ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349101767
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T12:32:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS RD STE 125 | AddressLine1 |
| City | RED BANK | City |
| State | NJ | State |
| ZIP Code | 077016765 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O WITHUMSMITHBROWN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN CPAS | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5616277025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS ROAD | AddressLine1 |
| Address Line2 | Suite 125 | AddressLine2 |
| City | RED BANK | City |
| State | NJ | State |
| ZIP Code | 07701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE R ERNST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7328423113 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7328423113 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,317,994 | 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 | $6,462,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $218,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $577,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,795,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $333,447 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $277,180 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,417 | OthEmplSlrsWgsRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $15,974 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,974 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,790 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,395 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,395 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $290,149 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,831 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $268,318 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $39,788 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $39,788 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,094 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,480 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $16,886 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,886 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $193,239 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $193,239 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,390 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,390 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,476 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,980 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99,496 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,008,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $641,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $850,398 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $850,398 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,858,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,491,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,937,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $294,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $821,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $296,505 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $296,505 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $310 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $310 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $5,574,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,004,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,004,096 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,445 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,462 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,298 | LandBOYAmt |
| Land EOY | $16,983 | LandEOYAmt |
| Land EOYFMV | $16,983 | LandEOYFMVAmt |
| Other Assets EOY | $100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,409,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,317,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,317,994 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,151 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,516 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $717,500 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $722,651 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,516 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,686,751 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,310,478 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,686,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,310,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,409,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,317,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,686,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,937,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $686,654 | OtherIncreasesAmt |
| Subtotal | $11,310,478 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,310,478 | 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 |
|---|---|---|---|---|---|---|---|
| PIMCO TOTAL RETURN FUND | P | 2012-01-23 | 2013-11-08 | $341,550 | $344,383 | -$2,749 | -$2,833 |
| WISDOMTREE DREYFUS EMERGING | P | 2011-09-13 | 2013-11-08 | $107,219 | $118,201 | -$10,982 | -$10,982 |
| CAPITAL GAIN DIVIDENDS | P | $128,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,434,309 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,736,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.212906 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,185,408 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,573,608 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.753306 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $745,955 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,257,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.593356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $317,682 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,674 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 1.559568 | TotalDistributionRt |
| Average Distribution | 0.311914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,582,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,612,660 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,941 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,615,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,491,884 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,883 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,883 | SubtotalAmt |
| Tax Based On Investment Income | $5,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,883 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RED BANK | City |
| State | NJ | State |
| ZIP Code | 07701 | ZIPCode |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT HALLIGAN | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | CHAIRMAN | 0 | $50,000 |
| KATHERINE R ERNST | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | PRESIDENT | 0 | $0 |
| GEOFFREY S ROBERTSON | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | SECRETARY | 0 | $0 |
| JOHN H LINNARTZ | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | TREASURER | 0 | $0 |
| CHARLES R MEIER | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 0 | $0 |
| ROBERT ERNST | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 0 | $0 |
| TIMOTHY KEMPER | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | EXECUTIVE DIRECTOR | 0 | $227,180 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORI LEBEDEV | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2914 24TH ROAD NORTH | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22207 | ZIPCode |
| 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 | $9,658,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,100,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,758,611 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,758,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,582,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $579,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $579,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,883 | TotalTaxAmt |
| Distributable Before Adj | $573,229 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $573,229 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $573,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,491,884 | 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 | $1,491,884 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,491,884 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $143,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $317,682 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $683,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,107,262 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,101,283 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,353,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,491,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $573,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $918,655 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,272,516 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $143,674 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,128,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $317,682 | ExcessFromYear4Amt |
| Excess From Year3 | $683,960 | ExcessFromYear3Amt |
| Excess From Year2 | $1,107,262 | ExcessFromYear2Amt |
| Excess From Year1 | $1,101,283 | ExcessFromYear1Amt |
| Excess From Current Year | $918,655 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UCSD (IRPS) | |||||||
| ROBINSON BUILDING COMPLEX | 9500 GILLMAN DRIVE 0519 | LA JOLLA | CA | 92093 | NONE | Robertson Fellows | $154,167 |
| MAXWELL SCHOOL | |||||||
| 200 EGGERS HALL | SYRACUSE | NY | 13244 | NONE | Robertson Fellows | $206,250 | |
| U of MarylandSchool of Public Policy | |||||||
| 2101 Van Munching Hall | COLLEGE PARK | MD | 20742 | NONE | Robertson Fellows | $95,831 | |
| The Fletcher School | |||||||
| TUFTS UNIVERSITY | 160 PACKARD AVENUE | MEDFORD | MA | 02155 | NONE | Robertson Fellows | $147,000 |
| Texas A&M Foundation | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | Robertson Fellows | $184,150 | |
| American Academy of Diplomacy | |||||||
| 2100 18th St NW Suite 902 | Washington | DC | 20036 | NONE | Sponsor Conference | $1,000 | |
| The Extraordinaries Inc | |||||||
| 594 Howard Street 202 | San Francisco | CA | 94105 | NONE | General Support | $35,000 | |
| THE HAROLD W ROSENTHAL FELLOWSHIP | |||||||
| 3141 VAN MUNCHING HALL | COLLEGE PARK | MD | 20742 | NONE | THE FELLOWSHIP PROGRAM | $10,000 | |
| CSIS | |||||||
| 1616 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | GENERAL SUPPORT | $17,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $850,398 | 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 | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,764 | 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 | $114,670 | 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 | $333,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,448 | 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 (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE SERVER | 2010-09-03 | $1,641 | $765 | SL | 5 | $328 |
| COMPUTER EQUIP | 2010-01-14 | $2,149 | $2,148 | SL | 3 | $1 |
| FURNITURE | 2010-01-29 | $4,800 | $2,001 | SL | 7 | $686 |
| PHONE SYSTEM | 2012-09-27 | $2,392 | $120 | SL | 5 | $478 |
| LAPTOP | 2012-10-26 | $1,596 | $53 | SL | 5 | $319 |
| WEBSITE DEVELOPMEN | 2012-05-01 | $6,700 | $893 | SL | 5 | $1,340 |
| DESKTOP COMPUTER | 2013-05-01 | $1,016 | SL | 5 | $135 | |
| COMPUTER-MAC | 2013-07-15 | $1,764 | SL | 5 | $162 | |
| APPLE COMPUTER | 2013-12-17 | $2,061 | SL | 5 | $17 | |
| FURNITURE | 2013-12-17 | $2,325 | SL | 7 | $14 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $11,004,096 | EOYBookValueAmt |
| EOYFMV | $11,004,096 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE SERVER | $1,641 | $1,093 | $548 |
| COMPUTER EQUIP | $2,149 | $2,149 | |
| FURNITURE | $4,800 | $2,687 | $2,113 |
| PHONE SYSTEM | $2,392 | $598 | $1,794 |
| LAPTOP | $1,596 | $372 | $1,224 |
| WEBSITE DEVELOPMENW | $6,700 | $2,233 | $4,467 |
| DESKTOP COMPUTER | $1,016 | $135 | $881 |
| COMPUTER-MAC | $1,764 | $162 | $1,602 |
| APPLE COMPUTER | $2,061 | $17 | $2,044 |
| FURNITURE | $2,325 | $14 | $2,311 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BOIS SCHILLER & FLEXNER LLP | $828 | $828 |
| MILBANK TWEED HADLEY & MCCLOY | $8,608 | $8,608 |
| MOSS & BARNETT | $6,538 | $6,538 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| EOY Book Value | $100 | EOYBookValueAmt |
| EOYFMV | $100 | 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 | $9,980 | $9,980 | |
| COMPUTER AND INTERNET EXPENSE | $2,084 | $2,084 | |
| TELEPHONE EXPENSE | $5,475 | $5,475 | |
| SEMINARS | $7,782 | $7,782 | |
| DUES & SUBSCRIPTIONS | $921 | $921 | |
| PAYROLL TAXES | $14,007 | $14,007 | |
| PAYROLL FEES | $1,634 | $1,634 | |
| LICENSES & FEES | $257 | $257 | |
| OFFICE EXPENSE | $15,439 | $15,439 | |
| INSURANCE EXPENSE | $36,746 | $36,746 | |
| BUSINESS MEALS | $11,426 | $11,426 | |
| ADMINISTRATIVE FEES | $3,584 | $3,584 | |
| WEBSITE | $141 | $141 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON SECURITIES | Description |
| Amount | $686,654 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING | $97,500 | $97,500 | |
| ADVISORY FEES | $120,000 | $120,000 | |
| PROFESSIONAL FEES | $21,831 | $21,831 | |
| PUBLIC RELATIONS | $35,818 | $35,818 | |
| CAREER DEVELOPMENT | $15,000 | $15,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $3,094 | $3,094 |
| FEDERAL TAXES | $3,614 |
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