Robinson-West Family Foundation Tr

EIN 32-6275352 • Harrogate, TN

549 Londonderry RoadHarrogate, TN 37752

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

<$500k nonprofits • Source year 2024

0.00x

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

<$500k nonprofits • Source year 2024

-1516%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

$500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 60.2% of source-year revenue.

<$500k nonprofits • Source year 2024

-17%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

5.6%

Faster revenue growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$61,658

Down $12,581 (-17%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$61,658

Down $12,581 (-17%) from 2023

Operations

Liabilities / Revenue66th percentile Net Margin3rd percentile

Revenue

$830

Up $44 (+5.6%) from 2023

Expenses

$13,411

Up $844 (+6.7%) from 2023

Net Income

Down

-$12,581

Down $800 (-6.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$61,658

Liabilities$0

Net Assets$61,658

Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$830

Expenses$13,411

Net Income-$12,581

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $61,658
Liabilities: $0
Net assets: $61,658
Revenue: $830
Expenses: $13,411
Net income: -$12,581

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.01	$0.13	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$0.74	$0.00	$0.74	$0.01	$0.13	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$0.86	$0.00	$0.86	$0.00	$0.10	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.00	$0.09	$0.09
2020Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.00	$0.09	$0.08

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Apr 25, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RACHEL S WEST	Trustee & Board Member	-	$500	-	$500
ELIZABETH ROBINSON	Board Member	-	$500	-	$500
EMILY ROBINSON	Board Member	-	$500	-	$500
ELLEN ROBINSON	Board Member	-	$500	-	$500

Filing and Contact Details

Filer

Filer Name: Robinson-west Family Foundation Tr
EIN: 32-6275352
Phone: 4238699082
Address: 549 LONDONDERRY ROAD, HARROGATE, TN 37752

Signing Officer

Name: Rachel S West
Title: Trustee
Phone: 4238699082
Signed: 2025-04-25
Discuss with paid preparer: Yes

Preparer

Firm: Jones Nale & Mattingly Plc
Address: 401 WEST MAIN STREET SUITE 1100, LOUISVILLE, KY 40202
Preparer: Dennis G Martin
Phone: 5025830248

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	STATESVILLE CHRISTIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	7	TRUTH GIRLZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1851 OLD MOUNTAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	194 BARIUM SPRINGS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2801 AZALEA PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO BOX 5173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	2347 SIMONTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1424 TURNERSBURG HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	1210 MUSEUM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	1710B DAVIE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BARIUM SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	28677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	37204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	28117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	28625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	28625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	28625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	28677
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	10600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3618
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	3618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	5606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	2804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	69
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	69
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	16742
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	6982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	5606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	2804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	881
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	469
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	6982
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	16811
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	9829
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	11
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RACHEL S WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4238699082
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBINSON-WEST FAMILY FOUNDATION TR
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBI
ReturnHeader/Filer/EIN	0	326275352
ReturnHeader/Filer/PhoneNum	0	4238699082
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	549 LONDONDERRY ROAD
ReturnHeader/Filer/USAddress/CityNm	0	HARROGATE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TN
ReturnHeader/Filer/USAddress/ZIPCd	0	37752
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	610420207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JONES NALE & MATTINGLY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	401 WEST MAIN STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	40202
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5025830248
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DENNIS G MARTIN
ReturnHeader/ReturnTs	0	2025-05-01T12:43:30-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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