Civic Intelligence

Carol Lee and Kenneth N Robertson Charitable Foundation

990PF • Fiscal year 2012 • EIN 31-1786628

Jul 01, 2011 to Jun 30, 2012 • Filed on Jul 25, 2012

Organization Profile
5555 San Felipe No 20077056
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

3rd percentile

-88%

Faster asset growth than 3% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$89

Down $654 (-88%) from 2011

Net Assets

Down

$89

Down $654 (-88%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$654

Down $104 (-14%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$800$600$400$200$0Assets 2011: $743Liabilities 2011: $0Net Assets 2011: $7432011Assets 2012: $89Liabilities 2012: $0Net Assets 2012: $892012Assets 2013: $88Liabilities 2013: $0Net Assets 2013: $882013Assets 2014: $87Liabilities 2014: $0Net Assets 2014: $872014Assets 2015: $86Liabilities 2015: $0Net Assets 2015: $862015Assets 2016: $85Liabilities 2016: $0Net Assets 2016: $852016Assets 2017: $85Liabilities 2017: $0Net Assets 2017: $852017Assets 2018: $84Liabilities 2018: $0Net Assets 2018: $842018Assets 2019: $83Liabilities 2019: $0Net Assets 2019: $832019Assets 2020: $83Liabilities 2020: $0Net Assets 2020: $832020Assets 2021: $83Liabilities 2021: $0Net Assets 2021: $832021Assets 2022: $83Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $83Liabilities 2023: $0Net Assets 2023: $832023Assets 2024: $83Liabilities 2024: $0Net Assets 2024: $832024

Highlighted filing

2012

Assets$89
Liabilities$0
Net Assets$89
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0K$500$0-$500Expenses 2011: $7582011Expenses 2012: $6542012Expenses 2013: $6512013Revenue 2014: $650Expenses 2014: $651Net Income 2014: -$12014Revenue 2015: $0Expenses 2015: $1Net Income 2015: -$12015Revenue 2016: $750Expenses 2016: $751Net Income 2016: -$12016Revenue 2017: $750Expenses 2017: $750Net Income 2017: $02017Revenue 2018: $804Expenses 2018: $805Net Income 2018: -$12018Revenue 2019: $0Expenses 2019: $1Net Income 2019: -$12019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2012

Revenue-
Expenses$654
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jul 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH N ROBERTSONPresident-$0--
CAROL LEE ROBERTSONVP & Treasurer-$0--
LESLIE ANN ROBERTSON KOTTSecretary-$0--
Filing and Contact Details

Filer

EIN
31-1786628
Raw XML Appendix273 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
AccountingFeesSchedule/AccountingFees/Amount0650
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0325
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0325
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0NONE
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0325
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0325
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0650
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-654
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss04
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0654
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0325
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0329
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0654
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY0743
IRS990PF/BalanceSheets/CashEOY089
IRS990PF/BalanceSheets/CashEOYFMV089
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0743
IRS990PF/BalanceSheets/RetainedEarningsEOY089
IRS990PF/BalanceSheets/TotalAssetsBOY0743
IRS990PF/BalanceSheets/TotalAssetsEOY089
IRS990PF/BalanceSheets/TotalAssetsEOYFMV089
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0743
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY089
IRS990PF/BalanceSheets/TotalNetAssetsBOY0743
IRS990PF/BalanceSheets/TotalNetAssetsEOY089
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-654
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal089
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0743
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY089
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted021
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj021
IRS990PF/DistributableAmount/DistributableAmountBeforeDed021
IRS990PF/DistributableAmount/MinimumInvestmentReturn021
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY089
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0416
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0416
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn021
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0410
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0416
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KENNETH N ROBERTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CAROL LEE ROBERTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LESLIE ANN ROBERTSON KOTT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP & TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105555 SAN FELIPE SUITE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115555 SAN FELIPE SUITE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine125555 SAN FELIPE SUITE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HOUSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1HOUSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2HOUSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode077056
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode177056
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode277056
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0182
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0182
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.443814
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.702247
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.647249
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.610376
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.157264
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.101933
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0410
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10534
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20927
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302949
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear405087
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear506985
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0325
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10375
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear301800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50712
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio02.219069
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0325
IRS990PF/QualifyingDistributions/ExpensesAndContributions0325
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0325
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets00
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0KANALY TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07135619300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine105555 SAN FELIPE SUITE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HOUSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode077056
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear021
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted021
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10348
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20554
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301653
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40546
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50363
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50363
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03405
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0304
IRS990PF/UndistributedIncome/ExcessFromYear10348
IRS990PF/UndistributedIncome/ExcessFromYear20554
IRS990PF/UndistributedIncome/ExcessFromYear301653
IRS990PF/UndistributedIncome/ExcessFromYear40546
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0325
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0304
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus03768
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03464
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome04
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks04
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311786628
ReturnHeader/Filer/Name/BusinessNameLine10CAROL LEE AND KENNETH N ROBERTSON
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0CARO
ReturnHeader/Filer/Phone07134658220
ReturnHeader/Filer/USAddress/AddressLine105555 SAN FELIPE NO 200
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077056
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-07-25
ReturnHeader/Officer/Name0KENNETH ROBERTSON
ReturnHeader/Officer/Phone07134658220
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0760522558
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10UHY ADVISORS TX LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1012 GREENWAY PLAZA SUITE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode077046
ReturnHeader/Preparer/Name0CHARLES E SMITHSON
ReturnHeader/Preparer/Phone07139601706
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-14T13:17:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89
Liabilities
$0
Net assets
$89
Revenue
-
Expenses
$654
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83$0$83$0$0$0
2023Detailed filing. Detailed filing data is available for this year.$83$0$83$0$0$0
2022Detailed filing. Detailed filing data is available for this year.$83$0$0$0$0$0
2021Detailed filing. Detailed filing data is available for this year.$83$0$83$0$0$0
2020Detailed filing. Detailed filing data is available for this year.$83$0$83$0$0$0
2019Detailed filing. Detailed filing data is available for this year.$83$0$83$0$1$1
2018Detailed filing. Detailed filing data is available for this year.$84$0$84$804$805$1
2017Detailed filing. Detailed filing data is available for this year.$85$0$85$750$750$0
2016Detailed filing. Detailed filing data is available for this year.$85$0$85$750$751$1
2015Detailed filing. Detailed filing data is available for this year.$86$0$86$0$1$1
2014Detailed filing. Detailed filing data is available for this year.$87$0$87$650$651$1
2013Detailed filing. Detailed filing data is available for this year.$88$0$88$651
2012Detailed filing. Detailed filing data is available for this year.$89$0$89$654
2011Detailed filing. Detailed filing data is available for this year.$743$0$743$758
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • <$500k nonprofits