Civic Intelligence

Joseph P Roberson Foundation

990PF • Fiscal year 2011 • EIN 94-3148459

Oct 01, 2010 to Sep 30, 2011 • Filed on Mar 21, 2012

Organization Profile
6975 Warbler Way95831
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$455,823

Flat from 2011

Net Assets

$455,823

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$40,452

Flat from 2011

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.

$600K$400K$200K$0Assets 2010: $466,287Liabilities 2010: $0Net Assets 2010: $466,2872010Assets 2011: $455,823Liabilities 2011: $0Net Assets 2011: $455,8232011Assets 2011: $455,823Liabilities 2011: $12011Assets 2012: $434,668Liabilities 2012: $0Net Assets 2012: $434,6682012Assets 2013: $411,211Liabilities 2013: $0Net Assets 2013: $411,2112013Assets 2014: $418,991Liabilities 2014: $0Net Assets 2014: $418,9912014Assets 2015: $410,242Liabilities 2015: $0Net Assets 2015: $410,2422015Assets 2016: $386,748Liabilities 2016: $0Net Assets 2016: $386,7482016Assets 2017: $409,350Liabilities 2017: $0Net Assets 2017: $409,3502017Assets 2018: $389,860Liabilities 2018: $0Net Assets 2018: $389,8602018Assets 2019: $386,066Liabilities 2019: $0Net Assets 2019: $386,0662019Assets 2020: $397,579Liabilities 2020: $0Net Assets 2020: $397,5792020Assets 2021: $404,968Liabilities 2021: $0Net Assets 2021: $404,9682021Assets 2022: $396,815Liabilities 2022: $0Net Assets 2022: $396,8152022Assets 2023: $401,493Liabilities 2023: $0Net Assets 2023: $401,4932023Assets 2024: $403,847Liabilities 2024: $0Net Assets 2024: $403,8472024Assets 2025: $437,771Liabilities 2025: $0Net Assets 2025: $437,7712025

Highlighted filing

2011

Assets$455,823
Liabilities$0
Net Assets$455,823
Open 2011 Filing

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $41,1522010Expenses 2011: $40,4522011Revenue 2011: $29,988Expenses 2011: $40,452Net Income 2011: -$10,4642011Expenses 2012: $41,8332012Expenses 2013: $51,0122013Revenue 2014: $49,028Expenses 2014: $41,248Net Income 2014: $7,7802014Revenue 2015: $33,381Expenses 2015: $42,130Net Income 2015: -$8,7492015Revenue 2016: $18,176Expenses 2016: $41,670Net Income 2016: -$23,4942016Revenue 2017: $43,830Expenses 2017: $21,228Net Income 2017: $22,6022017Revenue 2018: $32,438Expenses 2018: $51,928Net Income 2018: -$19,4902018Revenue 2019: $27,756Expenses 2019: $31,550Net Income 2019: -$3,7942019Revenue 2020: $41,648Expenses 2020: $30,135Net Income 2020: $11,5132020Revenue 2021: $48,263Expenses 2021: $40,874Net Income 2021: $7,3892021Revenue 2022: $36,770Expenses 2022: $42,271Net Income 2022: -$5,5012022Revenue 2023: $37,473Expenses 2023: $32,795Net Income 2023: $4,6782023Revenue 2024: $36,125Expenses 2024: $33,771Net Income 2024: $2,3542024Revenue 2025: $68,548Expenses 2025: $34,624Net Income 2025: $33,9242025

Highlighted filing

2011

Revenue-
Expenses$40,452
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Mar 21, 2012
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherry RobersonDirector-$0--
Lisa MurphyDirector-$0--
Ed MurphyDirector-$0--
Joann MurphyTreasurer-$0--
Christine GarciaSecretary-$0--
Judy RobersonPresident & CEO-$0--
Victoria Wheelock MDDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUniversity of California DavisTo care for people with Huntington's diseasen/aSacramento, CA, US$35,000
Filing and Contact Details

Filer

EIN
94-3148459
Raw XML Appendix289 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/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount02500
AccountingFeesSchedule/AccountingFees/Category0Accounting Fees
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount018079
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount07588
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount025667
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA025667
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm07588
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss04321
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm018079
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss018079
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-10464
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0194691
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss07588
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome023067
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm02600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss02700
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps035000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss040452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome025667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses029988
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05452
IRS990PF/BalanceSheets/CapitalStockBOY0466287
IRS990PF/BalanceSheets/CapitalStockEOY0455823
IRS990PF/BalanceSheets/CashBOY01379
IRS990PF/BalanceSheets/CashEOY02848
IRS990PF/BalanceSheets/CashEOYFMV02848
IRS990PF/BalanceSheets/InvestmentsOtherBOY0439779
IRS990PF/BalanceSheets/InvestmentsOtherEOY0443739
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0461557
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY025129
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY09236
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV09236
IRS990PF/BalanceSheets/TotalAssetsBOY0466287
IRS990PF/BalanceSheets/TotalAssetsEOY0455823
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0473641
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0466287
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0455823
IRS990PF/BalanceSheets/TotalNetAssetsBOY0466287
IRS990PF/BalanceSheets/TotalNetAssetsEOY0455823
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome07588
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-10464
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0455823
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0466287
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0455823
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted025372
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj025372
IRS990PF/DistributableAmount/DistributableAmountBeforeDed025372
IRS990PF/DistributableAmount/MinimumInvestmentReturn025603
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0231
IRS990PF/DistributableAmount/TotalTax0231
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0231
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0231
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0231
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0231
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0473641
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0519855
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances032011
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0487844
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07798
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn025603
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0512057
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0519855
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition51.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition61.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Sherry Roberson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Lisa Murphy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Ed Murphy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Joann Murphy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Christine Garcia
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5Judy Roberson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6Victoria Wheelock MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5President & CEO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106975 Warbler Way
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine116975 Warbler Way
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine126975 Warbler Way
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine136975 Warbler Way
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine146975 Warbler Way
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine156975 Warbler Way
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine166975 Warbler Way
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Sacramento
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Sacramento
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Sacramento
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Sacramento
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4Sacramento
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5Sacramento
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City6Sacramento
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State6CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095831
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode195831
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode295831
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode395831
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode495831
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode595831
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode695831
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct033115
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets032884
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.06422
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.07004
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.07209
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.06221
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.06306
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.05369
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0512057
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10499379
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20494048
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30580208
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40570729
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50582023
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0231
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions035000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1034978
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2035615
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3036095
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4035991
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5031250
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.32109
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions034769
IRS990PF/QualifyingDistributions/ExpensesAndContributions035000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0231
IRS990PF/QualifyingDistributions/QualifyingDistributions035000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Judy Roberson
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09163913516
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106975 Warbler Way
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Sacramento
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095831
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount035000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To care for people with Huntington's disease
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10University of California Davis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0n/a
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102315 Stockton Blvd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Sacramento
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode095817
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear035000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted025372
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1035195
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear209527
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus025372
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY025372
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear054350
IRS990PF/UndistributedIncome/ExcessFromCurrentYear035000
IRS990PF/UndistributedIncome/ExcessFromYear1019350
IRS990PF/UndistributedIncome/QualifyingDistributions035000
IRS990PF/UndistributedIncome/TotalCorpus054350
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover044722
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus035000
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Investment Fees
OtherExpensesSchedule/OtherExpenses/Description1Achievement Award
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02600
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02600
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1100
TaxesSchedule/Taxes/Amount025
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Amount2217
TaxesSchedule/Taxes/Category0State Registration Renewal Fee
TaxesSchedule/Taxes/Category1State Filing Fee
TaxesSchedule/Taxes/Category2Federal tax
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943148459
ReturnHeader/Filer/Name/BusinessNameLine10Joseph P Roberson Foundation
ReturnHeader/Filer/Name/BusinessNameLine20co Judy Roberson
ReturnHeader/Filer/NameControl0JOSE
ReturnHeader/Filer/Phone09163913516
ReturnHeader/Filer/USAddress/AddressLine106975 Warbler Way
ReturnHeader/Filer/USAddress/City0Sacramento
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095831
ReturnHeader/Officer/DateSigned02012-03-21
ReturnHeader/Officer/Name0Judy M Roberson
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Brotemarkle Davis & Co LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10899 ADAMS ST STE H
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAINT HELENA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0945741160
ReturnHeader/Preparer/Name0David H Brotemarkle
ReturnHeader/Preparer/Phone07079634466
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-10-01
ReturnHeader/TaxPeriodEndDate02011-09-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-21T11:08:52-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,823
Liabilities
$0
Net assets
$455,823
Revenue
-
Expenses
$40,452
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.69$0.35$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.36$0.34$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.37$0.33$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.37$0.42$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.48$0.41$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.42$0.30$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.28$0.32$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.00$3.90$0.32$0.52$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.09$0.44$0.21$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.18$0.42$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.33$0.42$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.49$0.41$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.51
2012Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.42
2011Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.40
2011Summary only. Only limited summary data is available for this year.$4.56$0.00$0.30$0.40$0.10
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.41