Civic Intelligence

The Robinson Foundation

990PF • Fiscal year 2017 • EIN 73-1014526

Nov 01, 2016 to Oct 31, 2017 • Filed on Feb 15, 2018

Organization Profile
1127 East 33rd PlaceTulsa, OK 74105

(918) 877-2200

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

43rd percentile

2.5%

Faster asset growth than 43% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

6th percentile

-41%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$20,237,827

Up $982,244 (+5.1%) from 2015

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin9th percentile

Revenue

Down

$1,105,782

Down $2,124,055 (-66%) from 2015

Expenses

Up

$1,480,144

Up $178,819 (+14%) from 2015

Net Income

Down

-$374,362

Down $2,302,874 (-119%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$30M$20M$10M$0Assets 2011: $8,781,656Liabilities 2011: $02011Assets 2012: $17,789,162Liabilities 2012: $02012Assets 2013: $17,446,023Liabilities 2013: $02013Assets 2014: $16,878,136Liabilities 2014: $02014Assets 2015: $19,255,583Liabilities 2015: $02015Assets 2017: $20,237,827Liabilities 2017: $0Net Assets 2017: $02017Assets 2019: $19,644,476Liabilities 2019: $02019Assets 2020: $18,403,996Liabilities 2020: $0Net Assets 2020: $18,403,9962020Assets 2021: $19,060,358Liabilities 2021: $0Net Assets 2021: $19,060,3582021Assets 2022: $19,351,585Liabilities 2022: $0Net Assets 2022: $19,351,5852022Assets 2023: $19,530,191Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $19,425,315Liabilities 2024: $0Net Assets 2024: $19,425,3152024

Highlighted filing

2017

Assets$20,237,827
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $165,840Expenses 2011: $554,250Net Income 2011: -$388,4102011Revenue 2012: $9,762,607Expenses 2012: $755,104Net Income 2012: $9,007,5032012Revenue 2013: $853,428Expenses 2013: $1,206,569Net Income 2013: -$353,1412013Revenue 2014: $750,779Expenses 2014: $1,259,056Net Income 2014: -$508,2772014Revenue 2015: $3,229,837Expenses 2015: $1,301,325Net Income 2015: $1,928,5122015Revenue 2017: $1,105,782Expenses 2017: $1,480,144Net Income 2017: -$374,3622017Revenue 2019: $1,531,611Expenses 2019: $1,538,709Net Income 2019: -$7,0982019Revenue 2020: $323,570Expenses 2020: $1,564,050Net Income 2020: -$1,240,4802020Revenue 2021: $2,496,062Expenses 2021: $1,839,700Net Income 2021: $656,3622021Revenue 2022: $2,038,539Expenses 2022: $1,756,504Net Income 2022: $282,0352022Revenue 2023: $1,711,917Expenses 2023: $1,646,633Net Income 2023: $65,2842023Revenue 2024: $1,432,720Expenses 2024: $1,537,597Net Income 2024: -$104,8772024

Highlighted filing

2017

Revenue$1,105,782
Expenses$1,480,144
Net Income-$374,362
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Feb 15, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE M ROBERTSTrusteePT$0--
GARY L SMITHTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Robinson Foundation
EIN
73-1014526
In Care Of
% HOWERTON MORRIS SIMPSON &SMI
Phone
9188772200
Address
1127 EAST 33RD PLACE, TULSA, OK 74105

Signing Officer

Name
Anne M Roberts
Title
Trustee
Phone
9188772200
Signed
2018-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Howertonmorrissimpson&smithpllc
Address
8282 S MEMORIAL DR STE 110, TULSA, OK 74133
Preparer
Gary L Smith CPA
Phone
9184815949
Raw XML Appendix370 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/AdjustedNetIncomeAmt05000
AccountingFeesSchedule/AccountingFeesDetail/Amt050400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0HOWERTON MORRIS ET CPAS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt045400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE OBLIGATIONS TCO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BOND FUNDS BOK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03102271
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13326693
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt03091909
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13349033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05720329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15340831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08966883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18176228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE COM & PREFERRED TCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITIES BOK AGENCY
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0114681
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0114646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01885151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALTERNATIVE INVESTMENTS BOK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01827741
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0497499
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0608271
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt012
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01105782
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01105782
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt045400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt050400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0354447
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0608271
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01227517
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01227517
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0497499
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0497499
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0497499
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-374362
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01662854
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0608271
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0962718
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt056566
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt056566
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0133384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06471
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0133384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0139855
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt04680
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04680
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0497511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0143064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01337080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0143064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01480144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01105782
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01105782
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0143064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0109563
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0143064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0252627
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01126
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0304691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1332929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2416963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0240831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt242579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0240831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt242579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0545522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1384456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2459542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BNAK OF OKLAHOMA LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TRUST CO. LONG TERM 2 MOS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TRUST CO. LONG TERM 10 MOS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0608271
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-374362
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014170
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020251997
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020626359
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020237827
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01264386
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01264386
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01264386
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01274013
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09627
IRS990PF/DistributableAmountGrp/TotalTaxAmt09627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011821
IRS990PF/FMVAssetsEOYAmt026274311
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06362
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt094434
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0202366
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0202366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06094621
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06428964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06440942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011268620
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011061160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017143111
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt021593
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt021593
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03384
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03384
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03384
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01908425
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01885151
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01827741
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt020619997
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01142194
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0542121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0542121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020626359
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020237827
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt026274311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020626359
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020626359
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0114681
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0114681
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0114646
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025868288
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt087156
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025781132
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0388024
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01274013
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025480264
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025868288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.0
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/PersonNm0ANNE M ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GARY L SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01127 EAST 33RD PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11127 EAST 33RD PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd174105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01324184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01333811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01241792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01153974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01127917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01062691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0672145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt025480264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt023877346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt022232981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt021679551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt020496742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012910688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01337080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.259846
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01327453
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01337080
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt09627
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01337080
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01127 EAST 33RD PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HOWERTON MORRIS SIMPSON &SMITH
IRS990PF/StatementsRegardingActyGrp/PhoneNum09185575151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANNE M ROBERTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09188772200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01127 EAST 33RD PLACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd074105
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0REQUESTS MUST BE FOR CATHOLIC EDUCATION OR FOR THE HOMELESS AND NEEDY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01227517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CATHOLIC EDUCATION OR HOMELESS AND NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074101
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01227517
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/AppliedToCurrentYearAmt01264386
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01264386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt068283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt063959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt056393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt046754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0308083
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt072694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt068283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt063959
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt056393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt046754
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01337080
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt072694
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0340196
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0267502
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03384
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RENT DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03384
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03384
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014170
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0133384
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT AGENCY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE--LIABILITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0710
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15751
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0133384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0133384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1710
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25751
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS OTHER INCOME
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04680
TaxesSchedule/TaxesDetail/Amt04680
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04680
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE M ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09188772200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBINSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROB
ReturnHeader/Filer/EIN0731014526
ReturnHeader/Filer/InCareOfNm0% HOWERTON MORRIS SIMPSON &SMI
ReturnHeader/Filer/PhoneNum09188772200
ReturnHeader/Filer/USAddress/AddressLine1Txt01127 EAST 33RD PLACE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03153BB8E65FB38F65560D909A8F3A94A86D9B2A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03153BB8E65FB38F65560D909A8F3A94A86D9B2A6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId073098320180435000011
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.213.148.159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWERTONMORRISSIMPSON&SMITHPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08282 S MEMORIAL DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074133
ReturnHeader/PreparerPersonGrp/PhoneNum09184815949
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L SMITH CPA
ReturnHeader/ReturnTs02018-02-12T12:44:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

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
$20,237,827
Liabilities
$0
Net assets
$0
Revenue
$1,105,782
Expenses
$1,480,144
Net income
-$374,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.43$1.54$0.10
2023Detailed filing. Detailed filing data is available for this year.$19.5$0.00$0.00$1.71$1.65$0.07
2022Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$2.04$1.76$0.28
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$2.50$1.84$0.66
2020Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.32$1.56$1.24
2019Summary only. Only limited summary data is available for this year.$19.6$0.00$1.53$1.54$0.01
2017Detailed filing. Detailed filing data is available for this year.$20.2$0.00$0.00$1.11$1.48$0.37
2015Summary only. Only limited summary data is available for this year.$19.3$0.00$3.23$1.30$1.93
2014Summary only. Only limited summary data is available for this year.$16.9$0.00$0.75$1.26$0.51
2013Summary only. Only limited summary data is available for this year.$17.4$0.00$0.85$1.21$0.35
2012Summary only. Only limited summary data is available for this year.$17.8$0.00$9.76$0.76$9.01
2011Summary only. Only limited summary data is available for this year.$8.78$0.00$0.17$0.55$0.39