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ROBUCK FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBUCK FAMILY FOUNDATION (EIN 75-2961229)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201823199349101037
Schema version
2017v2.2
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)
Return2018-11-15T07:38:47-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Line15949 Sherry Lane Suite 950AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752961229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Harbin Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARBBusinessNameControlTxt
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
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph W AbbatePreparerPersonNm
PTINP00628414PTIN
Phone2143695695PhoneNum
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$0FMVAssetsEOYAmt
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$25,654InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25,654InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$25,654InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$44,828DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,828DividendsNetInvstIncmAmt
Dividends Adj Net Incm$44,828DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5,062NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,574GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,062CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$5,528NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$146,001OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$221,545TotalRevAndExpnssAmt
Total Net Invst Incm$75,544TotalNetInvstIncmAmt
Total Adj Net Incm$76,010TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,690LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$1,690LegalFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$32,521OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,722OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$32,521OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$34,211TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,722TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$34,211TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$141,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$141,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$175,961TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,722TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$34,211TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$141,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,584ExcessRevenueOverExpensesAmt
Net Investment Income$44,822NetInvestmentIncomeAmt
Adjusted Net Income$41,799AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,946,057SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,991,641SavAndTempCashInvstEOYAmt
Total Assets BOY$2,946,057TotalAssetsBOYAmt
Total Assets EOY$2,991,641TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,946,057RetainedEarningBOYAmt
Retained Earning EOY$2,991,641RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,946,057TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,991,641TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,946,057TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,991,641TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,946,057TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,584ExcessRevenueOverExpensesAmt
Subtotal$2,991,641SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,991,641TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
WEINGARTEN RLTY INVS SH BEN INTP2017-03-152017-12-29$3,141$3,141$3,141
WEYERHAEUSER COP2017-03-172017-12-15$2,376$2,376$2,376
DOWDUPONT INCP2017-01-102017-10-23$57$11$11$46
JPMORGANP2016-05-162017-08-15$50,000-$466-$466$50,466
FieldValueIRS element (for citing)
Capital Gain Net Income$5,062CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,528NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$896InvestmentIncomeExciseTaxAmt
Subtotal$896SubtotalAmt
Tax Based On Investment Income$896TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt
Tax Due$903TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$896TaxBasedOnInvestmentIncomeAmt
Total Tax$896TotalTaxAmt
Distributable Before Adj$896DistributableBeforeAdjAmt
Distributable Before Ded$896DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$141,750ExpensesAndContributionsAmt
Qualifying Distributions$141,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$141,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$104,439UndistributedIncomePYAmt
Qualifying Distributions$141,750QualifyingDistributionsAmt
Applied To Year1$104,439AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$37,311RemainingDistriFromCorpusAmt
Total Corpus$37,311TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$37,311ExcessDistriCyovToNextYrAmt
Excess From Current Year$37,311ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTHWESTERN MEDICAL FOUNDATION
3963 MAPLE AVE STE 100DALLASTX75219NONEPUBLICSUPPORT$25,000
DALLAS ABORETUM
8525 GARLAND ROADDALLASTX75218NONEPUBLICSUPPORT$3,000
THE SENIOR SOURCE
3910 Harry Hines BlvdDallasTX75219NONEPUBLICSupport$1,750
UT OF DALLAS - BRAIN HEALTH
2200 West Mockingbird LaneDallasTX75235NONEPUBLICSUPPORT$58,450
HIGHLAND PARK UNITED METHODIST CHUR
3300 Mockingbird LaneDallasTX75390NONEPUBLICSUPPORT$27,550
CAMP JOHN MARC
3247 County Road 1105MeridianTX76665NONEPUBLICSUPPORT$1,000
UT SOUTHWESTERN - CLEMENTS CENTER
6201 Harry Hines BlvdDallasTX75390NONEPUBLICSUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$141,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,654ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,828ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,062ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion14ExclusionCd
Exclusion$146,001ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$221,545ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$221,545TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,690LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,690AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN INCOME TAXES ON DIVIDENDS$847$847$847
INVESTMENT EXPENSE$158$158$158
INVESTMENT MANAGEMENT FEES$29,717$29,717$29,717
OFFICE SUPPLIES$990$990
TEXAS STATE TUITION$809$809

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$146,001RevenueAndExpensesPerBooksAmt

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