TIMOTHY AND LISA ROBERTSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY AND LISA ROBERTSON FOUNDATION (EIN 83-1553269)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202513049349100246
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-31T13:59:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 MONTICELLO AVE SUITE 1900 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831553269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY AND LISA ROBERTSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 7574633600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 272 BENDIX ROAD SUITE 200 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23452 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY ROBERTSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7574633600 | PhoneNum |
| Signature | 2025-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA S LAW CPA | PreparerPersonNm |
| PTIN | P00740701 | PTIN |
| Phone | 7576274644 | PhoneNum |
| Preparation | 2025-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,067,902 | 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 | $49,786 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78,672 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,672 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,274,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,344,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,274,188 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,618,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,568,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7,887 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,887 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,845 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,775 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $824,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $824,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,007,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $824,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $610,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,400,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,102 | CashBOYAmt |
| Cash EOY | $27,043 | CashEOYAmt |
| Cash EOYFMV | $27,043 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,834,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,533,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,040,859 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $11,950,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,560,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,067,902 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $5,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,945,188 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,555,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,950,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,560,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,950,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,560,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,950,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $610,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,560,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,560,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US BANK 6113 | $616,455 | $599,349 | $17,106 | $17,106 | |
| US BANK 6113 | $4,324,103 | $3,467,916 | $856,187 | $856,187 | |
| US BANK 6113 CAP GAIN DIST | $391,527 | $391,527 | $391,527 | ||
| US BANK PEP VII | $27 | -$27 | -$27 | P | |
| US BANK PEP VII | $7,926 | $7,926 | $7,926 | P | |
| US BANK PEP VIII | $12 | $12 | $12 | P | |
| US BANK PEP VIII | $3,052 | -$3,052 | -$3,052 | P | |
| US BANK PEP VIII SEC 1231 | $7 | $7 | $7 | P | |
| US BANK PEP IX | $114 | $114 | $114 | P | |
| US BANK PEP IX | $3,871 | $3,871 | $3,871 | P | |
| US BANK PEP IX SEC 1231 | $7 | $7 | $7 | P | |
| US BANK PEP 10 | $371 | $371 | $371 | P | |
| US BANK PEP 10 | $133 | $133 | $133 | P | |
| US BANK PEP 11 | $1 | -$1 | -$1 | P | |
| US BANK PEP 12 | $7 | $7 | $7 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,274,188 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,805 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,805 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $4,677 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY ROBERTSON | IndividualWithBooksNm |
| Phone | 7574633600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 272 BENDIX ROAD | AddressLine1Txt |
| City | SUITE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23452 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY B ROBERTSON | ||||||||
| 272 BENDIX ROAD SUITE 200 | VIRGINIA BEACH | VA | 23452 | PRESIDENT AND DIRECTOR | 2.00 | $0 | $0 | $0 |
| ELIZABETH ROBERTSON WILLIAMS | ||||||||
| 920 HAWICK DRIVE NW | ATLANTA | GA | 30327 | EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,040,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,182,636 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,182,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,939,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $796,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $796,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,462 | TotalTaxAmt |
| Distributable Before Adj | $777,533 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $777,533 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $777,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $824,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $824,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $777,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $724,252 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $70,133 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $824,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $724,252 | AppliedToYear1Amt |
| Applied To Prior Years | $70,133 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $747,918 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY B ROBERTSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | ||||||
| 5535 MEMORIAL DR F-811 | HOUSTON | TX | 77007 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $15,000 |
| ALPHA USA | ||||||
| PO BOX 7491 | CAROL STREAM | IL | 60197 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $15,000 |
| BY HIS WOUNDS MINISTRIES | ||||||
| 1340 N GREAT NECK ROAD 1272-137 | VIRGINIA BEACH | VA | 23454 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $75,000 |
| CAPITAL HILL PREGNANCY CENTER | ||||||
| 713 MARYLAND AVE NE | WASHINGTON | DC | 20002 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| CAPSTONE LEGACY FOUNDATION INC | ||||||
| 900 W VALLEY ROAD STE 203 | WAYNE | PA | 19087 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 |
| CHILDHELP INC | ||||||
| 6730 NORTH SCOTTSDALE ROAD 150 | SCOTTSDALE | AZ | 85253 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 |
| CHRISTIAN BROADCASTING NETWORK INC | ||||||
| 977 CENTERVILLE TURNPIKE | VIRGINIA BEACH | VA | 23463 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $50,000 |
| CHRISTIAN UNION | ||||||
| 45 ROCKEFELLER PLAZA SUITE 2000 | NEW YORK | NY | 10111 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| CRISIS PREGNANCY CENTER OF TIDEWATER | ||||||
| PO BOX 119 | NORFOLK | VA | 23501 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| DELTA WATERFOWL FOUNDATION | ||||||
| 1412 BASIN AVENUE | BISMARK | ND | 58502 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| E3 ELEVATE EARLY EDUCATION | ||||||
| PO BOX 3904 | VIRGINIA BEACH | VA | 23451 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $43,000 |
| FRIENDS FOR AFRICAN DEVELOPMENT | ||||||
| 1301 ROLFE LANE | VIRGINIA BEACH | VA | 23451 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $20,000 |
| GALILEE EPISCOPAL CHURCH | ||||||
| 3928 PACIFIC AVE | VIRGINIA BEACH | VA | 23451 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $40,000 |
| HARVEST HOME LA ORGINZATION | ||||||
| 2118 WELSHIRE BLVD PMB 358 | SANTA MONICA | CA | 90403 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $15,000 |
| HOPE HEALS | ||||||
| 606 FALMOUTH STREET SUITE A | WARRENTON | VA | 20186 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $50,000 |
| MCCALLIE SCHOOL | ||||||
| 500 DODDS AVENUE | CHATTANOOGA | TN | 37404 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| MERCY CHEFS INC | ||||||
| 711 WASHINGTON STREET | PORTSMOUTH | VA | 23704 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| MISSION OF HOPE | ||||||
| PO BOX 171500 | AUSTIN | TX | 78717 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 |
| MUSEUM OF THE BIBLE | ||||||
| 400 4TH ST SW | WASHINGTON | DC | 20024 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $100,000 |
| NORFOLK ACADEMY | ||||||
| 1585 WESLEYAN DRIVE | NORFOLK | VA | 23502 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| OPERATION BLESSING | ||||||
| 977 CENTERVILLE TURNPIKE | VIRGINIA BEACH | VA | 23463 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $100,000 |
| PROVERBS 31 MINISTRIES | ||||||
| PO BOX 3189 | MATTHEWS | NC | 28106 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $50,000 |
| REFUGE FOUNDATION INC | ||||||
| 1214 HARVARD AVENUE | BILLINGS | MT | 59102 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $50,000 |
| SKIP 1 CHARITIES INC | ||||||
| 25 WEST ROLLING OAKS DR STE 202 | THOUSAND OAKS | CA | 91361 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 |
| SOCIETY OF THE CINCINNATI IN THE STATE OF VIRGINIA | ||||||
| 2782 TOWN MEWS LANE | CHARLOTTSVILLE | VA | 22901 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| UNITED WAY OF SOUTH HAMPTON ROADS | ||||||
| 2515 WALMER AVENUE | NORFOLK | VA | 23513 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| VB JAYCEES CHARITIES | ||||||
| PO BOX 1244 | VIRGINIA BEACH | VA | 23451 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 |
| VIRGINIA AQUARIUM & MARINE SCIENCE CENTER FOUNDATION | ||||||
| 717 GENERAL BOOTH BLVD | VIRGINIA BEACH | VA | 23451 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| YOUNG LIFE INC | ||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | PC | GENERAL CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $824,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,672 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,725 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,274,188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,568,585 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,568,585 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TIMOTHY B ROBERTSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SOUTH BAYSHORE DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,786 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 30,000 SABLE OFFSHORE CORP WARRANTS | NoncashPropertyDesc |
| Fair Market Value | $224,700 | FairMarketValueAmt |
| Received | 2024-10-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE TAXPAYER ELECTS TO HAVE EXCESS DISTRIBUTIONS OF $70,133 MADE IN 2024 TO APPLY TO UNDISTRIBUTED INCOME FROM 2022. | ElectionDesc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS FROM K-1S | $48,246 | $48,246 | $0 |
| BANK FEES | $45 | $0 | $0 |
| SCC REGISTRATION FEE | $25 | $0 | $0 |
| INVESTMENT ACCOUNT MANAGEMENT FEES | $81,529 | $81,529 | $0 |
| OFFICE SUPPLIES | $50 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,709 | $3,709 | $0 |
| FEDERAL EXCISE TAXES | $27,040 | $27,040 | $0 |
Comments