ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201711309349102256
- 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
- Form 990-PF
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T14:30:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | KATHERINE ERNST | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2022897700 | PhoneNum |
| Signature | 2017-05-10 | 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 | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.30.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220171305000078 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2FBB44A9DC5B460B468F4037526E5FB66664D2B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 60BC08EFDB64A2AC625A96EFC0A51B536DB49A7E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,132,036 | 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 | $5,975,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $457,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $457,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $513,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,610,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $513,893 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,122 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $6,946,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $971,263 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,122 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $281,855 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $281,855 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,324 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,324 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,387 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,387 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,121 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,121 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,661 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,331 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,331 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $368,340 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,075 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $293,265 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,519 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $23,519 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,456 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $23,161 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $23,161 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $149,793 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $149,793 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,511 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,511 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $127,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,788 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101,508 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,110,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $993,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,164,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,164,807 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,275,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,158,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,671,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $859,069 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,122 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,280,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,219,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,219,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,199,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,489,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,489,873 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,416,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,416,988 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,109 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,112 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,453 | LandBOYAmt |
| Land EOY | $4,997 | LandEOYAmt |
| Land EOYFMV | $4,997 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $229 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $229 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,489,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,132,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,132,036 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,580 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,365 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,365 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $20,483,641 | UnrestrictedBOYAmt |
| Unrestricted EOY | $26,109,671 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,483,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,109,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,489,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,132,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,483,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,671,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $954,998 | OtherIncreasesAmt |
| Subtotal | $26,109,671 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,109,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NATIXIS LOOMIS | P | 2014-10-10 | 2016-07-08 | $1,246,201 | $1,269,580 | -$23,379 | -$23,379 |
| SCOUT UNCONSTRAINED BOND | P | 2014-01-21 | 2016-07-08 | $364,392 | $367,788 | -$3,396 | -$3,396 |
| CAPITAL GAIN DIVIDENDS | P | $540,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $513,893 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,122 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,900,190 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,048,745 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090276 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,893,880 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,651,255 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.113738 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,495,498 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,582,232 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12912 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,434,309 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,736,811 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.212906 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,185,408 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,573,608 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.753306 | DistributionYr5Rt |
| Total Distribution | 1.299346 | TotalDistributionRt |
| Average Distribution | 0.259869 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,209,142 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,810,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,591 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,819,535 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,158,582 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,181 | SubtotalAmt |
| Tax Based On Investment Income | $17,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,981 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT HALLIGAN | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 25.0 | $50,000 | $0 | $0 |
| KATHERINE R ERNST | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| GEOFFREY S ROBERTSON | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | TREASURER | 3.0 | $0 | $0 | $0 |
| JOHN H LINNARTZ | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | CHAIRMAN | 3.0 | $0 | $0 | $0 |
| CHARLES R MEIER | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 3.0 | $0 | $0 | $0 |
| ROBERT ERNST | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 3.0 | $0 | $0 | $0 |
| TIMOTHY KEMPER | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | EXECUTIVE DIRECTOR | 40.0 | $231,855 | $6,947 | $0 |
| DAVID ERNST | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 3.0 | $0 | $0 | $0 |
| JULIA ROBERTSON | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | SECRETARY | 3.0 | $0 | $0 | $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 | 100 FLORIDA AVE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $81,324 | CompensationAmt |
| Employee Benefits | $2,440 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORI LEBEDEV | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2914 24TH ROAD NORTH | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| 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 | $21,767,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,108,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,732,423 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,608,266 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,608,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $399,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,209,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,310,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,310,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,181 | TotalTaxAmt |
| Distributable Before Adj | $1,293,276 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,293,276 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,293,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,158,582 | 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 | $2,158,582 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,158,582 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,293,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,107,262 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,101,283 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $922,269 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,067,842 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $862,872 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,061,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,158,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,293,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $865,306 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,926,834 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,107,262 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,819,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,101,283 | ExcessFromYear4Amt |
| Excess From Year3 | $922,269 | ExcessFromYear3Amt |
| Excess From Year2 | $1,067,842 | ExcessFromYear2Amt |
| Excess From Year1 | $862,872 | ExcessFromYear1Amt |
| Excess From Current Year | $865,306 | ExcessFromCurrentYearAmt |
| 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UCSD (IRPS) | |||||||
| ROBINSON BUILDING COMPLEX | 9500 GILLMAN DRIVE 0519 | LA JOLLA | CA | 92093 | NONE | Robertson Fellows | $83,333 |
| MAXWELL SCHOOL | |||||||
| 200 EGGERS HALL | SYRACUSE | NY | 13244 | NONE | Robertson Fellows | $168,750 | |
| U of MarylandSchool of Public Policy | |||||||
| 2101 Van Munching Hall | COLLEGE PARK | MD | 20742 | NONE | Robertson Fellows | $213,905 | |
| The Fletcher School | |||||||
| TUFTS UNIVERSITY | 160 PACKARD AVENUE | MEDFORD | MA | 02155 | NONE | Robertson Fellows | $231,000 |
| Texas A&M Foundation | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | Robertson Fellows | $193,200 | |
| THE HAROLD W ROSENTHAL FELLOWSHIP | |||||||
| 3141 VAN MUNCHING HALL | COLLEGE PARK | MD | 20742 | NONE | THE FELLOWSHIP PROGRAM | $15,000 | |
| CONGRESSIONAL FELLOWSHIP | |||||||
| 9115 JUDICIAL DR | 4235 | SAN DIEGO | CA | 92122 | NONE | GENERAL SUPPORT | $3,000 |
| UCSD (GBS) | |||||||
| ROBINSON BUILDING COMPLEX | 9500 GILLMAN DRIVE 0519 | LA JOLLA | CA | 92093 | NONE | Robertson Fellows | $192,167 |
| CENTER FOR STRATEGIC & INTERNATIONAL STUDIES | |||||||
| 1616 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | Robertson Fellows | $25,000 | |
| TEXAS A&M - SCOWCROFTBUSH | |||||||
| 4220 TAMU | COLLEGE STATION | TX | 77843 | NONE | Robertson Fellows | $20,000 | |
| INSTITUTE FOR EDUCATION | |||||||
| 4410 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | Robertson Fellows | $12,277 | |
| JOHNS HOPKINS UNIVERSITY - STUDENT ACCT | |||||||
| 242 GARLAND HALL | BALTIMORE | MD | 21218 | NONE | Robertson Fellows | $2,175 | |
| JILLIAN MALONEY | |||||||
| 8150 BALTIMORE AVE APT 521 | COLLEGE PARK | MD | 20740 | NONE | Summer Internship Expenses | $1,000 | |
| RENATO BARREDA | |||||||
| 6511 40TH AVE | UNIVERSITY PARK | MD | 20782 | NONE | Summer Internship Expenses | $1,000 | |
| PACIFIC FORUM CSIS | |||||||
| 1616 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | Summer Intern Admin Fee | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,164,807 | 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 | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457,352 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $513,893 | 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 | $971,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $971,263 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | GREGORI LEBEDEV | ContractorPersonNm |
| Explanation | SENIOR ADVISOR | ExplanationTxt |
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 | $4,059 | SL | 7 | $686 |
| PHONE SYSTEM | 2012-09-27 | $2,392 | $1,555 | SL | 5 | $478 |
| LAPTOP | 2012-10-26 | $1,596 | $1,010 | SL | 5 | $319 |
| WEBSITE DEVELOPMEN | 2012-05-01 | $6,700 | $4,913 | SL | 5 | $1,340 |
| DESKTOP COMPUTER | 2013-05-01 | $1,016 | $541 | SL | 5 | $203 |
| COMPUTER-MAC | 2013-07-15 | $1,764 | $868 | SL | 5 | $353 |
| APPLE COMPUTER | 2013-12-17 | $2,061 | $841 | SL | 5 | $412 |
| FURNITURE | 2013-12-17 | $2,325 | $678 | SL | 7 | $332 |
| APPLE LAPTOP | 2014-10-22 | $1,665 | $400 | SL | 5 | $333 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $22,489,873 | EOYBookValueAmt |
| EOYFMV | $22,489,873 | 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 | $4,745 | $55 |
| PHONE SYSTEM | $2,392 | $2,033 | $359 |
| LAPTOP | $1,596 | $1,329 | $267 |
| WEBSITE DEVELOPMEN | $6,700 | $6,253 | $447 |
| DESKTOP COMPUTER | $1,016 | $744 | $272 |
| COMPUTER-MAC | $1,764 | $1,221 | $543 |
| APPLE COMPUTER | $2,061 | $1,253 | $808 |
| FURNITURE | $2,325 | $1,010 | $1,315 |
| APPLE LAPTOP | $1,665 | $733 | $932 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT ASSETS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $229 | EOYBookValueAmt |
| EOYFMV | $229 | 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 | $24,750 | $24,750 | |
| COMPUTER AND INTERNET EXPENSE | $3,792 | $3,792 | |
| TELEPHONE EXPENSE | $1,344 | $1,344 | |
| MISCELLANEOUS | $1,057 | $1,057 | |
| DUES & SUBSCRIPTIONS | $847 | $847 | |
| PAYROLL TAXES | $17,376 | $17,376 | |
| PAYROLL FEES | $2,365 | $2,365 | |
| LICENSES & FEES | $345 | $345 | |
| OFFICE EXPENSE | $11,084 | $11,084 | |
| INSURANCE EXPENSE | $55,872 | $55,872 | |
| BUSINESS MEALS | $7,035 | $7,035 | |
| ADMINISTRATIVE FEES | $391 | $391 | |
| PORTFOLIO DEDUCTIONS | $1,038 | $1,038 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $954,998 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $183,825 | $75,075 | $108,750 |
| ADVISORY FEES | $120,000 | $120,000 | |
| PROFESSIONAL FEES | $16,860 | $16,860 | |
| PUBLIC RELATIONS | $29,655 | $29,655 | |
| CAREER DEVELOPMENT | $18,000 | $18,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $23,519 | Amt |
| Disbursements Charitable Prps | $23,519 | DisbursementsCharitablePrpsAmt |
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