ROBERTSON FOUNDATION FOR GOVERNMENT INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON FOUNDATION FOR GOVERNMENT INC (EIN 20-4630877)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201142289349100414
- Schema version
- 2010v3.4
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2011-08-12T10:39:42-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN | 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 | 2010-01-01 | 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) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 5616277025 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS ROAD | AddressLine1 |
| City | RED BANK | City |
| State | NJ | State |
| ZIP Code | 07701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM S ROBERTSON | Name |
| Title | CHAIRMAN | Title |
| Date Signed | 2011-08-10 | 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 | 2010 | 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 | 900591 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1767466 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 36 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 36 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 40722 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40722 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 35313 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 942219 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4197 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1843537 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44955 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 254800 | CompOfcrDirTrstRevAndExpnss |
| Oth Empl Slrs Wgs Rev And Expnss | 26650 | OthEmplSlrsWgsRevAndExpnss |
| Legal Fees Rev And Expnss | 14728 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 14728 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 20330 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 20330 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 328737 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 328737 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 8606 | InterestRevAndExpnss |
| Interest Dsbrs Chrtbl Prps | 8608 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 238 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 238 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 1454 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 11420 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 11420 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 100984 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 100984 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 3334 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 3334 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 81370 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1524 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 79846 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 852651 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1762 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 567987 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 178400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 178400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1031051 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1762 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 746387 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 812486 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 43193 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 69512 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 73519 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 73519 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 2039 | AccountsReceivable |
| Accounts Receivable BOY | 0 | AccountsReceivableBOY |
| Accounts Receivable EOY | 2039 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 2039 | AccountsReceivableEOYFMV |
| Receivables From Officers BOY | 0 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 18437 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 18437 | ReceivablesFromOfficersEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 799460 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 799460 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 8590 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1454 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 7136 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 7136 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 69512 | TotalAssetsBOY |
| Total Assets EOY | 900591 | TotalAssetsEOY |
| Total Assets EOYFMV | 900591 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 554485 | LoansFromOfficersBOY |
| Loans From Officers EOY | 717500 | LoansFromOfficersEOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 22328 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 554485 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 739828 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Total Net Assets BOY | -484973 | TotalNetAssetsBOY |
| Total Net Assets EOY | 160763 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 69512 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 900591 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | -484973 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 812486 | ExcessOfRevenueOverExpenses |
| Other Increases | 46266 | OtherIncreases |
| Subtotal | 373779 | Subtotal |
| Other Decreases | 213016 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 160763 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAIN DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gain Or Loss | 4197 | GainOrLoss |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4197 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 317682 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 0 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 143674 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.0 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0 | AverageDistributionRatio |
| Net Noncharitable Assets | 1257179 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 432 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 432 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 746387 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 432 | InvestmentIncomeExciseTax |
| Subtotal | 432 | Subtotal |
| Tax Based On Investment Income | 432 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 900 | TaxPaidWithExtension |
| Total Credits And Payments | 900 | TotalCreditsAndPayments |
| Overpayment | 468 | Overpayment |
| Amount Credited To Next Year | 468 | AmountCreditedToNextYear |
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 (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILLIAM S ROBERTSON | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | CHAIRMAN | 35.0 | 101800 | 0 | 0 |
| ROBERT HALLIGAN | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | SECRETARY | 25.0 | 50000 | 0 | 0 |
| KATHERINE R ERNST | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | DIRECTOR | 3.0 | 0 | 0 | 0 |
| GEOFFREY S ROBERTSON | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | DIRECTOR | 3.0 | 0 | 0 | 0 |
| JOHN H LINNARTZ | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | DIRECTOR | 3.0 | 0 | 0 | 0 |
| CHARLES R MEIER | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | DIRECTOR | 3.0 | 0 | 0 | 0 |
| TIMOTHY KEMPER | ||||||||
| 331 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | EXECUTIVE DIRECTOR | 40.0 | 153000 | 0 | 0 |
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 | 1063470 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 212854 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1276324 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1276324 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19145 | CashDeemedCharitable |
| Net Noncharitable Assets | 1257179 | NetNoncharitableAssets |
| Minimum Investment Return | 62859 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62859 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 432 | TaxBasedOnInvestmentIncome |
| Total Tax | 432 | TotalTax |
| Distributable Amount Before Adj | 62427 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 62427 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 62427 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 746387 | 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 | 746387 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 432 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 745955 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 62427 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 143674 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 317682 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 461356 | TotalExcessDistriCarryover |
| Qualifying Distributions | 746387 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 62427 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 683960 | RemainingDistriFromCorpus |
| Total Corpus | 1145316 | 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 | 1145316 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 143674 | ExcessFromYear2 |
| Excess From Year1 | 317682 | ExcessFromYear1 |
| Excess From Current Year | 683960 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| UCSD (IRPS) | ||||||
| ROBINSON BUILDING COMPLEX | 9500 GILLMAN DRIVE 0519 | LA JOLLA | CA | 92093 | Robertson Fellows | $37,500 |
| MAXWELL SCHOOL | ||||||
| 200 EGGERS HALL | SYRACUSE | NY | 13244 | Robertson Fellows | $37,500 | |
| U of MarylandSchool of Public Policy | ||||||
| 2101 Van Munching Hall | COLLEGE PARK | MD | 20742 | Robertson Fellows | $28,400 | |
| The Fletcher School | ||||||
| TUFTS UNIVERSITY | 160 PACKARD AVENUE | MEDFORD | MA | 02155 | Robertson Fellows | $35,000 |
| Texas A&M Foundation | ||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | Robertson Fellows | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 178400 | 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 | $36 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,722 | 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 | $35,313 | 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 | $76,071 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 76071 | 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
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|
| OFFICE SERVER | 2010-09-03 | 1641 | SL | 5 | 109 |
| COMPUTER EQUIP | 2010-01-14 | 2149 | SL | 3 | 716 |
| FURNITURE | 2010-01-29 | 4800 | SL | 7 | 629 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|
| HARBOR BOND FUND | 2010-03 | 2010-10 | 770000 | 747482 | 22518 |
| BARRICK GOLD CORP | 2010-05 | 2010-10 | 59122 | 55050 | 4072 |
| VANGUARD HIGH YIELD FUND | 2010-06 | 2010-12 | 108900 | 104374 | 4526 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS | NameOfStock |
| EOY Book Value | 799460 | EOYBookValue |
| EOYFMV | 799460 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| OFFICE SERVER | 1641 | 109 | 1532 |
| COMPUTER EQUIP | 2149 | 716 | 1433 |
| FURNITURE | 4800 | 629 | 4171 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| BOEIS SCHILLER & FLEXNER LLP | $2,617 | 2617 |
| ALLEY MAASS ROGERS & LINDSAY | $6,311 | 6311 |
| MILBANK TWEED HADLEY & MCCLOY | $5,800 | 5800 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REPAYMENTS OF LOANS | Description |
| Amount | $213,016 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK SERVICE CHARGES | 1524 | 1524 | |
| COMPUTER AND INTERNET EXPENSE | 3236 | 3236 | |
| TELEPHONE EXPENSE | 5100 | 5100 | |
| PAYROLL FEES | 2424 | 2424 | |
| OFFICE EXPENSE | 10888 | 10888 | |
| INSURANCE EXPENSE | 24741 | 24741 | |
| BUSINESS MEALS | 7671 | 7671 | |
| DUES & SUBSCRIPTIONS | 5510 | 5510 | |
| PAYROLL TAXES | 19570 | 19570 | |
| STORAGE EXPENSE | 706 | 706 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON SECURITIES | Description |
| Amount | $46,266 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED PARTY | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 22328 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CONSULTING | $125,000 | 125000 |
| ADVISORY FEES | $120,000 | 120000 |
| PROFESSIONAL FEES | $44,375 | 44375 |
| PUBLIC RELATIONS | $39,362 | 39362 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES WITHHELD | Category |
| Amount | $238 | Amount |
| Net Investment Income | 238 | NetInvestmentIncome |
Comments