ROBUCK FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: ROBUCK FAMILY FOUNDATION (EIN 75-2961229)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-15
IRS object ID: 201703199349101185
Schema version: 2016v3.0
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
Form 990-PF
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-15T08:06:11-08:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Toombs Hall & Foster LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5949 Sherry Lane Suite 950	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75225	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	752961229	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Harbin Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HARB	BusinessNameControlTxt
Phone	2143617830	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4816 Lakeside Drive	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75205	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Joel H Robuck	PersonNm
Person Title	President	PersonTitleTxt
Signature	2017-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Joseph W Abbate	PreparerPersonNm
PTIN	P00628414	PTIN
Phone	2143695695	PhoneNum

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,044,766	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$17,431	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$17,431	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$17,431	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$21,317	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$21,317	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$21,317	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,190	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,190	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,190	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$1,190	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$190	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$40,128	TotalRevAndExpnssAmt
Total Net Invst Incm	$39,938	TotalNetInvstIncmAmt
Total Adj Net Incm	$39,938	TotalAdjNetIncmAmt
Other Expenses Rev And Expnss	$29,264	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$29,264	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$29,264	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$29,264	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$29,264	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$29,264	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$31,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$31,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$60,264	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$29,264	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$29,264	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$31,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$20,136	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,674	NetInvestmentIncomeAmt
Adjusted Net Income	$10,674	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,966,193	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,946,057	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,044,766	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$2,966,193	TotalAssetsBOYAmt
Total Assets EOY	$2,946,057	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,044,766	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$2,966,193	RetainedEarningBOYAmt
Retained Earning EOY	$2,946,057	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,966,193	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,946,057	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,966,193	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,946,057	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,966,193	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$20,136	ExcessRevenueOverExpensesAmt
Subtotal	$2,946,057	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,946,057	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WEINGARTEN RLTY INVS SH BEN INT	P	2016-03-15	2016-12-15	$198	$198	$198
WYERHAEUSER CO	P	2016-03-18	2016-11-18	$992	$992	$992

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,190	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$1,190	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$213	InvestmentIncomeExciseTaxAmt
Subtotal	$213	SubtotalAmt
Tax Based On Investment Income	$213	TaxBasedOnInvestmentIncomeAmt
Tax Due	$213	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Joel Robuck	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2143617830	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4816 Lakeside Drive	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75205	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Joel H Robuck
4816 Lakeside Drive	Dallas	TX	75205	Sec/Treas	0.00	$0
Linda H Robuck
4816 Lakeside Drive	Dallas	TX	75205	President	0.00	$0
John Robuck
24814 Lake Kent Lane	Spring	TX	77389	Vice Pres	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,000,224	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,000,224	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$3,000,224	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$45,003	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,955,221	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$147,761	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$147,761	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$213	TaxBasedOnInvestmentIncomeAmt
Total Tax	$213	TotalTaxAmt
Distributable Before Adj	$147,548	DistributableBeforeAdjAmt
Distributable Before Ded	$147,548	DistributableBeforeDedAmt
Distributable As Adjusted	$147,548	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$31,000	ExpensesAndContributionsAmt
Qualifying Distributions	$31,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$31,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$147,548	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$9,283	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,826	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,109	TotalExcessDistributionCyovAmt
Qualifying Distributions	$31,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$31,000	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$12,109	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$12,109	ExcessDistributionCyovAppCYAmt
Undistributed Income CY	$104,439	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SOUTHWESTERN MEDICAL FOUNDATION
3963 MAPLE AVE STE 100	DALLAS	TX	75219	NONE	PUBLIC	SUPPORT	$25,000
DALLAS ABORETUM
8525 GARLAND ROAD	DALLAS	TX	75218	NONE	PUBLIC	SUPPORT	$3,000
MD ANDERSON
1840 OLD SPANISH TRAIL	HOUSTON	TX	77054	NONE	PUBLIC	SUPPORT	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$31,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$17,431	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$21,317	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,190	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Exclusion	14	ExclusionCd
Exclusion	$190	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$40,128	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$40,128	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN INCOME TAXES ON DIVIDENDS	$330	$330	$330
INVESTMENT EXPENSE	$55	$55	$55
INVESTMENT MANAGEMENT FEES	$28,879	$28,879	$28,879

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	$190	RevenueAndExpensesPerBooksAmt

ROBUCK FAMILY FOUNDATION: Form 990PF, tax year 2016

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Comments