STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION (EIN 54-2016551)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-01
IRS object ID
201331219349100253
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-01T08:11:58-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBINSON FARMER COX ASSOCIATES PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line147 LEE HWYAddressLine1
CityVERONACity
StateVAState
ZIP Code244822505ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN542016551EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBINameControl
Phone4349738314Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 6580AddressLine1
CityCHARLOTTESVILLECity
StateVAState
ZIP Code229066580ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT M HUFFName
TitleEXECUTIVE DIRECTORTitle
Phone4349738314Phone
Date Signed2013-04-30DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES W KELLYName
Phone5402487300Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY292966FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss27500ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss817InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm817InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm817InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss6834DividendsRevAndExpnss
Dividends Net Invst Incm6834DividendsNetInvstIncm
Dividends Adj Net Incm6834DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses35151TotalRevenueAndExpenses
Total Net Investment Income7651TotalNetInvestmentIncome
Total Adjusted Net Income7651TotalAdjustedNetIncome
Accounting Fees Rev And Expnss6105AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm6105AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm6105AccountingFeesAdjNetIncm
Taxes Rev And Expnss29TaxesRevAndExpnss
Taxes Net Invst Incm29TaxesNetInvstIncm
Taxes Adj Net Incm29TaxesAdjNetIncm
Other Expenses Rev And Expnss25OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm25OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm25OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss6159TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm6159TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm6159TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss9000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps9000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss15159TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm6159TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm6159TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps9000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses19992ExcessOfRevenueOverExpenses
Net Investment Income1492NetInvestmentIncome
Adjusted Net Income1492AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY53031SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY61195SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV61195SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY128833InvestmentsCorpStockBOY
Investments Corp Stock EOY132259InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV132259InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY91110InvestmentsCorpBondsBOY
Investments Corp Bonds EOY99512InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV99512InvestmentsCorpBondsEOYFMV
Total Assets BOY272974TotalAssetsBOY
Total Assets EOY292966TotalAssetsEOY
Total Assets EOYFMV292966TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY272974UnrestrictedBOY
Unrestricted EOY292966UnrestrictedEOY
Total Net Assets BOY272974TotalNetAssetsBOY
Total Net Assets EOY292966TotalNetAssetsEOY
Total Liabilities Net Assets BOY272974TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY292966TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY272974TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses19992ExcessOfRevenueOverExpenses
Subtotal292966Subtotal
Total Net Assets Fund Balances EOY292966TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year115471QualifyingDistributionsYear1
Noncharitable Assets Year1265519NoncharitableAssetsYear1
Distribution Ratio Year10.058267DistributionRatioYear1
Qualifying Distributions Year213119QualifyingDistributionsYear2
Noncharitable Assets Year2231814NoncharitableAssetsYear2
Distribution Ratio Year20.056593DistributionRatioYear2
Qualifying Distributions Year313000QualifyingDistributionsYear3
Noncharitable Assets Year3205259NoncharitableAssetsYear3
Distribution Ratio Year30.063335DistributionRatioYear3
Qualifying Distributions Year410950QualifyingDistributionsYear4
Noncharitable Assets Year4196350NoncharitableAssetsYear4
Distribution Ratio Year40.055768DistributionRatioYear4
Qualifying Distributions Year57500QualifyingDistributionsYear5
Noncharitable Assets Year5204199NoncharitableAssetsYear5
Distribution Ratio Year50.036729DistributionRatioYear5
Total Distribution Ratio0.270692TotalDistributionRatio
Average Distribution Ratio0.054138AverageDistributionRatio
Net Noncharitable Assets278750NetNoncharitableAssets
Adjusted Noncharitable Assets15091AdjustedNoncharitableAssets
One Percent Net Investment Income15OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One15106AdjNonchrtblAssetsAndOnePct
Qualifying Distributions9000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax30InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal30Subtotal
Tax Based On Investment Income30TaxBasedOnInvestmentIncome
Tax Paid Original Return0TaxPaidOriginalReturn
Tax Due30TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4349738314BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1530 WESTFIELD RDAddressLine1
CityCHARLOTTESVILLECity
StateVAState
ZIP Code229066580ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualstrueGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT M HUFF
2238 WINGFIELD ROADCHARLOTTESVILLEVA22901President/Director1.00000
JAMES R BERRY
4135 REDWOOD LANEEARLYSVILLEVA22936Director1.00000
ROBERT W JACKSON
2040 BENTIVAR DRIVECHARLOTTESVILLEVA22911Director1.00000
JAMES W KELLY
6442 WOODBOURNE LANECROZETVA22932Sec-Treas1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1College scholarship to one individual student at oneuniversity, one fellowship to a univerity, and twocontribution to a college's general scholarship fund.Description1
Expenses19000Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities225882AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances57113AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets282995TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets282995AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4245CashDeemedCharitable
Net Noncharitable Assets278750NetNoncharitableAssets
Minimum Investment Return13938MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return13938MinimumInvestmentReturn
Tax Based On Investment Income30TaxBasedOnInvestmentIncome
Total Tax30TotalTax
Distributable Amount Before Adj13908DistributableAmountBeforeAdj
Distributable Amount Before Ded13908DistributableAmountBeforeDed
Distributable Amount As Adjusted13908DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions9000ExpensesAndContributions
Qualifying Distributions9000QualifyingDistributions
Adj Qualifying Distributions9000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted13908DistributableAmountAsAdjusted
Excess Distri Carryover Year57500ExcessDistriCarryoverYear5
Excess Distri Carryover Year410950ExcessDistriCarryoverYear4
Excess Distri Carryover Year310000ExcessDistriCarryoverYear3
Excess Distri Carryover Year213125ExcessDistriCarryoverYear2
Excess Distri Carryover Year115500ExcessDistriCarryoverYear1
Total Excess Distri Carryover57075TotalExcessDistriCarryover
Qualifying Distributions9000QualifyingDistributions
Remaining Distri From Corpus9000RemainingDistriFromCorpus
Total Corpus66075TotalCorpus
Undistributed Income CY13908UndistributedIncomeCY
Excess Distri Cyov From Year57500ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year58575ExcessDistriCyovToNextYear
Excess From Year410950ExcessFromYear4
Excess From Year310000ExcessFromYear3
Excess From Year213125ExcessFromYear2
Excess From Year115500ExcessFromYear1
Excess From Current Year9000ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROBERT M HUFFContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo (2 entries)

Recipient NameRecipientNameAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Phone NumberRecipientPhoneNumberForm And Info And MaterialsFormAndInfoAndMaterialsSubmission DeadlinesSubmissionDeadlinesRestrictions On AwardsRestrictionsOnAwards
ROBERT M HUFF PRESIDENTP O BOX 6580CHARLOTTESVILLEVA2290665804349738314APPLICATIONS SHOULD BE WRITTEN REQUESTS FOR SCHOLARSHIP ASSISTANCE AND SHOULDREQUESTS SHOULD BE RECEIVED BY AUGUST 1 TO BE CONSIDERED FOR DISBURSEMENTTHERE ARE NO RESTRICTIONS EXCEPT THAT ELIGIBLE INDIVIDUALS ARE ACCOUNTING OR OTHER
ROBERT M HUFF530 WESTFIELD ROADCHARLOTTESVILLEVA229014349738314INCLUDE THE INDIVIDUAL'S FIELD OF STUDY AND FUTURE PLANS OR OTHER USES OF THE FUNDS.IN THAT CALENDAR YEAR.MAJORS WITH A PLAN TO WORK IN PUBLIC ADMINISTRATION.

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountRecipient RelationshipRecipientRelationship
PIEDMONT VIRGINIA COMMUNITY COLLEGE
CHARLOTTESVILLE VACHARLOTTESVILLEVA22911N/ACollege scholarship$1,000
WILLIAM MERIWETHER VANDENBURGH
JAMES MADISON UNIVERSITYHARRISONBURGVA22807N/AFaculty Fellowship$5,000
MAXIMO FIGUEROA
UNIVERSITY OF VIRGINIACHARLOTTESVILLEVA22911N/ACollege scholarship$2,000No relationship
SOUTHSIDE VIRGINIA COMMUNITY COLLEGE
ALBERTA VIRGINIAALBERTAVA23821N/AScholarship$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year9000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$817ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6,834ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$7,651ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA7651TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualROBERT M HUFFContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12238 WINGFIELD ROADAddressLine1
CityCHARLOTTESVILLECity
StateVAState
ZIP Code22901ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions27500AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryRobinson, Farmer, Cox Associates Accounting and tax preparationCategory
Amount$6,105Amount
Net Investment Income6105NetInvestmentIncome
Adjusted Net Income6105AdjustedNetIncome

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondVanguard Total Bond Market Index FundNameOfBond
EOY Book Value99512EOYBookValue
EOYFMV99512EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockVanguard Total Stock Market Index FundNameOfStock
EOY Book Value132259EOYBookValue
EOYFMV132259EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionStatus maintenance fee-stateDescription
Revenue And Expenses Per Books25RevenueAndExpensesPerBooks
Net Investment Income25NetInvestmentIncome
Adjusted Net Income25AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Amount$29Amount
Net Investment Income29NetInvestmentIncome
Adjusted Net Income29AdjustedNetIncome