BETA

ROBERTSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON FAMILY FOUNDATION (EIN 84-2000163)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202141309349102239
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-10T14:56:36-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231709427PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERTZ HESS & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line136 EAST KING STAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842000163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERTSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13399 JETSTAR DRIVEAddressLine1Txt
CityLITITZCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES ROBERTSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7176253770PhoneNum
Signature2021-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES WPersonFirstNm
Person LastROBERTSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA M PELSINSKI CPAPreparerPersonNm
PTINP00445642PTIN
Phone7173930767PhoneNum
Preparation2021-05-04PreparationDt
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$2,375FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$59,158ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$59,158TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$287LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$287LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,535AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,535AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$1,705TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,705TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$53,848OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$53,848OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57,375TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$57,375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,375TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,783ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$592CashBOYAmt
Cash EOY$2,375CashEOYAmt
Cash EOYFMV$2,375CashEOYFMVAmt
Total Assets BOY$592TotalAssetsBOYAmt
Total Assets EOY$2,375TotalAssetsEOYAmt
Total Assets EOYFMV$2,375TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$592NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,375NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$592TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,375TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$592TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,375TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$592TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,783ExcessRevenueOverExpensesAmt
Subtotal$2,375SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,375TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES ROBERTSONIndividualWithBooksNm
Phone7176253770PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13399 JETSTAR DRAddressLine1Txt
CityLITITZCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17543ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES ROBERTSON
3399 JETSTAR DRLITITZPA17543PRESIDENT10.00$0$0$0
CRAIG JD ROBERTSON
3399 JETSTAR DRLITITZPA17543TREASURER1.00$0$0$0
NEIL P ROBERTSON
3399 JETSTAR DRLITITZPA17543SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE PRIMARY TAX-EXEMPT PURPOSES OF THE FOUNDATION ARE THE ADVANCEMENT OF RELIGION, HEALTH CARE AND EDUCATION TO ALLEVIATE POVERTY IN MALAWI, AFRICA. OFFERED BUSINESS EDUCATION CLASSES, DISTRIBUTED MAIZE, DISTRIBUTED SEED AND FERTILIZER FOR LOCALS TO GROW THEIR OWN CROPS, PROVIDED INFORMATION AND EDUCATION ON BUSINESS OPERATIONS AND ENTREPRENEURSHIP, PROVIDED COPIES OF THE BIBLE AND IN-HOME RELIGIOUS MATERIALS.Description1Txt
Expenses1$55,538Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,114AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,114TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,114AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$107CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,007NetVlNoncharitableAssetsAmt
Minimum Investment Return$350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,375ExpensesAndContributionsAmt
Qualifying Distributions$57,375QualifyingDistributionsAmt
Adjusted Qualifying Distri$57,375AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$57,375QualifyingDistributionsAmt
Remaining Distri From Corpus$57,375RemainingDistriFromCorpusAmt
Total Corpus$57,375TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2019-06-06PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$57,375CurrentYearAmt
Year1$51,596Year1Amt
Total$108,971TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$1,837CurrentYearAmt
Year1$6,955Year1Amt
Total$8,792TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$55,538CurrentYearAmt
Year1$44,641Year1Amt
Total$100,179TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$233CurrentYearAmt
Year1$45Year1Amt
Total$278TotalAmt

Supplementary Information SupplementaryInformationGrp

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

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JAMES ROBERTSON
11320 DIAMOND STAKRONPA17501$40,608Yes (X)
INSURANCE ACQUISITIONS INC
23399 JETSTAR DRIVELITITZPA17543$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,535Amt
Disbursements Charitable Prps$1,535DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$287LegalFeesAmt
Disbursements Charitable Prps$287DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
EDUCATION$12,210$12,210
MINISTRY EXPENSE-PASTORAL$24,435$24,435
HUMANITARIAN$1,106$1,106
MISCELLANEOUS$1,280$1,280
MALAWI AUTOMOBILE$5,145$5,145
BIBLES$9,657$9,657
PA PURELY PUBLIC CHARITABLE$15$15

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSURANCE ACQUISITIONS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13399 JETSTAR DRAddressLine1Txt
CityLITITZCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17543ZIPCd

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