Civic Intelligence

Diane S Robertson Charitable Foundation

990PF • Fiscal year 2020 • EIN 35-2264055

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 05, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-67%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$262,978

Up $702 (+0.3%) from 2019

Net Assets

Up

$262,978

Up $702 (+0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Down

$3,956

Down $7,990 (-67%) from 2019

Expenses

Down

$3,011

Down $1,042 (-26%) from 2019

Net Income

Down

$945

Down $6,948 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$262,978
Liabilities$0
Net Assets$262,978
Open 2020 Filing

Operations Trend

Revenue Growth14th 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

2020

Revenue$3,956
Expenses$3,011
Net Income$945
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 5, 2021
Return Version
2020v4.0
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
2021-10-05
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 Appendix337 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22020-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92017-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc088 SHS CHEVRON CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1271 SHS HSBC HLDG PLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc245 SHS VIATRIS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3106502.4480 SHS BLACKROCK LIQUIDITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4130.552 SHS BLACKROCK LIQUIDITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5CD BANK OF DELMARVA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6230 SHS CISCO SYSTEMS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7138 SHS EXXON MOBIL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc882 SHS INTL BUSINESS MACHINES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc988 SHS PFIZER INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10175 SHS VERIZON COMMUNICATIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt09897
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt110387
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2679
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3106577
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt4131
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt524988
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt69917
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt79936
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt89842
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt92687
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1010038
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt010387
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt19033
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2807
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3106470
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt4131
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt525000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt69296
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt77276
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt810822
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt92744
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt109897
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62010-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0490
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-1354
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2128
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-107
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt412
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-621
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-2660
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7980
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt857
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt712988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt613509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt715160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CISCO SYSTENS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MERCK AND COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PHIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CICSO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12INTL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VERIZON COMMUNIRCATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt127916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt219979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt347750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt419963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BANK OF DELMARVA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKROCK LIQUIDTY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GOLDMAN SACHS BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES TIPS BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4REAVES UTILITY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SCHWAB SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt354613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt419888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04029
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1098
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01025
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03956
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03956
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02118
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04029
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04029
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0945
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0193981
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01025
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1098
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04161
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03011
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03956
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02118
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0945
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0243
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0263221
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0262276
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0262978
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013269
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013269
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013269
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013327
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/DistributableAmountGrp/TotalTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt0282090
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt072181
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt096905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0107709
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0262276
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0262978
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0280
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt097188
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0115690
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0123998
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt092627
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050083
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050083
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0262276
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0262978
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0282090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0262276
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0262978
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0262276
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0262978
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0270598
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0131903
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0138695
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04059
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013327
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0266539
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0270598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/IndividualWithBooksNm0DORIS J KUNKLE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0350 E MICHIGAN AVE STE 510
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KALAMAZOO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049007
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/DistributableAsAdjustedAmt013269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01221
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01221
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012048
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0280
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0300
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0300
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0243
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST PRIOR YEAR TOTALS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03011
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE S ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02693754529
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
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/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/PreparationDt02021-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIS J KUNKLE
ReturnHeader/ReturnTs02021-10-14T07:59:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,978
Liabilities
$0
Net assets
$262,978
Revenue
$3,956
Expenses
$3,011
Net income
$945
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