Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2011 • EIN 01-0549309

Jan 01, 2011 to Dec 31, 2011 • Filed on May 16, 2012

Cozen Oconnor 200 Four Falls CorpCent No 40019428
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$263,958

Flat from 2011

Net Assets

$263,958

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$55,050

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $288,710Liabilities 2010: $0Net Assets 2010: $288,7102010Assets 2011: $263,958Liabilities 2011: $0Net Assets 2011: $263,9582011Assets 2011: $263,958Liabilities 2011: $12011Assets 2012: $651,416Liabilities 2012: $0Net Assets 2012: $651,4162012Assets 2013: $1,178,707Liabilities 2013: $0Net Assets 2013: $1,178,7072013Assets 2014: $2,330,329Liabilities 2014: $0Net Assets 2014: $2,330,3292014Assets 2015: $3,054,847Liabilities 2015: $0Net Assets 2015: $3,054,8472015Assets 2016: $8,054,624Liabilities 2016: $0Net Assets 2016: $8,054,6242016Assets 2019: $10,296,520Liabilities 2019: $02019Assets 2020: $10,119,066Liabilities 2020: $0Net Assets 2020: $10,119,0662020Assets 2021: $9,713,303Liabilities 2021: $0Net Assets 2021: $9,713,3032021Assets 2022: $9,149,770Liabilities 2022: $0Net Assets 2022: $9,149,7702022Assets 2023: $8,934,504Liabilities 2023: $0Net Assets 2023: $8,934,5042023Assets 2024: $8,700,413Liabilities 2024: $0Net Assets 2024: $8,700,4132024

Highlighted filing

2011

Assets$263,958
Liabilities$0
Net Assets$263,958

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $53,1252010Expenses 2011: $55,0502011Revenue 2011: $30,299Expenses 2011: $55,050Net Income 2011: -$24,7512011Expenses 2012: $79,2672012Revenue 2013: $934,891Expenses 2013: $407,600Net Income 2013: $527,2912013Revenue 2014: $2,074,270Expenses 2014: $20,679Net Income 2014: $2,053,5912014Revenue 2015: $1,093,365Expenses 2015: $62,276Net Income 2015: $1,031,0892015Revenue 2016: $5,067,918Expenses 2016: $109,353Net Income 2016: $4,958,5652016Revenue 2019: $3,321,126Expenses 2019: $680,185Net Income 2019: $2,640,9412019Revenue 2020: $174,084Expenses 2020: $636,000Net Income 2020: -$461,9162020Revenue 2021: $193,340Expenses 2021: $596,333Net Income 2021: -$402,9932021Revenue 2022: $189,572Expenses 2022: $744,679Net Income 2022: -$555,1072022Revenue 2023: $345,622Expenses 2023: $551,855Net Income 2023: -$206,2332023Revenue 2024: $407,885Expenses 2024: $988,369Net Income 2024: -$580,4842024

Highlighted filing

2011

Revenue-
Expenses$55,050
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 16, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE BAYLES ROBERTSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGEORGE WASHINGTON UNIVERSITYTO FUND THE ARTS AND SCIENCES DEAN'S FUNDSEC 501(C)3 PUBLIC CWASHINGTON, DC, US$30,000
Paid GrantLA JOLLA COUNTRY DAY SCHOOLTO FUND THE RECIPIENT'S OPERATING BUDGETSEC 501(C)3 PUBLIC CLA JOLLA, CA, US$25,000
Filing and Contact Details

Filer

EIN
01-0549309
Raw XML Appendix280 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01646237
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances044875
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01601362
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable024694
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn081077
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IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01646237
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DIANE BAYLES ROBERTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MARGARET GALLAGHER THOMPSON ESQ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06109412370
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10COZON OCONNOR 400 FOUR FALLS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine20CORPORATE CENTER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount030000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO FUND THE ARTS AND SCIENCES DEAN'S FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10GEORGE WASHINGTON UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LA JOLLA COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0SEC 501(C)3 PUBLIC C
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1SEC 501(C)3 PUBLIC C
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine119490 GENESEE AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LA JOLLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
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OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount050
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0WELLS FARGO FEES
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0010549309
ReturnHeader/Filer/Name/BusinessNameLine10THE ROBERTS FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O MARGARET GALLAGHER THOMPSON ESQ
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone08584547636
ReturnHeader/Filer/USAddress/AddressLine10COZEN OCONNOR 200 FOUR FALLS CORP
ReturnHeader/Filer/USAddress/AddressLine20CENT NO 400
ReturnHeader/Filer/USAddress/City0WEST CONSHOHOCKEN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019428
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-16
ReturnHeader/Officer/Name0DIANE BAYLESS ROBERTS
ReturnHeader/Officer/Phone08584547636
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0861065772
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DELOITTE TAX LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101700 MARKET STREET 25TH FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PHILADELPHIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0191033984
ReturnHeader/Preparer/Name0DAVID F DOTSON
ReturnHeader/Preparer/Phone02152462300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-15T15:00:13-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.41$0.99$0.58
2023Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.35$0.55$0.21
2022Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.19$0.74$0.56
2021Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$0.19$0.60$0.40
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.17$0.64$0.46
2019Summary only. Only limited summary data is available for this year.$10.3$0.00$3.32$0.68$2.64
2016Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$5.07$0.11$4.96
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.09$0.06$1.03
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$2.07$0.02$2.05
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.93$0.41$0.53
2012Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.06
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.03$0.06$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.05