Civic Intelligence

The Robby Atherton Foundation

990EZ • Fiscal year 2018 • EIN 27-1716474

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

53888 Oakview DriveShelby Township, MI 48315

(586) 781-8290

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$356,636

Up $405 (+0.1%) from 2017

Net Assets

Up

$356,636

Up $405 (+0.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$89,428

Up $1,855 (+2.1%) from 2017

Expenses

Down

$54,622

Down $7,253 (-12%) from 2017

Net Income

Up

$34,806

Up $9,108 (+35%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $88,120Net Assets 2010: $88,1202010Assets 2011: $145,632Net Assets 2011: $145,6322011Assets 2012: $163,057Net Assets 2012: $163,0572012Assets 2013: $234,801Net Assets 2013: $234,8012013Assets 2014: $263,581Net Assets 2014: $263,5812014Assets 2015: $294,499Net Assets 2015: $294,4992015Assets 2016: $322,571Net Assets 2016: $322,5712016Assets 2017: $356,231Net Assets 2017: $356,2312017Assets 2018: $356,636Net Assets 2018: $356,6362018Assets 2019: $398,273Net Assets 2019: $398,2732019Assets 2020: $401,618Net Assets 2020: $401,6182020Assets 2021: $439,108Net Assets 2021: $439,1082021Assets 2022: $355,139Net Assets 2022: $355,1392022Assets 2023: $370,550Net Assets 2023: $370,5502023Assets 2024: $390,319Net Assets 2024: $390,3192024

Highlighted filing

2018

Assets$356,636
Liabilities-
Net Assets$356,636

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $112,894Expenses 2010: $24,774Net Income 2010: $88,1202010Revenue 2011: $88,584Expenses 2011: $31,072Net Income 2011: $57,5122011Revenue 2012: $94,811Expenses 2012: $79,131Net Income 2012: $15,6802012Revenue 2013: $99,971Expenses 2013: $34,644Net Income 2013: $65,3272013Revenue 2014: $78,673Expenses 2014: $44,886Net Income 2014: $33,7872014Revenue 2015: $64,371Expenses 2015: $40,428Net Income 2015: $23,9432015Revenue 2016: $81,508Expenses 2016: $53,112Net Income 2016: $28,3962016Revenue 2017: $87,573Expenses 2017: $61,875Net Income 2017: $25,6982017Revenue 2018: $89,428Expenses 2018: $54,622Net Income 2018: $34,8062018Revenue 2019: $68,507Expenses 2019: $64,314Net Income 2019: $4,1932019Revenue 2020: $87,323Expenses 2020: $104,665Net Income 2020: -$17,3422020Revenue 2021: $61,512Expenses 2021: $43,580Net Income 2021: $17,9322021Revenue 2022: $77,101Expenses 2022: $104,326Net Income 2022: -$27,2252022Revenue 2023: $88,896Expenses 2023: $84,392Net Income 2023: $4,5042023Revenue 2024: $89,510Expenses 2024: $69,825Net Income 2024: $19,6852024

Highlighted filing

2018

Revenue$89,428
Expenses$54,622
Net Income$34,806
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$128,863
Mission and Program Overview

Mission

Robby atherton foundation primary exempt purpose the robby atherton foundation has been established to provide various forms of assistance to families, communities and organizations within southeast michigan. In order to provide this assistance, we hold annual charity fundraising events such as a golf outing, bowling events, softball tournaments and other fundraising events. Through the proceeds of these events and various other private and corporate donor contributions we are able to provide this assistance in the form of college scholarships and donations to other local charitable organizations, local memorial funds and foundations. In addition we are actively seeking ways of becoming involved in non-fundraising events by partnering with other charity groups. Expamples of these events would be food banks, soup kitchens and other community service activities.

Program Services

DescriptionGrantsExpenses
ROBBY ATHERTON FOUNDATION 2018 ACCOMPLISHMENTS ARE AS FOLLOWS; JOEL ZITO TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT THE JOEL ZITO FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. VISION HOPE: A DONATION WAS MADE IN THE AMOUNT OF 2,700.00 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN. MACOMB SPECIAL OLYMPICS: A DONATION WAS MADE IN THE AMOUNT OF 2,500.00 TO A LOCAL CHARITY FOR DISABLED CHILDREN AND YOUNG ADULTS FOR COMPETITION EVENTS. JUDY DUNN TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 3,360.00 TO SUPPORT JUDY DUNN AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR JUDY DUNN WHO WAS DIAGNOSED WITH TERMINAL CANCER AND NO LONGER ABLE TO WORK. RAY PACE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 10,000.00 TO SUPPORT RAY PACE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. EMMETT SCHEITLER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT EMMETT SCHEITLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A PERMANENT DISABILTY AND NO LONGER ABLE TO WORK. PRINCESS EMBER'S SPRINKLE OF HOPE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,500.00 TO SUPPORT EMBER MILLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR LYMPHOBLASTIC LEUKEMIA DIAGNOSIS. SARAH SCHMIDT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT SARAH SCHMIDT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. BOB GREWETTE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT BOB GREWETTE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE.$43,560$43,560
ROBBY ATHERTON FOUNDATION 2018 ACCOMPLISHMENTS SCHOLARSHIP PROGRAMS: THE ROBBY ATHERTON FOUNDATION PROVIDED THREE INDIVIDUAL SCHOLARSHIPS AT 2,000.00 AND ONE SCHOLARSHIP AT 1,032.45 TO FOUR INDIVIDUAL STUDENT ATHLETES THAT GRADUATED AND WERE STUDENTS AT UTICA EISENHOWER HIGH SCHOOL. THESE SCHOLARSHIPS WERE PROVIDED TO LOCAL STUDENT ATHLETES WHO MET THE CRITERIA AND GUIDLINES ESTABLISHED BY THE ROBBY ATHERTON FOUNDATION SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP AWARD WINNERS WERE AS FOLLOWS; ROBBIE SCRIVANO - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE DANTE CANDELA - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF DETROIT MERCY FINANCIAL AID OFFICE KAMERON MARNON - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,032.45 PAID TO LANSING COMMUNITY COLLEGE FINANCIAL AID OFFICE ADDISON BURY - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF MICHIGAN FINANCIAL AID OFFICE$7,032$7,032
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN ATHERTONPresident-$0--
TERRY ATHERTONVice Preside-$0--
KEITH TREBBLETreasurer-$0--
DEBRA TREBBLESecretary-$0--
KEN NUTTTrustee-$0--
JOE YESTREPSKY SRTrustee-$0--
JOE YESTREPSKY JRTrustee-$0--
MEGAN ZOLLNERTrustee-$0--
MATT NUTTTrustee-$0--
RYAN RECKTrustee-$0--
NICK DAIZATrustee-$0--
TRAVIS ZOLLNERTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing & D$88,955$88,955$711$88,244
Bowling Fundrai$10,470$10,470-$10,470
Total Events$99,425$99,425$39,435$59,990
Filing and Contact Details

Filer

Filer Name
The Robby Atherton Foundation
EIN
27-1716474
Phone
5867818290
Address
53888 OAKVIEW DRIVE, SHELBY TOWNSHIP, MI 48315

Signing Officer

Name
Keith Trebble
Title
Treasurer
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
J & J CPA & Business Consultants Pc
Address
45810 SCHOENHERR RD, SHELBY TOWNSHIP, MI 48315
Preparer
Jeffrey J Jamrog CPA
Phone
5862602155
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: college scholarships cash contribution: 7,032 relationship: none class of activity: terminal illness cash contribution: 10,000 relationship: none class of activity: terminal illness cash contribution: 7,500 relationship: none class of activity: terminal illness cash contribution: 7,500 relationship: none class of activity: terminal illness cash contribution: 7,500 relationship: none

Form 990-ez, Part I, Line 16

Expenses advertising & promotions 497 foreign dividend taxes 9 total 506

Form 990-ez, Part I, Line 20

Adjustment for unrealized loss on investments -34,401

Form 990-ez, Part III

Robby atherton foundation primary exempt purpose the robby atherton foundation has been established to provide various forms of assistance to families, communities and organizations within southeast michigan. In order to provide this assistance, we hold annual charity fundraising events such as a golf outing, bowling events, softball tournaments and other fundraising events. Through the proceeds of these events and various other private and corporate donor contributions we are able to provide this assistance in the form of college scholarships and donations to other local charitable organizations, local memorial funds and foundations. In addition we are actively seeking ways of becoming involved in non-fundraising events by partnering with other charity groups. Expamples of these events would be food banks, soup kitchens and other community service activities.

Form 990-ez, Part III, Line 28

Robby atherton foundation 2018 accomplishments scholarship programs: the robby atherton foundation provided three individual scholarships at 2,000.00 and one scholarship at 1,032.45 to four individual student athletes that graduated and were students at utica eisenhower high school. These scholarships were provided to local student athletes who met the criteria and guidlines established by the robby atherton foundation scholarship committee. The scholarship award winners were as follows; robbie scrivano - utica eisenhower high school - ike student athlete award 2,000.00 paid to michigan state university financial aid office dante candela - utica eisenhower high school - ike student athlete award 2,000.00 paid to university of detroit mercy financial aid office kameron marnon - utica eisenhower high school - ike student athlete award 1,032.45 paid to lansing community college financial aid office addison bury - utica eisenhower high school - ike student athlete award 2,000.00 paid to university of michigan financial aid office

Form 990-ez, Part III, Line 31

Robby atherton foundation 2018 accomplishments are as follows; joel zito trust fund: a donation was made in the amount of 1,000.00 to support the joel zito family. Benefit trust fund established to assist with outstanding medical expenses for individual recipient no longer able to work and no longer has health insurance. Vision hope: a donation was made in the amount of 2,700.00 to a local charity that helps provide assistance to terminally ill children. Macomb special olympics: a donation was made in the amount of 2,500.00 to a local charity for disabled children and young adults for competition events. Judy dunn trust fund: a donation was made in the amount of 3,360.00 to support judy dunn and family. Benefit trust fund was established to assist with outstanding medical expenses for judy dunn who was diagnosed with terminal cancer and no longer able to work. Ray pace trust fund: a donation was made in the amount of 10,000.00 to support ray pace and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness and no longer able to work and no longer has health insurance. Emmett scheitler trust fund: a donation was made in the amount of 7,500.00 to support emmett scheitler and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a permanent disabilty and no longer able to work. Princess ember's sprinkle of hope trust fund: a donation was made in the amount of 1,500.00 to support ember miller and family. Benefit trust fund was established to assist with outstanding medical expenses for lymphoblastic leukemia diagnosis. Sarah schmidt trust fund: a donation was made in the amount of 7,500.00 to support sarah schmidt and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness. Bob grewette trust fund: a donation was made in the amount of 7,500.00 to support bob grewette and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness and no longer able to work and no longer has health insurance.

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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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IRS990EZ/PrimaryExemptPurposeTxt0ROBBY ATHERTON FOUNDATION PRIMARY EXEMPT PURPOSE THE ROBBY ATHERTON FOUNDATION HAS BEEN ESTABLISHED TO PROVIDE VARIOUS FORMS OF ASSISTANCE TO FAMILIES, COMMUNITIES AND ORGANIZATIONS WITHIN SOUTHEAST MICHIGAN. IN ORDER TO PROVIDE THIS ASSISTANCE, WE HOLD ANNUAL CHARITY FUNDRAISING EVENTS SUCH AS A GOLF OUTING, BOWLING EVENTS, SOFTBALL TOURNAMENTS AND OTHER FUNDRAISING EVENTS. THROUGH THE PROCEEDS OF THESE EVENTS AND VARIOUS OTHER PRIVATE AND CORPORATE DONOR CONTRIBUTIONS WE ARE ABLE TO PROVIDE THIS ASSISTANCE IN THE FORM OF COLLEGE SCHOLARSHIPS AND DONATIONS TO OTHER LOCAL CHARITABLE ORGANIZATIONS, LOCAL MEMORIAL FUNDS AND FOUNDATIONS. IN ADDITION WE ARE ACTIVELY SEEKING WAYS OF BECOMING INVOLVED IN NON-FUNDRAISING EVENTS BY PARTNERING WITH OTHER CHARITY GROUPS. EXPAMPLES OF THESE EVENTS WOULD BE FOOD BANKS, SOUP KITCHENS AND OTHER COMMUNITY SERVICE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROBBY ATHERTON FOUNDATION 2018 ACCOMPLISHMENTS SCHOLARSHIP PROGRAMS: THE ROBBY ATHERTON FOUNDATION PROVIDED THREE INDIVIDUAL SCHOLARSHIPS AT 2,000.00 AND ONE SCHOLARSHIP AT 1,032.45 TO FOUR INDIVIDUAL STUDENT ATHLETES THAT GRADUATED AND WERE STUDENTS AT UTICA EISENHOWER HIGH SCHOOL. THESE SCHOLARSHIPS WERE PROVIDED TO LOCAL STUDENT ATHLETES WHO MET THE CRITERIA AND GUIDLINES ESTABLISHED BY THE ROBBY ATHERTON FOUNDATION SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP AWARD WINNERS WERE AS FOLLOWS; ROBBIE SCRIVANO - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE DANTE CANDELA - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF DETROIT MERCY FINANCIAL AID OFFICE KAMERON MARNON - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,032.45 PAID TO LANSING COMMUNITY COLLEGE FINANCIAL AID OFFICE ADDISON BURY - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF MICHIGAN FINANCIAL AID OFFICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROBBY ATHERTON FOUNDATION 2018 ACCOMPLISHMENTS ARE AS FOLLOWS; JOEL ZITO TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT THE JOEL ZITO FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. VISION HOPE: A DONATION WAS MADE IN THE AMOUNT OF 2,700.00 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN. MACOMB SPECIAL OLYMPICS: A DONATION WAS MADE IN THE AMOUNT OF 2,500.00 TO A LOCAL CHARITY FOR DISABLED CHILDREN AND YOUNG ADULTS FOR COMPETITION EVENTS. JUDY DUNN TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 3,360.00 TO SUPPORT JUDY DUNN AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR JUDY DUNN WHO WAS DIAGNOSED WITH TERMINAL CANCER AND NO LONGER ABLE TO WORK. RAY PACE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 10,000.00 TO SUPPORT RAY PACE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. EMMETT SCHEITLER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT EMMETT SCHEITLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A PERMANENT DISABILTY AND NO LONGER ABLE TO WORK. PRINCESS EMBER'S SPRINKLE OF HOPE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,500.00 TO SUPPORT EMBER MILLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR LYMPHOBLASTIC LEUKEMIA DIAGNOSIS. SARAH SCHMIDT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT SARAH SCHMIDT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. BOB GREWETTE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT BOB GREWETTE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: COLLEGE SCHOLARSHIPS CASH CONTRIBUTION: 7,032 RELATIONSHIP: NONE CLASS OF ACTIVITY: TERMINAL ILLNESS CASH CONTRIBUTION: 10,000 RELATIONSHIP: NONE CLASS OF ACTIVITY: TERMINAL ILLNESS CASH CONTRIBUTION: 7,500 RELATIONSHIP: NONE CLASS OF ACTIVITY: TERMINAL ILLNESS CASH CONTRIBUTION: 7,500 RELATIONSHIP: NONE CLASS OF ACTIVITY: TERMINAL ILLNESS CASH CONTRIBUTION: 7,500 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING & PROMOTIONS 497 FOREIGN DIVIDEND TAXES 9 TOTAL 506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT FOR UNREALIZED LOSS ON INVESTMENTS -34,401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROBBY ATHERTON FOUNDATION PRIMARY EXEMPT PURPOSE THE ROBBY ATHERTON FOUNDATION HAS BEEN ESTABLISHED TO PROVIDE VARIOUS FORMS OF ASSISTANCE TO FAMILIES, COMMUNITIES AND ORGANIZATIONS WITHIN SOUTHEAST MICHIGAN. IN ORDER TO PROVIDE THIS ASSISTANCE, WE HOLD ANNUAL CHARITY FUNDRAISING EVENTS SUCH AS A GOLF OUTING, BOWLING EVENTS, SOFTBALL TOURNAMENTS AND OTHER FUNDRAISING EVENTS. THROUGH THE PROCEEDS OF THESE EVENTS AND VARIOUS OTHER PRIVATE AND CORPORATE DONOR CONTRIBUTIONS WE ARE ABLE TO PROVIDE THIS ASSISTANCE IN THE FORM OF COLLEGE SCHOLARSHIPS AND DONATIONS TO OTHER LOCAL CHARITABLE ORGANIZATIONS, LOCAL MEMORIAL FUNDS AND FOUNDATIONS. IN ADDITION WE ARE ACTIVELY SEEKING WAYS OF BECOMING INVOLVED IN NON-FUNDRAISING EVENTS BY PARTNERING WITH OTHER CHARITY GROUPS. EXPAMPLES OF THESE EVENTS WOULD BE FOOD BANKS, SOUP KITCHENS AND OTHER COMMUNITY SERVICE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROBBY ATHERTON FOUNDATION 2018 ACCOMPLISHMENTS SCHOLARSHIP PROGRAMS: THE ROBBY ATHERTON FOUNDATION PROVIDED THREE INDIVIDUAL SCHOLARSHIPS AT 2,000.00 AND ONE SCHOLARSHIP AT 1,032.45 TO FOUR INDIVIDUAL STUDENT ATHLETES THAT GRADUATED AND WERE STUDENTS AT UTICA EISENHOWER HIGH SCHOOL. THESE SCHOLARSHIPS WERE PROVIDED TO LOCAL STUDENT ATHLETES WHO MET THE CRITERIA AND GUIDLINES ESTABLISHED BY THE ROBBY ATHERTON FOUNDATION SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP AWARD WINNERS WERE AS FOLLOWS; ROBBIE SCRIVANO - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE DANTE CANDELA - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF DETROIT MERCY FINANCIAL AID OFFICE KAMERON MARNON - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,032.45 PAID TO LANSING COMMUNITY COLLEGE FINANCIAL AID OFFICE ADDISON BURY - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF MICHIGAN FINANCIAL AID OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROBBY ATHERTON FOUNDATION 2018 ACCOMPLISHMENTS ARE AS FOLLOWS; JOEL ZITO TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT THE JOEL ZITO FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. VISION HOPE: A DONATION WAS MADE IN THE AMOUNT OF 2,700.00 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN. MACOMB SPECIAL OLYMPICS: A DONATION WAS MADE IN THE AMOUNT OF 2,500.00 TO A LOCAL CHARITY FOR DISABLED CHILDREN AND YOUNG ADULTS FOR COMPETITION EVENTS. JUDY DUNN TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 3,360.00 TO SUPPORT JUDY DUNN AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR JUDY DUNN WHO WAS DIAGNOSED WITH TERMINAL CANCER AND NO LONGER ABLE TO WORK. RAY PACE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 10,000.00 TO SUPPORT RAY PACE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. EMMETT SCHEITLER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT EMMETT SCHEITLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A PERMANENT DISABILTY AND NO LONGER ABLE TO WORK. PRINCESS EMBER'S SPRINKLE OF HOPE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,500.00 TO SUPPORT EMBER MILLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR LYMPHOBLASTIC LEUKEMIA DIAGNOSIS. SARAH SCHMIDT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT SARAH SCHMIDT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. BOB GREWETTE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT BOB GREWETTE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.90$3.90$0.90$0.70$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.71$3.71$0.89$0.84$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.55$3.55$0.77$1.04$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.39$4.39$0.62$0.44$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.02$4.02$0.87$1.05$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.98$3.98$0.69$0.64$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.57$3.57$0.89$0.55$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.56$3.56$0.88$0.62$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.23$3.23$0.82$0.53$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.94$2.94$0.64$0.40$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.64$2.64$0.79$0.45$0.34
2013Detailed filing. Detailed filing data is available for this year.$2.35$2.35$1.00$0.35$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$1.63$0.95$0.79$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.46$0.89$0.31$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$1.13$0.25$0.88