Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE FRANKLIN LEWIS ROBUCK FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)POST OFFICE BOX 17102
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27619
A Employer identification number

58-1692303
B Telephone number (see instructions)

(919) 876-9200
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,372,360J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 271,375
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 102,522 102,522  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 517,777
b Gross sales price for all assets on line 6a 5,173,847
7 Capital gain net income (from Part IV, line 2)... 517,777
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 163 163  
12 Total. Add lines 1 through 11........ 891,837 620,462  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,050 2,025   2,025
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,258 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,212 38,212   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,520 40,237   2,025
25 Contributions, gifts, grants paid....... 240,081 240,081
26 Total expenses and disbursements. Add lines 24 and 25 297,601 40,237   242,106
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 594,236
b Net investment income (if negative, enter -0-) 580,225
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 15,232 16,007 16,007
2 Savings and temporary cash investments......... 189,995 73,857 73,857
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,141,380 Click to see attachment4,726,662 4,282,496
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,346,607 4,816,526 4,372,360
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,250,434 2,250,434
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,096,173 2,566,092
30 Total net assets or fund balances (see instructions)..... 4,346,607 4,816,526
31 Total liabilities and net assets/fund balances (see instructions). 4,346,607 4,816,526
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,346,607
2
Enter amount from Part I, line 27a .....................
2
594,236
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,940,843
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
124,317
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,816,526
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AS REPORTED BY CHARLES SCHWAB P 2018-01-01 2018-12-31
b AS REPORTED BY CHARLES SCHWAB P 2016-01-01 2018-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,191,990   3,078,327 113,663
b 1,981,857   1,577,743 404,114
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       113,663
b       404,114
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 517,777
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 329,223 4,534,109 0.072610
2016 237,479 3,864,265 0.061455
2015 202,600 3,932,518 0.051519
2014 824,168 3,539,277 0.232863
2013 122,050 3,236,115 0.037715
2
Total of line 1, column (d) .....................
2
0.456162
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.091232
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,836,072
5
Multiply line 4 by line 3......................
5
441,205
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,802
7
Add lines 5 and 6........................
7
447,007
8
Enter qualifying distributions from Part XII, line 4,.............
8
242,106
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 11,605
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,605
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,605
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 12,640
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,140
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 140
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,395
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,395 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHOMAS JUDY & TUCKER PA Telephone no.bullet (919) 571-7055

    Located atbullet4700 FALLS OF NEUSE RD STE 400RALEIGHNC ZIP+4bullet27609
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    FRANKLIN L ROBUCK JR PRESIDENT/TREASURER
    0.00     		0 0 0
    6821 GREYSTONE DRIVE
    RALEIGH,NC27615
    LINDA H ROBUCK SECRETARY/ ASST TREASURER
    0.00     		0 0 0
    6821 GREYSTONE DRIVE
    RALEIGH,NC27615
    SHELLY R BISHOP VICE PRESIDENT/ASST SECRET
    0.00     		0 0 0
    9505 BARTONS CREEK ROAD
    RALEIGH,NC27615
    GERRI R HERAKOVICH VICE PRESIDENT/ASST SECRET
    0.00     		0 0 0
    8505 BOURNEMOUTH DRIVE
    RALEIGH,NC27615
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,753,282
    b
    Average of monthly cash balances.......................
    1b
    156,436
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,909,718
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,909,718
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,646
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,836,072
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    241,804
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    241,804
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    11,605
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,605
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    230,199
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    230,199
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    230,199
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    242,106
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    242,106
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    242,106
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 230,199
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 666,516
    c From 2015...... 13,420
    d From 2016...... 49,672
    e From 2017...... 115,119
    fTotal of lines 3a through e........ 844,727
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 242,106
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 230,199
    e Remaining amount distributed out of corpus 11,907
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 856,634
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		856,634
    10 Analysis of line 9:
    a Excess from 2014.... 666,516
    b Excess from 2015.... 13,420
    c Excess from 2016.... 49,672
    d Excess from 2017.... 115,119
    e Excess from 2018.... 11,907
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    FRANKLIN L ROBUCK JR
    LINDA H ROBUCK
    SHELLY R BISHOP
    GERRI R HERAKOVICH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BE ALL FOR CHRIST SPORTS MINISTRIES
    6912 GLENDOWER ROAD
    RALEIGH,NC27613     		NONE PUBLIC CHARTIABLE 500
    BENCHMARK MINISTRIES
    200 THORN HOLLOW DRIVE
    APEX,NC27523     		NONE PUBLIC CHARITABLE 5,000
    BOY SCOUTS OF AMERICA
    3231 ATLANTIC AVENUE
    RALEIGH,NC27604     		NONE PUBLIC CHARITABLE 500
    BOYS & GIRLS CLUBS
    701 N RALEIGH BOULEVARD
    RALEIGH,NC27610     		NONE PUBLIC CHARITABLE 2,000
    CAROLINA'S GOLF FOUNDATION
    140 RIDGE ROAD
    SOUTHERN PINES,NC28387     		NONE PUBLIC CHARITABLE 100
    CHILDREN'S FLIGHT OF HOPE
    1101 AVIATION PARKWAY SUITE D
    MORRISVILLE,NC27560     		NONE PUBLIC CHARTIABLE 1,000
    CHRIST'S SANC HOLY CHURCH
    4706 POSTBRIDGE DRIVE
    GREENSBORO,NC27407     		NONE PUBLIC CHARITABLE 5,000
    CHRIST'S SANC HOLY CHURCH
    PO BOX 1465
    PERRY,GA31069     		NONE PUBLIC CHARITABLE 20,000
    CHRIST'S SANC HOLY CHURCH
    9050 STRICKLAND ROAD
    RALEIGH,NC27615     		NONE PUBLIC CHARITABLE 24,000
    DURHAM RESCUE MISSION
    PO BOX 11368
    DURHAM,NC27703     		NONE PUBLIC CHARTIABLE 1,000
    EAST COOPER MEALS ON WHEELS
    PO BOX 583
    MT PLEASANT,SC29465     		NONE PUBLIC CHARITABLE 1,000
    FAITH IN ACTION
    999 NORTH CAPITOL STREET NE SUITE
    200
    WASHINGTON,DC20002     		NONE PUBLIC CHARTIABLE 5,000
    FIRST TEE OF THE TRIANGLE
    8800 WESTGATE PARK DR STE 104
    RALEIGH,NC27617     		NONE PUBLIC CHARTIABLE 1,000
    FOOD BANK OF CENTRAL & EAST NC
    3808 TARHEEL DRIVE
    RALEIGH,NC27609     		NONE PUBLIC CHARITABLE 5,000
    GLOBAL IMPACT RESOURCE
    PO BOX 3012
    GREENVILLE,NC27836     		NONE PUBLIC CHARITABLE 1,000
    GOD'S HELPERS OF RALEIGH
    PO BOX 28182
    RALEIGH,NC27611     		NONE PUBLIC CHARITABLE 1,000
    HUMAN COALITION
    4237 LOUISBURG RD 105
    RALEIGH,NC27604     		NONE PUBLIC CHARTIABLE 1,000
    JDRF
    5510 SIX FORKS ROAD SUITE 107
    RALEIGH,NC27609     		NONE PUBLIC CHARITABLE 10,000
    JOBS FOR LIFE
    PO BOX 20368
    RALEIGH,NC27619     		NONE PUBLIC CHARITABLE 5,000
    KAY YOW CANCER FUNDS
    5121 KINGDOM WAY SUITE 305
    RALEIGH,NC27607     		NONE PUBLIC CHARITABLE 10,000
    LYNDA RANDLE MINISTRIES
    8610 N DONNELLY AVENUE
    KANSAS CITY,MO64157     		NONE PUBLIC CHARITABLE 20,000
    MEALS ON WHEELS
    1001 BLAIR DRIVE
    RALEIGH,NC27603     		NONE PUBLIC CHARITABLE 1,000
    MERCY MINISTRIES
    PO BOX 111060
    NASHVILLE,TN372221060     		NONE PUBLIC CHARITABLE 500
    NEIGHBOR TO NEIGHBOR
    PO BOX 25628
    RALEIGH,NC27611     		NONE PUBLIC CHARITABLE 5,000
    RALEIGH RESCUE MISSION
    PO BOX 27391
    RALEIGH,NC27611     		NONE PUBLIC CHARITABLE 1,000
    REBUILDING TOGETHER OF THE TRIANGLE
    324 S WILMINGTON STSTE 118
    RALEIGH,NC27601     		NONE PUBLIC CHARITABLE 20,000
    THE SALVATION ARMY
    PO BOX 10666
    RALEIGH,NC27605     		NONE PUBLIC CHARITABLE 5,000
    TRANSISTIONS LIFECARE
    250 HOSPICE CIRCLE
    RALEIGH,NC27607     		NONE PUBLIC CHARITABLE 1,000
    YOUNG LIFE OF RALEIGH
    PO BOX 6643
    RALEIGH,NC27628     		NONE PUBLIC CHARITABLE 2,000
    YOUR CENTER PEACE
    PO BOX 610
    WAKE FOREST,NC27588     		NONE PUBLIC CHARITABLE 3,000
    BOYS & GIRLS HOMES OF NORTH CAROLINA INC
    PO BOX 127
    LAKE WACCAMAW,NC28450     		NONE PUBLIC CHARITABLE 1,000
    CENTRAL BAPTIST CHURCH
    11109 POOLE ROAD
    WENDELL,NC27591     		NONE PUBLIC CHARITABLE 18,481
    GOSPEL MUSIC HYMN SING FOUNDATION INC
    PO BOX 1182
    MORRISTOWN,TN37816     		NONE PUBLIC CHARTIABLE 1,000
    HOPE REINS
    8420 WAKE FOREST HWY
    RALEIGH,NC27613     		NONE PUBLIC CHARITABLE 1,000
    MDA
    PO BOX 97075
    WASHINGTON,DC20077     		NONE PUBLIC CHARITABLE 500
    RALEIGH DREAM CENTER
    6325 FALLS OF NEUSE ROAD SUITE 35
    409
    RALEIGH,NC27615     		NONE PUBLIC CHARITABLE 50,000
    NCSHOF
    PO BOX 31524
    RALEIGH,NC27622     		NONE PUBLIC CHARITABLE 2,000
    TRIANGLE FCA
    4600 MARRIOTT DR SUITE 120
    RALEIGH,NC27612     		NONE PUBLIC CHARITABLE 8,500
    Total .................................bullet 3a 240,081
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 102,522  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 163  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 517,777  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 620,462 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    620,462
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE FRANKLIN LEWIS ROBUCK FAMILY
    FOUNDATION INC
    Employer identification number

    58-1692303
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE FRANKLIN LEWIS ROBUCK FAMILY
    FOUNDATION INC         		Employer identification number
    58-1692303
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    FRANKLIN L ROBUCK JR
     
    PO BOX 17102
     
    RALEIGH, NC27615

    		$ 271,375


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE FRANKLIN LEWIS ROBUCK FAMILY
    FOUNDATION INC         		Employer identification number

    58-1692303
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 4057 SHARES OF VARIOUS STOCK. $ 271,375 2018-12-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE FRANKLIN LEWIS ROBUCK FAMILY
    FOUNDATION INC         		Employer identification number

    58-1692303
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE FRANKLIN LEWIS ROBUCK FAMILY
     
    FOUNDATION INC
    EIN:
    58-1692303
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,050 2,025   2,025

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE FRANKLIN LEWIS ROBUCK FAMILY
     
    FOUNDATION INC
    EIN:
    58-1692303
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 34,745 32,727
    ACCO BRANDS CORP 9,281 6,983
    ACI WORLDWIDE INC 7,343 6,918
    ADVANCED DRAINAGE SY 7,727 6,790
    AFLAC INC 24,377 36,676
    AKAMAI TECHNOLOGIES INC 33,205 31,151
    ALLIANCE DATA SYSTEMS CORP COM 34,411 21,762
    ALLSTATE CORPORATION 31,251 29,334
    ALTRIA GROUP INC COM 32,078 25,436
    AMERIPRISE FINL 33,975 25,049
    AMERIS BANCORP 7,142 5,226
    AMGEN 23,281 31,147
    ANGIODYNAMICS INC 7,839 7,750
    ANI PHARMACEUTICALS 7,475 5,628
    APPLIED MATLS 21,899 22,263
    ARCH COAL INC 7,605 7,054
    ARMSTRONG FLOORING 7,285 5,506
    ARTISAN PARTNERS ASSET I 7,871 5,306
    ASSOCIATED BANC CORP 7,857 5,739
    AT&T INC COM 31,308 23,260
    ATKORE INTERNTNL GROU005 7,769 8,531
    AVX CORP 7,277 6,634
    AXIS CAPITAL HLDG LT F 7,373 6,713
    BANK OF AMERICA CORP 33,964 27,720
    BANKUNITED INC 7,848 5,838
    BGC PARTNERS 4,867 3,541
    BIOGEN IDEC INC COM 26,818 30,092
    BMC STOCK HOLDINGS INC 7,914 5,495
    BOISE CASCADE CO 10,335 6,559
    BORGWARNER INC COM 31,479 23,797
    BOYD GAMING CORP 7,843 4,987
    BRIDGE BANCORP INC 7,031 6,627
    BRISTOL-MYERS SQUIBB 30,708 29,889
    BROADCOM LTD 30,386 31,785
    BRUNSWICK CORP 7,360 6,503
    BRYN MAWR BANK CORP 7,714 5,848
    CACTUS INC 7,939 6,441
    CADENCE BANCORP 7,788 4,363
    CAMDEN NTNL CORP 7,996 6,475
    CAPITAL ONE FINL CORP COM 18,226 26,457
    CARRIZO OIL & GAS 7,813 3,218
    CATERPILLAR INC DEL COM 30,475 36,850
    CATHAY BANK 7,782 6,371
    CBS CORP 30,946 25,139
    CELANESE CORP 34,550 26,991
    CHARLES RIV LABS INTL INC COM 7,011 7,923
    CHEVRON CORP 35,864 33,181
    CITI TRENDS INC 8,063 5,505
    CITIGROUP INC. 25,636 25,770
    CITIZENS FINL GROUP INC COM 30,394 25,865
    CITRIX SYS INC 30,981 38,423
    CLARUS CORP NEW 7,104 6,477
    CLEARWAY ENERGY INC 7,058 6,641
    COGNIZANT TECHNOLOGY SOLUTIONS 33,681 29,518
    COLUMBUS MCKINNON CO 7,692 6,179
    COMCAST CORP NEW 29,725 34,731
    COMMERCIAL METALS CO 7,865 5,927
    CONNECTONE BANCORP 7,780 5,818
    CONOCOPHILLIPS 30,411 28,993
    CONTINENTAL BLDG PRODS INC COM 7,119 6,999
    CONTINENTAL RESOURCE 30,719 26,324
    CONTROL4 CORP 7,397 5,808
    CORE MARK HOLDING CO 7,237 5,813
    CORECIVIC INC 4,924 3,477
    COVENANT TRANS GRP 8,046 4,896
    CUMMINS INC 32,344 27,396
    CVS HEALTH 45,567 36,036
    DANA HOLDING CORP 00500 6,920 6,747
    DEVON ENERGY CORPORATION 30,800 26,823
    DIODES INC COM 7,096 7,742
    DOMTAR CORP 7,951 5,972
    DONNELLEY FINL SOLUT0050 7,037 6,314
    DR HORTON CO 33,939 28,075
    DXC TECHNOLOGY CO 41,038 27,117
    EASTMAN CHEM CO 23,741 24,126
    EATON CHEM 29,811 35,017
    EBAY INC 33,283 24,702
    ELECTRONIC ARTS INC 31,272 26,829
    EMERALD EXPOSITIONS EVEN 7,372 8,083
    EMERGENT BIOLSOLUTIONS INC COM 54,143 88,920
    ENPRO INDUSTRIES INC 7,146 6,010
    ENSIGN GROUP INC 7,979 8,534
    ENTERPRISE FINL SVCS CP 5,675 5,645
    ESSENT GROUP LTD 7,711 7,520
    E-TRADE FINL CO 29,842 28,961
    EVERCORE INC 7,540 5,367
    EVERGY INC 32,574 32,927
    EXELON CORP 34,298 41,267
    EXTREME NETWORKS INC 7,381 6,863
    EXXON MOBIL CORP 33,784 30,004
    FACEBOOK INC 32,541 27,529
    FEDNAT HOLDING CO 7,890 5,976
    FIFTH THIRD BANCORP 34,289 25,765
    FINL INSTITUTN 7,825 6,425
    FIRST HAWAIIAN INCORPO F 8,055 6,415
    FLEETCOR TECHNOLOGIE 33,520 30,644
    FLOWERS FOODS INC 7,956 7,203
    FNB CORP PA 7,697 5,806
    FS BANCORP INC 7,750 5,789
    G III APPAREL GROUP 7,821 5,160
    GAP INC 34,501 32,844
    GARDNER DENVER HOLDINGS 6,973 7,158
    GENERAC HOLDINGS INC 7,854 7,952
    GENERAL MILLS INC 31,721 27,258
    GENERAL MOTORS CO 35,229 31,109
    GLOBAL BRASS & COPPER 8,576 5,910
    GLOBAL MEDICAL 4,956 4,667
    GREAT SOUTHN BANCORP 7,349 6,214
    GREEN BRICK PARTNERS 7,992 5,792
    GREIF INC CLASS A 8,020 5,381
    HALLADOR ENERGY COMPANY 9,990 5,628
    HANCOCK HOLDING CO 7,726 5,198
    HAWAIIAN ELEC INDUST 7,680 8,056
    HEIDRICK & STRUGGLES 7,977 7,018
    HIGHWOODS PPTYS INC COM 4,803 3,676
    HMS HOLDINGS CORP 7,261 5,767
    HOME BANCSHARES 7,810 5,392
    HORIZON BANCORP INC 8,090 6,233
    HP INC 34,095 30,179
    HUNTINGTON BANCSHARES INC COM 32,477 28,608
    HUNTSMAN CORP 6,929 6,944
    IBERIABANK CORP 7,563 6,428
    IBM CORP 31,547 29,554
    INDEPENDENT BANK CO 7,722 6,621
    INGERSOLL-RAND 31,274 32,387
    INGLES MARKETS INC 8,047 7,349
    INSIGHT ENTERPRISES 7,588 5,868
    INSTEEL INDUSTRIES 7,222 6,556
    INTEL CORP 23,026 30,739
    INTEGER HLDGS CORP 5,392 9,151
    INTERNTNL PAPER 35,030 26,436
    INVESCO LTD 45,232 30,132
    J M SMUCKER CO NEW 32,067 22,438
    J2 GLOBAL INC 7,980 6,244
    JABIL INC 7,626 7,065
    JPMORGAN CHASE & CO COM 32,211 34,655
    K TWELVE INC 7,255 8,181
    KB HOME 7,736 5,635
    KELLOGG CO COM 32,589 29,075
    KEMET CORP 7,781 5,437
    KENNAMETAL INC CAP 7,847 6,656
    KEYCORP INC 34,281 23,722
    KORN FERRY INTL 7,489 6,326
    KRATON CORP 10,288 5,569
    LABRATORY CORP 31,338 25,904
    LA-Z-BOY INC 7,128 7,482
    LEGACYTEXAS FINANCIAL 7,024 6,578
    LINCOLN NATIONAL CORP 11,798 24,629
    LIONS GATE ENTMT 7,036 7,165
    LYONDELLBASELL INDUSTRIES 30,851 35,759
    MARATHON PETE CORP 22,120 26,555
    MASONITE INTL CORP 7,814 5,380
    MASTERCRAFT BOAT HLD 8,041 5,517
    MATRIX SERVICE CO 7,040 6,638
    MC GRATH RENTCORP 7,795 7,207
    MCKESSON CORP 33,991 29,827
    MDC HOLDING INC 7,868 7,309
    MEDNAX INC 7,812 5,445
    MELLANOX TECHS LTD 7,516 8,776
    MERCK & CO, INC 31,195 32,092
    MILACRON HOLDINGS CORP 7,859 4,697
    MILLER HERMAN INC 7,855 7,109
    MINERALS TECH INC 6,891 6,674
    MISTRAS GROUPS INC 7,872 5,177
    MOELIS & CO 7,348 6,017
    MOLSON COORS BREWING 34,709 28,361
    MONOTYPE IMAGING 7,794 5,975
    MORGAN STANLEY COM NEW 36,537 31,125
    NANOMETRICS INC 7,922 5,603
    NCI BUILDING SYS INC 7,703 3,625
    NEWFIELD EXPL CO COM 7,133 4,691
    NEXEO SOULTIONS INC 7,783 6,786
    NEXSTAR MEDIA GROUP 7,869 7,864
    NEXTERA ENERGY INC 34,057 35,633
    NINE ENERGY SERVICE INC 8,064 5,748
    NORTHROP GRUMMAN CO 30,782 28,164
    NORTHWESTERN CORP 8,543 8,322
    NTNL FUEL GAS CO 7,978 7,421
    NTNL GENERAL HLD 7,759 7,263
    NTNL RESEARCH 7,376 7,247
    NTNL STORAGE AFF 3,675 3,704
    NU SKIN ENTERPRISES 7,984 6,133
    NUANCE COMMUN INC 7,114 5,689
    OCCIDENTAL PETROL CO 34,764 24,859
    OLD SECOND BNCP INC 7,816 6,955
    OMNOVA SOLUTIONS INC 8,024 5,717
    ON SEMICONDUCTOR CO 34,439 23,609
    ORACLE CORP COM 30,289 27,993
    OSHKOSH CORP 6,613 6,744
    OUTFRONT MEDIA INC 4,884 4,439
    PARK HOTELS RESORTS INC COM 19,033 18,056
    PARK OHIO HOLDINGS 8,844 6,752
    PARKER-HANNIFIN CORP 33,171 27,591
    PAYLOCITY HLDG CORP 7,738 7,827
    PBF ENERGY INC 7,982 5,554
    PFIZER INC 19,971 41,904
    PHILLIPS 66 34,781 24,984
    PHOTRONICS INC 7,881 7,792
    PINNACLE FINL PARTNR 7,145 6,224
    PORTLAND GENERAL ELEC 7,860 8,482
    PRIMERICA INC 6,561 6,840
    PRINCIPAL FINL 34,182 27,165
    PROGRESS SOFTWARE CO 7,697 7,453
    PRUDENTIAL FINL 35,898 28,135
    PULTEGROUP INC 33,480 30,148
    PVH CORP 34,959 22,773
    QCR HOLDINGS 7,863 5,295
    QUANTA SERVICES INC 6,865 7,224
    QUEST DIAGNOSTICS INC COM 33,252 29,977
    QUIDEL CORP 8,220 5,614
    RADIAN GROUP INC 7,992 8,098
    RAMACO RESOURCES INC 7,150 6,039
    REALPAGE INC 7,039 6,988
    REGAL BELOIT CORP COM 6,508 7,005
    RENASANT CORP 7,223 6,036
    REXNORD CORP 7,159 6,426
    ROYAL CARIBBEAN CRUISE 31,630 29,337
    SELECT MEDICAL HLDGS 6,623 6,601
    SILGAN HOLDINGS INC 7,357 7,086
    SILVERBOW RESOURCES INC 8,054 6,265
    SIMMONS FIRST NTNL 7,663 6,153
    SINCLAIR BROADCST GP 7,185 6,190
    SKYWORKS SOLUTIONS 30,988 30,159
    SOUTHWEST GAS CORP 7,739 7,650
    SP PLUS CORP 7,529 6,942
    SPS COMM INC 6,784 6,179
    SPX FLOW INC 8,134 5,171
    STATE BANK FINL CORP 7,306 6,153
    STATE STR CORP COM 34,199 22,705
    STEEL DYNAMICS INC 34,273 22,230
    STEELCASE INC 7,968 8,453
    STERLING BANCORP INC 10,597 6,568
    STERLING CONSTRUCTION 8,252 5,881
    STONERIDGE INC 7,266 7,642
    SUMMIT FINL GRP 7,755 5,793
    SUNCOKE ENERGY INC 7,472 6,413
    SUNTRUST BANKS INC 30,874 29,507
    SYKES ENTERPRISES 7,832 7,172
    SYMANTEC CORP 30,122 25,981
    SYNCHRONY FINL 31,372 30,029
    SYNNEX CORP 11,212 9,782
    SYNOVUS FINL CO 7,271 6,078
    T MOBILE US INC COM 33,015 38,166
    TARGET CORP 30,122 29,410
    TAYLOR MORRISON HOME CORP CL A 9,707 6,519
    TCF FINL CORP 8,020 6,529
    TECH DATA CORP 8,401 7,772
    TELEPHONE & DATA SYS 5,880 6,671
    TEXAS CAPITAL BANCH 10,287 6,897
    TIMKEN CO 8,260 6,344
    TJX COS INC 24,565 28,186
    TOWER INTERNTNL 6,845 5,593
    TRIBUNE MEDIA CO 7,739 9,303
    TRIMAS CORP 7,706 7,232
    TRINSEO S.A. 8,740 5,036
    TRUEBLUE INC 5,947 7,009
    TYSON FOODS INC CL A 32,073 29,637
    UGI CORP 30,388 28,276
    UNITED COMMUNITY BKS 7,713 5,472
    UNITED RENTALS INC COM 32,222 26,658
    UNIVAR INC 7,877 5,056
    UNIVERSAL HLTH SVCS 34,430 34,385
    UNIVERSAL INS HLDGS 7,801 8,532
    UNIVERSAL LOGISTICS 10,800 6,603
    UNUM GROUP 34,492 26,148
    URBAN EDGE PPTYS 5,009 3,572
    USA TRUCK INC 7,952 4,490
    VALERO ENERGY 16,784 22,865
    VALLEY NATL BANCORP COM 6,949 5,505
    VECTRUS INC 7,741 5,286
    VERINT SYSTEMS INC 7,655 7,826
    VERSO CORP 5,320 6,047
    VICTORY CAPITAL HOLDINGS 7,881 8,482
    WALGREENS BOOTS ALLIANCE INC COM 33,048 33,481
    WASHINGTON FEDERAL 7,887 6,276
    WELLS FARGO & CO 18,256 26,956
    WESTERN ALLIANCE BNC 7,049 6,910
    WESTLAKE CHEM CORP COM 33,025 23,159
    WESTROCK CO 34,199 23,221
    WINTRUST FINL 6,965 5,983
    WORLD FUEL SVCS 7,282 5,137
    ZIX CORP 7,920 8,078
    AMERICAN CAMPUS COMM 17,983 17,798
    APPLE HOSPILATLITY REIT 4,880 3,850
    BRANDYWINE REALTY TR 3,733 3,797
    CHATHAM LODGING TRUS 4,878 3,978
    DOUGLAS EMMETT, INC 19,610 17,236
    EPR PROPERTIES 4,879 5,122
    FRANKLING STREET PROP 4,057 3,582
    GETTY REALTY CORP 4,529 4,706
    GLADSTONE COML CORP 4,988 4,749
    HOSPITALITY PROP TR 4,884 4,060
    INFRAREIT INC REIT 4,828 4,835
    LEXINGTON REALTY TR 4,042 3,777
    MID AMERICA APARTMENT CO 21,725 23,447
    MONMOUTH REAL EST 4,795 3,782
    POTLATCH CORP 5,249 3,354
    RAYONIER INC 4,970 3,877
    REGENCY CENTERS CORP 17,860 16,724
    STAG INDUSTRIAL INC 5,036 4,727
    STORE CAPITAL CORP 19,917 20,242
    UMH PROPERTIES INC 4,759 3,610
    URSTADT BIDDLE PPTY 4,720 4,131
    W.P. CARAY INC 21,421 22,541

    TY 2018 OtherDecreasesSchedule
    Name:
    THE FRANKLIN LEWIS ROBUCK FAMILY
     
    FOUNDATION INC
    EIN:
    58-1692303
    Description Amount
    BT ADJUSTMENT ON CONTRIBUTED STOCK 124,317


    TY 2018 OtherExpensesSchedule
    Name:
    THE FRANKLIN LEWIS ROBUCK FAMILY
     
    FOUNDATION INC
    EIN:
    58-1692303
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 38,212 38,212   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE FRANKLIN LEWIS ROBUCK FAMILY
     
    FOUNDATION INC
    EIN:
    58-1692303
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENT INCOME 163 163 163


    TY 2018 TaxesSchedule
    Name:
    THE FRANKLIN LEWIS ROBUCK FAMILY
     
    FOUNDATION INC
    EIN:
    58-1692303
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2017 TAX BALANCE DUE 2,618 0   0
    2018 ESTIMATED TAX PAYMENTS 12,640 0   0