Civic Intelligence

Carter Robertson Charitable Foundation

990 • Fiscal year 2018 • EIN 26-6302315

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

Organization ProfileN/A
3845 Rambling RdPerrin, TX 76486

(817) 598-6922

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$27,547

Up $23,252 (+541%) from 2017

Net Assets

Up

$27,547

Up $23,252 (+541%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$30,751

Up $19,823 (+181%) from 2017

Expenses

Down

$7,500

Down $2,750 (-27%) from 2017

Net Income

Up

$23,251

Up $22,573 (+3329%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $18,229Net Assets 2010: $18,2292010Assets 2013: $2,141Net Assets 2013: $2,1412013Assets 2014: $1,128Net Assets 2014: $1,1282014Assets 2017: $4,295Net Assets 2017: $4,2952017Assets 2018: $27,547Liabilities 2018: $0Net Assets 2018: $27,5472018Assets 2019: $36,335Liabilities 2019: $0Net Assets 2019: $36,3352019Assets 2020: $28,827Liabilities 2020: $0Net Assets 2020: $28,8272020Assets 2021: $36,212Liabilities 2021: $0Net Assets 2021: $36,2122021Assets 2022: $46,761Liabilities 2022: $0Net Assets 2022: $46,7612022Assets 2024: $25,921Net Assets 2024: $25,9212024

Highlighted filing

2018

Assets$27,547
Liabilities$0
Net Assets$27,547
Open 2018 Filing

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $1,833Expenses 2010: $8,500Net Income 2010: -$6,6672010Revenue 2013: $10,094Expenses 2013: $11,000Net Income 2013: -$9062013Revenue 2014: $10,487Expenses 2014: $11,500Net Income 2014: -$1,0132014Revenue 2017: $10,928Expenses 2017: $10,250Net Income 2017: $6782017Revenue 2018: $30,751Expenses 2018: $7,500Net Income 2018: $23,2512018Revenue 2019: $16,288Expenses 2019: $7,500Net Income 2019: $8,7882019Revenue 2020: -$2,008Expenses 2020: $5,500Net Income 2020: -$7,5082020Revenue 2021: $16,385Expenses 2021: $9,000Net Income 2021: $7,3852021Revenue 2022: $12,548Expenses 2022: $2,000Net Income 2022: $10,5482022Revenue 2024: $12,0232024

Highlighted filing

2018

Revenue$30,751
Expenses$7,500
Net Income$23,251
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Gross Receipts
$210,036
Mission and Program Overview

Mission

This organization is for the promotion of education and provides scholarships to young adults who graduate from high school and attend college to further their education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,295$27,547▲ $23,252
Total Assets$4,295$27,547▲ $23,252
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,295$27,547▲ $23,252
Total Net Assets Fund Balance$4,295$27,547▲ $23,252
Total Liabilities and Net Assets / Fund Balance$4,295$27,547▲ $23,252
Compensation and Service Providers

Board Members and Trustees

NameTitle
David RobertsonTrustee
Jennifer RobertsonTrustee
Ronald BlakleyAdvisor
Revenue and Support

Revenue Composition

Contributions and Grants
$20,200
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$10,538
All Other Contributions
$20,200
Change in Net Assets
$23,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,500
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$7,500--$7,500
Total Functional Expenses$7,500$0$0$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$189,823
Fundraising Direct Expenses$179,285
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cr Memorial Tim$189,823$189,823$179,285$10,538
Total Events$189,823$189,823$179,285$10,538
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board will review return at or near time of filing the return.”

Form 990, Page 6, Part VI, Line 19

“Documents will be made available upon request.”

Filing and Contact Details

Filer

Filer Name
Carter Robertson Charitable
EIN
26-6302315
Phone
8175986922
Address
3845 RAMBLING RD, PERRIN, TX 76486

Signing Officer

Name
Jennifer Robertson
Title
Trustee
Phone
9407982010
Signed
2019-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Robertson
Formed
2008
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
George Morgan & Sneed Pc
Address
1849 WALL STREET, WEATHERFORD, TX 76086-6298
Preparer
Patrick E Sneed CPA
Phone
8175942704
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The cr memorial time event is a timed roping competition for young adults. All proceeds from this event provides funding for the scholarships paid to high school graduates pursuing higher education.”

Form 990, Part XI, Line 9

“ROUNDING 1”

Raw XML Appendix275 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS ORGANIZATION IS FOR THE PROMOTION OF EDUCATION AND PROVIDES SCHOLARSHIPS TO YOUNG ADULTS WHO GRADUATE FROM HIGH SCHOOL AND ATTEND COLLEGE TO FURTHER THEIR EDUCATION.
IRS990/AllOtherContributionsAmt020200
IRS990/BooksInCareOfDetail/PersonNm0DAVID ROBERTSON
IRS990/BooksInCareOfDetail/PhoneNum09407962010
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03845 RAMBLING ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PERRIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076486
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04295
IRS990/CashNonInterestBearingGrp/EOYAmt027547
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020200
IRS990/CYGrantsAndSimilarPaidAmt07500
IRS990/CYInvestmentIncomeAmt013
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt010538
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt023251
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07500
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt030751
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIP PAYOUTS TO 7 STUDENTS GRADUATING HIGH SCHOOL WHO PURSUED COLLEGE LEVEL EDUCATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt07500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RONALD BLAKLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2ADVISOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0179285
IRS990/FundraisingGrossIncomeAmt0189823
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt07500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt07500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0210036
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THIS ORGANIZATION IS FOR THE PROMOTION OF EDUCATION AND PROVIDES SCHOLARSHIPS TO YOUNG ADULTS WHO GRADUATE FROM HIGH SCHOOL AND ATTEND COLLEGE TO FURTHER THEIR EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04295
IRS990/NetAssetsOrFundBalancesEOYAmt027547
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010538
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010538
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JENNIFER ROBERTSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE CR MEMORIAL TIME EVENT IS A TIMED ROPING COMPETITION FOR YOUNG ADULTS. ALL PROCEEDS FROM THIS EVENT PROVIDES FUNDING FOR THE SCHOLARSHIPS PAID TO HIGH SCHOOL GRADUATES PURSUING HIGHER EDUCATION.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt023251
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069427
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57470
IRS990ScheduleA/PublicSupportPY170Pct00.62830
IRS990ScheduleA/PublicSupportTotal170Amt057166
IRS990ScheduleA/SubstantialContributorsTotAmt012261
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt034010
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069427
IRS990ScheduleA/TotalSupportAmt099466
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt010538
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt08299
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt05967
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt05222
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt030026
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0179285
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CR MEMORIAL TIM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0189823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0189823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0189823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0189823
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010538
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0179285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0179285
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CR MEMORIAL TIME EVENT IS A TIMED ROPING COMPETITION FOR YOUNG ADULTS. ALL PROCEEDS FROM THIS EVENT PROVIDES FUNDING FOR THE SCHOLARSHIPS PAID TO HIGH SCHOOL GRADUATES PURSUING HIGHER EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD WILL REVIEW RETURN AT OR NEAR TIME OF FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04295
IRS990/TotalAssetsEOYAmt027547
IRS990/TotalAssetsGrp/BOYAmt04295
IRS990/TotalAssetsGrp/EOYAmt027547
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020200
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07500
IRS990/TotalFunctionalExpensesGrp/TotalAmt07500
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04295
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027547
IRS990/TotalProgramServiceExpensesAmt07500
IRS990/TotalRevenueGrp/ExclusionAmt010538
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030751
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04295
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027547
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04295
IRS990/UnrestrictedNetAssetsGrp/EOYAmt027547
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03845 RAMBLING RD
IRS990/USAddress/CityNm0PERRIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076486
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09407982010
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER ROBERTSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0266302315
ReturnHeader/Filer/PhoneNum08175986922
ReturnHeader/Filer/USAddress/AddressLine1Txt03845 RAMBLING RD
ReturnHeader/Filer/USAddress/CityNm0PERRIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076486
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId063334EB21CA3C18E356D0634743A6AEE82E4BB7B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D83A2E8DBFB242EAF6FA4FA2521200ED12182072
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0137.27.148.114
ReturnHeader/FilingSecurityInformation/IPDt02019-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:34:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751999675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE MORGAN & SNEED PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01849 WALL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEATHERFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760866298
ReturnHeader/PreparerPersonGrp/PhoneNum08175942704
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK E SNEED CPA
ReturnHeader/ReturnTs02019-10-22T16:34:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$27,547
Liabilities
$0
Net assets
$27,547
Revenue
$30,751
Expenses
$7,500
Net income
$23,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$25.9$12.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.8$0.00$46.8$12.5$2.00$10.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$0.00$36.2$16.4$9.00$7.39
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.00$28.8$2.01$5.50$7.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$0.00$36.3$16.3$7.50$8.79
2018Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$30.8$7.50$23.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$4.30$10.9$10.3$0.68
2014Detailed filing. Detailed filing data is available for this year.$1.13$1.13$10.5$11.5$1.01
2013Detailed filing. Detailed filing data is available for this year.$2.14$2.14$10.1$11.0$0.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$18.2$1.83$8.50$6.67