ROBB CHARITABLE TR: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: ROBB CHARITABLE TR (EIN 22-3087631)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-16
IRS object ID: 201503209349101205
Schema version: 2014v5.0
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
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-16T09:50:28-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	141592927	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KARP ACKERMAN SKABOWSKI & HOGAN CPAS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 HUDSON CITY CENTRE SUITE 1E	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12534	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223087631	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ROBB CHARITABLE TRUST CO LINDSEY ROBB	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBB	BusinessNameControlTxt
Phone	6179831387	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 MONTVALE STREET 3	AddressLine1Txt
City	ROSLINDALE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02131	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LINDSEY ROBB	PersonNm
Person Title	MANAGER	PersonTitleTxt
Phone	6179831387	PhoneNum
Signature	2015-11-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID M ACKERMAN	PreparerPersonNm
PTIN	P00235616	PTIN
Phone	5188287618	PhoneNum
Preparation	2015-11-06	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,817,515	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	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$38,046	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$38,046	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$1,997	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$15,706	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$36,051	TotalRevAndExpnssAmt
Total Net Invst Incm	$38,048	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$2,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss	$181	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$139	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$139	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,320	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$139	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$69,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$69,100	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$71,420	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$139	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$69,100	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$35,369	ExcessRevenueOverExpensesAmt
Net Investment Income	$37,909	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$19,197	CashBOYAmt
Cash EOY	$19,004	CashEOYAmt
Cash EOYFMV	$19,004	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$35,338	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$20,087	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$20,087	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$5,962,044	OtherInvestmentsBOYAmt
Other Investments EOY	$5,942,119	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,778,424	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$6,016,579	TotalAssetsBOYAmt
Total Assets EOY	$5,981,210	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,817,515	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$6,016,579	RetainedEarningBOYAmt
Retained Earning EOY	$5,981,210	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,016,579	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,981,210	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,016,579	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,981,210	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,016,579	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$35,369	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$5,981,210	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,981,210	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
933.374 SHARES DIVERSIFIED PROPERTY FUND CLASS E	P	2007-03-20	2014-09-30	$6,615	$7,364	-$749	-$749
1,157.31 SHARES DIVERSIFIED PROPERTY FUND CLASS E	P	2007-03-20	2014-01-03	$8,029	$9,131	-$1,102	-$1,102
153.16 SHARES DIVERSIFIED PROPERTY FUND CLASS E	P	2007-03-20	2014-01-21	$1,062	$1,208	-$146	-$146

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$1,997	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$39,100	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$5,794,829	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.006747	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$118,300	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,866,092	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.020167	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$228,250	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$6,000,846	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.038036	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$311,236	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$6,491,043	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.047949	DistributionYr4Rt
Total Distribution	0.112899	TotalDistributionRt
Average Distribution	0.028225	AverageDistributionRt
Net Vl Noncharitable Assets	$1,958,788	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$55,287	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$379	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$55,666	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$69,100	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$379	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$379	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$379	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$9,194	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$9,194	TotalPaymentsAndCreditsAmt
Overpayment	$8,815	OverpaymentAmt
Applied To ES Tax	$8,815	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt
Individual With Books	LINDSEY ROBB	IndividualWithBooksNm
Phone	6179831387	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 MONTVALE ST 3	AddressLine1Txt
City	ROSLINDALE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02131	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
WALTER ROBB
1358 RUFFNER ROAD	SCHENECTADY	NY	12309	TRUSTEE	0.40	$0	$0	$0
ANNE ROBB
1358 RUFFNER ROAD	SCHENECTADY	NY	12309	TRUSTEE	0.20	$0	$0	$0
LINDSEY ROBB
40 MONTVALE STREET 3	ROSLINDALE	MA	02130	MANAGER	10.00	$2,000	$0	$0
MARJORIE AMERO ROBB
56 PILGRIM ROAD	MARBLEHEAD	MA	01945	TRUSTEE	0.20	$0	$0	$0
STEVEN ROBB
39 MALDEN LANE	WAYLAND	MA	01778	TRUSTEE	0.20	$0	$0	$0
KIMBERLEY ROBB
39 MALDEN LANE	WAYLAND	MA	01778	TRUSTEE	0.20	$0	$0	$0
RICHARD ROBB
40 MONTVALE STREET 3	ROSLINDALE	MA	02130	TRUSTEE	4.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,914,189	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$40,463	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$33,965	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,988,617	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,988,617	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$29,829	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,958,788	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$97,939	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$97,939	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$379	TaxBasedOnInvestmentIncomeAmt
Total Tax	$379	TotalTaxAmt
Distributable Before Adj	$97,560	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$97,560	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$97,560	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$69,100	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$69,100	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$379	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$68,721	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$97,560	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$721,721	ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov	$721,721	TotalExcessDistributionCyovAmt
Qualifying Distributions	$69,100	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$69,100	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$28,460	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$28,460	ExcessDistributionCyovAppCYAmt
Total Corpus	$693,261	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$693,261	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WALTER ROBB	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN PHILOSOPHICAL SOCIETY
104 SOUTH FIFTH STREET	PHILADELPHIA	PA	19106	N/A	501(C)(3)	GENERAL	$1,300
CAPITAL DISTRICT YMCA
465 NEW KARNER ROAD	ALBANY	NY	12205	N/A	501(C)(3)	GENERAL	$5,000
FIRST REFORMED CHURCH
8 NORTH CHURCH STREET	SCHENECTADY	NY	12305	N/A	501(C)(3)	GENERAL	$20,500
PENN STATE UNIVERSITY
201 OLD MAIN	OLD MAIN	PA	16802	N/A	501(C)(3)	ENDOWING SCHOLARSHIP FUND	$10,000
PENN STATE UNIVERSITY
201 OLD MAIN	OLD MAIN	PA	16802	N/A	501(C)(3)	LEADERSHIP PROGRAM-ENGINEERING SCHOOL	$30,000
YOUTH FOR CHRIST
PO BOX 443	CLIFTON PARK	NY	12065	N/A	501(C)(3)	GENERAL	$1,000
SCHENECTADY SYMPHONY ORCHESTRA
432 NY-5	SCHENECTADY	NY	12305	N/A	501(C)(3)	GENERAL	$300
UNITED WAY OF THE GREATER CAPITAL DISTRICT
1 UNITED WAY	ALBANY	NY	12205	N/A	501(C)(3)	GENERAL	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$69,100	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$38,046	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$1,997	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$36,051	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$36,051	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
RIDGEWOOD POWER GROWTH FUND	AT COST	$33,964	$33,965
CYCLICS CORP	AT COST	$4,025,100	$0
FLOAT TECH	AT COST	$210,000	$210,000
DIVIDEND CAPITAL DIVERSIFIED PROPERTY FUND CL E	AT COST	$69,153	$71,973
KBS REAL ESTATE INVESTMENT TRUST	AT COST	$243,948	$135,600
INLAND AMERICAN REAL ESTATE TRUST	AT COST	$208,435	$175,367
DAIS	AT COST	$89,900	$89,900
INNURV	AT COST	$500,000	$500,000
ACTION SPORTS INC	AT COST	$261,619	$261,619
PREFERRED INCOME PARTNERS IV	AT COST	$300,000	$300,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$14	$14	$0
BROKERAGE ACCOUNT FEE	$125	$125	$0
FILING FEE	$0	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	MA UBIT	CategoryTxt
Amt	$181	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

ROBB CHARITABLE TR: Form 990PF, tax year 2014

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 (3 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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 (8 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

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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