ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201841319349101274
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T11:11:26-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 331 NEWMAN SPRINGS ROAD Suite 125 | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA ROBINSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2022897700 | PhoneNum |
| Signature | 2018-04-30 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,069,964 | 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 | $10,812,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $644,452 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $644,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,237,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,910,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,237,870 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $87,418 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $15,660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,660 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,710,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,897,982 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,418 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $308,990 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $98,526 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,849 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,849 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $248,323 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,401 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $377,197 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,809 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $267,388 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $333 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,761 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $26,217 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $26,217 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $90,186 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $90,186 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $568 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $568 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,229,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $137,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $507,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,233 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,668,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $137,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $946,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,041,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,760,565 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $87,418 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,219,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,160,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,160,508 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,489,873 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,461,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,461,996 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,416,988 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,445,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,445,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,109 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,874 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,997 | LandBOYAmt |
| Land EOY | $2,235 | LandEOYAmt |
| Land EOYFMV | $2,235 | LandEOYFMVAmt |
| Other Assets BOY | $229 | OtherAssetsBOYAmt |
| Other Assets EOY | $225 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $225 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,132,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,069,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,069,964 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,365 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,517 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,365 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,517 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,109,671 | UnrestrictedBOYAmt |
| Unrestricted EOY | $40,067,447 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,109,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,067,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,132,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,069,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,109,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,041,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,916,265 | OtherIncreasesAmt |
| Subtotal | $40,067,447 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,067,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| BBH CORE SELECT | P | 2017-08-04 | $189,000 | $133,543 | $55,457 | $55,457 | |
| NATIXIS LOOMIS SAY C/P BND-Y | P | 2017-02-07 | $501,569 | $520,029 | -$18,460 | -$18,460 | |
| NATIXIS LOOMIS SAY C/P BND-Y | P | 2017-08-04 | $2,090,073 | $2,084,740 | $5,333 | $5,333 | |
| VANGUARD DIVIDEND GROWTH FUND | P | 2017-08-04 | $135,000 | $111,291 | $23,709 | $23,709 | |
| SEE ATTACHED | P | 2017-11-30 | $995,113 | $880,536 | $114,577 | $114,577 | 2017-01-15 |
| CAPITAL GAIN DIVIDENDS | P | $1,097,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,237,870 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $87,418 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,158,582 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,209,142 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08236 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,900,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,048,745 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090276 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,893,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,651,255 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113738 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,495,498 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,582,232 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12912 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,434,309 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,736,811 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.212906 | DistributionYr5Rt |
| Total Distribution | 0.6284 | TotalDistributionRt |
| Average Distribution | 0.12568 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,650,758 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,234,667 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,606 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,252,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $946,253 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,211 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,211 | SubtotalAmt |
| Tax Based On Investment Income | $35,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $18,011 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| 331 NEWMAN SPRINGS ROAD | 125 | RED BANK | NJ | 07701 | CHAIRMAN | 3.0 | $0 | $0 | $0 |
| CHARLES R MEIER | |||||||||
| 331 NEWMAN SPRINGS ROAD | 125 | RED BANK | NJ | 07701 | BOARD MEMBER | 3.0 | $0 | $0 | $0 |
| DAVID ERNST | |||||||||
| 331 NEWMAN SPRINGS ROAD | 125 | RED BANK | NJ | 07701 | BOARD MEMBER | 3.0 | $0 | $0 | $0 |
| JULIA ROBERTSON | |||||||||
| 331 NEWMAN SPRINGS ROAD | 125 | RED BANK | NJ | 07701 | SECRETARY | 3.0 | $0 | $0 | $0 |
| APRIL MEIER | |||||||||
| 331 NEWMAN SPRINGS ROAD | 125 | RED BANK | NJ | 07701 | BOARD MEMBER | 3.0 | $0 | $0 | $0 |
| ANDREW MCKIBBEN | |||||||||
| 331 NEWMAN SPRINGS ROAD | 125 | RED BANK | NJ | 07701 | TREASURER | 3.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDRA GHARA | ||||||||
| 1801 F ST NW | WASHINGTON | DC | 20006 | PROGRAM MANAGER | 40.0 | $91,116 | $2,735 | $0 |
| TIMOTHY KEMPER | ||||||||
| 6875 N WILDWOOD AVENUE | CHICAGO | IL | 60646 | EXECUTIVE DIRECTOR | 40.0 | $210,464 | $1,114 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREGORI LEBEDEV | |||||
| 2914 24TH ROAD NORTH | ARLINGTON | VA | 22207 | CONSULTING | $75,000 |
| Caplin & Drysdale | |||||
| One Thomas Circle NW Ste 1100 | WASHINGTON | DC | 20005 | Legal services | $228,250 |
| Hamilton & Company | |||||
| 600 College Road East Ste 4200 | PRINCETON | NJ | 08540 | consulting | $62,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,559,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,294,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,430,994 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,285,033 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,285,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $634,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,650,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,082,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,082,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,211 | TotalTaxAmt |
| Distributable Before Adj | $2,047,327 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,047,327 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,047,327 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $946,253 | 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 | $946,253 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $946,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,047,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,101,283 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $922,269 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,067,842 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $862,872 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $865,306 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,819,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $946,253 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $946,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,101,074 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,101,074 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,718,498 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,718,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $922,269 | ExcessFromYear4Amt |
| Excess From Year3 | $1,067,842 | ExcessFromYear3Amt |
| Excess From Year2 | $862,872 | ExcessFromYear2Amt |
| Excess From Year1 | $865,306 | ExcessFromYear1Amt |
| 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 (7 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 | $100,000 | |
| U of MarylandSchool of Public Policy | |||||||
| 2101 Van Munching Hall | COLLEGE PARK | MD | 20742 | NONE | Robertson Fellows | $73,000 | |
| The Fletcher School | |||||||
| TUFTS UNIVERSITY | MEDFORD | MA | 02155 | NONE | Robertson Fellows | $77,000 | 160 PACKARD AVENUE |
| THE HAROLD W ROSENTHAL FELLOWSHIP | |||||||
| 3141 VAN MUNCHING HALL | COLLEGE PARK | MD | 20742 | NONE | THE FELLOWSHIP PROGRAM | $15,000 | |
| UCSD (GBS) | |||||||
| ROBINSON BUILDING COMPLEX | LA JOLLA | CA | 92093 | NONE | Robertson Fellows | $108,833 | 9500 GILLMAN DRIVE 0519 |
| TEXAS A&M - SCOWCROFTBUSH | |||||||
| 4220 TAMU | COLLEGE STATION | TX | 77843 | NONE | Robertson Fellows | $64,400 | |
| Christie Gingras | |||||||
| PO Box 453 | STOWE | VT | 05672 | NONE | Summer Internship Expenses | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,233 | 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 | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644,444 | 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 | $15,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,237,870 | 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 | $1,897,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,897,982 | 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 (3 entries)
| ExplanationExplanationTxt |
|---|
| GREGORI LEBEDEV |
| SENIOR ADVISOR |
| Caplin Drysdale |
| Legal advisor |
| Hamilton Company |
| Investment consulting |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 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 | $4,745 | SL | 7 | $55 |
| PHONE SYSTEM | 2012-09-27 | $2,392 | $2,033 | SL | 5 | $359 |
| LAPTOP | 2012-10-26 | $1,596 | $1,329 | SL | 5 | $267 |
| WEBSITE DEVELOPMEN | 2012-05-01 | $6,700 | $6,253 | SL | 5 | $447 |
| DESKTOP COMPUTER | 2013-05-01 | $1,016 | $744 | SL | 5 | $203 |
| COMPUTER-MAC | 2013-07-15 | $1,764 | $1,221 | SL | 5 | $353 |
| APPLE COMPUTER | 2013-12-17 | $2,061 | $1,253 | SL | 5 | $412 |
| FURNITURE | 2013-12-17 | $2,325 | $1,010 | SL | 7 | $332 |
| APPLE LAPTOP | 2014-10-22 | $1,665 | $733 | SL | 5 | $333 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $32,461,996 | EOYBookValueAmt |
| EOYFMV | $32,461,996 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE SERVER | $1,641 | $1,641 | |
| COMPUTER EQUIP | $2,149 | $2,149 | |
| FURNITURE | $4,800 | $4,800 | |
| PHONE SYSTEM | $2,392 | $2,392 | |
| LAPTOP | $1,596 | $1,596 | |
| WEBSITE DEVELOPMEN | $6,700 | $6,700 | |
| DESKTOP COMPUTER | $1,016 | $947 | $69 |
| COMPUTER-MAC | $1,764 | $1,574 | $190 |
| APPLE COMPUTER | $2,061 | $1,665 | $396 |
| FURNITURE | $2,325 | $1,342 | $983 |
| APPLE LAPTOP | $1,665 | $1,066 | $599 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT ASSETS | Desc |
| BOY Book Value | $229 | BOYBookValueAmt |
| EOY Book Value | $225 | EOYBookValueAmt |
| EOYFMV | $225 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $51,649 | $51,649 | |
| COMPUTER AND INTERNET EXPENSE | $3,972 | $3,972 | |
| TELEPHONE EXPENSE | $384 | $384 | |
| DUES & SUBSCRIPTIONS | $142 | $142 | |
| PAYROLL TAXES | $32,157 | $8,012 | |
| PAYROLL FEES | $2,244 | $2,244 | |
| LICENSES & FEES | $792 | ||
| OFFICE EXPENSE | $4,349 | $4,349 | |
| INSURANCE EXPENSE | $18,583 | ||
| BUSINESS MEALS | $2,851 | ||
| MEMBERSHIP FEES | $1,183 | $1,183 | |
| PORTFOLIO DEDUCTIONS | $1,926 | $1,926 | |
| ADMINISTRATIVE FEES | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $15,660 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,660 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $2,916,265 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $229,809 | $74,809 | $120,000 |
| ADVISORY FEES | $120,000 | $120,000 | |
| PROFESSIONAL FEES | $12,100 | $12,100 | |
| PUBLIC RELATIONS | $288 | $288 | |
| CAREER DEVELOPMENT | $15,000 | $15,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $19,181 | |
| OTHER FEDERAL TAXES | $333 | $333 |
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