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 Anne C Robins & Walter R Robins Jr
Foundation
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 397
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Richmond, VA232180397
A Employer identification number

54-6362175
B Telephone number (see instructions)

(804) 775-1047
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$11,980,205J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 189,047 189,047  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,243
b Gross sales price for all assets on line 6a 839,413
7 Capital gain net income (from Part IV, line 2)... 12,243
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).......      
12 Total. Add lines 1 through 11........ 201,290 201,290  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,785 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 38,196 0   38,196
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 70,612 70,587   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,324 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,917 70,587   38,196
25 Contributions, gifts, grants paid....... 525,500 525,500
26 Total expenses and disbursements. Add lines 24 and 25 643,417 70,587   563,696
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -442,127
b Net investment income (if negative, enter -0-) 130,703
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.............      
2 Savings and temporary cash investments......... 211,325 441,249 441,249
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)....... 4,566,054 Click to see attachment4,484,180 10,495,893
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment1,021,970 1,043,061
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,610,298 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2 Click to see attachment2 Click to see attachment2
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,387,679 5,947,401 11,980,205
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........ 6,387,679 5,947,401
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,387,679 5,947,401
30 Total liabilities and net assets/fund balances (see instructions). 6,387,679 5,947,401
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
6,387,679
2
Enter amount from Part I, line 27a .....................
2
-442,127
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,630
4
Add lines 1, 2, and 3 ..........................
4
5,949,182
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,781
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,947,401
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 Publicly Traded Securities      
b Merck & Co - Class Action Proceeds     2020-03-27
c American Intl Group - Class Action Proceeds     2020-04-15
d Green Mtn Coffee Roasters - Class Action Proceeds     2020-09-16
e Capital Gains Dividends P    
(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 820,123   827,170 -7,047
b 47     47
c 25     25
d 222     222
e 18,996     18,996
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       -7,047
b       47
c       25
d       222
e       18,996
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 12,243
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 1,817
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 1,817
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 1,817
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,514
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 2,514
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 10 697
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet697 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
    Yes
     
    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)
    bulletVA
    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 addressbulletNone
    14
    The books are in care ofbulletBenjamin S Candland co McGuireWoods LLP Telephone no.bullet (804) 775-1047

    Located atbullet800 East Canal StreetRichmondVA ZIP+4bullet232193916
    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
     
    No
    ........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
    John B O'Grady President
    1.00     		0 0 0
    800 East Canal St c/o McGuireWoods
    LLP
    Richmond,VA232194063
    Hilary Smith Secretary
    0.05     		0 0 0
    2530 Salisbury Road
    Midlothian,VA23113
    Rita M Smith Treasurer
    3.10     		5,785 0 0
    2530 Salisbury Road
    Midlothian,VA23113
    Karen O'Grady Atwood Director
    0.05     		0 0 0
    PO Box 26150
    Richmond,VA232606150
    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
    Bank of America Private Wealth Mgt Investment Mgt 70,587
    114 West 47th Street
    New York,NY100361510
    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 The Anne C. Robins & Walter R. Robins, Jr. Foundation makes grants to qualifying charitable organizations and does not carry on charitable activities directly. 0
    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
    10,309,417
    b
    Average of monthly cash balances.......................
    1b
    218,539
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,527,956
    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
    10,527,956
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    157,919
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,370,037
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    518,502
    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
    518,502
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,817
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,817
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    516,685
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    516,685
    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
    516,685
    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
    563,696
    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
    563,696
    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
    563,696
    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 7 516,685
    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...... 102,361
    b From 2016...... 86,662
    c From 2017...... 10,487
    d From 2018...... 118,233
    e From 2019...... 79,831
    fTotal of lines 3a through e........ 397,574
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 563,696
    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..... 516,685
    e Remaining amount distributed out of corpus 47,011
    5 Excess distributions carryover applied to 2020. 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 5 444,585
    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) ...     		102,361
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		342,224
    10 Analysis of line 9:
    a Excess from 2016.... 86,662
    b Excess from 2017.... 10,487
    c Excess from 2018.... 118,233
    d Excess from 2019.... 79,831
    e Excess from 2020.... 47,011
    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).)
    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
    Benedictine High School
    304 North Sheppard Street
    Richmond,VA23221     		None Public Capital Campaign 20,000
    Bon Secours Richmond Health Care Foundation
    5008 Monument Avenue 2nd Floor
    Richmond,VA23230     		None Public Forensic Nursing Center 5,000
    CancerLINC
    1423 Johnston Willis Dr
    Richmond,VA23235     		None Public Operatinal Support 2,500
    CARITAS
    PO Box 25790
    Richmond,VA232605790     		None Public CARITAS Center (third of five-year commitment) 10,000
    Chesterfield Henrico CASA Inc
    9457 Amberdale Drive
    Richmond,VA23236     		None Public Operational Support 5,000
    Commonwealth Catholic Charities
    1512 Willowlawn Drive
    Richmond,VA23230     		None Public Edward Smith Building (seventh of ten-year commitment) 100,000
    CultureWorks
    1906-A North Hamilton Street
    Richmond,VA23230     		None Public Marketing and Resource 3,000
    FETCH A Cure
    5609 Patterson Ave Suite D
    Richmond,VA23226     		None Public Operating Support 50,000
    Friends of Hollywood Cemetery
    412 South Cherry Street
    Richmond,VA23220     		None Public Water Feature - Mallory Glade 20,000
    Lewis Ginter Botanical Gardens
    1800 Lakeside Avenue
    Richmond,VA232284700     		None Public Operational Support 5,000
    Longwood University Foundation
    201 High Street
    Farmville,VA23909     		None Public New Research Lab 25,000
    Maymont Foundation
    1700 Hampton Street
    Richmond,VA23220     		None Public Gardens and House Improvements 20,000
    Operation Healing Forces
    380 Park Place Blvd Suite 175
    Clearwater,FL33759     		None Public Wounded Special Forces 7,500
    Richmond Animal League
    11401 International Drive
    Richmond,VA23226     		None Public Operational Support 15,000
    Richmond Friends of the Homeless
    4600 Jaydee Dr
    Moseley,VA23120     		None Public Charitable Support of Underserved Children 5,000
    Sacred Heart Center
    1400 Perry Street
    Richmond,VA23224     		None Public Hispanic Adult Education 25,000
    Southwest Virginia Public Education Foundation Inc
    One College Avenue
    Wise,VA242934400     		None Public Summer Institute K-12 for Biodiversity at UVA College at Wise 20,000
    St John's Church Foundation
    2319 East Broad Street
    Richmond,VA23223     		None Public Educational Programming 12,500
    The Read Center
    2000 Bremo Road 102
    Richmond,VA23226     		None Public Adult Literacy Programs 5,000
    The Rose Group for Cross-Cultural Understanding
    616 E Street NW Suite 909
    Washington,DC20004     		None Public ChinaFest 10,000
    The Virginia Foundation for Independent Colleges
    8010 Ridge Road Suite B
    Richmond,VA232297288     		None Public New Horizon Scholarships 5,000
    Thomas Jefferson Foundation (Monticello)
    PO Box 316
    Charlottesville,VA22902     		None Public Operational Support 5,000
    VCU Rice Rivers Center
    3701 John Tyler Memorial Highway
    Charles City,VA23030     		None Public Training Program 5,000
    Virginia College Fund
    6002A West Broad Street Suite 201
    Richmond,VA23220     		None Public Scholarships 5,000
    Virginia Holocaust Museum
    2000 East Cary Street
    Richmond,VA23223     		None Public Operational Support 15,000
    Virginia Museum of Fine Arts
    200 N Arthur Ashe Blvd
    Richmond,VA23220     		None Public Edward Hopper and Egypt Sunken Cities Exhibits (second of two-year commitment) 25,000
    Virginia Museum of History & Culture (formerly Virginia Historical Society)
    428 N Arthur Ashe Blvd
    Richmond,VA23220     		None Public Operational Support 10,000
    Virginia War Memorial Educational Foundation
    621 S Belvidere Street
    Richmond,VA23220     		None Public New Entrance Area (third of five-year commitment) 20,000
    Woodrow Wilson Presidential Library Foundation
    Post Office Box 24
    Staunton,VA24402     		None Public Operational Support 15,000
    Free Clinic of Powhatan
    2320 Skaggs Road
    Powhatan,VA23139     		None Public Capital Campaign 10,000
    Kassunga Mission Initiative
    PO BOX 72951
    North Chesterfld,VA232358022     		None Public Building Initiative 25,000
    Preservation Virginia
    204 West Franklin Street
    Richmond,VA23220     		None Public Scotchtown Restoration 10,000
    Randolph-Macon College
    114 College Avenue
    Ashland,VA23005     		None Public Annual Fund 5,000
    Virginia Museum of Fine Arts
    200 N Arthur Ashe Blvd
    Richmond,VA23220     		None Public Annual Fund 5,000
    Total .................................bullet 3a 525,500
    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....     14 189,047  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 12,243  
    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).. 0 201,290 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    201,290
    (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

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Anne C Robins & Walter R Robins Jr
     
    Foundation
    EIN:
    54-6362175
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 pv Apple Inc Sr Unsecd Nt dtd 05/06/14 103,849 100,813
    100,000 pv Unitedhealth Group Inc Sr Unsecd Nt dtd 12/08/14 101,674 102,415
    50,000 pv Chevron Corp New Sr Unsecd Nt Call 09/05/22 50,220 51,778
    100,000 pv Philip Morris Intl Inc Unsecd Sr Nt Call 04/01/24 102,507 107,408
    100,000 pv Comcast Corp New Sr Unsecd Nt Call 08/15/25 108,997 114,888
    100,000 pv Bank New York Mellon Corp Medium Term Sr Nt C 5/17/26 100,604 108,783
    100,000 pv Pnc Finl Svcs Group Inc Unsecd Sr Nt C 4/19/27 104,589 111,797
    10,000 shs Principal Pfd Sec Fund 103,050 104,700
    15,257.624 shs Fidelity Advispr Fltg Rate High Income Fund 146,465 141,438
    3,675 shs Spdr Bloomberg Barclays Short Term High Yield Bd Etf 100,015 99,041

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Anne C Robins & Walter R Robins Jr
     
    Foundation
    EIN:
    54-6362175
    Name of Stock End of Year Book Value End of Year Fair Market Value
    500 shs Abbvie Inc 30,459 53,575
    65 shs Alphabet Inc 29,645 113,922
    65 shs Amazon Com Inc 5,522 211,700
    2,400 shs Apple Inc 42,739 318,456
    350 shs Automatic Data Processing Inc 28,804 61,670
    250 shs Becton Dickinson & Co 26,390 62,555
    175 shs Berkshire Hathaway Inc 24,829 40,577
    100 shs Blackrock Inc 26,796 72,154
    700 shs Centene Corp 22,079 42,021
    275 shs Chevron Corp 22,386 23,224
    400 shs Citicorp Inc 23,023 24,664
    32,705.873 shs Columbia Div Inc Fund 367,319 859,510
    800 shs Communications Svcs Select Sector Spdr Fund 48,584 53,984
    275 shs Costco Whsl Corp 31,307 103,615
    430 shs Dow Inc 17,428 23,865
    300 shs Facebbok Inc 31,070 81,948
    150 shs General Dynamics Corp 21,954 22,323
    150 shs Goldman Sachs Group Inc 24,415 39,557
    250 shs Home Depot Inc 22,814 66,405
    250 shs Honeywell Intl Inc 23,892 53,175
    125 shs Invesco QQQ Trust Unit Ser 1 20,053 39,218
    2,780 shs IShares Edge Msci USA Quality Factor Etf 253,022 323,064
    11,000 shs IShares Russell 1000 Growth Etf 558,588 2,652,540
    5,000 shs IShares Russell 1000 Value Etf 329,645 683,650
    650 shs JP Morgan Chase & Co 35,845 82,596
    400 shs Johnson & Johnson 30,836 62,952
    300 shs Lauder Estee Cos Inc 23,877 79,857
    300 shs Lilli Eli & Co 23,210 50,652
    600 shs Merck & Co Inc 29,324 49,080
    1,000 shs Microsoft Corp 31,908 222,420
    150 shs Northrop Grumman Corp 13,733 45,708
    500 shs Pfizer Inc 17,403 18,405
    883 shs Raytheon Technologies Corp 41,262 63,143
    500 shs Salesforce Com Inc 11,821 111,265
    340 shs Select Sector Spdr Tr Cons Disc 49,578 54,665
    336 shs Select Sector Spdr Tr Healthcare 28,832 38,116
    1,030 shs Select Sector Spdr Tr Industrial 73,198 91,207
    880 shs Select Sector Spdr Tr Technology 82,795 114,418
    500 shs Texas Instrs Inc 24,079 82,065
    2350 shs Travelers Cos Inc 23,626 49,130
    581 shs Truist Finl Corp 9,827 27,847
    1,295 shs Vanguard Index Tr 184,823 252,059
    1,650 shs Vanguard Large-Cap RTF 213,695 289,971
    1,140 shs Vanguard S&P 500 Etf 303,043 391,807
    550 shs Visa Inc 16,310 120,302
    70 shs American Wtr Wks Co Inc 10,075 10,743
    300 shs Carrier Global Corp 5,721 11,316
    430 shs Corteva Inc 8,924 16,650
    4,731.900 shs Eaton Vance Atlanta Cap Smid-Cap 85,448 179,150
    18,842.037 shs John Hancock Fds III Disciplined Value Mid Cap Fund 188,044 439,396
    150 shs Otis Worldwide Corp 8,001 10,133
    450 shs Valero Energy Corp New 24,113 25,457
    1,000 shs Vanguard Mid-Cap Etf 115,361 206,770
    62.039 shs Viatris Inc 0 1,163
    25 shs Garrett Motion Inc 268 0
    41 shs Resideo Technologies Inc 707 872
    4,100 shs Vanguard Small-Cap Etf 412,315 798,188
    600 shs Eaton Corp Plc 30,564 72,084
    2,985 shs IShares Msci Eafe Etf 165,701 217,786
    3,615 shs Vanguard Ftse Emerging Mkts Etf 127,150 181,148

    TY 2020 LegalFeesSchedule
    Name:
    The Anne C Robins & Walter R Robins Jr
     
    Foundation
    EIN:
    54-6362175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    McGuireWoods LLP, Legal Fees 38,196 0   38,196


    TY 2020 OtherAssetsSchedule
    Name:
    The Anne C Robins & Walter R Robins Jr
     
    Foundation
    EIN:
    54-6362175
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Lots 29-30, Block #8, Plan of Larchmont 1 1 1
    Lots 31-32-33, Block #8, Plan of Larchmont 1 1 1


    TY 2020 OtherDecreasesSchedule
    Name:
    The Anne C Robins & Walter R Robins Jr
     
    Foundation
    EIN:
    54-6362175
    Description Amount
    Cost Basis Adjustments 1,781


    TY 2020 OtherIncreasesSchedule
    Name:
    The Anne C Robins & Walter R Robins Jr
     
    Foundation
    EIN:
    54-6362175
    Description Amount
    Timing Differences at Year End 1,116
    Refund of 2019 Excise Tax credited to 2020 estimates 2,514


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Anne C Robins & Walter R Robins Jr
     
    Foundation
    EIN:
    54-6362175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank of America, Agency Fees 70,587 70,587   0
    SCC Annual Fee 25 0   0


    TY 2020 TaxesSchedule
    Name:
    The Anne C Robins & Walter R Robins Jr
     
    Foundation
    EIN:
    54-6362175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax on Foreign Dividends 777 0   0
    Real Estate Taxes 33 0   0
    2020 Estimated Taxes 2,514 0   0