BETA

ROBERTS FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROBERTS FOUNDATION (EIN 01-0549309)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201703199349103295
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T16:36:43-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11700 MARKET STREET 25TH FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191033984ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010549309EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERTS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARGARET GALLAGHER THOMPSON ESQBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8584547636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1COZEN OCONNOR 200 FOUR FALLS No 400AddressLine1Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANE BAYLESS ROBERTSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8584547636PhoneNum
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID F DOTSONPreparerPersonNm
PTINP00738401PTIN
Phone2152462300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.219.88.140IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-09IPDt
IP Tm13:08:29IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id8B2658DB7A934F9A159DE752D843980E77B44535AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,139,227FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,845,635ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$121,028DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,953DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,645NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,037,660GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,645CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$78,610OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$78,610OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$5,067,918TotalRevAndExpnssAmt
Total Net Invst Incm$181,208TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,353ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,353ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$109,353TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$109,353TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,958,565ExcessRevenueOverExpensesAmt
Net Investment Income$181,208NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$38,800SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,638,375SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,638,375SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$663,795USGovernmentObligationsBOYAmt
US Government Obligations EOY$553,250USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$783,445USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,352,252CorporateStockBOYAmt
Corporate Stock EOY$2,436,903CorporateStockEOYAmt
Corporate Stock EOYFMV$5,291,311CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$426,096OtherAssetsEOYAmt
Other Assets EOYFMV$426,096OtherAssetsEOYFMVAmt
Total Assets BOY$3,054,847TotalAssetsBOYAmt
Total Assets EOY$8,054,624TotalAssetsEOYAmt
Total Assets EOYFMV$11,139,227TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,054,847RetainedEarningBOYAmt
Retained Earning EOY$8,054,624RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,054,847TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,054,624TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,054,847TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,054,624TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,054,847TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,958,565ExcessRevenueOverExpensesAmt
Other Increases$41,212OtherIncreasesAmt
Subtotal$8,054,624SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,054,624TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
comcast corp new cla A RSU AND NQSOP - FIDELITY #106461D2016-01-022016-02-17$1,010,994$988,349$22,645$22,645
comcast corp new cla A RSU AND NQSOP - FIDELITY #106461D2016-01-022016-02-17$26,666$26,680$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$22,645CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$62,276AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,041,497NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.012353DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,560AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,864,820NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000545DistributionYr2Rt
Adjusted Qlfy Distri Yr3$389,370AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,361,454NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.164886DistributionYr3Rt
Adjusted Qlfy Distri Yr4$78,578AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,054,731NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038242DistributionYr4Rt
Adjusted Qlfy Distri Yr5$55,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,621,543NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033918DistributionYr5Rt
Total Distribution0.249944TotalDistributionRt
Average Distribution0.049989AverageDistributionRt
Net Vl Noncharitable Assets$9,669,909NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$483,389AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,812NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$485,201AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$109,353QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,624InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,624SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,624TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,486EstimatedPlusOvpmtIncmTxAmt
Backup Withholding Withheld$126BackupWithholdingWithheldAmt
Total Payments And Credits$5,612TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,988OverpaymentAmt
Applied To ES Tax$1,988AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARGARET GALLAGHER THOMPSON ESQIndividualWithBooksNm
Phone6109412370PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1COZON OCONNOR 400 FOUR FALLSAddressLine1Txt
Address Line2CORPORATE CENTERAddressLine2Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDIANE BAYLES ROBERTSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O M G THOMPSON 200 FOUR FALLSAddressLine1Txt
Address Line2CORP CENTER SUITE 400AddressLine2Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,712,843AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,678,228AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$426,096FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,817,167TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,817,167AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$147,258CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,669,909NetVlNoncharitableAssetsAmt
Minimum Investment Return$483,495MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$483,495MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,624TaxBasedOnInvestmentIncomeAmt
Total Tax$3,624TotalTaxAmt
Distributable Before Adj$479,871DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$479,871DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$479,871DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,353ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$109,353QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$109,353AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$479,871DistributableAsAdjustedAmt
Undistributed Income PY$109,353UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$109,353QualifyingDistributionsAmt
Applied To Year1$109,353AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$479,871UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDIANE BAYLES ROBERTSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROOTS OF RENEWAL
10000 N BROAD STREETNEW ORLEANSLA70119NONEPCTO FUND THE RECIPIENT'S OPERATING BUDGET$70,000
PENN FUND UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREETPHILADELPHIAPA191045099NONEPCTO FUND THE RECIPIENT'S OPERATING BUDGET$5,000
THEATRE AND ARTS FOUNDATION LA JOLLA PLAYHOUSE
PO BOX 12039LA JOLLACA92039NONEPCTO FUND THE RECIPIENT'S OPERATING BUDGET$10,000
MUSEUM OF CONTEMPORARY ART SAN DIEGO
700 PROSPECT STREETLA JOLLACA920374291NONEPCTO FUND THE RECIPIENT'S OPERATING BUDGET$10,000
LAS PATRONAS
PO BOX 1888LA JOLLACA920381888NONEPCTO FUND THE RECIPIENT'S OPERATING BUDGET$14,353
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,353TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$121,028ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,610ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,645ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$222,283ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$222,283TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
RALPH ROBERTS SR
1C/O DUANE MORRIS LLP 30 S 17TH STREPHILADELPHIAPA19103$4,864,774Yes (X)Yes (X)
RALPH ROBERTS SR
2FIDELITY INVESTMENTS INSTITUTIONALCOVINGTONKY410151987$3,506Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyCOMCAST DEFERRED COMPENSATION, SERP PLAN, RESTRICTED STOCK UNITS, AND STOCK OPTIONS.NoncashPropertyDesc
Fair Market Value$4,864,774FairMarketValueAmt
Received2016-01-02ReceivedDt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationN/AShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
25,208 SHS COMCAST CRP NEW CL A$84,027$1,740,612
30,596 SHS BARON FIFTH AVENUE$395,000$554,101
14,314 SHS KALMAR GROWTH$398,357$292,141
7,752 SHS OAKMARK FUND$469,898$584,951
18,300 SHS APPLE INC$1,089,621$2,119,506

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$553,250StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$783,445StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCOMCAST DEFERRED COMPENSATIONDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$426,096EOYBookValueAmt
EOYFMV$426,096EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCapital Gain DistributionsDesc
Revenue And Expenses Per Books$78,610RevenueAndExpensesPerBooksAmt
Net Investment Income$78,610NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
2015 1099-R RECEIVED IN 2016$1,757
BASIS ADJUSTMENT$39,455

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
Short ExplanationN/AShortExplanationTxt

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