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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$5,848,106J 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) 98,394
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 120,477 120,477  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 208,120
b Gross sales price for all assets on line 6a 3,791,616
7 Capital gain net income (from Part IV, line 2)... 208,120
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 3,254 3,254  
12 Total. Add lines 1 through 11........ 430,245 331,851  
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 3,200 1,600   1,600
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,500 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 39,249 38,104   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,949 39,704   1,600
25 Contributions, gifts, grants paid....... 223,300 223,300
26 Total expenses and disbursements. Add lines 24 and 25 268,249 39,704   224,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 161,996
b Net investment income (if negative, enter -0-) 292,147
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 21,360 44,963 44,963
2 Savings and temporary cash investments......... 85,260 216,884 216,884
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)....... 4,893,300 Click to see attachment4,835,641 5,586,259
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) 4,999,920 5,097,488 5,848,106
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,250,434 2,250,434
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,749,486 2,847,054
29 Total net assets or fund balances (see instructions)..... 4,999,920 5,097,488
30 Total liabilities and net assets/fund balances (see instructions). 4,999,920 5,097,488
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,999,920
2
Enter amount from Part I, line 27a .....................
2
161,996
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,161,916
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
64,428
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,097,488
Form 990-PF (2020)
Form 990-PF (2020)
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 2020-01-01 2020-12-31
b AS REPORTED BY CHARLES SCHWAB P 2017-01-01 2020-12-31
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 2,325,371   2,192,502 132,869
b 1,466,245   1,390,994 75,251
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       132,869
b       75,251
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 2 208,120
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,061
c All other domestic foundations enter 1.39% 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 4,061
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 4,061
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,081
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,081
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 5,020
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,020 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    4,774,018
    b
    Average of monthly cash balances.......................
    1b
    246,501
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,020,519
    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
    5,020,519
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    75,308
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,945,211
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    247,261
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    247,261
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,061
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,061
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    243,200
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    243,200
    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
    243,200
    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
    224,900
    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
    224,900
    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
    224,900
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 243,200
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 13,420
    b From 2016...... 49,672
    c From 2017...... 115,119
    d From 2018...... 11,907
    e From 2019......  
    fTotal of lines 3a through e........ 190,118
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 224,900
    a Applied to 2019, 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 2020 distributable amount..... 224,900
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 18,300 18,300
    (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 5 171,818
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		171,818
    10 Analysis of line 9:
    a Excess from 2016.... 44,792
    b Excess from 2017.... 115,119
    c Excess from 2018.... 11,907
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    BAPTIST CHILDREN'S HOME OF NC
    PO BOX 338
    THOMASVILLE,NC27360     		NONE PUBLIC CHARITABLE 1,000
    BE ALL FOR CHRIST SPORTS MINISTRIES
    6912 GLENDOWER ROAD
    RALEIGH,NC27613     		NONE PUBLIC CHARITABLE 1,000
    BENCHMARK MINISTRIES
    200 THORN HOLLOW DRIVE
    APEX,NC27523     		NONE PUBLIC CHARITABLE 1,000
    BOY SCOUTS OF AMERICA
    3231 ATLANTIC AVENUE
    RALEIGH,NC27604     		NONE PUBLIC CHARITABLE 500
    BOYS & GIRLS HOMES OF NORTH CAROLINA INC
    PO BOX 127
    LAKE WACCAMAW,NC28450     		NONE PUBLIC CHARITABLE 2,000
    CHILDREN'S FLIGHT OF HOPE
    1101 AVIATION PARKWAY SUITE D
    MORRISVILLE,NC27560     		NONE PUBLIC CHARTIABLE 5,000
    CHINCOTEAGUE ISLAND LIBRARY
    4077 MAIN STREET
    CHINCOTEAGUE ISLAND,VA23336     		NONE PUBLIC CHARITABLE 500
    CHRIST'S SANC HOLY CHURCH
    4701 BARRINGTON PLACE CT
    JAMESTOWN,NC27282     		NONE PUBLIC CHARITABLE 5,000
    CHRIST'S SANC HOLY CHURCH
    PO BOX 1465
    PERRY,GA31069     		NONE PUBLIC CHARITABLE 5,000
    CHRIST'S SANC HOLY CHURCH
    9050 STRICKLAND ROAD
    RALEIGH,NC27615     		NONE PUBLIC CHARITABLE 35,800
    CHURCH HOME REHAB & HEALTH
    PO BOX 1465
    PERRY,GA31069     		NONE PUBLIC CHARITABLE 19,000
    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
    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 3,000
    GOD'S HELPERS OF RALEIGH
    PO BOX 28182
    RALEIGH,NC27611     		NONE PUBLIC CHARITABLE 1,000
    HEARTS REVIVED MINISTRY
    8316 RUNNING CEDAR TRAIL
    RALEIGH,NC27615     		NONE PUBLIC CHARITABLE 500
    HOPE REINS
    8420 WAKE FOREST HWY
    RALEIGH,NC27613     		NONE PUBLIC CHARITABLE 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 15,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE 200
    RYE BROOK,NY10573     		NONE PUBLIC CHARITABLE 8,000
    LYNDA RANDLE MINISTRIES
    8610 N DONNELLY AVENUE
    KANSAS CITY,MO64157     		NONE PUBLIC CHARITABLE 20,000
    MDA
    PO BOX 97075
    WASHINGTON,DC20077     		NONE PUBLIC CHARITABLE 500
    MEALS ON WHEELS
    1001 BLAIR DRIVE
    RALEIGH,NC27603     		NONE PUBLIC CHARITABLE 1,000
    MINA MINISTRIES
    7601 FALLS OF NEUSE ROAD
    RALEIGH,NC27615     		NONE PUBLIC CHARITABLE 5,000
    NCSHOF
    PO BOX 31524
    RALEIGH,NC27622     		NONE PUBLIC CHARITABLE 2,000
    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
    ST FRANCIS SPRINGS PRAYER CENTER
    477 GROGAN ROAD
    STONEVILLE,NC27048     		NONE PUBLIC CHARITABLE 500
    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
    TRIANGLE FCA
    4600 MARRIOTT DR SUITE 120
    RALEIGH,NC27612     		NONE PUBLIC CHARITABLE 5,000
    TRINITY BAPTIST CHURCH
    4815 SIX FORKS ROAD
    RALEIGH,NC27609     		NONE PUBLIC CHARITABLE 1,000
    YOUNG LIFE OF RALEIGH
    PO BOX 6643
    RALEIGH,NC27628     		NONE PUBLIC CHARITABLE 10,000
    YOUR CENTER PEACE
    PO BOX 610
    WAKE FOREST,NC27588     		NONE PUBLIC CHARITABLE 15,000
    Total .................................bullet 3a 223,300
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 120,477  
    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 3,254  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 208,120  
    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).. 0 331,851 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    331,851
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE FRANKLIN LEWIS ROBUCK FAMILY
    FOUNDATION INC         		Employer identification number
    58-1692303
    Part I
    Contributors
    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

    		$ 98,394


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    		 205 SH QUIDEL CORP; 435 SH HORIZON THERAPEUTICS; 80 SH CHARLES RIVER LABS; 391 SH MITEK SYSTEMS $ 98,394 2020-12-16
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 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 3,200 1,600   1,600

    TY 2020 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
    3M CO 33,752 32,336
    A T & T INC COM 31,308 23,439
    A10 NETWORKS INC 6,472 9,268
    ADDUS HOMECARE CORP 6,402 7,845
    ADTALEM GLOBAL EDUCATION 3,259 3,327
    AFLAC INC 24,377 35,798
    ALEXION PHARMA INC 32,605 46,872
    ALLETE INC 6,771 7,557
    ALLSTATE CORPORATION 31,251 39,025
    ALPHABET INC 33,909 52,579
    ALTRIA GROUP INC COM 44,697 31,160
    AMER ELECTRIC PWR CO 28,330 30,144
    AMEREN CORP 30,822 29,273
    AMERICAN NATL BANKSH 3,156 3,434
    AMERICAN PUB EDUCATN 3,124 3,475
    AMERIS BANCORP 6,696 10,431
    AMGEN INC 37,262 37,707
    AMKOR TECHNOLOGY INC 10,865 15,879
    AMN HEALTHCARE SRVCS 3,336 4,300
    APOLLO MEDICAL HLDGS 6,879 6,723
    APPLE HOSPILATLITY REIT 4,774 3,486
    APPLIED MATERIALS 38,700 49,968
    ARCBEST CORP 3,396 3,798
    ARGAN INC 6,112 7,029
    ARTISAN PARTNERS ASSET I 7,136 12,082
    ASTEC INDUSTRIES INC 3,281 3,820
    ATKORE INTERNTNL GROU005 16,451 32,271
    ATMOS ENERGY CORP 15,489 15,651
    AUTONATION INC 6,393 11,376
    AVANGRID INC 16,605 17,862
    AVIAT NETWORKS INC 2,686 3,483
    AXCELIS TECHNOLOGIES 3,195 4,310
    AZZ INC 6,675 6,642
    BANCORP INC 3,194 6,211
    BANK OF NY MELLON CO 29,607 35,947
    BAYCOM CORP 2,656 3,459
    BEACON ROOFING SUPPL 6,295 8,480
    BEAZER HOMES USA INC 3,217 4,363
    BERRY PETROLEUM CORPORATION 9,411 3,500
    BEST BUY INC 30,163 58,377
    BIOGEN IDEC INC COM 36,281 34,280
    BLACK HILLS CORP 6,927 5,838
    BLACKBAUD INC 5,848 6,389
    BONANZA CREEK ENERGY 6,621 6,785
    BOOKING HOLDINGS INC 35,053 44,545
    BOOZ ALLEN HAMILTON 33,675 38,446
    BOX INC 6,414 5,469
    BRADY CORP 3,591 4,173
    BRIDGE BANCORP INC 7,031 6,287
    BRISTOL MYERS SQUIBB 35,984 36,101
    BROADCOM INC 17,041 23,644
    CABOT CORP 5,330 9,066
    CAESARESTONE LTD 7,180 5,800
    CAMDEN NTNL CORP 3,269 3,650
    CAMPBELL SOUP CO 14,583 15,472
    CARDINAL HEALTH INC 30,611 33,421
    CAREER EDUCATION CORP 3,372 4,799
    CARRIAGE SERVICES 6,396 9,396
    CARS COM INC 7,517 7,187
    CBOE GLOBAL MKTS INC 31,353 29,053
    CENTENE CORP 17,938 17,049
    CENTURY COMMUNITIES 3,443 3,502
    CERNER CORP 29,210 32,098
    CF INDUSTRIES HLDG 32,573 26,129
    CHANNELADVISOR CORP 6,555 11,905
    CHARLES RIV LABS INTL INC COM 12,569 32,482
    CHEVRON CORP 35,864 25,757
    CIGNA CORP 36,553 39,554
    CIMAREX ENERGY CO 6,433 8,215
    CISCO SYSTEMS INC 34,233 27,969
    CITIGROUP INC. 25,636 30,522
    CITIZENS FINL GROUP INC COM 30,394 31,111
    CIVISTA BANCSHARES INC 7,013 5,610
    CLEARWATER PAPER CO 6,343 7,777
    CMS ENERGY CORP 16,436 16,656
    CNB FINL CORP 6,217 6,664
    CNO FINL GROUP 6,499 8,892
    COCA COLA CONSOLIDATED 6,915 6,657
    COMMERCIAL METALS CO 5,411 7,620
    COMMUNITY HEALTHCARE TRU 3,469 3,486
    COMMUNITY TR BANCORP 3,420 3,705
    COMPUTER PROGRMS&SYS 3,130 3,194
    CONNECTONE BANCORP 7,780 6,234
    CONSOLIDATE WATER CO F 3,369 3,699
    CONSOLIDATED EDISON 36,157 35,195
    COOPER TIRE & RUBBER 3,325 3,605
    CORECIVIC INC 4,873 1,277
    COUSINS PROPERTIES 2,405 2,580
    COVENANT LOGISTICS GROUP 3,408 2,977
    COVETRUS INC 6,696 7,616
    CRANE CO 5,657 8,931
    CSG SYSTEMS INTL 6,214 6,761
    CSX CORP 31,975 44,468
    CUSTOMERS BANCORP 6,949 5,181
    CVS HEALTH 45,567 37,565
    DEL TACO RESTAURANTS INC 6,844 7,511
    DHT MARITIME HLD INC F 3,514 3,562
    DIAMOND S SHIPPING INC F 5,061 4,216
    DIAMONDBACK ENERGY 36,051 24,490
    DIME CMNTY BANKSHARE 3,614 3,611
    DISH NETWORK CORP 29,358 28,880
    DONNELLEY FINL SOLUT0050 6,625 13,271
    DORMAN PRODUCTS INC 3,171 4,167
    DOVER CORP 29,876 53,656
    DOW INC 39,663 44,844
    DR HORTON CO 30,451 42,524
    DTE ENERGY CO 25,798 36,180
    DUKE REALTY CORP 18,853 22,383
    EAGLE BANCORP INC MD 3,103 4,213
    EASTMAN CHEM CO 34,417 49,137
    EATON CORP PLC 27,016 61,271
    EBAY INC 33,283 44,220
    ELECTRONIC ARTS INC 32,891 50,978
    EMCOR GROUP INC 6,692 8,506
    EMERGENT BIOSOLUTION 6,478 10,394
    ENNIS INC 5,894 6,444
    ENSIGN GROUP INC 6,275 8,605
    EOG RESOURCES INC 27,413 41,492
    EPLUS INC 7,711 7,828
    EQUIFAX INC 14,988 19,284
    EVERCORE INC 7,540 8,223
    EXTENDED STAY AMERICA IN 3,333 4,073
    FACEBOOK INC 33,442 38,516
    FARMERS NATL BANK CO 3,226 3,782
    FEDERATED INVS PA 7,131 6,067
    FEDEX CORP 34,178 54,261
    FIFTH THIRD BANCORP 34,289 30,189
    FINL INSTITUTN 7,825 5,625
    FIRST AMER FINL 7,398 7,125
    FIRST BUSEY CORP 7,416 7,370
    FIRST FINL BANCORP 3,175 4,260
    FIRST FOUNDATION INC 5,611 11,020
    FIRST HORIZON CORP 7,556 5,844
    FIRST INDUSTRIAL RLT 4,246 4,845
    FIRST INTERNET BANCO 3,038 5,691
    FLAGSTAR BANCORP INC 7,683 7,989
    FLOWERS FOODS INC 7,675 8,079
    FLUSHING FINL 3,169 4,559
    FNB CORP PA 7,697 5,605
    FNB LONG ISLAND 3,211 3,784
    FNFV GROUP 38,999 33,422
    FORTINET INC 33,551 62,383
    FOX CORP 31,503 33,634
    FS BANCORP INC 7,750 7,398
    GARMIN LTD 34,388 48,462
    GENERAL DYNAMICS CO 17,106 17,412
    GENERAL MILLS INC 31,721 41,160
    GETTY REALTY CORP 4,529 4,406
    GILEAD SCIENCES INC 29,107 22,255
    GLOBUS MEDICAL INC 6,561 7,892
    GMS INC 6,763 8,839
    GO DADDY GROUP INC 35,584 44,793
    GOLDMAN SACHS GROUP 31,739 38,765
    GRAND CANYON EDUCA 3,108 3,259
    GRAY TELEVISION INC 6,519 7,764
    GREIF INC 6,338 8,860
    H N I CORP 6,711 6,031
    HACKETT GROUP INC 3,172 2,806
    HAMILTON BEACH BRANDS HO 3,482 2,749
    HANMI BANK 3,157 3,357
    HEALTHSTREAM INC 6,512 6,006
    HEARTLAND EXPRESS 3,534 3,457
    HEARTLAND FINL USA 3,216 4,037
    HEWLETT PACKARD ENTERPRISE 31,911 27,670
    HIGHWOODS PPTYS INC COM 4,245 3,765
    HILLTOP HOLDINGS INC 3,174 4,512
    HOLLYFRONTIER CORP 5,838 6,540
    HOLOGIC INC 34,642 53,166
    HOMESTREET INC 3,271 3,983
    HOOKER FURNITURE CO 3,223 3,741
    HOPE BANCORP INC 3,091 4,659
    HORIZON BANCORP INC 8,090 6,265
    HORIZON THERAPEUTICS 17,859 49,742
    HOST HOTELS & RESORT 18,788 14,703
    HUMANA INC 35,646 35,283
    HUNTINGTON BANCSHARES INC COM 32,477 30,312
    HUNTINGTON INGALLS 7,331 7,501
    INDEPENDENT BANK CO 7,722 5,818
    INSIGHT ENTERPRISES 3,332 4,033
    INSTELL INDUSTRIES 3,176 4,075
    INTEL CORP 23,026 32,632
    INTERACTIVE BROKERS 6,375 8,163
    INTERFACE INC 6,982 4,358
    INTERNTNL PAPER 35,030 32,567
    INVESTORS BANCORP 3,181 3,971
    J M SMUCKER CO NEW 32,067 27,744
    JABIL INC 7,626 12,121
    JOHNSON & JOHNSON 34,310 39,345
    JPMORGAN CHASE & CO COM 32,211 45,110
    KAISER ALUMINUM CORP 2,259 3,758
    KAR AUCTION SERVICES 2,916 4,057
    KB HOME 4,951 3,989
    KEYCORP INC 34,281 26,338
    KIMBALL ELECTRONICS 2,961 4,061
    KIMBERLY CLARK CORP 14,548 13,348
    KINDER MORGAN INC 35,734 33,683
    KLA CORP 14,922 21,490
    KRATON CORP 6,375 10,866
    KROGER CO 34,762 46,370
    L H C GROUP 6,518 10,666
    L3HARRIS TECHNOLOGIES IN 15,984 16,067
    LA-Z-BOY INC 7,011 8,964
    LEIDOS HOLDINGS INC 36,228 42,048
    LENNAR CORP 17,102 19,058
    LOCKHEED MARTIN CORP 35,359 31,948
    LOWES COS INC 30,451 27,287
    LSI INDUSTRIES INC 6,259 8,363
    LUXFER HLDGS PLC F 3,120 3,941
    LYDALL INC 3,252 5,045
    M/I HOMES INC 9,385 12,756
    MASCO CORP 34,373 46,141
    MATTHEWS INTL CORP 3,619 3,793
    MAXIMUS INC 3,597 3,586
    MC GRATH RENTCORP 7,795 9,394
    MDC HOLDING INC 3,426 3,548
    MDU RESOURCES GRP 5,772 6,374
    MERCHANTS BANCORP INDIAN 7,724 10,002
    MERCK & CO, INC 31,195 34,356
    MERCURY GEN CORP NEW 3,335 4,229
    MERIDIAN BANCORP INC 3,150 4,070
    MERIT MED SYS INC 6,920 7,383
    MERITAGE HOMES CORP 3,369 5,383
    METHODE ELECTRONICS 6,826 9,379
    METROPOLITAN BANK HOLDING 2,773 3,917
    MICRON TECHNOLOGY 33,611 49,844
    MID AMERICA APARTMENT CO 14,631 20,904
    MIDLAND STS BANCORP 6,461 4,468
    MIDWESTONE FINL GROUP 6,943 5,022
    MILLER HERMAN INC 5,015 5,070
    MIMECAST LTD F 3,213 3,865
    MINERALS TECH INC 6,892 8,076
    MISTRAS GROUP INC 7,486 5,184
    MORGAN STANLEY 17,811 23,163
    MUELLERS INDS INC 6,679 8,251
    MYR GROUP INC 6,401 10,818
    NATL RETAIL PPTY 22,585 17,677
    NETFLIX INC 29,305 32,985
    NETSCOUT SYSTEMS INC 3,267 3,729
    NEW YORK CMNTY BANCO 3,282 3,798
    NORTHRIM BANCORP INC 3,404 4,855
    NORTHROP GRUMMAN CO 38,370 32,300
    NORTHWESTERN CORP 5,797 5,539
    NTNL FUEL GAS CO 5,832 6,170
    NTNL HEALTH INVE 4,025 3,459
    NTNL STORAGE AFF 4,774 5,187
    O REILLY AUTOMOTIVE 38,393 44,803
    OLD REPUBLIC INTL CO 5,623 7,035
    ONEWATER MARINE INC 3,069 4,392
    ORACLE CORP COM 30,289 40,107
    OSI SYSTEMS INC 6,346 8,016
    OTTER TAIL CORP 6,959 5,964
    P J T PARTNERS INCORP 7,077 12,415
    PACWEST BANCORP 5,327 7,670
    PATRICK ENTERPRISES INC 7,216 7,313
    PDC ENERGY INC 6,664 10,655
    PERSPECTA INC 6,723 6,140
    PGT INC 3,379 3,987
    PHILIP MORRIS INTL 31,142 38,083
    POLARIS INDUSTRIES 7,053 6,955
    POWELL INDUSTRIES 6,375 6,989
    PPG INDUSTRIES INC 35,986 40,382
    PREFERRED BANK LA 3,156 4,492
    PREMIER FINL CORP 3,098 4,692
    PREMIER INC 5,765 6,423
    PRESTIGE CONSUMER 6,283 6,033
    PRIMERICA INC 6,561 9,375
    PRIMORIS SERVICES CO 6,859 8,973
    PRINCIPAL FINL 34,182 30,510
    PROGRESS SOFTWARE CO 7,697 9,490
    PROSIGHT GLOBAL INC 3,278 4,349
    PRUDENTIAL FINL 35,898 26,934
    PS BUSINESS PARKS 19,431 17,273
    QCR HOLDINGS 7,863 6,532
    QUANEX BUILDING PRODUCTS 6,634 8,979
    QURATE RETAIL INC 3,892 8,842
    QURATE RETAIL INC 8% PFD 1,912 2,376
    RAMBUS INC 6,608 12,309
    RE/MAX HLDG INC 6,196 9,373
    REPUBLIC BANCORP 4,762 3,391
    RESOURCES CONNECTION 6,881 5,531
    ROCKY BRANDS INC 3,289 3,958
    RYDER SYSTEM INC 3,312 5,188
    SANFILIPPO JOHN B 3,302 3,233
    SANMINA CORP 4,764 6,378
    SCHLUMBERGER LTD 30,355 43,791
    SCHNEIDER NTNL INC 005 6,191 7,369
    SCHWEITZER-MAUDUIT 6,879 8,846
    SCIENCE APPLICATIONS 6,475 8,518
    SCIPLAY CORP 6,269 6,440
    SERVICE PPTYS TR 4,820 1,953
    SIERRA BANCORP 3,342 3,803
    SOUTHERN MISS BANCO 2,723 3,744
    SOUTHWEST GAS CORP 7,739 6,075
    SPECTRUM BRANDS HLDG 6,581 9,162
    SPIRE INC 7,719 5,892
    SPS COMM INC 6,784 16,289
    SS&C TECHNOLOGS HLDG 31,336 52,380
    STANDARD MOTOR PRODS 7,750 6,150
    STEWART INFO SVCS CO 8,164 9,624
    STURM RUGER & CO INC 6,376 7,158
    SUPER MICRO COMPUTER 3,711 3,831
    SYKES ENTERPRISES 3,682 3,541
    SYNCHRONY FINL 31,372 44,429
    SYNNEX CORP 2,983 5,701
    TAKE TWO INTERACTV 40,012 69,610
    TEGNA INC 6,921 6,682
    TELEPHONE & DATA SYS 5,189 5,645
    THE ODP CORP 6,648 9,523
    TIMKEN CO 8,260 13,151
    TRAVELERS COMPANIES 29,066 40,988
    TREEHOUSE FOODS INC 6,778 7,096
    TRI POINTE GROUP INC 3,161 3,088
    TRUIST FINL CORP 17,064 22,335
    TUPPERWARE BRANDS CO 6,806 6,543
    TYSON FOODS INC 30,967 32,929
    U S BANCORP 38,937 30,703
    UFP INDS INC 5,659 8,721
    ULTRA CLEAN HLDGS 6,096 9,906
    UNIFI INC 7,614 6,191
    UNITEDHEALTH GRP INC 14,749 16,833
    UNIVAR SOLUTIONS INC 5,878 8,973
    UNIVERSAL ELECTRS 6,390 10,492
    UNIVERSAL HLTH SVCS 34,077 35,750
    UNUM GROUP 47,289 30,327
    URSTADT BIDDLE PPTY 4,638 3,038
    US CELLUL 6,557 5,555
    USANA HEALTH SCIENCE 6,502 6,091
    VALLEY NATL BANCORP COM 6,949 6,045
    VECTOR GROUP LTD 6,179 6,978
    VERIZON COMMUNICATN 33,537 35,191
    VIATRIS INC 32,818 34,894
    VIAVI SOLUTIONS INC 5,842 8,161
    VIEMED HEALTHCARE INC F 3,240 2,716
    VMWARE INC 30,407 27,631
    W E C ENERGY GROUP INC 16,300 16,105
    WASHINGTON TR CO WESTERL 3,095 4,256
    WEINGARTEN RLT 4,352 3,251
    WELLS FARGO & CO 31,325 38,661
    WENDYS CO 7,397 7,146
    WERNER ENTERPRISES 6,558 5,687
    WILEY & SONS INC JOHN 6,488 8,675
    WILLIAMS COMPANIES 31,616 32,240
    WINNEBAGO INDUSTRIES 3,322 3,357
    WORLD FUEL SVCS 7,282 7,478
    WORTHINGTON INDS INC 6,257 9,498
    XEROX HOLDINGS CORP 5,780 7,398
    TRUSTMARK CORP 3,280 3,905
    BRIXMOR PROPERTY GROUP I 3,716 5,627
    CARETRUST REIT INC 4,393 5,612
    CITY OFFICE REIT INCO 2,430 3,097
    CUBESMART TRS INC 9,691 9,747
    EASTGROUP PROPERTIES 3,483 3,590
    ESSEX PROPERTY TR 17,763 15,907
    GEO GROUP INC NEW 4,508 3,695
    GAMING & LEISURE PPT 16,949 18,359
    HLTHCARE REALTY TR 2,461 2,279
    HLTHCARE TR OF AMER 19,346 19,498
    KILROY REALTY CORP 14,924 12,628
    LEXINGTON REALTY TR 2,625 2,549
    OFFICE PPTYS INCOME TR 5,125 4,953
    POTLATCH CORP 5,108 5,352
    REALTY INCM CORP 18,183 17,656
    SABRA HLTH CARE 2,411 2,866
    W.P. CAREY INC 16,520 17,292
    WHITESTONE REIT 5,224 5,220

    TY 2020 OtherDecreasesSchedule
    Name:
    THE FRANKLIN LEWIS ROBUCK FAMILY
     
    FOUNDATION INC
    EIN:
    58-1692303
    Description Amount
    BT ADJUSTMENT TO CONTRIBUTED STOCK 64,428


    TY 2020 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 37,600 37,600   0
    MISCELLANEOUS EXPENSES 1,145 0   0
    FORTRESS TRANSPORTATION K-1 - OTHER DEDUCTIONS 504 504   0


    TY 2020 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 2,603 2,603 2,603
    FORTRESS TRANSPORTATION K-1 - OTHER INCOME 651 651 651


    TY 2020 TaxesSchedule
    Name:
    THE FRANKLIN LEWIS ROBUCK FAMILY
     
    FOUNDATION INC
    EIN:
    58-1692303
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 EXTENSION PAYMENT 2,500 0   0