 MARK THOMAS DRIVEMONTEREYCA93940N/ANCGENERAL SUPPORT$70,000
OPERATION UNDERGROUND RAILROAD
1950 W CORPORATE WAYANAHEIMCA92801NCGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$790,000TotalGrantOrContriPdDurYrAmt

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$242,382ExclusionAmt
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

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$818,253ExclusionAmt
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$1,060,636ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,060,636TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERTSON FOUNDATION FOR GOVERNMENTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11455 PENNSYLVANIA AVE NW STE 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,303,047TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SECURITIES - SEE ATTACHED$8,939,3932020-11-03
2LAZARD CORE FIXED INCOME PORTFOLIO 30 ROCKEFELLER PLAZA 56TH FLOOR NEW YORK, NY 10112$2,054,3382020-11-03
3DAVIDSON KEMPNER INST PRTNS LP 520 MADISON AVENUE 30TH FLOOR NEW YORK, NY 10022$1,676,0272020-11-03

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
LICENSE AND FEES$888$888
OFFICE SUPPLIES$464$464
PORTFOLIO DEDUCTIONS$22,415$22,415
INVESTMENT FEES$5,306$5,306
DUES$360$360

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc
Refund of Investment fees
Other Investment Income

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$2,441,097Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$1,608
FOREIGN TAX WITHHELD$1,387$1,387

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