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ROBUCK FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROBUCK FAMILY FOUNDATION (EIN 75-2961229)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349103336
Schema version
2022v5.0
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)
Return2023-11-15T09:13:24-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752961229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Harbin Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARBBusinessNameControlTxt
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
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJoel HPersonFirstNm
Person LastRobuckPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph W AbbatePreparerPersonNm
PTINP00628414PTIN
Phone2143695695PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,690,238FMVAssetsEOYAmt
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$15,869InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,869InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15,869InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$60,349DividendsRevAndExpnssAmt
Dividends Net Invst Incm$60,349DividendsNetInvstIncmAmt
Dividends Adj Net Incm$60,349DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$43,449NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$148,254GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,449CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$119,667TotalRevAndExpnssAmt
Total Net Invst Incm$119,667TotalNetInvstIncmAmt
Total Adj Net Incm$76,218TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$33,708OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,708OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$33,708OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$33,708TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,708TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$33,708TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$167,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$167,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$201,258TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,708TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$33,708TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$167,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,591ExcessRevenueOverExpensesAmt
Net Investment Income$85,959NetInvestmentIncomeAmt
Adjusted Net Income$42,510AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,159CashBOYAmt
Cash EOY$5,238CashEOYAmt
Cash EOYFMV$5,238CashEOYFMVAmt
Corporate Stock BOY$2,764,470CorporateStockBOYAmt
Corporate Stock EOY$2,682,800CorporateStockEOYAmt
Corporate Stock EOYFMV$3,685,000CorporateStockEOYFMVAmt
Total Assets BOY$2,769,629TotalAssetsBOYAmt
Total Assets EOY$2,688,038TotalAssetsEOYAmt
Total Assets EOYFMV$3,690,238TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,769,629RetainedEarningBOYAmt
Retained Earning EOY$2,688,038RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,769,629TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,688,038TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,769,629TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,688,038TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,769,629TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,591ExcessRevenueOverExpensesAmt
Subtotal$2,688,038SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,688,038TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF AMERICAP2001-01-012022-12-31$145,075$104,805$40,270$40,270
CAP GAIN DISTP2001-01-012022-12-31$3,179$3,179$3,179
FieldValueIRS element (for citing)
Capital Gain Net Income$43,449CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,195InvestmentIncomeExciseTaxAmt
Subtotal$1,195SubtotalAmt
Tax Based On Investment Income$1,195TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$44EsPenaltyAmt
Tax Due$1,239TaxDueAmt
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$1,195TaxBasedOnInvestmentIncomeAmt
Total Tax$1,195TotalTaxAmt
Distributable Before Adj$1,195DistributableBeforeAdjAmt
Distributable Before Ded$1,195DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$167,550ExpensesAndContributionsAmt
Qualifying Distributions$167,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,311ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,598ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$20,199ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$104,108TotalExcessDistributionCyovAmt
Qualifying Distributions$167,550QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$167,550RemainingDistriFromCorpusAmt
Total Corpus$271,658TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,311ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$234,347ExcessDistriCyovToNextYrAmt
Excess From Year4$46,598ExcessFromYear4Amt
Excess From Year1$20,199ExcessFromYear1Amt
Excess From Current Year$167,550ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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$23,550
CAMP JOHN MARC
4925 GREENVILLE AVE STE 400DALLASTX75206NONEPCSUPPORT$5,000
UT AUSTIN - CLEMENTS CENTER
PO BOX 7458AUSTINTX78713NONEPCSUPPORT$100,000
3CREEK CARES
5302 Harry Hines BlvdDallasTX75235NONEPCSUPPORT$5,000
JUNIOR LEAGUE OF DALLAS
8003 INWOOD ROADDALLASTX75209NONEPCSUPPORT$10,000
DALLAS WOMANS CLUB FOUNDATION
7000 PARK LANEDALLASTX75225NONEPCSUPPORT$500
UT AUSTIN - STUDENT PROD DEV FUND
PO BOX 7458AUSTINTX78713NONEPCSUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$167,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,869ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60,349ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$43,449RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$76,218ExclusionAmt
Related Or Exempt Function Incm$43,449RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$119,667TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN INCOME TAXES ON DIVIDENDS$119$119$119
INVESTMENT MANAGEMENT FEES$32,882$32,882$32,882
MISCELLANEOUS$15$15$15
TRAVEL$692$692$692

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