Civic Intelligence

Diane S Robertson Charitable Foundation

990PF • Fiscal year 2011 • EIN 35-2264055

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 11, 2012

Organization Profile
5255 Lakeshore Drive49424
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$179,155

Up $17,549 (+11%) from 2010

Net Assets

Up

$179,155

Up $17,549 (+11%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,552

Down $26,900 (-74%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300K$200K$100K$0Assets 2010: $161,606Liabilities 2010: $0Net Assets 2010: $161,6062010Assets 2011: $179,155Liabilities 2011: $0Net Assets 2011: $179,1552011Assets 2012: $174,365Liabilities 2012: $0Net Assets 2012: $174,3652012Assets 2013: $174,816Liabilities 2013: $0Net Assets 2013: $174,8162013Assets 2014: $176,041Liabilities 2014: $0Net Assets 2014: $176,0412014Assets 2015: $171,146Liabilities 2015: $0Net Assets 2015: $171,1462015Assets 2016: $173,797Liabilities 2016: $0Net Assets 2016: $173,7972016Assets 2017: $206,872Liabilities 2017: $33,000Net Assets 2017: $173,8722017Assets 2018: $254,383Liabilities 2018: $0Net Assets 2018: $254,3832018Assets 2019: $262,276Liabilities 2019: $0Net Assets 2019: $262,2762019Assets 2020: $262,978Liabilities 2020: $0Net Assets 2020: $262,9782020Assets 2021: $234,291Liabilities 2021: $0Net Assets 2021: $234,2912021Assets 2022: $204,544Liabilities 2022: $0Net Assets 2022: $204,5442022Assets 2023: $210,418Liabilities 2023: $0Net Assets 2023: $210,4182023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2011

Assets$179,155
Liabilities$0
Net Assets$179,155
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2010: $36,4522010Expenses 2011: $9,5522011Expenses 2012: $7,1502012Revenue 2013: $4,672Expenses 2013: $2,159Net Income 2013: $2,5132013Revenue 2014: $837Expenses 2014: $1,673Net Income 2014: -$8362014Revenue 2015: -$1,631Expenses 2015: $3,264Net Income 2015: -$4,8952015Revenue 2016: $7,388Expenses 2016: $4,737Net Income 2016: $2,6512016Revenue 2017: $5,187Expenses 2017: $5,112Net Income 2017: $752017Revenue 2018: $117,610Expenses 2018: $37,099Net Income 2018: $80,5112018Revenue 2019: $11,946Expenses 2019: $4,053Net Income 2019: $7,8932019Revenue 2020: $3,956Expenses 2020: $3,011Net Income 2020: $9452020Revenue 2021: $11,449Expenses 2021: $40,136Net Income 2021: -$28,6872021Revenue 2022: $9,727Expenses 2022: $39,124Net Income 2022: -$29,3972022Revenue 2023: $11,572Expenses 2023: $5,698Net Income 2023: $5,8742023Revenue 2024: $20,179Expenses 2024: $294,668Net Income 2024: -$274,4892024

Highlighted filing

2011

Revenue-
Expenses$9,552
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 11, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE S ROBERTSONTrustee-$0--
JULIE A BUCHANAN MLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKALAMAZOO INSTITUTE ARTSNON-RESTRICTEDPUBLICKALAMAZOO, MI, US$2,900
Paid GrantKALAMAZOO SYMPHONY ORCHYOUTH CONCERT LUNCHEONPUBLICKALAMAZOO, MI, US$2,820
Paid GrantHOLLAND AREA ARTS COUNCILNON -RESTRICTEDPUBLICHOLLAND, MI, US$1,000
Paid GrantCRESCENDO ACADEMYNON-RESTRICTEDPUBLICKALAMAZOO, MI, US$1,000
Paid GrantHOLLAND MUSEUMNON-RESTRICTEDPUBLICHOLLAND, MI, US$1,000
Paid GrantBALLET ARTS ENSEMBLENON-RESTRICTEDPUBLICKALAMAZOO, MI, US$500
Filing and Contact Details

Filer

EIN
35-2264055
Raw XML Appendix299 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
CompensationExplanation/Compensation/PersonName0DIANE S ROBERTSON
CompensationExplanation/Compensation/PersonName1JULIE A BUCHANAN ML
InvestmentsOtherSchedule2/InvestmentsOther/BookValue030556
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0EATON VANCE TAX-MANAGED GLOBAL
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV015872
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02081
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount020
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02101
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02101
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps09220
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss09220
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02081
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02081
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses017549
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss020
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01901
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps09352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss09552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses027101
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0332
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps0132
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss0132
IRS990PF/BalanceSheets/InvestmentsOtherBOY028530
IRS990PF/BalanceSheets/InvestmentsOtherEOY030556
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV015872
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0133076
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0148599
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0148599
IRS990PF/BalanceSheets/TotalAssetsBOY0161606
IRS990PF/BalanceSheets/TotalAssetsEOY0179155
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0164471
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0161606
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0179155
IRS990PF/BalanceSheets/TotalNetAssetsBOY0161606
IRS990PF/BalanceSheets/TotalNetAssetsEOY0179155
IRS990PF/BalanceSheets/UnrestrictedBOY0161606
IRS990PF/BalanceSheets/UnrestrictedEOY0179155
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses017549
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0179155
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0161606
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0179155
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted07223
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj07223
IRS990PF/DistributableAmount/DistributableAmountBeforeDed07223
IRS990PF/DistributableAmount/MinimumInvestmentReturn07261
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome038
IRS990PF/DistributableAmount/TotalTax038
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment069
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax038
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal038
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome038
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments069
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0164471
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0147428
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0130097
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities017331
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02211
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07261
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0145217
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0147428
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DIANE S ROBERTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JULIE A BUCHANAN ML
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105255 LAKESHORE DRIVE N
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1179915 PARKWAY ESPLANADE N
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HOLLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LA QUINTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode049424
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192253
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct074115
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets074096
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.510245
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.450478
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.081784
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.526561
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.715126
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.777275
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0145217
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1080419
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2088795
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30117430
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4068690
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5064025
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome019
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions09352
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1036227
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear207262
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3061834
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4049122
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5049765
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio02.551224
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions09352
IRS990PF/QualifyingDistributions/ExpensesAndContributions09352
IRS990PF/QualifyingDistributions/QualifyingDistributions09352
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DIANE S ROBERTSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06167864226
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine105255 LAKESHORE DRIVE N
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HOLLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode049424
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0DIANE S ROBERTSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32820
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0NON -RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1NON-RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2NON-RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3YOUTH CONCERT LUNCHEON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4NON-RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5NON-RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOLLAND AREA ARTS COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11KALAMAZOO INSTITUTE ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CRESCENDO ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13KALAMAZOO SYMPHONY ORCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HOLLAND MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15BALLET ARTS ENSEMBLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20HOLLAND AREA ARTS COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21KALAMAZOO INSTITUTE OF ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22CRESCENDO ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine23LEAGUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine24HOLLAND MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine25BALLET ARTS ENSEMBLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10150 EAST 8TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11314 SOUTH PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12359 S KALAMAZOO MALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13359 S KALAMAZOO MALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1431 WEST 10TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152018 RAMBLING ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20150 EAST 8TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21314 SOUTH PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine22NUMBER 12
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine23SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine2431 WEST 10TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine252018 RAMBLING ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HOLLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1KALAMAZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2KALAMAZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3KALAMAZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HOLLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5KALAMAZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode049423
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode149007
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode249007
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode349007
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode449423
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode549008
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09220
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear07223
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07223
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1032251
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202828
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3055992
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4045768
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5046603
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5046603
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0138968
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02129
IRS990PF/UndistributedIncome/ExcessFromYear1032251
IRS990PF/UndistributedIncome/ExcessFromYear202828
IRS990PF/UndistributedIncome/ExcessFromYear3055992
IRS990PF/UndistributedIncome/ExcessFromYear4045768
IRS990PF/UndistributedIncome/QualifyingDistributions09352
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02129
IRS990PF/UndistributedIncome/TotalCorpus0185571
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0183442
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions025000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine105255 LAKESHORE DRIVE N
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0HOLLAND
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode049424
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0DIANE S ROBERTSON
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0200
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ML FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0200
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0352264055
ReturnHeader/Filer/Name/BusinessNameLine10DIANE S ROBERTSON
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0DIAN
ReturnHeader/Filer/Phone06167864226
ReturnHeader/Filer/USAddress/AddressLine105255 LAKESHORE DRIVE
ReturnHeader/Filer/USAddress/City0HOLLAND
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049424
ReturnHeader/Officer/DateSigned02012-10-11
ReturnHeader/Officer/Name0DIANE S ROBERTSON
ReturnHeader/Officer/Phone06167864226
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-10-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FISHER SPIEGEL KUNKLE & GERBERPLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10350 EAST MICHIGAN AVENUE STE 510
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0KALAMAZOO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0490073855
ReturnHeader/Preparer/Name0DORIS J KUNKLE
ReturnHeader/Preparer/Phone02693538000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-11T13:39:56-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,155
Liabilities
$0
Net assets
$179,155
Revenue
-
Expenses
$9,552
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$2.95$2.74
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.12$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.10$0.39$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.11$0.40$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.12$0.04$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.18$0.37$0.81
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.33$1.74$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.02$0.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.01$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.05$0.02$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.36