Civic Intelligence

Diane S Robertson Charitable Foundation

990PF • Fiscal year 2012 • EIN 35-2264055

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 07, 2013

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.

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

41st percentile

-2.7%

Faster asset growth than 41% 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

$174,365

Down $4,790 (-2.7%) from 2011

Net Assets

Down

$174,365

Down $4,790 (-2.7%) 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

$7,150

Down $2,402 (-25%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2012

Assets$174,365
Liabilities$0
Net Assets$174,365
Open 2012 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

2012

Revenue-
Expenses$7,150
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 7, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFAMILY & CHILDREN SERVICESNON-RESTRICTEDPUBLICKALAMAZOO, MI, US$2,500
Paid GrantKALAMAZOO INSTITUTE ARTSNON-RESTRICTEDPUBLICKALAMAZOO, MI, US$2,500
Paid GrantHOLLAND AREA ARTS COUNCILNON -RESTRICTEDPUBLICHOLLAND, MI, US$1,000
Paid GrantHOSPICE CARE OF SW MEDNON-RESTRICTEDPUBLICKALAMAZOO, MI, US$500
Paid GrantBINDER PARK ZOONON-RESTRICTEDPUBLICBATTLE CREEK, MI, US$500
Filing and Contact Details

Filer

EIN
35-2264055
Raw XML Appendix277 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/BookValue032613
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0EATON VANCE TAX-MANAGED GLOBAL
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV019027
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02360
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02360
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02360
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps07000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss07000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02360
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02360
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-4790
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02210
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps07000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss07150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0150
IRS990PF/BalanceSheets/InvestmentsOtherBOY030556
IRS990PF/BalanceSheets/InvestmentsOtherEOY032613
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV019027
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0141752
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IRS990PF/BalanceSheets/TotalAssetsEOY0174365
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0160779
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0179155
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0174365
IRS990PF/BalanceSheets/TotalNetAssetsBOY0179155
IRS990PF/BalanceSheets/TotalNetAssetsEOY0174365
IRS990PF/BalanceSheets/UnrestrictedBOY0179155
IRS990PF/BalanceSheets/UnrestrictedEOY0174365
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4790
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0174365
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0179155
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0174365
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted07931
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj07931
IRS990PF/DistributableAmount/DistributableAmountBeforeDed07931
IRS990PF/DistributableAmount/MinimumInvestmentReturn07975
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome044
IRS990PF/DistributableAmount/TotalTax044
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear087
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax044
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment087
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal044
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome044
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0131
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0160779
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0161932
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0144167
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities017765
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02429
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07975
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0159503
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0161932
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/AdjNonchrtblAssetsAndOnePct058666
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets058644
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.367670
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.064400
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.450478
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.081784
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.526561
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.715126
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0159503
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2080419
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome022
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions07000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear109352
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5049122
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.838349
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions07000
IRS990PF/QualifyingDistributions/ExpensesAndContributions07000
IRS990PF/QualifyingDistributions/QualifyingDistributions07000
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/ForeignBank0false
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/ProhibitedTaxShelterTransactn0false
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/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0NON-RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1NON-RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2NON-RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3NON -RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4NON-RESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOSPICE CARE OF SW MED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FAMILY & CHILDREN SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12KALAMAZOO INSTITUTE ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HOLLAND AREA ARTS COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14BINDER PARK ZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20HOSPICE CARE OF SW MED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21FAMILY & CHILDREN SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22KALAMAZOO INSTITUTE OF ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine23HOLLAND AREA ARTS COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine24BINDER PARK ZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10222 NORTH KALAMAZOO MALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111908 LAKE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12314 SOUTH PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13150 EAST 8TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine147400 DIVISION DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20222 NORTH KALAMAZOO MALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine211908 LAKE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine22314 SOUTH PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine23150 EAST 8TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine247400 DIVISION DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0KALAMAZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1KALAMAZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2KALAMAZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3HOLLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BATTLE CREEK
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/ZIPCode049007
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear07000
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302828
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4055992
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5045768
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0931
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0931
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5044837
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear093200
IRS990PF/UndistributedIncome/ExcessFromYear102129
IRS990PF/UndistributedIncome/ExcessFromYear2032251
IRS990PF/UndistributedIncome/ExcessFromYear302828
IRS990PF/UndistributedIncome/ExcessFromYear4055992
IRS990PF/UndistributedIncome/QualifyingDistributions07000
IRS990PF/UndistributedIncome/TotalCorpus0138037
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0138968
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ML FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0150
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-07
ReturnHeader/Officer/Name0DIANE S ROBERTSON
ReturnHeader/Officer/Phone06167864226
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-10-11
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/ZIPCode0490073856
ReturnHeader/Preparer/Name0DORIS J KUNKLE
ReturnHeader/Preparer/Phone02693538000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-11T13:02:38-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$174,365
Liabilities
$0
Net assets
$174,365
Revenue
-
Expenses
$7,150
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