ROBUCK FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROBUCK FAMILY FOUNDATION (EIN 75-2961229)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349108840
Schema version
2024v5.2
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)
Return2025-11-17T19:21:35-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-17SignatureDt
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)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,559,495FMVAssetsEOYAmt
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$12,940InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,940InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$12,940InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$71,576DividendsRevAndExpnssAmt
Dividends Net Invst Incm$71,576DividendsNetInvstIncmAmt
Dividends Adj Net Incm$71,576DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$136,826NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$264,186GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$136,826CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$221,342TotalRevAndExpnssAmt
Total Net Invst Incm$221,342TotalNetInvstIncmAmt
Total Adj Net Incm$84,516TotalAdjNetIncmAmt
Taxes Rev And Expnss$2,126TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,126TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$36,249OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,249OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$38,375TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,375TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$203,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$203,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$241,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,375TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$203,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,533ExcessRevenueOverExpensesAmt
Net Investment Income$182,967NetInvestmentIncomeAmt
Adjusted Net Income$84,516AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,238CashBOYAmt
Corporate Stock BOY$2,574,790CorporateStockBOYAmt
Corporate Stock EOY$2,559,495CorporateStockEOYAmt
Corporate Stock EOYFMV$2,559,495CorporateStockEOYFMVAmt
Total Assets BOY$2,580,028TotalAssetsBOYAmt
Total Assets EOY$2,559,495TotalAssetsEOYAmt
Total Assets EOYFMV$2,559,495TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,580,028RetainedEarningBOYAmt
Retained Earning EOY$2,559,495RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,580,028TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,559,495TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,580,028TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,559,495TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,580,028TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,533ExcessRevenueOverExpensesAmt
Subtotal$2,559,495SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,559,495TotNetAstOrFundBalancesEOYAmt

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 DISTP2023-01-012024-12-31$1,880$1,880$1,880
STOCK SALESP2023-01-012024-12-31$262,306$134,946$134,946$127,360
FieldValueIRS element (for citing)
Capital Gain Net Income$136,826CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,543InvestmentIncomeExciseTaxAmt
Subtotal$2,543SubtotalAmt
Tax Based On Investment Income$2,543TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$40EsPenaltyAmt
Tax Due$2,583TaxDueAmt
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$2,558,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,559,495TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,559,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,392CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,521,103NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,055MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,055MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,543TaxBasedOnInvestmentIncomeAmt
Total Tax$2,543TotalTaxAmt
Distributable Before Adj$123,512DistributableBeforeAdjAmt
Distributable Before Ded$123,512DistributableBeforeDedAmt
Distributable As Adjusted$123,512DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$203,500ExpensesAndContributionsAmt
Qualifying Distributions$203,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$123,512DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$20,199ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$167,550ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$160,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$347,749TotalExcessDistributionCyovAmt
Qualifying Distributions$203,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$123,512AppliedToCurrentYearAmt
Remaining Distri From Corpus$79,988RemainingDistriFromCorpusAmt
Total Corpus$427,737TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$427,737ExcessDistriCyovToNextYrAmt
Excess From Year3$20,199ExcessFromYear3Amt
Excess From Year2$167,550ExcessFromYear2Amt
Excess From Year1$160,000ExcessFromYear1Amt
Excess From Current Year$79,988ExcessFromCurrentYearAmt

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$50,000
CAMP JOHN MARC
4925 GREENVILLE AVE STE 400DALLASTX75206NONEPCSUPPORT$5,000
UT OF DALLAS - BRAIN HEALTH
2200 West Mockingbird LaneDallasTX75235NONEPCSUPPORT$25,000
DALLAS MUSEUM OF ART
1717 N Harwood StDallasTX75201NONEPCSUPPORT$2,500
UTSW FOUNDATION
3889 Maple Ave Ste 100DallasTX75219NONEPCSUPPORT$50,000
ST JOHN'S HEALTH FOUNDATION
555 E BROADWAY SUITE 213JACKSONWY83001NONEPCSUPPORT$55,000
MD ANDERSON
PO BOX 4486HOUSTONTX77210NONEPCSUPPORT$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$203,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,940ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71,576ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$136,826RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$84,516ExclusionAmt
Related Or Exempt Function Incm$136,826RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$221,342TotalIncomeProducingActyAmt

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$2,559,495EOYBookValueAmt
EOYFMV$2,559,495EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN INCOME TAXES ON DIVIDENDS$164$164
INVESTMENT MANAGEMENT FEES$36,070$36,070
MISCELLANEOUS$15$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$2,126Amt
Net Investment Income$2,126NetInvestmentIncomeAmt

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