EDWARD D & JANET K ROBSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD D & JANET K ROBSON FOUNDATION (EIN 73-1589395)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-03
- IRS object ID
- 202041559349101214
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-03T15:58:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731354375 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATKINS AND ATKINS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1406 TERRACE DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741044626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731589395 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD D & JANET K ROBSON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CINDY BURCHETT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 9184348166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7136 SOUTH YALE NO 208 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD ROBSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9184348166 | PhoneNum |
| Signature | 2020-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R BLAKE ATKINS | PreparerPersonNm |
| PTIN | P01590401 | PTIN |
| Phone | 9187488800 | PhoneNum |
| Preparation | 2020-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,402,156 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $305,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,695 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $305,695 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $240,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $698,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $240,605 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $546,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $546,300 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $305,695 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,822 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,258 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,564 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,478 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,370 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,045 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $3,592 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $9,402 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,522 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,880 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,806 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,592 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $632,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $632,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $779,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,592 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $660,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $433,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $302,103 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,743 | CashBOYAmt |
| Cash EOY | $30,575 | CashEOYAmt |
| Cash EOYFMV | $30,575 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $138,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,870 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,250,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,225,990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,797,183 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,392,206 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,150,018 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,326,073 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $75,922 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,467 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $48,500 | LandBOYAmt |
| Land EOY | $45,455 | LandEOYAmt |
| Land EOYFMV | $45,455 | LandEOYFMVAmt |
| Total Assets BOY | $10,876,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,654,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,402,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,876,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,654,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,876,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,654,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,876,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,654,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,876,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,871 | OtherIncreasesAmt |
| Subtotal | $10,654,908 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,654,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO MODERATE DURATION | P | 2018-10-15 | 2019-05-31 | $37,299 | $36,138 | $1,161 | $1,161 |
| AMERICAN BEACON LARGE VALUE | P | 2017-12-22 | 2019-06-25 | $74,526 | $76,157 | -$1,631 | -$1,631 |
| BAIRD ST BOND | P | 2017-12-27 | 2019-05-31 | $14,201 | $14,098 | $103 | $103 |
| BAIRD ST BOND | P | 2017-12-27 | 2019-06-25 | $107,819 | $106,603 | $1,216 | $1,216 |
| BAIRD INTERMEDIATE BOND | P | 2017-09-05 | 2019-05-31 | $44,054 | $44,292 | -$238 | -$238 |
| DODGE & COX INCOME | P | 2017-09-05 | 2019-05-31 | $50,173 | $50,601 | -$428 | -$428 |
| VANGUARD GROWTH | P | 2016-12-09 | 2019-06-25 | $187,199 | $130,483 | $56,716 | $56,716 |
| CAPITAL GAINS DIVIDENDS | P | $183,706 | $183,706 | $183,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $240,605 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,161 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $659,734 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,306,379 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049580 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $635,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,434,998 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047287 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $656,030 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,724,804 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $644,209 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,306,957 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048411 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $583,934 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,232,762 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044128 | DistributionYr5Rt |
| Total Distribution | 0.240961 | TotalDistributionRt |
| Average Distribution | 0.048192 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,557,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $653,358 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,332 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $657,690 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $660,322 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $348 | OverpaymentAmt |
| Applied To ES Tax | $348 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY BURCHETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9184348166 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SAME AS RETURN | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD D JANET K ROBSON | ||||||||
| 7136 SOUTH YALE SUITE 208 | TULSA | OK | 74136 | TRUSTEES | 0.00 | $0 | $0 | $0 |
| CINDY BURCHETT | ||||||||
| 7136 SOUTH YALE SUITE 208 | TULSA | OK | 74136 | DIRECTOR AND TRUSTEE | 40.00 | $0 | $87,822 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,484,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $279,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,763,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,763,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,557,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $677,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $677,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,332 | TotalTaxAmt |
| Distributable Before Adj | $673,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $673,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $673,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $660,322 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $660,322 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,332 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $655,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $673,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $631,865 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $660,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $631,865 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $645,081 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD D JANET K ROBSON | ContributingManagerNm |
| Contributing Manager | CINDY BURCHETT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD D AND JANET K ROBSON FOUNDAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7136 SOUTH YALE STE 208 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9184341832 | RecipientPhoneNum |
| Form And Info And Materials | A WRITTEN REQUEST SHOULD BE SUBMITTED TO THE ADDRESS ABOVE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ORGANIZATION MUST BE A U.S. ENTITY ORGANIZED & OPERATED UNDER I.R.C. SECTION 501(C)(3) AND 170(C)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JUPITER MEDICAL CENTER FOUNDATION | ||||||
| 1210 S OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PUBLIC CHARITY | CARDIAC CARE CAMPAIGN | $150,000 |
| NOWATA PUBLIC SCHOOLS | ||||||
| 707 W OSAGE | NOWATA | OK | 74048 | PUBLIC CHARITY | VARIOUS GRANTS | $355,556 |
| SAFENET SERVICES | ||||||
| PO BOX 446 | CLAREMORE | OK | 74018 | PUBLIC CHARITY | OPERATING FUND - MAYES COUNTY OFFICE | $25,000 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 248106 | CORAL GABLES | FL | 331242912 | PUBLIC CHARITY | DESIGNATED FOR MILLER SCHOOL OF MEDICINE'S BASCOM PALMER EYE INSTITUTE | $100,000 |
| HOBE SOUND COMMUNITY CHEST | ||||||
| 11450 SE DIXIE HWY | HOBE SOUND | FL | 33455 | PUBLIC CHARITY | OPERATING FUND | $1,000 |
| JUPITER ISLAND GARDEN CLUB | ||||||
| PO BOX 1410 | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | OPERATING FUND | $250 |
| JUPITER ISLAND HISTORICAL SOCIETY | ||||||
| PO BOX 938 | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | OPERATING FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $632,056 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $240,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $546,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $546,300 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER & ACCESSORIES | 2011-06-30 | $2,556 | $2,556 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| SHELVING | 2015-06-30 | $2,046 | $2,046 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE | 2011-06-30 | $5,477 | $5,477 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| 2017 CADILLAC XT5 | 2017-12-27 | $63,106 | $24,181 | SL | 5.000000000000 | $3,045 | $0 | $3,045 |
| COMPUTER & PRINTER | 2018-06-30 | $2,737 | 200DB | 5.000000000000 | $0 | $0 | $547 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,225,990 | EOYBookValueAmt |
| EOYFMV | $8,797,183 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,150,018 | BookValueAmt |
| EOYFMV | $5,326,073 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER & ACCESSORIES | $2,556 | $2,556 | $0 |
| SHELVING | $2,046 | $2,046 | $0 |
| FURNITURE | $5,477 | $5,477 | $0 |
| 2017 CADILLAC XT5 | $63,106 | $27,226 | $35,880 |
| COMPUTER & PRINTER | $2,737 | $2,737 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MONTHLY INVESTMENT FEES | $33,539 | $26,831 | $0 | $6,708 |
| COMPUTER EXPENSES | $26 | $21 | $0 | $5 |
| AUTO EXPENSES | $1,718 | $1,374 | $0 | $344 |
| SUBSCRIPTIONS | $825 | $660 | $0 | $165 |
| MEMBERSHIPS | $1,150 | $920 | $0 | $230 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $11,871 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $6,743 | $5,395 | $0 | $1,349 |
| TANGIBLE PROPERTY TAX | $104 | $83 | $0 | $21 |
| EXCISE TAX | $3,110 | $0 | $0 | $0 |