ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349100107
- Schema version
- 2012v2.1
- 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
- Land Etc Schedule2
- Legal Fees 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) |
|---|---|---|
| Timestamp | 2013-05-14T14:20:07-05:00 | 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 | WITHUMSMITHBROWNPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204630877 | EIN |
Name Name
| 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 Name | % WITHUMSMITHBROWN CPAS | InCareOfName |
| Name Control | ROBE | NameControl |
| Phone | 5616277025 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHERINE R ERNST | Name |
| Title | PRESIDENT | Title |
| Phone | 7328423113 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TED NAPPI CPAPFS CSEP | Name |
| Phone | 7328423113 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6409402 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6625000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 163979 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 163979 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 68499 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 250076 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 68499 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6857478 | TotalRevenueAndExpenses |
| Total Net Investment Income | 232478 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 258637 | CompOfcrDirTrstRevAndExpnss |
| Oth Empl Slrs Wgs Rev And Expnss | 37333 | OthEmplSlrsWgsRevAndExpnss |
| Legal Fees Rev And Expnss | 51867 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 51867 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 16064 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 8032 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 8032 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 277254 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 27372 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 249882 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 8630 | InterestRevAndExpnss |
| Interest Dsbrs Chrtbl Prps | 8630 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 645 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 645 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 2796 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 25154 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 25154 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 263575 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 263575 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 6796 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 6796 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 128715 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5680 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 123035 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1077466 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 41729 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 736971 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 697338 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 697338 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1774804 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 41729 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1434309 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5082674 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 190749 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 45066 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 821976 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 821976 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers BOY | 23523 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 0 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 0 | ReceivablesFromOfficersEOYFMV |
| Investments Corp Stock BOY | 990689 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5574128 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5574128 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 19278 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 5980 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 5406 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 13298 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 13298 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1064684 | TotalAssetsBOY |
| Total Assets EOY | 6409402 | TotalAssetsEOY |
| Total Assets EOYFMV | 6409402 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 6699 | AccountsPayableBOY |
| Accounts Payable EOY | 5151 | AccountsPayableEOY |
| Loans From Officers BOY | 717500 | LoansFromOfficersBOY |
| Loans From Officers EOY | 717500 | LoansFromOfficersEOY |
| Other Liabilities BOY | 46753 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 770952 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 722651 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 293732 | UnrestrictedBOY |
| Unrestricted EOY | 5686751 | UnrestrictedEOY |
| Total Net Assets BOY | 293732 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5686751 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1064684 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6409402 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 293732 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5082674 | ExcessOfRevenueOverExpenses |
| Other Increases | 310345 | OtherIncreases |
| Subtotal | 5686751 | Subtotal |
| Total Net Assets Fund Balances EOY | 5686751 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| HARBOR FD BOND FD | P | 2010-03-10 | 2012-01-23 | 250076 | 252518 | -2442 | -2442 |
| CAPITAL GAIN DIVIDENDS | P | 70941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 68499 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1185408 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1573608 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.753306 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 745955 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1257179 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.593356 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 317682 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 143674 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.346662 | TotalDistributionRatio |
| Average Distribution Ratio | 0.269332 | AverageDistributionRatio |
| Net Noncharitable Assets | 6736811 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1814439 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1907 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1816346 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1434309 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3815 | InvestmentIncomeExciseTax |
| Subtotal | 3815 | Subtotal |
| Tax Based On Investment Income | 3815 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 201 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 201 | TotalCreditsAndPayments |
| Tax Due | 3614 | 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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| 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 | WITHUMSMITHBROWN CPAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7328423113 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| WILLIAM S ROBERTSON | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 35.0 | 0 |
| ROBERT HALLIGAN | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | CHAIRMAN | 25.0 | 50000 |
| KATHERINE R ERNST | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | PRESIDENT | 10.0 | 0 |
| GEOFFREY S ROBERTSON | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | SECRETARY | 3.0 | 0 |
| JOHN H LINNARTZ | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | TREASURER | 3.0 | 0 |
| CHARLES R MEIER | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 3.0 | 0 |
| ROBERT ERNST | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | BOARD MEMBER | 3.0 | 0 |
| TIMOTHY KEMPER | ||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | EXECUTIVE DIRECTOR | 40.0 | 208637 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
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) |
|---|---|---|
| Type Of Service | CONSULTING | TypeOfService |
| Compensation | 75000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5375912 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1463490 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6839402 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6839402 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 102591 | CashDeemedCharitable |
| Net Noncharitable Assets | 6736811 | NetNoncharitableAssets |
| Minimum Investment Return | 336841 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 336841 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3815 | TaxBasedOnInvestmentIncome |
| Total Tax | 3815 | TotalTax |
| Distributable Amount Before Adj | 333026 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 333026 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 333026 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1434309 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1434309 | QualifyingDistributions |
| Adj Qualifying Distributions | 1434309 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 333026 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 143674 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 317682 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 683960 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1107262 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2252578 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1434309 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 333026 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1101283 | RemainingDistriFromCorpus |
| Total Corpus | 3353861 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 3353861 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 143674 | ExcessFromYear4 |
| Excess From Year3 | 317682 | ExcessFromYear3 |
| Excess From Year2 | 683960 | ExcessFromYear2 |
| Excess From Year1 | 1107262 | ExcessFromYear1 |
| Excess From Current Year | 1101283 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UCSD (IRPS) | |||||||
| ROBINSON BUILDING COMPLEX | 9500 GILLMAN DRIVE 0519 | LA JOLLA | CA | 92093 | NONE | Robertson Fellows | $150,000 |
| MAXWELL SCHOOL | |||||||
| 200 EGGERS HALL | SYRACUSE | NY | 13244 | NONE | Robertson Fellows | $112,500 | |
| U of MarylandSchool of Public Policy | |||||||
| 2101 Van Munching Hall | COLLEGE PARK | MD | 20742 | NONE | Robertson Fellows | $113,600 | |
| The Fletcher School | |||||||
| TUFTS UNIVERSITY | 160 PACKARD AVENUE | MEDFORD | MA | 02155 | NONE | Robertson Fellows | $140,000 |
| Texas A&M Foundation | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | Robertson Fellows | $153,000 | |
| 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 | $15,638 | |
| THE HAROLD W ROSENTHAL FELLOWSHIP | |||||||
| 3141 VAN MUNCHING HALL | COLLEGE PARK | MD | 20742 | NONE | THE FELLOWSHIP PROGRAM | $10,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | GENERAL SUPPORT | $1,000 | |
| COUNCIL FOR AID TO EDUCATION | |||||||
| 215 LEXINGTON AVENUE FLOOR 16 | NEW YORK | NY | 10016 | NONE | GENERAL SUPPORT | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 697338 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $163,969 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $68,499 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $232,478 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 232478 | TotalPartXVIA |
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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Name Person | GREGORI LEBEDEV | ContractorNamePerson |
| Explanation | SENIOR ADVISOR | Explanation |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (6 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| OFFICE SERVER | 2010-09-03 | 1641 | 437 | SL | 5 | 328 |
| COMPUTER EQUIP | 2010-01-14 | 2149 | 1432 | SL | 3 | 716 |
| FURNITURE | 2010-01-29 | 4800 | 1315 | SL | 7 | 686 |
| PHONE SYSTEM | 2012-09-27 | 2392 | SL | 5 | 120 | |
| LAPTOP | 2012-10-26 | 1596 | SL | 5 | 53 | |
| WEBSITE DEVELPMNT | 2012-05-01 | 6700 | SL | 5 | 893 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS | NameOfStock |
| EOY Book Value | 5574128 | EOYBookValue |
| EOYFMV | 5574128 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (6 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| OFFICE SERVER | 1641 | 765 | 876 |
| COMPUTER EQUIP | 2149 | 2148 | 1 |
| FURNITURE | 4800 | 2001 | 2799 |
| PHONE SYSTEM | 2392 | 120 | 2272 |
| LAPTOP | 1596 | 53 | 1543 |
| WEBSITE DEVELPMNT | 6700 | 893 | 5807 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (5 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CHRISTINE D HANLEY | $309 | 309 |
| ALLEY MAASS ROGERS & LINDSAY | $6,023 | 6023 |
| MILBANK TWEED HADLEY & MCCLOY | $20,844 | 20844 |
| MOSS & BARNETT | $8,273 | 8273 |
| MORRIS, NICHOLS, ARSHT | $16,418 | 16418 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (13 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| ADVERTISING AND PROMOTION | 979 | 979 | |
| BANK SERVICE CHARGES | 5680 | 5680 | |
| COMPUTER AND INTERNET EXPENSE | 3268 | 3268 | |
| TELEPHONE EXPENSE | 6138 | 6138 | |
| SEMINARS | 963 | 963 | |
| DUES & SUBSCRIPTIONS | 39 | 39 | |
| PAYROLL TAXES | 16271 | 16271 | |
| PAYROLL FEES | 1329 | 1329 | |
| STORAGE EXPENSE | 300 | 300 | |
| OFFICE EXPENSE | 22174 | 22174 | |
| INSURANCE EXPENSE | 35926 | 35926 | |
| BUSINESS MEALS | 7856 | 7856 | |
| ADMINISTRATIVE FEES | 27792 | 27792 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON SECURITIES | Description |
| Amount | $310,345 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED PARTY | Description |
| BOY Book Value | 46753 | BOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| CONSULTING | $75,000 | 75000 | |
| ADVISORY FEES | $120,000 | 120000 | |
| PROFESSIONAL FEES | $29,872 | 2500 | 27372 |
| PUBLIC RELATIONS | $52,382 | 52382 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $645 | Amount |
| Net Investment Income | 645 | NetInvestmentIncome |
Comments