STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION (EIN 54-2016551)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-01
IRS object ID
201902749349100405
Schema version
2018v3.1
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)
Return2019-10-01T09:15:19-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541896113PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBINSON FARMER COX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 HEDGEROW DRAddressLine1Txt
CitySTAUNTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN542016551EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBINSON FARMER COX ASSOCIATESBusinessNameLine1Txt
Business Name Line2EDUCATIONAL FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBIBusinessNameControlTxt
Phone4349738314PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6580AddressLine1Txt
CityCHARLOTTESVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP229066580ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES W KELLYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4349738314PhoneNum
Signature2019-07-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W KELLYPreparerPersonNm
PTINP01486083PTIN
Phone5402487300PhoneNum
Preparation2019-10-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.77.77.25IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-01IPDt
IP Tm09:15:19IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9ABF4A4CD9073D44961EDDFBB9D4FC555C086CE7AtSubmissionCreationDeviceId
At Submission Filing Device Id9ABF4A4CD9073D44961EDDFBB9D4FC555C086CE7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$509,038FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,256DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,256DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,256DividendsAdjNetIncmAmt
Total Rev And Expnss$29,266TotalRevAndExpnssAmt
Total Net Invst Incm$11,266TotalNetInvstIncmAmt
Total Adj Net Incm$11,266TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$11,443AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$224TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,667TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,667TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,599ExcessRevenueOverExpensesAmt
Net Investment Income$11,266NetInvestmentIncomeAmt
Adjusted Net Income$11,266AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$37,412SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,184SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,184SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$159,138CorporateStockBOYAmt
Corporate Stock EOY$165,601CorporateStockEOYAmt
Corporate Stock EOYFMV$321,553CorporateStockEOYFMVAmt
Corporate Bonds BOY$155,195CorporateBondsBOYAmt
Corporate Bonds EOY$159,560CorporateBondsEOYAmt
Corporate Bonds EOYFMV$158,301CorporateBondsEOYFMVAmt
Total Assets BOY$351,746TotalAssetsBOYAmt
Total Assets EOY$354,345TotalAssetsEOYAmt
Total Assets EOYFMV$509,038TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$351,746UnrestrictedBOYAmt
Unrestricted EOY$354,345UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$351,746TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$354,345TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$351,746TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$354,345TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$351,746TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,599ExcessRevenueOverExpensesAmt
Subtotal$354,345SubtotalAmt
Tot Net Ast Or Fund Balances EOY$354,345TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$341,012NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048385DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$330,694NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054431DistributionYr2Rt
Total Distribution0.102816TotalDistributionRt
Average Distribution0.051408AverageDistributionRt
Net Vl Noncharitable Assets$514,111NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,429AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$113NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,542AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$225InvestmentIncomeExciseTaxAmt
Subtotal$225SubtotalAmt
Tax Based On Investment Income$225TaxBasedOnInvestmentIncomeAmt
Tax Due$225TaxDueAmt

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
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.RFCA.COMWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone4349738314PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1530 WESTFIELD ROADAddressLine1Txt
Address Line2CHARLOTTEVILLEAddressLine2Txt
CityCHARLOTTESVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP22901ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT M HUFF
2238 WINGFIELD ROADCHARLOTTESVILLEVA22901PRESIDENT000.00$0$0$0
ROBERT W JACKSON
2000 CANDLEWYCK DRIVECHARLOTTESVILLEVA22901DIRECTOR000.00$0$0$0
JAMES W KELLY
6442 WOODBOURNE LANECROZETVA22932TREASURER000.00$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)
Description1COLLEGE SCHOLARSHIPS TO THREE INDIVIDUALS ATTENDING UNIVERSITIES, ONE FELLOWSHIP AND FOUR CONTRIBUTIONS TO A COLLEGE'S GENERAL SCHOLARSHIP FUND.Description1Txt
Expenses1$15,000Expenses1Amt

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$488,642AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,298AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$521,940TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$521,940AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,829CashDeemedCharitableAmt
Net Vl Noncharitable Assets$514,111NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,706MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,706MinimumInvestmentReturnAmt
Tax Based On Investment Income$225TaxBasedOnInvestmentIncomeAmt
Total Tax$225TotalTaxAmt
Distributable Before Adj$25,481DistributableBeforeAdjAmt
Distributable Before Ded$25,481DistributableBeforeDedAmt
Distributable As Adjusted$25,481DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,000ExpensesAndContributionsAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,481DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$79,000TotalExcessDistributionCyovAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Applied To Current Year$15,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$10,481ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,481ExcessDistributionCyovAppCYAmt
Total Corpus$68,519TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,519ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$65,000ExcessDistriCyovToNextYrAmt
Excess From Year4$14,000ExcessFromYear4Amt
Excess From Year3$15,000ExcessFromYear3Amt
Excess From Year2$18,000ExcessFromYear2Amt
Excess From Year1$18,000ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJENN LYSTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6580AddressLine1Txt
CityCHARLOTTESVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP22906ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4349738314RecipientPhoneNum
Recipient Email AddressJLYSTER@RFCA.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATIONS SHOULD BE WRITTEN REQUESTS FOR SCHOLARSHIP ASSISTANCE.FormAndInfoAndMaterialsTxt
Submission DeadlinesREQUESTS SHOULD BE RECEIVED BY AUGUST 1 TO BE CONSIDERED.SubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS EXCEPT THAT ELIGIBLE INDIVIDUALS ARE ACCOUNTING OR OTHER QUALIFYING STUDENTSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LISA EDWARDS
800 S MAIN STREETHARRISONBURGVA22807NONEN/ASCHOLARSHIP$3,000
KYLIE WILLIAMS
800 S MAIN STRRETHARRISONBURGVA22807NONEN/ASCHOLARSHIP$3,000
IRANA SCOTT
800 S MAIN STREETHARRISONBURGVA22807NONEN/AFELLOWSHIP$5,000
WCC EDUCATIONAL FOUNDATION
1000 EAST MAIN STREETWYTHEVILLEVA24382NONEN/ASCHOLARSHIP$1,000
LFCC EDUCATIONAL FOUNDATION
173 SKIRMISHER LANEMIDDLETOWNVA22645NONEN/ASCHOLARSHIP$1,000
SVCC EDUCATIONAL FOUNDATION
109 CAMPUS DRIVEALBERTAVA23821NONEN/ASCHOLARSHIP$1,000
PVCC EDUCATIONAL FOUNDATION
501 COLLEGE DRIVECHARLOTTESVILLEVA22904NONEN/ASCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,256ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,266ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,266TotalIncomeProducingActyAmt

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)
CategoryLEGAL AND ACCOUNTINGCategoryTxt
Amt$11,443Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD TOTAL BOND MARKET FUNDBondNm
EOY Book Value$159,560EOYBookValueAmt
EOYFMV$158,301EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD TOTAL STOCK MARKET INDEXStockNm
EOY Book Value$165,601EOYBookValueAmt
EOYFMV$321,553EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
2017 990 FEDERAL$199
STATE CORPORATION FEE$25