ROBERT FIELD BULLOCK FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROBERT FIELD BULLOCK FOUNDATION INC (EIN 65-0934427)
Tax period
2016-01-01 to 2016-12-31
Filed
2018-01-31
IRS object ID
201800319349100425
Schema version
2016v3.1
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)
Return2018-01-31T16:56:34-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2018-01-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALICIA CASTILLOPreparerPersonNm
PTINP00236274PTIN
Phone3054446503PhoneNum
Preparation2018-01-31PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdDE507458D7EE7C78C5FAB01BC993A0A0217DB59CAtSubmissionCreationDeviceId
At Submission Filing Device IdDE507458D7EE7C78C5FAB01BC993A0A0217DB59CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,766,632FMVAssetsEOYAmt
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$5,232InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,232InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,232InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$19,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,270DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,270DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,511TotalRevAndExpnssAmt
Total Net Invst Incm$24,511TotalNetInvstIncmAmt
Total Adj Net Incm$24,502TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,295AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$17,295TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$117,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$64,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$135,145TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$110,634ExcessRevenueOverExpensesAmt
Net Investment Income$24,511NetInvestmentIncomeAmt
Adjusted Net Income$24,502AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
US Government Obligations BOY$1,704,883USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,703,382USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,766,632USGovtObligationsEOYFMVAmt
Total Assets BOY$1,704,883TotalAssetsBOYAmt
Total Assets EOY$1,703,382TotalAssetsEOYAmt
Total Assets EOYFMV$1,766,632TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,704,883UnrestrictedBOYAmt
Unrestricted EOY$1,703,382UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,704,883TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,703,382TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,704,883TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,703,382TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,704,883TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$110,634ExcessRevenueOverExpensesAmt
Other Increases$172,383OtherIncreasesAmt
Subtotal$1,766,632SubtotalAmt
Other Decreases$63,250OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,703,382TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$9CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$88,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,744,715NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050897DistributionYr1Rt
Adjusted Qlfy Distri Yr2$83,440AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,766,605NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047232DistributionYr2Rt
Adjusted Qlfy Distri Yr3$75,852AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,655,510NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045818DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,029AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,544,805NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.008434DistributionYr4Rt
Total Distribution0.152381TotalDistributionRt
Average Distribution0.038095AverageDistributionRt
Net Vl Noncharitable Assets$1,712,865NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$65,252AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$245NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$65,497AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$64,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$490InvestmentIncomeExciseTaxAmt
Subtotal$490SubtotalAmt
Tax Based On Investment Income$490TaxBasedOnInvestmentIncomeAmt
Tax Due$490TaxDueAmt

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 FoundationYes (true)PrivateOperatingFoundationInd
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$0$0$0
DAVID EDWARD VOOHRIES
1276 N WAYNE STARLINGTONVA22201V.P./DIR.000.00$10,000$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
Expenses1$117,850Expenses1Amt

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$1,738,949AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,738,949TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,738,949AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,084CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,712,865NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,600ExpensesAndContributionsAmt
Qualifying Distributions$64,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$64,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$64,600QualifyingDistributionsAmt
Remaining Distri From Corpus$64,600RemainingDistriFromCorpusAmt
Total Corpus$64,600TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$24,502CurrentYearAmt
Year1$23,727Year1Amt
Year2$20,622Year2Amt
Year3$21,763Year3Amt
Total$90,614TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$20,827CurrentYearAmt
Year1$20,168Year1Amt
Year2$17,529Year2Amt
Year3$18,499Year3Amt
Total$77,023TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$64,600CurrentYearAmt
Year1$88,800Year1Amt
Year2$83,440Year2Amt
Year3$75,852Year3Amt
Total$312,692TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$64,600CurrentYearAmt
Year1$88,800Year1Amt
Year2$83,440Year2Amt
Year3$75,852Year3Amt
Total$312,692TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$57,095CurrentYearAmt
Year1$58,157Year1Amt
Year2$58,887Year2Amt
Year3$55,184Year3Amt
Total$229,323TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
GUATEMALA HUMAN RIGHT COMMISSION
3321 12 STREET NEWASHINGTONDC20017EDUCATION PROGRAMS$4,000
CHILDREN INC
333 MADISON AVENUECOVINGTONKY41011EDUCATION SCHOLARSHIP$33,600
FOUNDATION FOR EDUCATION
POB 669004MIAMI SPRINGSFL33266EDUCATION SCHOLARSHIP$24,000UNIT A-343
MEXICAN AMERICAN EDUCATIONAL GUIDAN
PO BOX 1782SOLANA BEACHCA92075EDUCATION SCHOLARSHIP$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$64,600TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 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$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$53,250TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,232RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,270RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,511RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,511TotalIncomeProducingActyAmt

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNCLEARED CHECKSDesc
Amt$63,250Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$172,383Amt

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