ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349101469
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T10:17:43-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS RD STE 125 | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077016765 | 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 | 204630877 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERTSON FOUNDATION FOR GOVERNMENT INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O WITHUMSMITHBROWN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN CPAS | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1612 K STREET NW Suite 1202 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA ROBINSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2022897700 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TED NAPPI CPA | PreparerPersonNm |
| PTIN | P01029666 | PTIN |
| Phone | 7328423113 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.30.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220191355000081 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 60BC08EFDB64A2AC625A96EFC0A51B536DB49A7E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 60BC08EFDB64A2AC625A96EFC0A51B536DB49A7E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,967,591 | 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 | $15,487,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,094,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,094,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,267,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $631,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,267,949 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $87,687 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $35,567 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,567 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,885,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,398,472 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,687 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $234,902 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $234,902 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,219 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,219 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,598 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,598 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64,482 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,224 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,229 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,364 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $498,499 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,278 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $334,040 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $21,837 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $21,837 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $66,990 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,979 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,992 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $21,110 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $21,110 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $158,293 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $158,293 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,060 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,060 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131,304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,561 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,406,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $330,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $897,007 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $891,834 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $891,834 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,298,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $330,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,788,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,587,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,067,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $87,687 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,160,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,862,271 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,862,271 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,461,996 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,802,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,802,720 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,445,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,278,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,278,047 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $30,601 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,882 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,235 | LandBOYAmt |
| Land EOY | $21,719 | LandEOYAmt |
| Land EOYFMV | $21,719 | LandEOYFMVAmt |
| Other Assets BOY | $225 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,834 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,834 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,069,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,967,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,967,591 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,517 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,953 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,953 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,067,447 | UnrestrictedBOYAmt |
| Unrestricted EOY | $50,961,638 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,067,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,961,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,069,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,967,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,067,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,587,363 | ExcessRevenueOverExpensesAmt |
| Subtotal | $57,654,810 | SubtotalAmt |
| Other Decreases | $6,693,172 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,961,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO *1300 - SEE ATTACHED | P | $437,905 | $367,864 | $70,041 | $70,041 |
| WELLS FARGO *3206 - SEE ATTACHED | P | $1,467,336 | $1,396,463 | $70,873 | $70,873 |
| US TRUST *6936 - SEE ATTACHED | P | $631,770 | $526,471 | $105,299 | $105,299 |
| WELLS FARGO *1300 - SEE ATTACHED | P | $564,841 | $476,462 | $88,379 | $88,379 |
| WELLS FARGO *3206 - SEE ATTACHED | P | $572,776 | $575,636 | -$2,860 | -$2,860 |
| US TRUST *6936 - SEE ATTACHED | P | $1,218 | $1,228 | -$10 | -$10 |
| CAPITAL GAIN DIVIDENDS | P | $2,924,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,267,949 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $87,687 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $946,253 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,650,758 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022719 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,158,582 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,209,142 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08236 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,900,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,048,745 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,893,880 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,651,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,495,498 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,582,232 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12912 | DistributionYr5Rt |
| Total Distribution | 0.438213 | TotalDistributionRt |
| Average Distribution | 0.087643 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,355,553 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,500,955 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40,677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,541,632 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,788,841 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81,354 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $81,354 | SubtotalAmt |
| Tax Based On Investment Income | $81,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $45,354 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7328423113 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS RD | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| GEOFFREY S ROBERTSON | ||||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | CHAIRMAN | 5.0 | $28,000 | $0 | $0 |
| CHARLES R MEIER | ||||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | BOARD MEMBER | 3.0 | $8,000 | $0 | $0 |
| DAVID ERNST | ||||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | BOARD MEMBER | 3.0 | $4,000 | $0 | $0 |
| JULIA ROBERTSON | ||||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | SECRETARY | 3.0 | $4,000 | $0 | $0 |
| APRIL MEIER | ||||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | BOARD MEMBER | 3.0 | $8,000 | $0 | $0 |
| ANDREW MCKIBBEN | ||||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | TREASURER | 3.0 | $4,000 | $0 | $0 |
| CYNTHIA ROBINSON | ||||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | PRESIDENT | 40.0 | $178,902 | $4,432 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDRA GHARA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1612 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $85,219 | CompensationAmt |
| Employee Benefits | $2,561 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREGORI LEBEDEV | |||||
| 2914 24TH ROAD NORTH | ARLINGTON | VA | 22207 | CONSULTING | $74,377 |
| Caplin & Drysdale | |||||
| One Thomas Circle NW Ste 1100 | WASHINGTON | DC | 20005 | Legal services | $64,482 |
| Hamilton & Company | |||||
| 600 College Road East Ste 4200 | PRINCETON | NJ | 08540 | consulting | $115,466 |
| WILLIAM GRIDLEY | |||||
| 697 WEST END AVE APT 11C | NEW YORK | NY | 10025 | CONSULTING | $56,250 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLIC SERVICE LEADERSHIP AND FEDERAL WORKFORCE DEVELOPMENT PRIMARILY THROUGH ACADEMIC FELLOWSHIPS (UP TO 20 PER YEAR) AND GOVERNMENT INTERNERSHIPS VIA 5 PARTNER UNIVERSITIES. | Description1Txt |
| Expenses1 | $852,587 | Expenses1Amt |
| Description2 | PROFESSIONAL DEVELOPMENT, EDUCATIONAL PROGRAMMING AND NETWORKING FOR PUBLIC SERVICE LEADERSHIP CAPACITY BUILDING AND CAREER DEVELOPMENT. | Description2Txt |
| Expenses2 | $120,013 | Expenses2Amt |
| Description3 | TO 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 | $47,000 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,215,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,060,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,861,524 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,137,617 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,137,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $782,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,355,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,567,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,567,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81,354 | TotalTaxAmt |
| Distributable Before Adj | $2,486,424 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,486,424 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,486,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,788,841 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,788,841 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,788,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,486,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $922,269 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,067,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $862,872 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $865,306 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,718,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,788,841 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,788,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $697,583 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $697,583 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,020,706 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $224,686 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,796,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,067,842 | ExcessFromYear4Amt |
| Excess From Year3 | $862,872 | ExcessFromYear3Amt |
| Excess From Year2 | $865,306 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| MAXWELL SCHOOL | |||||||
| 200 EGGERS HALL | SYRACUSE | NY | 13244 | NONE | Robertson Fellows | $180,000 | |
| U of MarylandSchool of Public Policy | |||||||
| 2101 Van Munching Hall | COLLEGE PARK | MD | 20742 | NONE | Robertson Fellows | $146,620 | |
| The Fletcher School | |||||||
| TUFTS UNIVERSITY | MEDFORD | MA | 02155 | NONE | Robertson Fellows | $154,000 | 160 PACKARD AVENUE |
| THE HAROLD W ROSENTHAL FELLOWSHIP | |||||||
| 3141 VAN MUNCHING HALL | COLLEGE PARK | MD | 20742 | NONE | THE FELLOWSHIP PROGRAM | $12,000 | |
| UCSD (GBS) | |||||||
| ROBINSON BUILDING COMPLEX | LA JOLLA | CA | 92093 | NONE | Robertson Fellows | $217,667 | 9500 GILLMAN DRIVE 0519 |
| TEXAS A&M - SCOWCROFTBUSH | |||||||
| 4220 TAMU | COLLEGE STATION | TX | 77843 | NONE | Robertson Fellows | $128,800 | |
| ROBERTSON-STRASSER FELLOWSHIP | |||||||
| 200 EGGERS HALL | SYRACUSE | NY | 13244 | NONE | Robertson Fellows | $20,000 | |
| APSIA | |||||||
| 1615 L STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | International relations and grad school diversity | $10,000 | |
| TAYLOR TIELKE | |||||||
| UC SANDIEGO 9500 GILMAN DRIVE 051 | LA JOLLA | CA | 92093 | NONE | SUMMER INTERNSHIP EXPENSE | $1,500 | |
| ERICA SYMONDS | |||||||
| 1881 METZEROTT ROAD APT 510 | ADELPHI | MD | 20783 | NONE | Professional Development Fund | $599 | |
| JACOB THROWE | |||||||
| UC SANDIEGO 9500 GILMAN DRIVE 051 | LA JOLLA | CA | 92093 | NONE | SUMMER INTERNSHIP EXPENSE | $1,500 | |
| ELIZABETH KOKEMOOR | |||||||
| 4620 IOWA AVE UNIT 6 | WASHINGTON | DC | 20011 | NONE | SUMMER INTERNSHIP EXPENSE | $2,500 | |
| TUCKER BOYCE | |||||||
| 515 NEWPORT TRACE | ALPHARETTA | GA | 30005 | NONE | PROFESSIONAL DEVELOPMENT FUND | $450 | |
| ARIANA SCURTI | |||||||
| 105 DEAN STREET | SOUTH EASTON | MA | 02375 | NONE | PROFESSIONAL DEVELOPMENT FUND | $599 | |
| SIMONA GRIFFITH | |||||||
| 8710 CAMERON STEET UNIT 914 | SILVER SPRING | MD | 20910 | NONE | PROFESSIONAL DEVELOPMENT FUND | $599 | |
| PARTNERSHIP FOR PUBLIC SERVICE | |||||||
| 1100 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | Public Service Award Program | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $891,834 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,094,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,267,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,398,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,398,472 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (4 entries)
| ExplanationExplanationTxt |
|---|
| GREGORI LEBEDEV |
| SENIOR ADVISOR |
| Caplin Drysdale |
| LEGAL ADVISOR |
| Hamilton Company |
| INVESTMENT CONSULTING |
| WILLIAM GRIDLEY |
| SENIOR ADVISOR |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE SERVER | 2010-09-03 | $1,641 | $1,641 | SL | 5 | |
| COMPUTER EQUIP | 2010-01-14 | $2,149 | $2,149 | SL | 3 | |
| FURNITURE | 2010-01-29 | $4,800 | $4,800 | SL | 7 | |
| PHONE SYSTEM | 2012-09-27 | $2,392 | $2,392 | SL | 5 | |
| LAPTOP | 2012-10-26 | $1,596 | $1,596 | SL | 5 | |
| WEBSITE DEVELOPMEN | 2012-05-01 | $6,700 | $6,700 | SL | 5 | |
| DESKTOP COMPUTER | 2013-05-01 | $1,016 | $947 | SL | 5 | $69 |
| COMPUTER-MAC | 2013-07-15 | $1,764 | $1,574 | SL | 5 | $190 |
| APPLE COMPUTER | 2013-12-17 | $2,061 | $1,665 | SL | 5 | $396 |
| FURNITURE | 2013-12-17 | $2,325 | $1,342 | SL | 7 | $332 |
| APPLE LAPTOP | 2014-10-22 | $1,665 | $1,066 | SL | 5 | $333 |
| CRM DATABASE | 2018-10-01 | $9,092 | SL | 5 | $455 | |
| WEBSITE DEVELOPMEN | 2018-12-01 | $13,031 | SL | 5 | $217 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $30,802,720 | EOYBookValueAmt |
| EOYFMV | $30,802,720 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE SERVER | $1,641 | $1,641 | |
| COMPUTER EQUIP | |||
| FURNITURE | |||
| PHONE SYSTEM | $2,392 | $2,392 | |
| LAPTOP | |||
| WEBSITE DEVELOPMEN | |||
| DESKTOP COMPUTER | $1,016 | $1,016 | |
| COMPUTER-MAC | $1,764 | $1,764 | |
| APPLE COMPUTER | |||
| FURNITURE | |||
| APPLE LAPTOP | $1,665 | $1,399 | $266 |
| CRM DATABASE | $9,092 | $455 | $8,637 |
| WEBSITE DEVELOPMEN | $13,031 | $217 | $12,814 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER CURRENT ASSETS | $225 | $0 | $0 |
| SECURITY DEPOSIT | $0 | $2,834 | $2,834 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $6,693,172 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $64,000 | $64,000 | |
| COMPUTER AND INTERNET EXPENSE | $1,618 | $1,618 | |
| TELEPHONE EXPENSE | $2,249 | $2,249 | |
| DUES & SUBSCRIPTIONS | $1,413 | $1,413 | |
| PAYROLL TAXES | $19,543 | $19,543 | |
| PAYROLL FEES | $1,422 | $1,422 | |
| LICENSES & FEES | $533 | ||
| OFFICE EXPENSE | $23,385 | $23,385 | |
| INSURANCE EXPENSE | $25,936 | ||
| BUSINESS MEALS | $5,541 | ||
| MEMBERSHIP FEES | $931 | $931 | |
| PORTFOLIO DEDUCTIONS | $67,304 | $67,304 | |
| ADMINISTRATIVE FEES | $865 | ||
| TRAINING DEVELOPMENT | $1,824 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $35,567 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35,567 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $320,518 | $151,278 | $169,240 |
| ADVISORY FEES | $120,000 | $120,000 | |
| PROFESSIONAL FEES | $13,506 | $325 | |
| PUBLIC RELATIONS | $21,725 | $21,725 | |
| CAREER DEVELOPMENT | $22,750 | $22,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $54,011 | |
| OTHER FEDERAL TAXES | $12,979 | $12,979 |
Comments