Civic Intelligence

Jd Roberston Foundation C/O Fairport Asset Mgmt

990PF • Fiscal year 2018 • EIN 23-7006584

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
1350 Euclid Avenue Suite 400Cleveland, OH 44115

(216) 431-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-467%

Higher net margin than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-9.7%

Faster asset growth than 28% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$361,443

Up $87,018 (+32%) from 2016

Net Assets

Up

$361,443

Up $87,018 (+32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$8,305

Down $100,543 (-92%) from 2016

Expenses

Up

$47,073

Up $14,386 (+44%) from 2016

Net Income

Down

-$38,768

Down $114,929 (-151%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$600K$400K$200K$0Assets 2011: $264,877Liabilities 2011: $0Net Assets 2011: $264,8772011Assets 2012: $269,963Liabilities 2012: $0Net Assets 2012: $269,9632012Assets 2013: $293,646Liabilities 2013: $0Net Assets 2013: $293,6462013Assets 2014: $277,985Liabilities 2014: $0Net Assets 2014: $277,9852014Assets 2015: $261,722Liabilities 2015: $0Net Assets 2015: $261,7222015Assets 2016: $274,425Liabilities 2016: $0Net Assets 2016: $274,4252016Assets 2018: $361,443Liabilities 2018: $0Net Assets 2018: $361,4432018Assets 2019: $478,304Liabilities 2019: $0Net Assets 2019: $478,3042019Assets 2020: $458,413Liabilities 2020: $0Net Assets 2020: $458,4132020Assets 2021: $494,835Liabilities 2021: $0Net Assets 2021: $494,8352021Assets 2022: $6,884Liabilities 2022: $0Net Assets 2022: $6,8842022

Highlighted filing

2018

Assets$361,443
Liabilities$0
Net Assets$361,443
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$500K$0-$500KExpenses 2011: $100,8022011Expenses 2012: $100,7472012Revenue 2013: $39,967Expenses 2013: $16,299Net Income 2013: $23,6682013Revenue 2014: $20,646Expenses 2014: $36,251Net Income 2014: -$15,6052014Revenue 2015: $30,919Expenses 2015: $47,301Net Income 2015: -$16,3822015Revenue 2016: $108,848Expenses 2016: $32,687Net Income 2016: $76,1612016Revenue 2018: $8,305Expenses 2018: $47,073Net Income 2018: -$38,7682018Revenue 2019: $237,215Expenses 2019: $44,312Net Income 2019: $192,9032019Revenue 2020: $37,430Expenses 2020: $57,361Net Income 2020: -$19,9312020Revenue 2021: $97,886Expenses 2021: $61,445Net Income 2021: $36,4412021Revenue 2022: $9,485Expenses 2022: $497,162Net Income 2022: -$487,6772022

Highlighted filing

2018

Revenue$8,305
Expenses$47,073
Net Income-$38,768
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R ROBERTSONChairman, PresidentPT$0--
JOHN W ROBERTSONTreasurer-$0--
SARAH P ROBERTSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jd Roberston Foundation
EIN
23-7006584
Phone
2164313000
Address
1350 EUCLID AVENUE SUITE 400, CLEVELAND, OH 44115

Signing Officer

Name
William R Robertson
Title
Chairman
Phone
2164313000
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Fairport Asset Mgmt
Address
1350 EUCLID AVENUE SUITE 400, CLEVELAND, OH 44115
Preparer
Thomas a Seifert
Phone
2164313000
Raw XML AppendixShowing 400 of 842 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0118.84 SHS HC CAPITAL TR EMERGING MKTS PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1442.29 SHS HC CAPITAL TR EMERGING MKTS PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2291.55 SHS HC CAPITAL TR FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc39.01 SHS HC CAPITAL TR US CORP FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4398.78 SHS HC CAPITAL TR COMMODITY RELATED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5503.03 SHS HC CAPITAL TR VALUE EQUITY PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc624.87 SHS HC CAPITAL TR SMALL CAP EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71,428.57 SHS HC CAPITAL TR INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8777.45 SHS HC CAPITAL TR INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9752.69 SHS HC CAPITAL TR INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10461.02 SHS HC CAPITAL TR GROWTH PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1155.84 SHS HC CAPITAL TR EMERGING MKTS PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121.91 SHS HC CAPITAL TR US MORT/AB FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13211.74 SHS HC CAPITAL TR COMMODITY RELATED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142,382.83 SHS HC CAPITAL TR INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15418.10 SHS HC CAPITAL TR REAL ESTATE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16290.91 SHS HC CAPITAL TR REAL ESTATE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1710 SHS ISHARES 1-3 YEAR CREDIT BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1840 SHS SPDR BARCLAYS SHORT TERM CORP BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1930 SHS SPDR BARCLAYS SHORT TERM CORP BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2012 SHS VANGUARD SHORT TERM CORPORATE BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21139.86 SHS HC CAPITAL TR MORT/AB FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22201.51 SHS HC CAPITAL TR US CORP FIXED INC SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23212.31 SHS HC CAPITAL TR US GOVT FIXED INC SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24223.52 SHS HC CAPITAL TR COMMODITY REALATED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2514.99 SHS HC CAPITAL TR COMMODITY RELATED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-3293
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-38768
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt047
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0361490
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0400258
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0361443
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023109
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023109
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023109
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023212
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0103
IRS990PF/DistributableAmountGrp/TotalTaxAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01500
IRS990PF/FMVAssetsEOYAmt0401758
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0101516
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01999
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt033081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt055368
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt054325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0226758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0253368
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0295196
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt08386
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt013253
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt012904
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0400258
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0361443
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017048
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt023181
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt023181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0400258
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0361443
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0401758
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0400258
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0361443
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0400258
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0361443
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt013469
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt014278
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt014153
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0471317
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt049663
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0421654
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07070
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023212
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0464247
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0471317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM R ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN W ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARAH P ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt013705 SHAKER BOULEVARD APT 5A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11726 EVERGREEN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt213705 SHAKER BOULEVARD APT 5A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt044790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt044841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt046570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt029630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt044950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt032795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt012776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.096479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.115354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.103537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.136973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.089284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0464247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0403713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0286178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0328166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0367311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0342989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.482397
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040100
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040100
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040100
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$361,443
Liabilities
$0
Net assets
$361,443
Revenue
$8,305
Expenses
$47,073
Net income
-$38,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.09$4.97$4.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.00$4.95$0.98$0.61$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.37$0.57$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$2.37$0.44$1.93
2018Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.08$0.47$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$1.09$0.33$0.76
2015Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.31$0.47$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.21$0.36$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.40$0.16$0.24
2012Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$1.01
2011Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$1.01