ROBERT FIELD BULLOCK FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROBERT FIELD BULLOCK FOUNDATION INC (EIN 65-0934427)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201943199349102619
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T14:09:13-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650296877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1E F ALVAREZ & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1782 NW 42ND AVE SUITE 545AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650934427EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT FIELD BULLOCK FOUNDATIONINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone3056661040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O JOHN S BOHATCH-7301 SW 57 CTAddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33143ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN S BOHATCHPersonNm
Person TitleSEC./TREAS.PersonTitleTxt
Phone3054424911PhoneNum
Signature2019-11-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL J FLUGRATHPreparerPersonNm
PTINP00640017PTIN
Phone3054446503PhoneNum
Preparation2019-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.93.56.201IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm14:09:13IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54C929FF1D30B1348461B51E7FCC0A7AFB53E983AtSubmissionCreationDeviceId
At Submission Filing Device Id83EF5CC7DEA28C9926D9BCA97F8D2637890D785CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,709,414FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,531InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,531InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,531InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,166DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,166DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,166DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$470NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$136,291GrossSalesPriceAmt
Total Rev And Expnss$17,227TotalRevAndExpnssAmt
Total Net Invst Incm$17,697TotalNetInvstIncmAmt
Total Adj Net Incm$17,697TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,295AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,148AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,148AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$5,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,000OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$256OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$256OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,551TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,404TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,148TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,801TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,404TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,148TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$65,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$61,574ExcessRevenueOverExpensesAmt
Net Investment Income$15,293NetInvestmentIncomeAmt
Adjusted Net Income$16,549AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
US Government Obligations BOY$1,814,903USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,709,414USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,709,414USGovtObligationsEOYFMVAmt
Total Assets BOY$1,814,903TotalAssetsBOYAmt
Total Assets EOY$1,709,414TotalAssetsEOYAmt
Total Assets EOYFMV$1,709,414TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,814,903UnrestrictedBOYAmt
Unrestricted EOY$1,709,414UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,814,903TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,709,914TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,814,903TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,709,914TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,814,903TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$61,574ExcessRevenueOverExpensesAmt
Subtotal$1,753,329SubtotalAmt
Other Decreases$43,415OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,709,914TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$97,839AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,799,276NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054377DistributionYr1Rt
Adjusted Qlfy Distri Yr2$64,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,712,865NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037715DistributionYr2Rt
Adjusted Qlfy Distri Yr3$88,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,744,715NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050897DistributionYr3Rt
Adjusted Qlfy Distri Yr4$83,440AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,766,605NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047232DistributionYr4Rt
Adjusted Qlfy Distri Yr5$75,852AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,655,510NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045818DistributionYr5Rt
Total Distribution0.236039TotalDistributionRt
Average Distribution0.047208AverageDistributionRt
Net Vl Noncharitable Assets$1,770,816NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$83,597AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$153NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$83,750AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Subtotal$306SubtotalAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Tax Due$306TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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 Line1EFALVAREZ & COMPANYPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3054446503PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1782 NW 42 AVENUE STE 545AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33126ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA KRISTIN VOOHRIES
10175 KELSEY CREEK DRIVEKELSEYVILLECA95451PRES./DIR.000.00$5,000$0$0
DAVID EDWARD VOOHRIES
1276 N WAYNE STARLINGTONVA22201V.P./DIR.000.00$0$0$0
THOMAS FIELD VOOHRIES
1446 CALICO LANEESCONDIDOCA92029ASST. VP/DIR000.00$5,000$0$0
JOHN S BOHATCH
2600 DOUGLAS ROADCORAL GABLESFL33134SEC./TREAS.000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUCATIONDescription1Txt

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$1,797,783AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,797,783TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,797,783AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,967CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,770,816NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,541MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,541MinimumInvestmentReturnAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable Before Adj$88,235DistributableBeforeAdjAmt
Distributable Before Ded$88,235DistributableBeforeDedAmt
Distributable As Adjusted$88,235DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,250ExpensesAndContributionsAmt
Qualifying Distributions$65,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$65,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,235DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$8,297ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,297TotalExcessDistributionCyovAmt
Qualifying Distributions$65,250QualifyingDistributionsAmt
Applied To Current Year$65,250AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,297ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,297ExcessDistributionCyovAppCYAmt
Undistributed Income CY$14,688UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THOUSAND CURRENTS
1330 BROADWAYSUITE 301OAKLANDCA94612EDUCATION SCHOLARSHIP$43,250
GUATEMALA HUMAN RIGHT COMMISSION
3321 12 STREET NEWASHINGTONDC20017EDUCATION$18,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,531RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,166RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$470RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,227RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,227TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,295Amt
Net Investment Income$1,148NetInvestmentIncomeAmt
Adjusted Net Income$1,148AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
COUTRYWIDE CAP2018-01PURCHASE2018-06$5,649$5,790-$141
COUNTRYWIDE CAP2018-01PURCHASE2018-06$80,642$80,971-$329
HSBC HOLDINGS2018-01PURCHASE2018-06$50,000$50,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE DECREASEDesc
Amt$43,415Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FEDERAL TAXES$256$256

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Amt$5,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

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