CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC (EIN 81-0873205)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-30
- IRS object ID
- 201932739349100203
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-30T09:02:29-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810873205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTANCE AND BROOKS ROBINSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 7068802285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N GREENWOOD ST | AddressLine1Txt |
| City | LAGRANGE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7068802285 | PhoneNum |
| Signature | 2019-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN BERGER | PreparerPersonNm |
| PTIN | P00287311 | PTIN |
| Phone | 4102469301 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-23 | IPDt |
| IP Tm | 12:39:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4EE6A31F760B3C5EA0809148B0E883CC4242B14C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,350,663 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $57,415 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,505 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,505 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $15,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,998 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,277 | CashBOYAmt |
| Cash EOY | $38,162 | CashEOYAmt |
| Cash EOYFMV | $38,162 | CashEOYFMVAmt |
| Corporate Stock BOY | $863,812 | CorporateStockBOYAmt |
| Corporate Stock EOY | $756,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $931,245 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $245,711 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $348,599 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $342,109 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,774 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,347 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,147 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,160,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,184,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,350,663 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,160,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,184,728 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,160,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,184,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,160,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,184,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,160,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,184,973 | SubtotalAmt |
| Other Decreases | $245 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,184,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SYNOVUS | P | $143,876 | $107,192 | $36,684 | $36,684 |
| SYNOVUS | P | $29 | $29 | $29 | |
| SYNOVUS | P | $14 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,846 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,398,507 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,306 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,117,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041440 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.105684 | TotalDistributionRt |
| Average Distribution | 0.035228 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,481,421 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $470 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,657 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,998 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $470 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $470 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $470 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $848 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $848 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $378 | OverpaymentAmt |
| Applied To ES Tax | $378 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BROOKS D ROBINSON | IndividualWithBooksNm |
| Phone | 7068802285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 NORTH GREENWOOD STREET | AddressLine1Txt |
| City | LAGRANGE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BROOKS C ROBINSON | ||||||||
| 200 N GREENWOOD STREET | LAGRANGE | GA | 30240 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CONSTANCE B ROBINSON | ||||||||
| 200 N GREENWOOD STREET | LAGRANGE | GA | 30240 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BROOKS D ROBINSON | ||||||||
| 200 N GREENWOOD STREET | LAGRANGE | GA | 30240 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER L ROBINSON | ||||||||
| 200 N GREENWOOD STREET | LAGRANGE | GA | 30240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL P ROBINSON | ||||||||
| 200 N GREENWOOD STREET | LAGRANGE | GA | 30240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DIANA A FARLEY | ||||||||
| 200 N GREENWOOD STREET | LAGRANGE | GA | 30240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,398,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,503,981 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,503,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,481,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $470 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $470 | TotalTaxAmt |
| Distributable Before Adj | $73,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,998 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $470 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $13,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,225 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,397 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,441 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,819 | ExcessFromYear2Amt |
| Excess From Year1 | $20,225 | ExcessFromYear1Amt |
| Excess From Current Year | $6,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BROOKS C ROBINSON | ContributingManagerNm |
| Contributing Manager | CONSTANCE B ROBINSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF WEST GA | |||||||
| 115 E W CANNON ST | LAGRANGE | GA | 30240 | NONE | PC | CHARITABLE | $5,000 |
| LAFAYETTE SOCIETY OF PERFORMING ARTS | |||||||
| 214 BULL STREET | LAGRANGE | GA | 30240 | NONE | PC | CHARITABLE | $7,998 |
| MARYLAND PUBLIC TELEVISION | |||||||
| PO BOX 13183 | BALTIMORE | MD | 21203 | NONE | PC | CHARITABLE | $10,000 |
| JOHNS HOPKINS MEDICINE | |||||||
| 600 N WOLFE ST CMSC 130 | BALTIMORE | MD | 21287 | NONE | PC | CHARITABLE | $15,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE | $10,000 |
| CATHOLIC CHARITIES OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET 3RD FL | BALTIMORE | MD | 21201 | NONE | PC | CHARITABLE | $20,000 |
| CATHEDRAL MARY OUR QUEEN | |||||||
| 5200 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PC | CHARITABLE | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,998 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,505 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,132 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,132 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CAL RIPKEN SR FOUNDATION INC | ||||||
| 1 | 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | $50,000 | Yes (X) |
| BROOKS ROBINSON | ||||||
| 2 | 200 N GREENWOOD STREET | LAGRANGE | GA | 30240 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TR EXCHANGE TRADED FD IV FIRST TR | $64,469 | $64,339 |
| INVESCO EXCH TRD SLF IDX FD TR BULSHS | $26,154 | $25,108 |
| ISHARES IBOXX INVESTMENT GRADE CORPORATE | $41,161 | $40,615 |
| ISHARES TR BARCLAYS 7 10 YR | $32,990 | $30,739 |
| ISHARES TR 20 YR TR BD ETF | $72,094 | $70,476 |
| ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | $24,944 | $24,668 |
| VANGUARD BD INDEX FUND INC TOTAL BOND | $48,368 | $47,130 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $38,419 | $39,034 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P SMALL-CAP E | $31,627 | $28,768 |
| ISHARES INC MSCI GERMANY ETF | $8,443 | $8,619 |
| ISHARES RUSSELL MIDCAP GROWTH | $79,297 | $104,045 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $36,762 | $40,466 |
| ISHARES RUSSELL 1000 GROWTH ETF | $189,725 | $263,129 |
| ISHARES RUSSELL 1000 VALUE ETF | $204,351 | $240,423 |
| VANGUARD GROUP DIV APP ETF | $36,547 | $47,996 |
| VANGUARD INTL EQUITY INDEX FDS FTSE | $60,063 | $61,504 |
| VANGUARD INTL EQUITY INDEX FUND INC FTSE | $34,883 | $34,100 |
| VANGUARD WORLD FD MEGA CAP GROWTH ETF | $74,922 | $102,195 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD REAL ESTATE ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $41,347 | BookValueAmt |
| EOYFMV | $39,147 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS | Desc |
| Amt | $245 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYNOVUS MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $15,150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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