ROBINSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBINSON FAMILY FOUNDATION (EIN 87-1485086)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-08-18
- IRS object ID
- 202622309349100767
- Schema version
- 2025v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-18T10:37:19-05:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871485086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBINSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBI | BusinessNameControlTxt |
| Phone | 9176874977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PKF OCONNOR 500 MAMARONECK AV | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER C ROBINSON | PersonNm |
| Person Title | CHAIRMAN, PRESIDENT & TREASURE | PersonTitleTxt |
| Phone | 9176874977 | PhoneNum |
| Signature | 2026-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,157,986 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $912 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $912 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $671,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,118 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $460,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,039 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,039 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,638 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,638 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $611 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $853,503 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $853,503 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $878,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $860,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$417,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,584 | CashBOYAmt |
| Cash EOY | $750,768 | CashEOYAmt |
| Cash EOYFMV | $750,768 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $148,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,655 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $590,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,524,181 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,385,563 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,385,563 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,388,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,157,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,157,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,388,172 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,157,986 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,388,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,157,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,388,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,157,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,388,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$417,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $187,195 | OtherIncreasesAmt |
| Subtotal | $3,157,986 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,157,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $671,585 | $523,636 | $147,949 | $147,949 |
| CAPITAL GAINS DIVIDENDS | P | $169 | $169 | $169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,118 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,698 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,698 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,698 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $2,736 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ROBINSONFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBINSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9176874977 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PKF OCONNOR 500 MAMARONECK AVE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER C ROBINSON | ||||||||
| C/O PKF OCONNOR 500 MAMARONECK AVE | HARRISON | NY | 10528 | CHAIRMAN, PRESIDENT & TREASURER | 2.00 | $0 | $0 | $0 |
| MONICA L ROBINSON | ||||||||
| C/O PKF OCONNOR 500 MAMARONECK AVE | HARRISON | NY | 10528 | DIRECTOR & SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,312,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $516,720 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,899,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,899,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,856,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,698 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,698 | TotalTaxAmt |
| Distributable Before Adj | $140,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $140,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $140,116 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $860,153 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $860,153 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $13,340 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,314 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $479,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $527,493 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,162,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $860,153 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $140,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $720,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,882,345 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,882,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,340 | ExcessFromYear4Amt |
| Excess From Year3 | $142,314 | ExcessFromYear3Amt |
| Excess From Year2 | $479,161 | ExcessFromYear2Amt |
| Excess From Year1 | $527,493 | ExcessFromYear1Amt |
| Excess From Current Year | $720,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALEXANDER C ROBINSON | ContributingManagerNm |
| Contributing Manager | MONICA L ROBINSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AN CLAIDHEAMH SOLUIS INC (DBA THE IRISH ARTS CENTER) | |||||||
| 726 11TH AVE | NEW YORK | NY | 10019 | N/A | PC | ANNUAL STEWARDSHIP APPEAL | $10,000 |
| ARCHDIOCESE OF NEW YORK | |||||||
| 488 MADISON AVE 3RD FL | NEW YORK | NY | 10022 | N/A | PC | THE CARDINAL'S ANNUAL STEWARDSHIP APPEAL | $5,000 |
| FRANCISCAN MISSION ASSOCIATES | |||||||
| 274-280 W LINCOLN AVE | MT VERNON | NY | 10551 | N/A | PC | GENERAL PURPOSES | $2,500 |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | N/A | PC | ANNUAL GIVING | $61,001 |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | N/A | PC | THE ALEXANDER ROBINSON 1996 SUMMER FELLOWS PROGRAM FUND | $400,000 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | N/A | PC | THE EXETER FUND | $25,001 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | N/A | PC | DINING HALL FUND | $25,000 |
| THE DALTON SCHOOL | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | N/A | PC | ANNUAL FUND | $25,001 |
| THE DALTON SCHOOL | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | N/A | PC | THE MONICA AND ALEXANDER ROBINSON PROFESSIONAL DEVELOPMENT FUND | $50,000 |
| THE TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | N/A | PC | ANNUAL GIVING | $100,000 |
| THE TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | N/A | PC | HOLLAND-ROBINSON FAMILY VENTURE FORWARD SCHOLARSHIP FUND | $50,000 |
| THE TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | N/A | PC | THE MONICA HOLLAND ROBINSON '96 SERVICE INTERNSHIP FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $853,503 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $912 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $210,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,708 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER C AND MONICA L ROBINSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 SEVENTH AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $6,039 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,039 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMUNICATION SERVICES SELECT SECTOR SPDR (XLC) 137.000 SHS | FMV | $14,675 | $14,675 |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR (XLY) 133.000 SHS | FMV | $15,598 | $15,598 |
| CONSUMER STAPLES SELECT SECTOR SPDR (XLP) 213.000 SHS | FMV | $17,694 | $17,694 |
| ENERGY SELECT SECTOR SPDR (XLE) 310.000 SHS | FMV | $16,464 | $16,464 |
| FIDELITY 500 INDEX FUND (FXAIX) 2,507.329 SHS | FMV | $654,990 | $654,990 |
| FIDELITY INTL INDX (FSPS) 1,463.224 SHS | FMV | $97,934 | $97,934 |
| FINANCIAL SELECT SECTOR SPDR (XLF) 699.000 SHS | FMV | $37,473 | $37,473 |
| HEALTH CARE SELECT SECTOR SPDR (XLV) 194.000 SHS | FMV | $30,780 | $30,780 |
| INDUSTRIAL SELECT SECTOR SPDR (XLI) 122.000 SHS | FMV | $22,598 | $22,598 |
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) 336.000 SHS | FMV | $31,776 | $31,776 |
| ISHARES CORE MSCI DEVELOPED MARKETS ETF (IDEV) 36.000 SHS | FMV | $3,204 | $3,204 |
| ISHARES CORE MSCI EUROPE ETF (IEUR) 239.000 SHS | FMV | $17,966 | $17,966 |
| ISHARES CORE MSCI PACIFIC ETF (IPAC) 95.000 SHS | FMV | $7,783 | $7,783 |
| ISHARES GLOBAL HEALTHCARE ETF (IXJ) 34.000 SHS | FMV | $3,345 | $3,345 |
| ISHARES GLOBAL INDUSTRIALS ETF (EXI) 34.000 SHS | FMV | $6,817 | $6,817 |
| ISHARES MBS ETF (MBB) 755.000 SHS | FMV | $71,363 | $71,363 |
| ISHARES MSCI CANADA ETF (EWC) 351.000 SHS | FMV | $20,232 | $20,232 |
| ISHARES MSCI EUROPE FINANCIALS ETF (EUFN) 85.000 SHS | FMV | $3,314 | $3,314 |
| ISHARES MSCI JAPAN ETF (EWJ) 117.000 SHS | FMV | $10,913 | $10,913 |
| ISHARES MSCI PACIFIC EX JAPAN ETF (EPP) 95.000 SHS | FMV | $5,060 | $5,060 |
| ISHARES US TREASURY BOND ETF (GOVT) 1,773.000 SHS | FMV | $40,389 | $40,389 |
| JPM 100% US TREAS FD - AGENCY (VPIXX) 88,753.970 SHS | FMV | $88,754 | $88,754 |
| PGIM HIGH YIELD-R6 (PHYQX) 4,399.810 SHS | FMV | $21,075 | $21,075 |
| TENOR OPPORTUNITY FUND, LTD | FMV | $561,707 | $561,707 |
| UTILITIES SELECT SECTOR SPDR (XLU) 236.000 SHS | FMV | $10,700 | $10,700 |
| VANGUARD COMMUNICATION SERVICES ETF (VOX) 52.000 SHS | FMV | $9,565 | $9,565 |
| VANGUARD CONSUMER DISCRETIONARY ETF (VCR) 29.000 SHS | FMV | $11,502 | $11,502 |
| VANGUARD FTSE EUROPE ETF (VGK) 378.000 SHS | FMV | $33,468 | $33,468 |
| VANGUARD INFO TECH ETF (VGT) 923.000 SHS | FMV | $110,317 | $110,317 |
| VANGUARD INT-TERM CORPORATE BOND ETF (VCIT) 671.000 SHS | FMV | $55,458 | $55,458 |
| VANGUARD S&P 500 GROWTH ETF (VOOG) 774.000 SHS | FMV | $63,948 | $63,948 |
| VANGUARD SHORT-TERM BOND ETF (BSV) 9.000 SHS | FMV | $701 | $701 |
| VANGUARD TOTAL BOND MARKET ETF (BND) 2,578.000 SHS | FMV | $189,251 | $189,251 |
| VANGUARD TOTAL INTL BOND ETF (BNDX) 2,039.000 SHS | FMV | $98,749 | $98,749 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPLIANCE SERVICES | $141 | $0 | $141 |
| WEBSITE EXPENSES | $386 | $0 | $386 |
| FILING FEES | $84 | $0 | $84 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $187,195 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $16,638 | Amt |
| Net Investment Income | $16,638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,298 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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