ROBERSON MEMORIAL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ROBERSON MEMORIAL INC (EIN 15-0565616)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-01
- IRS object ID
- 201110919349300121
- Schema version
- 2009v1.7
- 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 | 2011-04-01T15:12:52-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vieira & Associates CPAs PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Grant Ave Ste 106 | AddressLine1 |
| City | Endicott | City |
| State | NY | State |
| ZIP Code | 13760 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 150565616 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERSON MEMORIAL INC | BusinessNameLine1 |
| Business Name Line2 | DBA ROBERSON MUSEUM AND SCIENCE CENTER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 6077720660 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 FRONT ST | AddressLine1 |
| City | BINGHAMTON | City |
| State | NY | State |
| ZIP Code | 13905 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY McDONALD | Name |
| Title | Executive Director | Title |
| Date Signed | 2011-03-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT M HOTALEN CPA | Name |
| Phone | 6077231272 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERRY MCDONALD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1028 WHITTEMORE HILL RD | AddressLine1 |
| City | OWEGO | City |
| State | NY | State |
| ZIP Code | 13827 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1289129 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.roberson.org | WebSite |
| Activity Or Mission Description | TO PROMOTE THE ARTS, SCIENCES AND LOCAL HISTORY BY PROVIDING OUR COMMUNITY WITH MULTI DISCIPLINARY AND INTERDISCIPLINARY LEARNING OPPORTUNITIES THROUGH EXHIBITIONS, PUBLIC PROGRAMS AND SCHOOL PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 526535 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 469960 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 167126 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 291377 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1747 | InvestmentIncomePriorYear |
| Investment Income Current Year | -444599 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 124371 | OtherRevenuePriorYear |
| Other Revenue Current Year | 83225 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 819779 | TotalRevenuePriorYear |
| Total Revenue Current Year | 399963 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 498755 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 467068 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 713 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 632739 | OtherExpensePriorYear |
| Other Expenses Current Year | 560854 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1131494 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1027922 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -311715 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -627959 | RevenuesLessExpensesCY |
| Total Assets BOY | 5712994 | TotalAssetsBOY |
| Total Assets EOY | 5078266 | TotalAssetsEOY |
| Total Liabilities BOY | 64192 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 57555 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5648802 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5020711 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE THE ARTS, SCIENCES AND LOCAL HISTORY BY PROVIDING OUR COMMUNITY WITH MULTI DISCIPLINARY AND INTERDISCIPLINARY LEARNING OPPORTUNITIES THROUGH EXHIBITIONS, PUBLIC PROGRAMS AND SCHOOL PROGRAMS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 632348 | Expense |
| Description | THE ORGANIZATION OPERATES A MUSEUM FOR THE PUBLIC TO VIEW ITS MANY EXHIBITS. IN ADDITION THE ORGANIZATION OFFERS A VARIETY OF PROGRAMS TO ADVANCE AND PROMOTE THE ARTS AND SCIENCES. | Description |
| Total Program Service Expense | 632348 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 23 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | false | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRIAN LAKE | NamePerson |
| Telephone Number | 6077720660 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 FRONT ST | AddressLine1 |
| City | BINGHAMTON | City |
| State | NY | State |
| ZIP Code | 13905 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| TRINA NEWTON | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| TERRY MCDONALD | |||||||
| Executive Direc | 40.00 | 63683 | 0 | 0 | X | ||
| TARIK ABDELAZIM | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| SHERMAN BODNER | |||||||
| Vice President | 0. | 0 | 0 | 0 | X | ||
| SCOTT GREENE | |||||||
| Vice President | 0. | 0 | 0 | 0 | X | ||
| ROBERT COSTELLO | |||||||
| Vice President | 0. | 0 | 0 | 0 | X | ||
| RICHARD PILLE | |||||||
| MEMBER AT LARGE | 0. | X | 0 | 0 | 0 | ||
| PETER CRONK | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| MATTHEW SALANGER | |||||||
| MEMBER AT LARGE | 0. | X | 0 | 0 | 0 | ||
| MARCIA STEINBRECHE | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| MARCIA CRANER | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| KOEN GIESKES | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| KATHLEEN WOOD | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| JAMYE LINDSEY | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| GLENN SMALL | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| FRANK BERRISH | |||||||
| Secretary | 0. | 0 | 0 | 0 | X | ||
| DIANA ROBERTSON | |||||||
| BOARD MEMBER | 0. | X | 0 | 0 | 0 | ||
| DIANA BENDZ | |||||||
| President | 0. | 0 | 0 | 0 | X | ||
| DAVID GUY | |||||||
| Vice President | 0. | 0 | 0 | 0 | X | ||
| DAVID DIXON | |||||||
| Vice President | 0. | 0 | 0 | 0 | X | ||
| ANN VAN ATTA | |||||||
| Vice President | 0. | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 63683 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 44708 | MembershipDues |
| Related Organizations | 67000 | RelatedOrganizations |
| Government Grants | 70283 | GovernmentGrants |
| All Other Contributions | 287969 | AllOtherContributions |
| Total Contributions | 469960 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| PROGRAMS | 248578 | 248578 |
| ADMISSIONS | 42799 | 42799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 291377 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1313 | TotalRevenueColumn |
| Exclusion | $1,313 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 28482 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 28482 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28482 | TotalRevenueColumn |
| Exclusion | $28,482 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 397970 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 843882 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -445912 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -445912 | TotalRevenueColumn |
| Related Or Exempt Function Income | -445912 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 40074 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 5256 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34818 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34818 | RelatedOrExemptFunctionIncome |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 59953 | GrossSalesOfInventory |
| Cost Of Goods Sold | 40028 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19925 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19925 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 399963 | TotalRevenueColumn |
| Related Or Exempt Function Income | -99792 | RelatedOrExemptFunctionIncome |
| Exclusion | $29,795 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63683 | Total |
| Program Services | 39757 | ProgramServices |
| Management And General | 23926 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325036 | Total |
| Program Services | 202948 | ProgramServices |
| Management And General | 122088 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43298 | Total |
| Program Services | 23196 | ProgramServices |
| Management And General | 20069 | ManagementAndGeneral |
| Fundraising | 33 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35051 | Total |
| Program Services | 19435 | ProgramServices |
| Management And General | 15590 | ManagementAndGeneral |
| Fundraising | 26 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26213 | Total |
| Program Services | 22597 | ProgramServices |
| Management And General | 3335 | ManagementAndGeneral |
| Fundraising | 281 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63171 | Total |
| Program Services | 61314 | ProgramServices |
| Management And General | 1857 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5224 | Total |
| Management And General | 5212 | ManagementAndGeneral |
| Fundraising | 12 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17137 | Total |
| Program Services | 7466 | ProgramServices |
| Management And General | 9671 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148075 | Total |
| Program Services | 127379 | ProgramServices |
| Management And General | 20367 | ManagementAndGeneral |
| Fundraising | 329 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202948 | Total |
| Program Services | 43968 | ProgramServices |
| Management And General | 158980 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50056 | Total |
| Program Services | 44238 | ProgramServices |
| Management And General | 5818 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TELEPHONE | 7492 | 6373 | 1087 | 32 |
| SUPPLIES | 10881 | 10881 | ||
| MISCELLANEOUS EXPENSES | 14533 | 7672 | 6861 | |
| EXHIBIT EXPENSES | 15124 | 15124 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1027922 | Total |
| Program Services | 632348 | ProgramServices |
| Management And General | 394861 | ManagementAndGeneral |
| Fundraising | 713 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20891 | BOY |
| EOY | 33863 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229527 | BOY |
| EOY | 589839 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58000 | BOY |
| EOY | 100500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24555 | BOY |
| EOY | 15302 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14586 | BOY |
| EOY | 12686 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11918 | BOY |
| EOY | 8432 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9556652 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6654976 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3924538 | BOY |
| EOY | 2901676 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1054 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95420 | BOY |
| EOY | 85878 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1333536 | BOY |
| EOY | 1329036 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5712994 | BOY |
| EOY | 5078266 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40211 | BOY |
| EOY | 42679 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23981 | BOY |
| EOY | 14876 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64192 | BOY |
| EOY | 57555 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4136607 | BOY |
| EOY | 3558058 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1512195 | BOY |
| EOY | 1462653 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5648802 | BOY |
| EOY | 5020711 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5712994 | BOY |
| EOY | 5078266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 961829 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2325123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 696118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 526535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469960 | CurrentTaxYear |
| Total | 4979565 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 961829 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2325123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 696118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 526535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469960 | CurrentTaxYear |
| Total | 4979565 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4979565 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6180 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14650 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14717 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1181 | CurrentTaxYear |
| Total | 38475 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5018040 | TotalSupport |
| Public Support Pertcentage170 | 0.99230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1329036 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 111545 | OtherCostOrOtherBasis |
| Book Value | 111545 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1453868 | OtherCostOrOtherBasis |
| Depreciation | 1340429 | Depreciation |
| Book Value | 113439 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5585535 | OtherCostOrOtherBasis |
| Depreciation | 3189570 | Depreciation |
| Book Value | 2395965 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1690350 | OtherCostOrOtherBasis |
| Depreciation | 1430917 | Depreciation |
| Book Value | 259433 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 715354 | OtherCostOrOtherBasis |
| Depreciation | 694060 | Depreciation |
| Book Value | 21294 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2901676 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COLLECTIONS | Description |
| Book Value | 1329036 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1329036 | TotalBookValueOtherAssets |
| Total Revenue | 399963 | TotalRevenue |
| Total Expenses | 1027922 | TotalExpenses |
| Excess Or Deficit For Year | -627959 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -132 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -132 | TotalAdjustments |
| Excess Or Deficit Per FS | -628091 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 399963 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 399963 | RevenueSubtotal |
| Total Revenue Per Form990 | 399963 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1027922 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1027922 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1027922 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE&FOOD FEST. | NameOfEvent1 |
| Gross Receipts Event1 | 30809 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 30809 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 4370 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SEPT SOIREE | NameOfEvent2 |
| Gross Receipts Event2 | 9265 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 9265 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 886 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 40074 | GrossReceiptsTotal |
| Gross Revenue Total Events | 40074 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 5256 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 5256 | DirectExpenseSummaryEvents |
| Net Income Summary | 34818 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Part VI, Line 11 | Identifier |
| Return Reference | Form 990, Part VI, Line 11: Form 990 Review Process | ReturnReference |
| Explanation | No review was or will be conducted. | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERSON FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 FRONT ST | AddressLine1 |
| City | BINGHAMTON | City |
| State | NY | State |
| ZIP Code | 13905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166333933 | EIN |
| Primary Activities | PROVIDING FINANCIAL ASSISTANCE TO ROBERSON MEMORIAL | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 67000 | AmountInvolved |
Comments