Civic Intelligence

The Roberts Foundation

990T • Fiscal year 2020 • EIN 94-2967074

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

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155 BOVET ROAD Suite 770San Mateo, CA 94402

(650) 653-2422

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $29,541,362Liabilities 2010: $02010Assets 2011: $28,836,806Liabilities 2011: $02011Assets 2012: $67,666,884Liabilities 2012: $02012Assets 2013: $99,536,667Liabilities 2013: $40,1362013Assets 2014: $87,295,069Liabilities 2014: $255,218Net Assets 2014: $87,039,8512014Assets 2015: $59,378,477Liabilities 2015: $02015Assets 2017: $70,795,173Liabilities 2017: $2,000,000Net Assets 2017: $68,795,1732017Assets 2018: $81,964,521Liabilities 2018: $0Net Assets 2018: $81,964,5212018Assets 2019: $123,230,012Liabilities 2019: $0Net Assets 2019: $123,230,0122019Assets 2020: $200,689,155Liabilities 2020: $0Net Assets 2020: $200,689,1552020Assets 2021: $236,050,960Liabilities 2021: $0Net Assets 2021: $236,050,9602021Assets 2022: $273,833,101Liabilities 2022: $0Net Assets 2022: $273,833,1012022Assets 2023: $267,051,553Liabilities 2023: $0Net Assets 2023: $267,051,5532023Assets 2024: $324,084,062Liabilities 2024: $0Net Assets 2024: $324,084,0622024

Latest loaded filing

2024

Assets$324,084,062
Liabilities$0
Net Assets$324,084,062
Open 2024 Filing

Operations Trend

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

$200M$150M$100M$50M$0-$50MRevenue 2010: $5,774,856Expenses 2010: $10,731,524Net Income 2010: -$4,956,6682010Revenue 2011: $10,290,082Expenses 2011: $10,994,638Net Income 2011: -$704,5562011Revenue 2012: $56,608,419Expenses 2012: $17,778,341Net Income 2012: $38,830,0782012Revenue 2013: $65,673,048Expenses 2013: $33,843,401Net Income 2013: $31,829,6472013Revenue 2014: $23,212,507Expenses 2014: $35,669,187Net Income 2014: -$12,456,6802014Revenue 2015: -$447Expenses 2015: $27,836,008Net Income 2015: -$27,836,4552015Revenue 2017: $8,292,854Expenses 2017: $33,147,107Net Income 2017: -$24,854,2532017Revenue 2018: $46,463,703Expenses 2018: $32,897,994Net Income 2018: $13,565,7092018Revenue 2019: $75,895,289Expenses 2019: $28,049,728Net Income 2019: $47,845,5612019Revenue 2020: $131,088,104Expenses 2020: $32,555,395Net Income 2020: $98,532,7092020Revenue 2021: $95,967,912Expenses 2021: $50,300,869Net Income 2021: $45,667,0432021Revenue 2022: $135,366,002Expenses 2022: $51,339,423Net Income 2022: $84,026,5792022Revenue 2023: $65,510,835Expenses 2023: $47,581,557Net Income 2023: $17,929,2782023Revenue 2024: $156,209,074Expenses 2024: $52,451,269Net Income 2024: $103,757,8052024

Latest loaded filing

2024

Revenue$156,209,074
Expenses$52,451,269
Net Income$103,757,805
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
94-2967074
In Care Of
% KKR ACCOUNTING SERVICES LLC
Phone
6506532422
Address
155 BOVET ROAD Suite 770, SAN MATEO, CA 94402

Signing Officer

Name
Susan P Doell
Title
Treasurer
Phone
6506532422
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
One Manhattan West, NEW YORK, NY 10001
Preparer
Joel Friedlander
Phone
2127733000
Raw XML Appendix83 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
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IRS1120ScheduleD/NetCapitalGainAmt0969
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0969
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0571
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0KKR GROUP INVESTMENTS II
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0571
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IRS990T/AddressChangeInd0X
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IRS990T/BooksInCareOfDetail/PhoneNum06506532422
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 BOVET ROAD SUITE 770
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN MATEO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094402
IRS990T/BookValueAssetsEOYAmt0200689155
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt081498
IRS990T/OverpaymentSection/OverpaymentAmt081498
IRS990T/PriorYearOverpaymentCreditAmt081498
IRS990TScheduleA/CapitalGainNetIncomeAmt0571
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/Section263ARulesApplyInd0false
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IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-858382
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-857811
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-857811
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990T/SubsidiaryCorporationInd0false
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IRS990T/TotalUBTIComputedAmt0-857811
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN P DOELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06506532422
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Roberts Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0942967074
ReturnHeader/Filer/InCareOfNm0% KKR ACCOUNTING SERVICES LLC
ReturnHeader/Filer/PhoneNum06506532422
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 BOVET ROAD Suite 770
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Manhattan West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel Friedlander
ReturnHeader/ReturnTs02021-11-15T16:39:09-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN P
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOELL
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$324$0.00$324$156$52.5$104
2023Detailed filing. Detailed filing data is available for this year.$267$0.00$267$65.5$47.6$17.9
2022Detailed filing. Detailed filing data is available for this year.$274$0.00$274$135$51.3$84.0
2021Detailed filing. Detailed filing data is available for this year.$236$0.00$236$96.0$50.3$45.7
2020Detailed filing. Detailed filing data is available for this year.$201$0.00$201$131$32.6$98.5
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$123$0.00$123$75.9$28.0$47.8
2018Detailed filing. Detailed filing data is available for this year.$82.0$0.00$82.0$46.5$32.9$13.6
2017Detailed filing. Detailed filing data is available for this year.$70.8$2.00$68.8$8.29$33.1$24.9
2015Summary only. Only limited summary data is available for this year.$59.4$0.00$0.00$27.8$27.8
2014Detailed filing. Detailed filing data is available for this year.$87.3$0.26$87.0$23.2$35.7$12.5
2013Summary only. Only limited summary data is available for this year.$99.5$0.04$65.7$33.8$31.8
2012Summary only. Only limited summary data is available for this year.$67.7$0.00$56.6$17.8$38.8
2011Summary only. Only limited summary data is available for this year.$28.8$0.00$10.3$11.0$0.70
2010Summary only. Only limited summary data is available for this year.$29.5$0.00$5.77$10.7$4.96