Gareth & Gwenna Roberts Foundation

990PF • Fiscal year 2020 • EIN 75-2738828

Dec 01, 2019 to Nov 30, 2020 • Filed on Feb 11, 2021

Organization Profile

114 W 47th St Ny8-114-07-07 AftNew York, NY 10036-1510

(888) 866-3275

Siviq Scores

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

0.00x

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

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

No value available

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

Source year 2020

102%

Higher net margin than 99% of similar nonprofits.

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

Higher top officer pay than 77% of similar nonprofits.

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

-89%

Faster asset growth than 3% of similar nonprofits.

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

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$19,529

Down $152,784 (-89%) from 2019

Net Assets

Down

$19,529

Down $152,784 (-89%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin99th percentile

Revenue

Down

-$150,285

Down $148,943 (-11099%) from 2019

Expenses

Down

$2,500

Down $2,159 (-46%) from 2019

Net Income

Down

-$152,785

Down $146,784 (-2446%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

Highlighted filing

2020

Assets$19,529

Liabilities$0

Net Assets$19,529

Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2020

Revenue-$150,285

Expenses$2,500

Net Income-$152,785

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2019 to Nov 30, 2020
Signed: Feb 11, 2021
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GARETH ROBERTS	Director	-	$0	-	-
GWENNA ROBERTS	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Gareth & Gwenna Roberts Foundation
EIN: 75-2738828
Phone: 8888663275
Address: 114 W 47TH ST NY8-114-07-07 AFT, NEW YORK, NY 10036-1510

Signing Officer

Name: Gareth Roberts
Title: Trustee
Phone: 8888663275
Signed: 2021-02-11
Discuss with paid preparer: Yes

Preparer

Firm: Bank of America
Address: P O BOX 1802, PROVIDENCE, RI 02901-1802
Preparer: Karen J Kiser
Phone: 8888663275

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	GARETH ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	GWENNA ROBERTS
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	GARETH ROBERTS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1495
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	77446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	77851
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	77446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	405
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	77851
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	77446
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	600
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GARETH ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GARETH & GWENNA ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	752738828
ReturnHeader/Filer/PhoneNum	0	8888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	114 W 47TH ST NY8-114-07-07 AFT
ReturnHeader/Filer/USAddress/CityNm	0	NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	100361510
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	941687665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BANK OF AMERICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	P O BOX 1802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	029011802
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8888663275
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KAREN J KISER
ReturnHeader/ReturnTs	0	2021-04-02T11:00:39-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-12-01
ReturnHeader/TaxPeriodEndDt	0	2020-11-30
ReturnHeader/TaxYr	0	2019

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: $19,529
Liabilities: $0
Net assets: $19,529
Revenue: -$150,285
Expenses: $2,500
Net income: -$152,785

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$0.00	$0.01	$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.01	$0.00	$0.01	$0.00	$0.01	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.15	$0.00	$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.17	$0.00	$0.17	$0.00	$0.00	$0.01
2015Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.11	$0.11	$0.00
2014Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.12	$0.13	$0.00
2013Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.06	$0.11	$0.05
2012Detailed filing. Detailed filing data is available for this year.	$0.05	$0.00	$0.05		$0.14
2011Summary only. Only limited summary data is available for this year.	$0.05	$0.00		$2.85	$0.01	$2.84