Jocko Roberts Foundation Inc: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- Jocko Roberts Foundation Inc (EIN 27-4204374)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201322279349201762
- Schema version
- 2012v2.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T05:42:07-00:00 | 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 | David H Shatz and Associates Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 22677 | AddressLine1 |
| City | Hilton Head Island | City |
| State | SC | State |
| ZIP Code | 29925 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274204374 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jocko Roberts Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOCK | NameControl |
| Phone | 8433382005 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 22677 | AddressLine1 |
| City | Hilton Head | City |
| State | SC | State |
| ZIP Code | 29925 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Robert | Name |
| Title | Executive Director | Title |
| Phone | 8432908080 | Phone |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Shatz | Name |
| Phone | 8432908080 | Phone |
| Date Prepared | 2013-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 26004 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Fundraising Gross Income | 26004 | FundraisingGrossIncome |
| Special Events Direct Expenses | 15124 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 10880 | SpecialEventsNetIncomeLoss |
| Total Revenue | 10880 | TotalRevenue |
| Grants And Similar Amounts Paid | 5500 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 150 | OtherExpensesTotal |
| Total Expenses | 5650 | TotalExpenses |
| Excess Or Deficit For Year | 5230 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 592 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5822 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592 | BOY |
| EOY | 5822 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592 | BOY |
| EOY | 5822 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592 | BOY |
| EOY | 5822 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Fundraising for College Scholarships | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | Eleven 500 scholarships were given to local high school seniors entering College in 2011. | DescriptionProgramServiceAccom |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Michael Roberts | PersonName |
| Title | Executive Director | Title |
| Avg Hours Per Wk Devoted To Position | 005.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David H Shatz & Assiciates Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Royal James Dr | AddressLine1 |
| City | Hilton Head Island | City |
| State | SC | State |
| ZIP Code | 29926 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8433382005 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Private Foundation170 | X | PrivateFoundation170 |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 0 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Private Foundation509 | X | PrivateFoundation509 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Golf Tournament - Self Directed | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 22677 | AddressLine1 |
| City | Hilton Head Island | City |
| State | SC | State |
| ZIP Code | 29925 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Golf Tournament | Activity |
| Fundraiser Control Of Funds | true | FundraiserControlOfFunds |
| Gross Receipts | 26004 | GrossReceipts |
| Net To Organization | 26004 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 26004 | TotalGrossReceipts |
| Total Net To Organization | 26004 | TotalNetToOrganization |
| Licensed States | SC | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tourament | NameOfEvent1 |
| Gross Receipts Event1 | 26004 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 26004 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 15124 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 26004 | GrossReceiptsTotal |
| Gross Revenue Total Events | 26004 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 15124 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 15124 | DirectExpenseSummaryEvents |
| Net Income Summary | 10880 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| ExplanationExplanation |
|---|
| Form 990-EZ, Part I, Line 10, Grants Paid Activity College Scholarships, Grantee Eleven High Schools Seniors Hilton Head and Bluffton High Schools Hilton Head Island/Bluffton SC 29926, Cash Grant 5,500, Relationship |
| Form 990-EZ, Part I, Line 16, Other Expenses Advertising 150 |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Michael Roberts | PersonName |
| Explanation | Volunteer - Foundation is for his father. No compensation taken. | Explanation |
Comments