ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349101353
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T10:18:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-09 | 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 | 2022897700 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,489,221 | 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 | $6,137,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $340,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $340,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $541,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,221,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $500,876 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,019,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $841,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $295,102 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $295,102 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $64,059 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $64,059 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,753 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,753 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,985 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,985 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,004 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,502 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,502 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $329,262 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $281,137 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,702 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,245 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,457 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,676 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $22,695 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $22,695 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $221,641 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $221,641 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,661 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,661 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125,806 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,873 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107,933 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,146,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,055,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $844,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $844,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,990,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,900,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,028,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $755,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,271,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,280,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,280,193 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,159,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,199,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,199,575 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,109 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,656 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,129 | LandBOYAmt |
| Land EOY | $9,453 | LandEOYAmt |
| Land EOYFMV | $9,453 | LandEOYFMVAmt |
| Total Assets BOY | $16,445,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,489,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,489,221 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $93 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,580 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $93 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,580 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,445,018 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,483,641 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,445,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,483,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,445,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,489,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,445,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,028,863 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,473,881 | SubtotalAmt |
| Other Decreases | $990,240 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,483,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD HIGH YIELD CORP | P | 2014-05-01 | 2015-01-14 | $96,928 | $98,991 | -$2,063 | -$2,063 |
| CAPITAL GAIN DIVIDENDS | P | $502,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $500,876 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,063 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,893,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,651,255 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,495,498 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,582,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.12912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,434,309 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,736,811 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.212906 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,185,408 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,573,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.753306 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $745,955 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,257,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.593356 | DistributionYr5Rt |
| Total Distribution | 1.802426 | TotalDistributionRt |
| Average Distribution | 0.360485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,048,745 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,587,757 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,559 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,595,316 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,900,190 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,119 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,119 | SubtotalAmt |
| Tax Based On Investment Income | $15,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,319 | 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 (8 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 | CHAIRMAN | 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 | SECRETARY | 3.0 | $0 | $0 | $0 |
| JOHN H LINNARTZ | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | TREASURER | 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 | $245,102 | $6,753 | $0 |
| WILLIAM S ROBERTSON | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 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 | $64,059 | CompensationAmt |
| Employee Benefits | $0 | 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 | $17,899,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,470,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,369,284 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,369,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $320,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,048,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,052,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,052,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,119 | TotalTaxAmt |
| Distributable Before Adj | $1,037,318 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,037,318 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,037,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,900,190 | 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 | $1,900,190 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,900,190 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,037,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $683,960 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,107,262 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,101,283 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $922,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,067,842 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,882,616 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,900,190 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,037,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $862,872 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,745,488 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $683,960 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,061,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,107,262 | ExcessFromYear4Amt |
| Excess From Year3 | $1,101,283 | ExcessFromYear3Amt |
| Excess From Year2 | $922,269 | ExcessFromYear2Amt |
| Excess From Year1 | $1,067,842 | ExcessFromYear1Amt |
| Excess From Current Year | $862,872 | 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 (7 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 | $166,666 |
| MAXWELL SCHOOL | |||||||
| 200 EGGERS HALL | SYRACUSE | NY | 13244 | NONE | Robertson Fellows | $187,500 | |
| U of MarylandSchool of Public Policy | |||||||
| 2101 Van Munching Hall | COLLEGE PARK | MD | 20742 | NONE | Robertson Fellows | $139,299 | |
| The Fletcher School | |||||||
| TUFTS UNIVERSITY | 160 PACKARD AVENUE | MEDFORD | MA | 02155 | NONE | Robertson Fellows | $154,000 |
| Texas A&M Foundation | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | Robertson Fellows | $168,800 | |
| THE HAROLD W ROSENTHAL FELLOWSHIP | |||||||
| 3141 VAN MUNCHING HALL | COLLEGE PARK | MD | 20742 | NONE | THE FELLOWSHIP PROGRAM | $24,000 | |
| CONGRESSIONAL FELLOWSHIP | |||||||
| 9115 JUDICIAL DR | 4235 | SAN DIEGO | CA | 92122 | NONE | GENERAL SUPPORT | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $844,265 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $340,774 | 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 | $541,170 | 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 | $881,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $881,974 | 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 | $1,421 | SL | 5 | $220 |
| COMPUTER EQUIP | 2010-01-14 | $2,149 | $2,149 | SL | 3 | |
| FURNITURE | 2010-01-29 | $4,800 | $3,373 | SL | 7 | $686 |
| PHONE SYSTEM | 2012-09-27 | $2,392 | $1,077 | SL | 5 | $478 |
| LAPTOP | 2012-10-26 | $1,596 | $691 | SL | 5 | $319 |
| WEBSITE DEVELOPMEN | 2012-05-01 | $6,700 | $3,573 | SL | 5 | $1,340 |
| DESKTOP COMPUTER | 2013-05-01 | $1,016 | $338 | SL | 5 | $203 |
| COMPUTER-MAC | 2013-07-15 | $1,764 | $515 | SL | 5 | $353 |
| APPLE COMPUTER | 2013-12-17 | $2,061 | $429 | SL | 5 | $412 |
| FURNITURE | 2013-12-17 | $2,325 | $346 | SL | 7 | $332 |
| APPLE LAPTOP | 2014-10-22 | $1,665 | $67 | SL | 5 | $333 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VANGUARD HIGH YIELD CORP | AssetDesc |
| Acquired | 2010-06 | AcquiredDt |
| How Acquired | P | HowAcquiredTxt |
| Sold | 2015-01 | SoldDt |
| Gross Sales Price | $1,124,757 | GrossSalesPriceAmt |
| Basis | $1,084,463 | BasisAmt |
| Total Net | $40,294 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $19,199,575 | EOYBookValueAmt |
| EOYFMV | $19,199,575 | 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 | $4,059 | $741 |
| PHONE SYSTEM | $2,392 | $1,555 | $837 |
| LAPTOP | $1,596 | $1,010 | $586 |
| WEBSITE DEVELOPMEN | $6,700 | $4,913 | $1,787 |
| DESKTOP COMPUTER | $1,016 | $541 | $475 |
| COMPUTER-MAC | $1,764 | $868 | $896 |
| APPLE COMPUTER | $2,061 | $841 | $1,220 |
| FURNITURE | $2,325 | $678 | $1,647 |
| APPLE LAPTOP | $1,665 | $400 | $1,265 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $990,240 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $17,873 | $17,873 | |
| COMPUTER AND INTERNET EXPENSE | $4,331 | $4,331 | |
| TELEPHONE EXPENSE | $4,888 | $4,888 | |
| SEMINARS | |||
| DUES & SUBSCRIPTIONS | $1,757 | $1,757 | |
| PAYROLL TAXES | $15,689 | $15,689 | |
| PAYROLL FEES | $1,887 | $1,887 | |
| LICENSES & FEES | $359 | $359 | |
| OFFICE EXPENSE | $20,851 | $20,851 | |
| INSURANCE EXPENSE | $47,131 | $47,131 | |
| BUSINESS MEALS | $10,540 | $10,540 | |
| ADMINISTRATIVE FEES | $500 | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $168,125 | $48,125 | $120,000 |
| ADVISORY FEES | $120,000 | $120,000 | |
| PROFESSIONAL FEES | $11,160 | $11,160 | |
| PUBLIC RELATIONS | $12,477 | $12,477 | |
| CAREER DEVELOPMENT | $17,500 | $17,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $3,245 | $3,245 | |
| FEDERAL TAXES | $13,457 | $13,457 |
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