ROBUCK FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBUCK FAMILY FOUNDATION (EIN 75-2961229)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349107087
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T14:38:03-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751921045PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Toombs Hall & Foster LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114643 Dallas Pkwy Suite 650AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752961229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Robuck Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBUBusinessNameControlTxt
Phone2143617830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14816 Lakeside DriveAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoel H RobuckPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph W AbbatePreparerPersonNm
PTINP00628414PTIN
Phone2143695695PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,582,228FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13,090InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,090InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13,090InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$68,338DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,338DividendsNetInvstIncmAmt
Dividends Adj Net Incm$68,338DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,547NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$170,395GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,547CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,975TotalRevAndExpnssAmt
Total Net Invst Incm$84,975TotalNetInvstIncmAmt
Total Adj Net Incm$81,428TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$32,985OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$32,985OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$32,985OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$32,985TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,985TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$32,985TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$192,985TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,985TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$32,985TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$160,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$108,010ExcessRevenueOverExpensesAmt
Net Investment Income$51,990NetInvestmentIncomeAmt
Adjusted Net Income$48,443AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,238CashBOYAmt
Cash EOY$5,238CashEOYAmt
Cash EOYFMV$5,238CashEOYFMVAmt
Corporate Stock BOY$2,682,800CorporateStockBOYAmt
Corporate Stock EOY$2,574,790CorporateStockEOYAmt
Corporate Stock EOYFMV$3,576,990CorporateStockEOYFMVAmt
Total Assets BOY$2,688,038TotalAssetsBOYAmt
Total Assets EOY$2,580,028TotalAssetsEOYAmt
Total Assets EOYFMV$3,582,228TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,688,038RetainedEarningBOYAmt
Retained Earning EOY$2,580,028RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,688,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,580,028TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,688,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,580,028TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,688,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$108,010ExcessRevenueOverExpensesAmt
Subtotal$2,580,028SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,580,028TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAP GAIN DISTP2001-01-012023-12-31$3,320$3,320$3,320
BANK OF AMERICAP2001-01-012023-12-31$167,075$227$227$166,848
FieldValueIRS element (for citing)
Capital Gain Net Income$3,547CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$723InvestmentIncomeExciseTaxAmt
Subtotal$723SubtotalAmt
Tax Based On Investment Income$723TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$42EsPenaltyAmt
Tax Due$765TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Joel RobuckBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2143617830PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14816 Lakeside DriveAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Joel H Robuck
4816 Lakeside DriveDallasTX75205Sec/Treas0.00$0
Linda H Robuck
4816 Lakeside DriveDallasTX75205President0.00$0
John Robuck
24814 Lake Kent LaneSpringTX77389Vice Pres0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$723TaxBasedOnInvestmentIncomeAmt
Total Tax$723TotalTaxAmt
Distributable Before Adj$723DistributableBeforeAdjAmt
Distributable Before Ded$723DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,000ExpensesAndContributionsAmt
Qualifying Distributions$160,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$46,598ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$20,199ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$167,550ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$234,347TotalExcessDistributionCyovAmt
Qualifying Distributions$160,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$160,000RemainingDistriFromCorpusAmt
Total Corpus$394,347TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$46,598ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$347,749ExcessDistriCyovToNextYrAmt
Excess From Year2$20,199ExcessFromYear2Amt
Excess From Year1$167,550ExcessFromYear1Amt
Excess From Current Year$160,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DALLAS ARBORETUM
8525 GARLAND ROADDALLASTX75218NONEPCSUPPORT$3,500
HIGHLAND PARK UNITED METHODIST CHUR
3300 Mockingbird LaneDallasTX75390NONEPCSUPPORT$50,000
CAMP JOHN MARC
4925 GREENVILLE AVE STE 400DALLASTX75206NONEPCSUPPORT$5,000
UT OF DALLAS - BRAIN HEALTH
2200 West Mockingbird LaneDallasTX75235NONEPCSUPPORT$5,000
UTSW FOUNDATION
3889 Maple Ave Ste 100DallasTX75219NONEPCSUPPORT$50,000
UT AUSTIN - STUDENT PROD DEV FUND
PO BOX 7458AUSTINTX78713NONEPCSUPPORT$10,000
TEXAS HEALTH RESOURCES FOUNDATION
612 E LAMAR BLVDARLINGTONTX76011NONEPCSUPPORT$500
ST JOHN'S HEALTH FOUNDATION
555 E BROADWAY SUITE 213JACKSONWY83001NONEPCSUPPORT$20,000
JACKSON COMMUNITIES FOUNDATION
245 E SIMPSON AVEJACKSONWY83001NONEPCSUPPORT$5,000
COMMUNITY ENTRY SERVICES
140 E BROADWAYJACKSONWY83001NONEPCSUPPORT$3,000
DALLAS MUSEUM OF ART
1717 N HARWOOD STREETDALLASTX75201NONEPCSUPPORT$2,500
THE SALVATION ARMY
5302 HARRY HINES BLVDDALLASTX75235NONEPCSUPPORT$500
MD ANDERSON
PO BOX 4486HOUSTONTX77210NONEPCSUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,090ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,338ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,547RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$81,428ExclusionAmt
Related Or Exempt Function Incm$3,547RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,975TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockU S TRUST ACCOUNTStockNm
EOY Book Value$2,574,790EOYBookValueAmt
EOYFMV$3,576,990EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN INCOME TAXES ON DIVIDENDS$135$135$135
INVESTMENT MANAGEMENT FEES$32,835$32,835$32,835
MISCELLANEOUS$15$15$15

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