Civic Intelligence

The Roberts Foundation

990T • Fiscal year 2021 • EIN 01-0549309

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 13, 2022

Cozen 1001 Conshohocken St Rd 2-40West Conshohocken, PA 19428

(858) 454-7636

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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: $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

Latest loaded filing

2024

Assets$8,700,413
Liabilities$0
Net Assets$8,700,413

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $53,1252010Revenue 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

Latest loaded filing

2024

Revenue$407,885
Expenses$988,369
Net Income-$580,484
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 13, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
01-0549309
Phone
8584547636
Address
COZEN 1001 CONSHOHOCKEN ST RD 2-40, WEST CONSHOHOCKEN, PA 19428

Signing Officer

Name
Diane Bayless Roberts
Title
Trustee
Phone
8584547636
Signed
2022-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1700 MARKET STREET 25TH FLOOR, PHILADELPHIA, PA 19103-3984
Preparer
David F Dotson
Phone
2152462300
Raw XML Appendix72 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.

Path#Value
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0MARGARET GALLAGHER THOMPSON ESQ
IRS990T/BooksInCareOfDetail/PhoneNum06109412370
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0COZON OCONNOR 1001 CONSHOHOCKEN S
IRS990T/BooksInCareOfDetail/USAddress/CityNm0W CONSHOHOCKEN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd019428
IRS990T/BookValueAssetsEOYAmt09713303
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt01233
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
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IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01233
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01233
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01233
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QUALIFYING INVESTMENT PARTNERSHIP INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt01233
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01233
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt01233
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE BAYLESS ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08584547636
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARGARET GALLAGHER THOMPSON ESQ
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0010549309
ReturnHeader/Filer/PhoneNum08584547636
ReturnHeader/Filer/USAddress/AddressLine1Txt0COZEN 1001 CONSHOHOCKEN ST RD 2-40
ReturnHeader/Filer/USAddress/CityNm0WEST CONSHOHOCKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019428
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 MARKET STREET 25TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191033984
ReturnHeader/PreparerPersonGrp/PhoneNum02152462300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F DOTSON
ReturnHeader/ReturnTs02022-11-15T06:54:48-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAYLESS ROBERTS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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