Civic Intelligence

Diane S Robertson Charitable Foundation

990PF • Fiscal year 2017 • EIN 35-2264055

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 26, 2018

Organization Profile
4104 Oakharbor StreetKalamazoo, MI 49009-6185

(269) 375-4529

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.16x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

6.36x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

47th percentile

1.4%

Higher net margin than 47% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

19%

Faster asset growth than 74% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$206,872

Up $33,075 (+19%) from 2016

Net Assets

Up

$173,872

Up $75 (+0.0%) from 2016

Liabilities

Up

$33,000

Up $33,000 from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin47th percentile

Revenue

Down

$5,187

Down $2,201 (-30%) from 2016

Expenses

Up

$5,112

Up $375 (+7.9%) from 2016

Net Income

Down

$75

Down $2,576 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2017

Assets$206,872
Liabilities$33,000
Net Assets$173,872
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

2017

Revenue$5,187
Expenses$5,112
Net Income$75
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 26, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE S ROBERTSONTrustee-$0--
JULIE A BUCHANAN MLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Diane S Robertson
EIN
35-2264055
Phone
2693754529
Address
4104 OAKHARBOR STREET, KALAMAZOO, MI 49009-6185

Signing Officer

Name
Diane S Robertson
Title
Trustee
Phone
2693754529
Signed
2018-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Fisher Spiegel Kunkle & Gerber Pllc
Address
350 E MICHIGAN AVE STE 510, KALAMAZOO, MI 49007
Preparer
Doris J Kunkle
Phone
2693538000
Raw XML Appendix321 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/AccountingFeesDetail/Amt01400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DISNEY (WALT) CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MCDONALD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VISA INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt026621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt338317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt527034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt68
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EATON VANCE TAX-MANAGED FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EATON VANCE TAX-MANAGED FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDREATED ULTRASHORT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FEDREATED ULTRASHORT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FEDREATED ULTRASHORT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PIONEER FLOATING RATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PIONEER FLOATING RATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7REAVES UTILITY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8REAVES UTILITY INCOME FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9TOUCHSTONE ULTRA SHORT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10TOUCHSTONE ULTRA SHORT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt026319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt55
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt626309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt78
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03259
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0406
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0122
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03787
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03787
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0406
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019961
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0406
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01708
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01708
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02004
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0243.3322 EATON VANCE TAX MANAGED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1991 EATON VANCE TAX MANAGED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21058 EATON VANCE TAX MANAGED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0406
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt075
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0173872
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0173797
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0173872
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08873
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08873
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08873
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt097
IRS990PF/FMVAssetsEOYAmt0180230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt023842
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027405
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01179
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt033219
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0219
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0117166
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0101046
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0103841
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt033000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt055452
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt048765
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt048765
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0173797
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0206872
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0180230
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt033000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0173797
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0206872
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0173797
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0173872
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0173797
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0173872
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0180161
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt049574
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0130368
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02702
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0219
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08873
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0177459
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0180161
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DIANE S ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIE A BUCHANAN ML
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04104 OAKHARBOR STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt179915 PARKWAY ESPLANADE N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LA QUINTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0490096185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192253
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0177459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0169534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0166533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0165617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0159297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0159503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt033000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.043886
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt033000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt033000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DIANE S ROBERTSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04104 OAKHARBOR STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KALAMAZOO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0490096185
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02693754529
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DIANE S ROBERTSON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08873
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06345
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08873
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017782
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017782
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017782
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017782
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06345
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01179
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FUTURE COMMITMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0219
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt133000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0219
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01708
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01708
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CONTRIBUTION PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt033000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02004
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02004
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE S ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02693754529
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANE S ROBERTSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0352264055
ReturnHeader/Filer/PhoneNum02693754529
ReturnHeader/Filer/USAddress/AddressLine1Txt04104 OAKHARBOR STREET
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0490096185
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D51795C1AF96A5AFCB19896A9CFBB9872EBCF114
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07EAAAA8737DE4B218ECA784B8663C2F42330AC2A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:24:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382771156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISHER SPIEGEL KUNKLE & GERBER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 E MICHIGAN AVE STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049007
ReturnHeader/PreparerPersonGrp/PhoneNum02693538000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIS J KUNKLE
ReturnHeader/ReturnTs02018-10-05T15:24:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,872
Liabilities
$33,000
Net assets
$173,872
Revenue
$5,187
Expenses
$5,112
Net income
$75
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