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THE ROBERTS FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE ROBERTS FAMILY FOUNDATION (EIN 74-2269660)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-16
IRS object ID
202233209349100848
Schema version
2021v4.0
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)
Return2022-11-16T11:01:32-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830276355PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARKER MELLINGER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11811 S SHERIDAN AVEAddressLine1Txt
CitySHERIDANCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742269660EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERTS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone3076720785PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11811 S SHERIDAN AVENUEAddressLine1Txt
CitySHERIDANCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD B ROBERTSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3076744152PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONALDPersonFirstNm
Person LastROBERTSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALICIA I COX CPAPreparerPersonNm
PTINP00633076PTIN
Phone3076720785PhoneNum
Preparation2022-11-16PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$53,012FMVAssetsEOYAmt
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$7,380InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,380InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$33,049DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,682DividendsNetInvstIncmAmt
Dividends Adj Net Incm$33,049DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$63,499NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$755,294GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,169OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$1,169OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$102,759TotalRevAndExpnssAmt
Total Net Invst Incm$28,767TotalNetInvstIncmAmt
Total Adj Net Incm$39,260TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,212AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$970AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$242AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$73InterestRevAndExpnssAmt
Interest Net Invst Incm$73InterestNetInvstIncmAmt
Taxes Rev And Expnss$4,330TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,652TaxesNetInvstIncmAmt
Taxes Adj Net Incm$678TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$12,715OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,722OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,931OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,330TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,417TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$678TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,173TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,417TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$678TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$99,673TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,071ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$38,582AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,558SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,247SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$47,247SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$8,560PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,765PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,765PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,184,917CorporateStockBOYAmt
Corporate Stock EOY$1,133,581CorporateStockEOYAmt
Total Assets BOY$1,210,035TotalAssetsBOYAmt
Total Assets EOY$1,186,593TotalAssetsEOYAmt
Total Assets EOYFMV$53,012TotalAssetsEOYFMVAmt
Other Liabilities BOY$23,266OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,895OtherLiabilitiesEOYAmt
Total Liabilities BOY$23,266TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,895TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,186,769RetainedEarningBOYAmt
Retained Earning EOY$1,180,698RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,186,769TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,180,698TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,210,035TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,186,593TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,186,769TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,071ExcessRevenueOverExpensesAmt
Subtotal$1,180,698SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,180,698TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$82CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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
Individual With BooksDONALD B ROBERTSIndividualWithBooksNm
Phone3076720785PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11470 SUGARLAND DR SUITE 1AddressLine1Txt
CitySHERIDANCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82801ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD B ROBERTS
20 PINE LANESHERIDANWY82801PRESIDENT000.00$0$0$0
JAY MCGINNIS
417 NORTH JEFFERSON STREETSHERIDANWY82801SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,050AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,188,211AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,202,261TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,202,261AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,034CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,184,227NetVlNoncharitableAssetsAmt
Minimum Investment Return$59,211MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$59,211MinimumInvestmentReturnAmt
Distributable Before Adj$59,211DistributableBeforeAdjAmt
Distributable Before Ded$59,211DistributableBeforeDedAmt
Distributable As Adjusted$59,211DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,673ExpensesAndContributionsAmt
Qualifying Distributions$99,673QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,211DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$27,262ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$27,262TotalExcessDistributionCyovAmt
Qualifying Distributions$99,673QualifyingDistributionsAmt
Applied To Current Year$59,211AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,462RemainingDistriFromCorpusAmt
Total Corpus$67,724TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$67,724ExcessDistriCyovToNextYrAmt
Excess From Year2$27,262ExcessFromYear2Amt
Excess From Current Year$40,462ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GENESIS FOUNDATION
GENERALSHERIDANWY82801NONE501(C)3GENERAL$500
BIG BROTHERS BIG SISTERS
GENERALSHERIDANWY82801NONE501(C)3GENERAL$5,000
CHAPS
GENERALSHERIDANWY82801NONE501(C)3GENERAL$13,000
SHERIDAN COUNTY MUSEUM
GENERALSHERIDANWY82801NONE501(C)3GENERAL$10,000
AMERICAN INDIAN COLLEGE FUND
GENERALSHERIDANWY82801NONE501(C)3GENERAL$4,000
CITY OF SHERIDAN
GENERALSHERIDANWY82801NONE501(C)3GENERAL$500
LOCAL MEDIA FOUNDATION
GENERALSHERIDANWY82801NONE501(C)3GENERAL$5,000
SECOND CHANCE CAT RESCUE
GENERALSHERIDANWY82801NONE501(C)3GENERAL$2,500
SHERIDAN MEMORIAL HOSPITAL FOUNDATI
GENERALSHERIDANWY82801NONE501(C)3GENERAL$20,000
VETERAN VILLAGE
GENERALSHERIDANWY82801NONE501(C)3GENERAL$15,000
VOLUNTEERS OF AMERICA
GENERALSHERIDANWY82801NONE501C(3)GENERAL$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business531120BusinessCd
Unrelated Business Taxbl Incm$7,377UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business531120BusinessCd
Unrelated Business Taxbl Incm$3,747UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$29,302ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business531120BusinessCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$63,499RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (6 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
INVESTMENT PARTNERS, LLC531120$3,820
INVESTMENT PARTNERS, LLC531120
INVESTMENT PARTNERS. LLC531120-$3,751
INVESTMENT PARTNERS. LLC531120$3,131
INVESCO523000-$300
INVESTMENT PARTNERS, LLC531120-$4,069

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$9,955UnrelatedBusinessTaxblIncmAmt
Exclusion$29,305ExclusionAmt
Related Or Exempt Function Incm$63,499RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,759TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,212Amt
Net Investment Income$970NetInvestmentIncomeAmt
Disbursements Charitable Prps$242DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
TD AMERITRADE2021-01PURCHASE2021-12$431,034$454,462-$23,428
TD AMERITRADE2020-01PURCHASE2021-12$324,164$237,333$86,831
TD AMERITRADE2020-01PURCHASE2021-12$14$14

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
TD AMERITRADE$873,875
PRIVATE FUND PERFORMANCE$259,706

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ANNUAL FEES$5,716$14,123$3,531
INVESTMENT$6,974$21,579$5,395
OFFICE SUPPLIES$25$20$5

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT PARTNERS, LLC$3,820$3,820
INVESTMENT PARTNERS. LLC-$3,751-$3,751
INVESTMENT PARTNERS. LLC$3,131$3,131
INVESCO-$300-$300
INVESTMENT PARTNERS, LLC-$4,069-$4,069

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTD AMERITRADEDesc
BOY Book Value$23,266BOYBookValueAmt
EOY Book Value$5,895EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAX$941$941
990$3,389$2,711$678

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