EDWARD D & JANET K ROBSON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD D & JANET K ROBSON FOUNDATION (EIN 73-1589395)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349101157
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T08:51:13-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-13 | 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 | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.188.104.233 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 08:51:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0020C5EBF0145A074D8F18E3FB8BB7A577C9289 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,698,488 | 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 | $263,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,616 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $263,436 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,168,438 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $318,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $581,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $578,771 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $263,436 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,040 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $61,632 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,408 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,238 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $990 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $248 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,673 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,738 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $935 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,010 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,253 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,916 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $3,320 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $9,135 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,308 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,827 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,398 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,320 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,952 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $636,452 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $636,452 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $793,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,320 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $664,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$211,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,976 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $260,116 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $376,138 | CashBOYAmt |
| Cash EOY | $46,743 | CashEOYAmt |
| Cash EOYFMV | $46,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,643 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,770,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,250,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,114,986 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,854,446 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,392,206 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,349,616 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $75,922 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,422 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $75,404 | LandBOYAmt |
| Land EOY | $48,500 | LandEOYAmt |
| Land EOYFMV | $48,500 | LandEOYFMVAmt |
| Total Assets BOY | $11,140,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,876,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,698,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $11,140,565 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,876,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,140,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,876,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,140,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,876,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,140,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$211,897 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,928,668 | SubtotalAmt |
| Other Decreases | $52,391 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,876,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BANCFIRST | P | $427,719 | $437,596 | -$9,877 | -$9,877 |
| BANCFIRST | P | $2,226,120 | $2,093,782 | $132,338 | $132,338 |
| BANCFIRST | P | $324,778 | $318,905 | $5,873 | $5,873 |
| CAPITAL GAINS DIVIDENDS | P | $189,821 | $189,821 | $189,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $318,155 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,877 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $635,298 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,434,998 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047287 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $656,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,724,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051555 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $644,209 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,306,957 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048411 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $583,934 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,232,762 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044128 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $536,776 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,125,423 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044269 | DistributionYr5Rt |
| Total Distribution | 0.235650 | TotalDistributionRt |
| Average Distribution | 0.047130 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,306,379 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $627,130 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,670 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $631,800 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $664,404 | 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 | $4,670 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,670 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,415 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,415 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,745 | OverpaymentAmt |
| Applied To ES Tax | $1,745 | 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 | $77,040 | $0 | $3,559 |
| 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 | $13,367,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,509,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,509,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,635 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,306,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $665,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $665,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,670 | TotalTaxAmt |
| Distributable Before Adj | $660,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $660,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $660,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $664,404 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $664,404 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,670 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $659,734 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $660,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $635,620 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $664,404 | QualifyingDistributionsAmt |
| Applied To Year1 | $635,620 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,784 | 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 | $631,865 | 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 (5 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 | $361,452 |
| SAFENET SERVICES | ||||||
| PO BOX 446 | CLAREMORE | OK | 74018 | PUBLIC CHARITY | OPERATING FUND - MAYES COUNTY OFFICE | $20,000 |
| 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 |
| TOWN OF JUPITER ISLAND | ||||||
| 2 BRIDGE ROAD | HOBE SOUND | FL | 33455 | PUBLIC CHARITY | SCHOLARSHIP FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $636,452 | 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 | $263,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $318,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $581,591 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $581,591 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $4,673 | Amt |
| Net Investment Income | $3,738 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $935 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| NEW COMPUTER | 2010-11-24 | $1,739 | $1,739 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| 2010 FORD ESCAPE TRADE IN | 2010-08-14 | $26,768 | $2,910 | SL | 5.000000000000 | $133 | $0 | $0 |
| 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 | $11,560 | SL | 5.000000000000 | $3,046 | $0 | $3,046 |
| COMPUTER & PRINTER | 2018-06-30 | $2,737 | 200DB | 5.000000000000 | $2,737 | $0 | $274 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,250,185 | EOYBookValueAmt |
| EOYFMV | $7,114,986 | 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 | $5,392,206 | BookValueAmt |
| EOYFMV | $5,349,616 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER & ACCESSORIES | $2,556 | $2,556 | $0 | $0 |
| SHELVING | $2,046 | $2,046 | $0 | $0 |
| FURNITURE | $5,477 | $5,477 | $0 | $0 |
| 2017 CADILLAC XT5 | $63,106 | $14,606 | $48,500 | $48,500 |
| COMPUTER & PRINTER | $2,737 | $2,737 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,238 | LegalFeesAmt |
| Net Investment Income | $990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $248 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $52,391 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MONTHLY INVESTMENT FEES | $33,640 | $26,912 | $0 | $6,728 |
| TELEPHONE | $1,093 | $874 | $0 | $219 |
| COMPUTER EXPENSES | $173 | $138 | $0 | $35 |
| 50% OF MEALS | $30 | $24 | $0 | $6 |
| OFFICE SUPPLIES | $528 | $422 | $0 | $106 |
| AUTO EXPENSES | $3,674 | $2,939 | $0 | $735 |
| SUBSCRIPTIONS | $750 | $600 | $0 | $150 |
| WEB DOMAIN HOSTING & REGISTRATION | $360 | $288 | $0 | $72 |
| MEMBERSHIPS | $1,150 | $920 | $0 | $230 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $6,263 | $5,010 | $0 | $1,253 |
| TANGIBLE PROPERTY TAX | $90 | $0 | $0 | $0 |
| EXCISE TAX | $11,283 | $0 | $0 | $0 |