ROBINSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBINSON FOUNDATION (EIN 20-1921820)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-20
- IRS object ID
- 202011799349100401
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-20T19:00:31Z | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431871840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRB TAX GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 SKOKIE BLVD STE 201 | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | 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 | 201921820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBINSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBI | BusinessNameControlTxt |
| Phone | 3122783188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 WASHINGTON AVE | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MYRON ROBINSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3122783188 | PhoneNum |
| Signature | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven Solar | PreparerPersonNm |
| PTIN | P00022197 | PTIN |
| Phone | 8478530290 | PhoneNum |
| Preparation | 2020-06-20 | 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 | $200,359 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Net Invst Incm | $75 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $75 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $50,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,053 | CashBOYAmt |
| Cash EOY | $5,883 | CashEOYAmt |
| Cash EOYFMV | $5,883 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,307 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $63,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $144,169 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $75,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $200,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $75,688 | CapitalStockBOYAmt |
| Capital Stock EOY | $118,038 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,350 | ExcessRevenueOverExpensesAmt |
| Subtotal | $118,038 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $118,038 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $125,948 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031759 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $80,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049832 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134356 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,228 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088441 | DistributionYr5Rt |
| Total Distribution | 0.333765 | TotalDistributionRt |
| Average Distribution | 0.066753 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,424 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,425 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2 | SubtotalAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MYRON ROBINSON | IndividualWithBooksNm |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 WASHINGTON AVE | AddressLine1Txt |
| City | Wilmette | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MYRON R ROBINSON | ||||||
| 1224 WASHINGTON AVE | Wilmette | IL | 60091 | DIRECTOR | 0.00 | $0 |
| BRENNAN H ROBINSON | ||||||
| 1224 WASHINGTON AVE | Wilmette | IL | 60091 | DIRECTOR | 0.00 | $0 |
| MAIA ROBINSON | ||||||
| 1224 WASHINGTON AVE | Wilmette | IL | 60091 | DIRECTOR | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $130,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $143,326 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $143,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2 | TotalTaxAmt |
| Distributable Before Adj | $7,057 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,057 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,057 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,057 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,565 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,910 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $5,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,500 | QualifyingDistributionsAmt |
| Total Corpus | $5,475 | TotalCorpusAmt |
| Undistributed Income CY | $7,057 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,475 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MYRON R ROBINSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| FIERO | |||||
| 315 N LINCOLN STREET | Port Angeles | WA | 98362 | ANNUAL FUND | $500 |
| BARNARD COLLEGE | |||||
| 3009 BROADWAY | New York | NY | 10027 | ANNUAL FUND | $2,500 |
| BROWN UNIVERSITY | |||||
| 1 PROSPECT ST | Providence | RI | 02912 | ANNUAL FUND | $1,000 |
| EPISCOPAL HIGH SCHOOL | |||||
| 1200 N QUAKER LN | Alexandria | VA | 22302 | ANNUAL FUND | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,500 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MYRON ROBINSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 WASHINGTON AVE | AddressLine1Txt |
| City | Wilmette | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRKB | $7,607 | $22,576 |
| GOOGL | $4,625 | $20,096 |
| GOOG | $4,553 | $20,042 |
| AMZN | $15,239 | $29,565 |
| NFLX | $14,790 | $28,775 |
| FB | $9,994 | $15,535 |
| AAPL | $5,040 | $7,580 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $150 | Amt |
Comments