STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION (EIN 54-2016551)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201241359349100249
Schema version
2011v1.2
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)
Timestamp2012-05-14T08:05:12-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-13DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES W KELLYName
Phone5402487300Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY272974FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss27500ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss815InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm815InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm815InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss5858DividendsRevAndExpnss
Dividends Net Invst Incm5858DividendsNetInvstIncm
Dividends Adj Net Incm5858DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses34173TotalRevenueAndExpenses
Total Net Investment Income6673TotalNetInvestmentIncome
Total Adjusted Net Income6673TotalAdjustedNetIncome
Accounting Fees Rev And Expnss3738AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3738AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm3738AccountingFeesAdjNetIncm
Other Expenses Rev And Expnss25OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm25OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm25OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss3763TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3763TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm3763TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss19263TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3763TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm3763TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps15500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses14910ExcessOfRevenueOverExpenses
Net Investment Income2910NetInvestmentIncome
Adjusted Net Income2910AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY58972SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY53031SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV53031SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY123700InvestmentsCorpStockBOY
Investments Corp Stock EOY128833InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV128833InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY75392InvestmentsCorpBondsBOY
Investments Corp Bonds EOY91110InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV91110InvestmentsCorpBondsEOYFMV
Total Assets BOY258064TotalAssetsBOY
Total Assets EOY272974TotalAssetsEOY
Total Assets EOYFMV272974TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY258064UnrestrictedBOY
Unrestricted EOY272974UnrestrictedEOY
Total Net Assets BOY258064TotalNetAssetsBOY
Total Net Assets EOY272974TotalNetAssetsEOY
Total Liabilities Net Assets BOY258064TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY272974TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY258064TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses14910ExcessOfRevenueOverExpenses
Subtotal272974Subtotal
Total Net Assets Fund Balances EOY272974TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year113119QualifyingDistributionsYear1
Noncharitable Assets Year1231814NoncharitableAssetsYear1
Distribution Ratio Year10.056593DistributionRatioYear1
Qualifying Distributions Year213000QualifyingDistributionsYear2
Noncharitable Assets Year2205259NoncharitableAssetsYear2
Distribution Ratio Year20.063335DistributionRatioYear2
Qualifying Distributions Year310950QualifyingDistributionsYear3
Noncharitable Assets Year3196350NoncharitableAssetsYear3
Distribution Ratio Year30.055768DistributionRatioYear3
Qualifying Distributions Year47500QualifyingDistributionsYear4
Noncharitable Assets Year4204199NoncharitableAssetsYear4
Distribution Ratio Year40.036729DistributionRatioYear4
Qualifying Distributions Year59000QualifyingDistributionsYear5
Noncharitable Assets Year5174594NoncharitableAssetsYear5
Distribution Ratio Year50.051548DistributionRatioYear5
Total Distribution Ratio0.263973TotalDistributionRatio
Average Distribution Ratio0.052795AverageDistributionRatio
One Percent Net Investment Income29OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One29AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax29InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal29Subtotal
Tax Based On Investment Income29TaxBasedOnInvestmentIncome
Tax Paid Original Return0TaxPaidOriginalReturn
Tax Due29TaxDue
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
845 BARRACKS FARM ROADCHARLOTTESVILLEVA22901Director1.00000
ROBERT W JACKSON
2000 CANDLEWYCK DRIVECHARLOTTESVILLEVA22901Director1.00000
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 two individual students at twouniversities, one fellowship to a univerity, and twocontribution to a college's general scholarship fund.Description1
Expenses115500Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income29TaxBasedOnInvestmentIncome
Total Tax29TotalTax
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15500ExpensesAndContributions
Qualifying Distributions15500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm29OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions15471AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year52911ExcessDistriCarryoverYear5
Excess Distri Carryover Year47500ExcessDistriCarryoverYear4
Excess Distri Carryover Year310950ExcessDistriCarryoverYear3
Excess Distri Carryover Year210000ExcessDistriCarryoverYear2
Excess Distri Carryover Year113125ExcessDistriCarryoverYear1
Total Excess Distri Carryover44486TotalExcessDistriCarryover
Qualifying Distributions15500QualifyingDistributions
Remaining Distri From Corpus15500RemainingDistriFromCorpus
Total Corpus59986TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year52911ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year57075ExcessDistriCyovToNextYear
Excess From Year47500ExcessFromYear4
Excess From Year310950ExcessFromYear3
Excess From Year210000ExcessFromYear2
Excess From Year113125ExcessFromYear1
Excess From Current Year15500ExcessFromCurrentYear

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountRecipient RelationshipRecipientRelationship
PIEDMONT VIRGINIA COMMUNITY COLLEGE
CHARLOTTESVILLE VACHARLOTTESVILLEVA22911N/ACollege scholarship$500
WILLIAM MERIWETHER VANDENBURGH
JAMES MADISON UNIVERSITYHARRISONBURGVA22807N/AFaculty Fellowship$5,000
LUCY SULLIVAN
CENTRAL VIRGINIA COMMUNITY COLLEGELYNCHBURGVA24502N/ACollege scholarship$1,500No relationship
SOUTHSIDE VIRGINIA COMMUNITY COLLEGE
ALBERTA VIRGINIAALBERTAVA23821N/AScholarship$1,000
RADFORD UNIVERSITY
COBE BUILDING FUNDRADFORDVA24142N/ABuilding Fund$5,000
LOUISA CARES
EARTHQUAKE AID FOR SCHOOLSLOUISAVA23093N/ARebuild schools after earthquake$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$815ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,858ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$6,673ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA6673TotalPartXVIA

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$3,738Amount
Net Investment Income3738NetInvestmentIncome
Adjusted Net Income3738AdjustedNetIncome

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondVanguard Total Bond Market Index FundNameOfBond
EOY Book Value91110EOYBookValue
EOYFMV91110EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockVanguard Total Stock Market Index FundNameOfStock
EOY Book Value128833EOYBookValue
EOYFMV128833EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
Dues and subscriptions
Status maintenance fee-state252525
Supplies