ROBERT FIELD BULLOCK FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERT FIELD BULLOCK FOUNDATION INC (EIN 65-0934427)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201823189349101222
Schema version
2017v2.3
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)
Return2018-11-14T11:17:43-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL J FLUGRATHPreparerPersonNm
PTINP00640017PTIN
Phone3054446503PhoneNum
Preparation2018-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.93.56.201IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm10:17:43IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id59451C46F8E31851EA483EB89FA7879E87BF72B0AtSubmissionCreationDeviceId
At Submission Filing Device IdDE507458D7EE7C78C5FAB01BC993A0A0217DB59CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,886,153FMVAssetsEOYAmt
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$5,598InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,598InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,598InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$15,546DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,546DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15,546DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$69,896NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$92,503GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$91,040TotalRevAndExpnssAmt
Total Net Invst Incm$21,147TotalNetInvstIncmAmt
Total Adj Net Incm$21,144TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$20,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,295AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$22,295TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$181,595TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$98,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$90,555ExcessRevenueOverExpensesAmt
Net Investment Income$21,147NetInvestmentIncomeAmt
Adjusted Net Income$21,144AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
US Government Obligations BOY$1,703,382USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,814,903USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,886,153USGovtObligationsEOYFMVAmt
Total Assets BOY$1,703,382TotalAssetsBOYAmt
Total Assets EOY$1,814,903TotalAssetsEOYAmt
Total Assets EOYFMV$1,886,153TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,703,382UnrestrictedBOYAmt
Unrestricted EOY$1,814,903UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,703,382TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,814,903TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,703,382TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,814,903TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,703,382TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$90,555ExcessRevenueOverExpensesAmt
Other Increases$273,326OtherIncreasesAmt
Subtotal$1,886,153SubtotalAmt
Other Decreases$71,250OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,814,903TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,712,865NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037715DistributionYr1Rt
Adjusted Qlfy Distri Yr2$88,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,744,715NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050897DistributionYr2Rt
Adjusted Qlfy Distri Yr3$83,440AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,766,605NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047232DistributionYr3Rt
Adjusted Qlfy Distri Yr4$75,852AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,655,510NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045818DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,029AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,544,805NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.008434DistributionYr5Rt
Total Distribution0.190096TotalDistributionRt
Average Distribution0.038019AverageDistributionRt
Net Vl Noncharitable Assets$1,799,276NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,407AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$211NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68,618AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$98,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$211InvestmentIncomeExciseTaxAmt
Subtotal$211SubtotalAmt
Tax Based On Investment Income$211TaxBasedOnInvestmentIncomeAmt
Tax Due$211TaxDueAmt

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

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$10,000$0$0
DAVID EDWARD VOOHRIES
1276 N WAYNE STARLINGTONVA22201V.P./DIR.000.00$5,000$0$0
THOMAS FIELD VOOHRIES
1446 CALICO LANEESCONDIDOCA92029ASST. VP/DIR000.00$0$0$0
JOHN S BOHATCH
2600 DOUGLAS ROADCORAL GABLESFL33134SEC./TREAS.000.00$5,000$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$1,826,676AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,826,676TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,826,676AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,799,276NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,964MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,964MinimumInvestmentReturnAmt
Tax Based On Investment Income$211TaxBasedOnInvestmentIncomeAmt
Total Tax$211TotalTaxAmt
Distributable Before Adj$89,753DistributableBeforeAdjAmt
Distributable Before Ded$89,753DistributableBeforeDedAmt
Distributable As Adjusted$89,753DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$98,050ExpensesAndContributionsAmt
Qualifying Distributions$98,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$211PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$97,839AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,753DistributableAsAdjustedAmt
Qualifying Distributions$98,050QualifyingDistributionsAmt
Applied To Current Year$89,753AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,297RemainingDistriFromCorpusAmt
Total Corpus$8,297TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,297ExcessDistriCyovToNextYrAmt
Excess From Current Year$8,297ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERNATIONAL DEVELOPMENT EXCHANGE
333 VALENCIA STREETSUTE 250SAN FRANCISCOCA94103EDUCATION PROGRAMS$51,250
GUATEMALA HUMAN RIGHT COMMISSION
3321 12 STREET NEWASHINGTONDC20017EDUCATION PROGRAMS$15,000
CHILDREN INC
333 MADISON AVENUECOVINGTONKY41011EDUCATION SCHOLARSHIP$16,800
FOUNDATION FOR EDUCATION
POB 669004UNIT A-343MIAMI SPRINGSFL33266EDUCATION SCHOLARSHIP$12,000
MEXICAN AMERICAN EDUCATIONAL GUIDAN
PO BOX 1782SOLANA BEACHCA92075EDUCATION SCHOLARSHIP$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,050TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
GUATEMALA HUMAN RIGHT COMMISSION
3321 12 STREET NEWASHINGTONDC20017EDUCATION PROGRAMS$18,000
THOUSAND CURRENTS
1330 BROADWAYOAKLANDCA94612EDUCATION SCHOLARSHIP$43,250SUITE 301
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$61,250TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,598RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,546RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$69,896RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$91,040RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$91,040TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetING GROUPAssetDesc
Acquired2008-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2017-03SoldDt
Gross Sales Price$92,500GrossSalesPriceAmt
Basis$22,607BasisAmt
Total Net$69,893TotalNetAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNCLEARED CHECKSDesc
Amt$71,250Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$273,326Amt

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