ROBERTS FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTS FOUNDATION INC (EIN 23-7416892)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-04
- IRS object ID
- 201311559349100011
- Schema version
- 2012v2.0
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-04T14:59:24-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Giovanniello Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Merrick Road Suite 206 West | AddressLine1 |
| City | Rockville Centre | City |
| State | NY | State |
| ZIP Code | 11570 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237416892 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roberts Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 5168878414 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68-64 Yellowstone Blvd Apt B 32 | AddressLine1 |
| City | Forest Hills | City |
| State | NY | State |
| ZIP Code | 11375 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Arlene Roberts | Name |
| Title | Director | Title |
| Date Signed | 2013-06-04 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Raymond Giovanniello | Name |
| PTIN | P00099429 | PTIN |
| Phone | 5168878414 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 286266 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2143 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2143 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2143 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -5482 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11410 | GrossSalesPrice |
| Total Revenue And Expenses | -3339 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2143 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2143 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 16 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1666 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4150 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4150 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5816 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4150 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9155 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2143 | NetInvestmentIncome |
| Adjusted Net Income | 2143 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1382 | CashBOY |
| Cash EOY | 4416 | CashEOY |
| Cash EOYFMV | 4416 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 53 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4754 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4754 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 128230 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 111338 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 277096 | InvestmentsCorpStockEOYFMV |
| Other Assets EOY | 2 | OtherAssetsEOY |
| Total Assets BOY | 129665 | TotalAssetsBOY |
| Total Assets EOY | 120510 | TotalAssetsEOY |
| Total Assets EOYFMV | 286266 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 129665 | CapitalStockBOY |
| Capital Stock EOY | 120510 | CapitalStockEOY |
| Total Net Assets BOY | 129665 | TotalNetAssetsBOY |
| Total Net Assets EOY | 120510 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 129665 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 120510 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 129665 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9155 | ExcessOfRevenueOverExpenses |
| Subtotal | 120510 | Subtotal |
| Total Net Assets Fund Balances EOY | 120510 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5482 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 43 | InvestmentIncomeExciseTax |
| Subtotal | 43 | Subtotal |
| Tax Based On Investment Income | 43 | TaxBasedOnInvestmentIncome |
| Tax Due | 43 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arlene Roberts | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5168878414 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68-64 Yellowstone Blvd Apt B 32 | AddressLine1 |
| City | Forest Hills | City |
| State | NY | State |
| ZIP Code | 11375 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Arlene Roberts | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68-64 Yellowstone Blvd | AddressLine1 |
| City | Forest Hills | City |
| State | NY | State |
| ZIP Code | 11375 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 43 | TaxBasedOnInvestmentIncome |
| Total Tax | 43 | TotalTax |
| Distributable Amount Before Adj | 43 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 43 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4150 | ExpensesAndContributions |
| Qualifying Distributions | 4150 | QualifyingDistributions |
| Adj Qualifying Distributions | 4150 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 10168 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9910 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 350 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2121 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2218 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 24767 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4150 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 4150 | RemainingDistriFromCorpus |
| Total Corpus | 28917 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 10168 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 18749 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9910 | ExcessFromYear4 |
| Excess From Year3 | 350 | ExcessFromYear3 |
| Excess From Year2 | 2121 | ExcessFromYear2 |
| Excess From Year1 | 2218 | ExcessFromYear1 |
| Excess From Current Year | 4150 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Armenian Church of America Eastern | |||||||
| 630 2nd Ave | New York | NY | 10016 | donee/donor | 501c3 | Help Organization | $200 |
| Shriners Hospital for children | |||||||
| 2900 Rocky Point Dr | Tampa | FL | 33607 | donee/donor | 501c3 | Help organization | $500 |
| Forest Hills Volunteer Club | |||||||
| 66th road | Forest Hills | NY | 11375 | 501c3 | Help organization | $75 | |
| North Shore Animal League | |||||||
| 25 Davis Avenue | Port Washington | NY | 11050 | 501c3 | Help organization | $100 | |
| Metropolitan Opera | |||||||
| Lincoln Center Plaza | New York | NY | 10023 | 501c3 | Help organization | $1,195 | |
| 8th Masonic District | |||||||
| Grand Lodge building | New York | NY | 10013 | donee/donor | 501c3 | Help organization | $75 |
| Masonic Medical research lab | |||||||
| 2150 Bleeker Street | Utica | NY | 13501 | donee/donor | 501c3 | Help organization | $100 |
| City Harvest | |||||||
| 6 E 32nd Street | New York | NY | 10016 | donee/donor | 501c3 | Help organization | $100 |
| Peter Figoski Scholarship Fund | |||||||
| 555 5th Avenue 15th Floor | New York | NY | 10017 | donee/donor | 501c3 | Help organization | $100 |
| Bide-a-wee | |||||||
| 410 East 38th Street | New York | NY | 10016 | donee/donor | 501c3 | help animals | $100 |
| Best friends | |||||||
| 5001 Angel Canyon Road | Kanab | UT | 84741 | donee/donor | 501c3 | Help individuals | $175 |
| City meals on wheels | |||||||
| 355 Lexington ave | New York | NY | 10017 | donee/donor | 501c3 | Help individuals | $100 |
| MADD | |||||||
| 511 E John Carpenter freeway | Irving | TX | 75062 | donee/donor | 501c3 | Help organization | $100 |
| Salvation army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22313 | donee/donor | 501c3 | Help individuals | $130 |
| Habitat for humanity | |||||||
| 111 John st | New York | NY | 10038 | donee/donor | 501c3 | Help individuals | $150 |
| Doctors without borders | |||||||
| 333 7th ave | New York | NY | 10001 | donee/donor | 501c3 | Help individuals | $175 |
| Make a wish | |||||||
| po box 749596 | Los angeles | CA | 90074 | donee/donor | 501c3 | Help individuals | $150 |
| Special Olympics | |||||||
| 1133 19th st nw | washington | DC | 20036 | donee/donor | 501c3 | Help individuals | $150 |
| World wildlife Fund | |||||||
| 1250 24th st | Washington | DC | 20090 | donee/donor | 501c3 | Help animals | $150 |
| Covenant House | |||||||
| 460 W 41st street | New York | NY | 10036 | donee/donor | 501c3 | Help individuals | $125 |
| Metropolitan museum of art | |||||||
| 1000 5th ave | New York | NY | 10028 | donee/donor | 501c3 | Help organization | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4150 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | miscellaneous | Description |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $2,143 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900001 | BusinessCode |
| Unrelated Business Income | -$5,482 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$3,339 | UnrelatedBusinessIncomeAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -3339 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | Income used for organization purposes |
| 1a | Income used for organization purposes |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | other | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| EOY Book Value | 2 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | bank and broker fees | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | irs | Category |
| Amount | $16 | Amount |
Comments