TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

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 If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$7,446,885J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	249,980
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	141,855		141,855
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,387,996
b	Gross sales price for all assets on line 6a 5,231,289
7	Capital gain net income (from Part IV, line 2)...			1,387,996
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........	1,779,831		1,529,851
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).......		1,500	750	750
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		52,299	50,299	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	53,799		51,049	750
25	Contributions, gifts, grants paid.......	240,000			240,000
26	Total expenses and disbursements. Add lines 24 and 25	293,799		51,049	240,750
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,486,032
b	Net investment income (if negative, enter -0-)			1,478,802
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	44,963	66,463	66,463
	2	Savings and temporary cash investments.........	216,884	507,543	507,543
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	4,835,641	5,822,900	6,872,879
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,097,488	6,396,906	7,446,885
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	2,847,054	4,146,472
	29	Total net assets or fund balances (see instructions).....	5,097,488	6,396,906
	30	Total liabilities and net assets/fund balances (see instructions).	5,097,488	6,396,906

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

5,097,488

Enter amount from Part I, line 27a .....................

1,486,032

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

6,583,520

Decreases not included in line 2 (itemize) bullet

186,614

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

6,396,906

Form 990-PF (2021)

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	2021-01-01	2021-12-31
b	AS REPORTED BY CHARLES SCHWAB	P	2019-01-01	2021-12-31
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,447,959	2,049,313	398,646
b	2,783,330	1,793,980	989,350
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			398,646
b			989,350
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,387,996
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 ...................		3

Form 990-PF (2021)

Page 4

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	20,555
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	20,555
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	5,020
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	5,020
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.......		9	15,535
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

THOMAS JUDY & TUCKER PA Telephone no. bullet

(919) 571-7055

Located at bullet

4700 FALLS OF NEUSE RD STE 400RALEIGHNC ZIP+4 bullet

27609

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

16 At any time during calendar year 2021, 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 VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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	PRESIDENT/TREASURER 0.00	0	0	0
LINDA H ROBUCK	SECRETARY/ ASST TREASURER 0.00	0	0	0
6821 GREYSTONE DRIVE RALEIGH,NC27615	SECRETARY/ ASST TREASURER 0.00	0	0	0
SHELLY R BISHOP	VICE PRESIDENT/ASST SECRET 0.00	0	0	0
9505 BARTONS CREEK ROAD RALEIGH,NC27615	VICE PRESIDENT/ASST SECRET 0.00	0	0	0
GERRI R HERAKOVICH	VICE PRESIDENT/ASST SECRET 0.00	0	0	0
8505 BOURNEMOUTH DRIVE RALEIGH,NC27615	VICE PRESIDENT/ASST SECRET 0.00	0	0	0

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...................				0

Form 990-PF (2021)

Page 7

Part VII

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............. bullet

Part VIII-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 VIII-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......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

6,434,865

Average of monthly cash balances.......................

383,929

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

6,818,794

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,818,794

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

102,282

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

6,716,512

Minimum investment return. Enter 5% (0.05) of line 5................

335,826

Part X

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.)

Minimum investment return from Part IX, line 6..................

335,826

Tax on investment income for 2021 from Part V, line 5.......

20,555

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

20,555

Distributable amount before adjustments. Subtract line 2c from line 1............

315,271

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

315,271

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

315,271

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					315,271
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	44,792
b From 2017......	115,119
c From 2018......	11,907
d From 2019......
e From 2020......
f Total of lines 3a through e ........		171,818
4Qualifying distributions for 2021 from Part
XI, line 4: $ 240,750
a Applied to 2020, 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 2021 distributable amount.....					240,750
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		74,521			74,521
(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		97,297
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 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					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 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		97,297
10 Analysis of line 9:
a Excess from 2017....	85,390
b Excess from 2018....	11,907
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2021)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BAPTIST CHILDREN'S HOME OF NC PO BOX 338 THOMASVILLE,NC27360	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	1,000
BOYS & GIRLS CLUBS 701 N RALEIGH BOULEVARD RALEIGH,NC27610	NONE	PUBLIC	CHARITABLE	1,000
BOYS & GIRLS HOMES OF NORTH CAROLINA INC PO BOX 127 LAKE WACCAMAW,NC28450	NONE	PUBLIC	CHARITABLE	1,000
CHINCOTEAGUE ISLAND LIBRARY 4077 MAIN STREET CHINCOTEAGUE ISLAND,VA23336	NONE	PUBLIC	CHARITABLE	100
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	26,400
DURHAM RESCUE MISSION PO BOX 11368 DURHAM,NC27703	NONE	PUBLIC	CHARTIABLE	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	10,000
GLOBAL IMPACT RESOURCE PO BOX 3012 GREENVILLE,NC27836	NONE	PUBLIC	CHARITABLE	2,000
GOD'S HELPERS OF RALEIGH PO BOX 28182 RALEIGH,NC27611	NONE	PUBLIC	CHARITABLE	1,000
HOPE REINS 8420 WAKE FOREST HWY RALEIGH,NC27613	NONE	PUBLIC	CHARITABLE	6,000
HUMAN COALITION 4237 LOUISBURG RD 105 RALEIGH,NC27604	NONE	PUBLIC	CHARTIABLE	1,000
JDRF 5510 SIX FORKS ROAD SUITE 107 RALEIGH,NC27609	NONE	PUBLIC	CHARITABLE	10,000
JOBS FOR LIFE PO BOX 20368 RALEIGH,NC27619	NONE	PUBLIC	CHARITABLE	5,000
KAY YOW CANCER FUNDS 5121 KINGDOM WAY SUITE 305 RALEIGH,NC27607	NONE	PUBLIC	CHARITABLE	25,000
LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE 200 RYE BROOK,NY10573	NONE	PUBLIC	CHARITABLE	2,000
LYNDA RANDLE MINISTRIES 8610 N DONNELLY AVENUE KANSAS CITY,MO64157	NONE	PUBLIC	CHARITABLE	25,000
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 DOWNTOWN LIONS CLUB PO BOX 20901 RALEIGH,NC27619	NONE	PUBLIC	CHARITABLE	3,000
RALEIGH DREAM CENTER 6325 FALLS OF NEUSE ROAD SUITE 35 409 RALEIGH,NC27615	NONE	PUBLIC	CHARITABLE	40,000
RALEIGH RESCUE MISSION PO BOX 27391 RALEIGH,NC27611	NONE	PUBLIC	CHARITABLE	1,000
THE SALVATION ARMY PO BOX 10666 RALEIGH,NC27605	NONE	PUBLIC	CHARITABLE	10,000
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
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
12 STONE CHURCH 1322 BUFORD DR LAWRENCEVILLE,GA30043	NONE	PUBLIC	CHARITABLE	1,000
RONALD MCDONALD HOUSE CHARITIES INC 110 NORTH CARPENTER STREET CHICAGO,IL60607	NONE	PUBLIC	CHARITABLE	1,000
UNITED MISSION FUND PO BOX 3113 LOGANVILLE,GA30052	NONE	PUBLIC	CHARITABLE	5,000
Total ................................. 3a				240,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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 ....
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	1,387,996
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		1,529,851	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,529,851

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization THE FRANKLIN LEWIS ROBUCK FAMILY FOUNDATION INC

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	$ 208,277	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	SHELLY R BISHOP 9505 BARTONS CREEK ROAD RALEIGH, NC27615	$ 41,703	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

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	236 SH ASGN; 251 SH AN; 1315 SH ECOM; 145 SH MODV; 257 SH SKY, 693 SH TPR, 856 SH HZO	$ 208,277	2021-09-07
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
2	31 SH BHF; 102 SH TFX	$ 41,703	2021-12-29
(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) (2021)

Schedule B (Form 990) (2021)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 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	1,500	750		750

- TIN:

TY 2021 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
1ST COMNWLTH FINL CO	8,361	9,493
3M CO	33,752	32,862
A T & T INC COM	31,308	20,049
A T N INTERNTNL INC	8,100	6,712
AARONS CO INC	4,283	3,057
ABBVIE INC	39,467	44,817
ACADIA HEALTHCARE CO	8,518	8,134
ACI WORLDWIDE INC	4,161	3,886
ACTIVISION BLIZZARD	19,701	15,635
AFFILIATED MANAGERS	4,048	4,442
AGILITI INC	8,702	8,523
ALASKA AIR GROUP INC	4,412	3,908
ALCOA CORP	8,454	13,644
ALEXANDER & BALDWIN	5,637	6,950
ALLISON TRANSMISSION	7,776	7,415
ALPHA METALLURGICAL RES	8,394	14,042
ALPHABET INC.	33,909	86,911
ALTRIA GROUP INC	44,697	36,016
AMER ELECTRIC PWR CO	28,330	32,207
AMEREN CORP	30,822	33,379
AMERICAN ASSETS TRUS	6,451	6,268
AMERICAN INTL GROUP	36,111	46,511
AMERICAN SOFTWARE	4,192	4,711
AMERICAN VANGUARD CO	4,263	3,475
AMGEN INC.	37,262	36,895
AMPHASTAR PHARMA INC	8,303	10,061
ANTARES PHARMA INC	4,374	4,391
APA CORP	8,234	13,095
APPLE HOSPILATLITY REIT	4,693	4,361
ARGO GROUP INTL HLDG	4,321	4,881
AUTODESK INC	38,720	37,961
AVEANNA HEALTHCARE HLDGS	8,615	9,546
AXIS CAPITAL HLDG LT	8,350	8,933
AZZ INC	8,409	8,681
BAR HARBOR BANKSHARE	4,221	4,166
BARNES GROUP INC	8,459	8,619
BAYCOM CORP	2,656	4,277
BEAZER HOMES USA INC	3,217	6,687
BGSF INC	3,749	4,032
BLUEGREEN VACATIONS HLDG	8,953	14,882
BOOKING HOLDINGS INC	35,053	47,985
BOSTON PROPERTIES	23,483	23,036
BOSTON SCIENTIFIC CO	39,466	38,062
BOX INC	8,580	8,617
BRADY CORP	3,591	4,258
BRAEMAR HOTELS & RESORTS	6,397	6,533
BRIGHTHOUSE FINL INC0050	6,018	5,845
BRIGHTVIEW HOLDINGS INC	8,208	7,139
BRISTOL-MYERS SQUIBB	55,845	57,113
BRIXMOR PROPERTY GROUP I	3,716	8,639
BROADCOM INC	17,041	35,932
BROADSTONE NET LEASE INC	6,376	6,106
C N B FINL CORP	6,217	8,295
C S G SYSTEMS INTL	6,214	8,643
CAESARS ENTMT INC NEW	39,867	40,686
CALERES INC	8,621	8,278
CAMPBELL SOUP CO	14,583	13,907
CAPITAL ONE FC	37,731	42,947
CARETRUST REIT INC	4,384	5,776
CARLYLE GROUP INC	37,794	43,646
CARS COM INC	7,517	10,233
CASEYS GEN STORES	8,519	8,881
CATALYST PHARMA INC	8,344	11,313
CATERPILLAR INC	38,290	37,627
CBOE GLOBAL MKTS INC	31,353	40,685
CERNER CORP	29,210	37,984
CF INDUSTRIES HLDG	32,573	47,777
CHAMPIONX CORP	8,407	7,740
CHATHAM LODGING TRUS	5,411	6,490
CHEMOURS CO	7,191	9,665
CIGNA CORP	39,370	38,348
CIRRUS LOGIC INC	8,399	9,110
CISCO SYSTEMS INC	34,233	39,606
CITIGROUP INC.	43,155	45,413
CITIZENS FINL GROUP INC COM	30,394	41,108
CIVISTA BANCSHARES INC	7,013	7,808
CLEARWATER PAPER CO	6,343	7,554
COCA COLA CONSOLIDATED I	8,522	13,003
COHU INC	8,725	8,875
COMMUNITY HEALTHCARE TRU	3,462	3,498
COMMUNITY TR BANCORP	3,420	4,361
COMMVAULT SYSTEMS	7,861	8,339
CONNECTONE BANCORP	7,780	10,304
CONSTELLATION BRAND	39,177	43,418
CONVEY HEALTH SOLUTIONS	4,185	5,626
CORECIVIC INC	4,873	1,944
CORP OFFICE PPTY TR	5,949	6,153
COTERRA ENERGY INC	6,431	16,701
COVETRUS INC	6,696	5,292
CRANE CO	8,646	9,156
CSX CORP	31,975	55,272
CUMMINS INC	38,273	32,067
CURTISS WRIGHT CORP	4,306	4,576
CUSHMAN & WAKEFIELD PL F	4,193	5,115
CVR ENERGY INC	8,440	7,665
D R HORTON CO	30,451	66,914
DARDEN RESTAURANTS	37,910	39,618
DIAMONDBACK ENERGY	36,051	54,572
DINE BRANDS GLOBAL	8,624	6,975
DOUGLAS ELLIMAN INC	0	3,439
DOW INC	39,663	45,830
DTE ENERGY CO	36,024	38,014
DUKE ENERGY CORP	38,930	37,974
EASTGROUP PROPERTIES	3,483	5,924
EASTERLY GOVT PPTYS	5,542	6,143
EASTMAN CHEM CO	34,417	59,246
EGAIN CORP	4,421	4,182
EMERSON ELECTRIC CO	38,176	38,676
ENERGIZER HOLDINGS INC N	3,941	3,769
ENNIS INC	5,894	7,050
EOG RESOURCES INC	27,413	73,907
EPLUS INC	7,711	9,591
EQUITRANS MIDSTREAM CORP	8,770	8,696
EQUITY BANCSHARES INC	4,053	5,666
ERR PROPERTIES	6,364	5,936
ESSENT GROUP LTD F	4,281	4,098
ETHAN ALLEN INTERIOR	4,188	3,996
EURONET WORLDWIDE	8,874	8,938
EVERCORE INC	7,540	10,189
EVERI HOLDINGS INC	8,857	7,622
EXELIXIS INC	8,354	8,866
EXTREME NETWORKS INC	4,010	7,709
EXXON MOBIL CORP	36,829	34,511
F N B CORP PA	8,435	9,243
FARMERS NATL BANC CO	3,226	5,287
FEDEX CORP	34,178	54,056
FIDELITY NATL FINL	38,999	44,614
FIDELITY NATL INFO	38,448	33,400
FINL INSTITUTN	7,825	7,950
FIRST BANK WILLIAMSTOWN	4,302	4,498
FIRST FINL CP	8,254	9,239
FIRST INTERNET BANCO	3,038	9,314
FISERV INC	19,964	17,748
FLEETCOR TECHNOLOGIE	35,847	33,800
FLUSHING FINL	3,169	6,658
FORESTAR GROUP INC	5,629	5,981
FRONTDOOR, INC.	4,265	4,178
GAMING & LEISURE PPT	16,944	21,070
GENCO SHIPPING&TRDG	8,577	7,296
GENERAL DYNAMICS CO	17,106	24,391
GEO GROUP INC NEW	4,444	3,232
GILEAD SCIENCES INC	29,107	27,737
GLOBAL PAYMENTS INC	39,253	31,767
GOLDEN ENTERTAINMENT	4,048	7,478
GOLDMAN SACHS GROUP	31,739	56,235
GRAND CANYON EDUCA	3,108	3,000
GREAT WESTERN BANCO	8,405	9,135
HACKETT GROUP INC	3,172	4,003
HANCOCK HOLDING CO	4,067	4,652
HANMI BANK	3,157	7,009
HAYNES INTERNTNL	8,461	8,550
HCA HEALTHCARE INC	38,253	51,127
HEALTHPEAK PPTYS INC	16,948	17,937
HEARTLAND FINL USA	3,216	5,061
HEIDRICK&STRUGGLES	8,635	9,052
HERBALIFE NUTRITION LT F	4,385	3,438
HERSHEY CO	18,211	19,734
HIGHWOODS PPTYS INC COM	4,244	4,236
HILLENBRAND INC	8,710	9,878
HOLLYFRONTIER CORP	5,838	8,293
HOME BANCORP INC	4,285	4,691
HOPE BANCORP INC	3,091	6,281
HORIZON BANCORP INC	8,090	8,236
HOST HOTELS & RESORT	18,788	17,477
HUNTINGTON BANCSHS	32,477	37,008
ICHOR HOLDINGS	4,162	4,511
IHEARTMEDIA INC	8,740	8,332
INDUSTRIAL LOGISTICS	5,971	6,563
INGEVITY CORP	8,433	8,461
INGREDION INC	4,119	4,542
INSTEEL INDUSTRIES	3,176	7,285
INTEGER HLDGS CORP	8,154	7,703
INTEGRA LIFESCIENC	8,358	8,173
INTERDIGITAL INC.	8,882	8,667
INTERFACE INC	6,982	6,619
INTERNTNL MONEY EXPRE005	4,342	4,533
INTERNTNL PAPER	33,163	30,772
INTREPID POTASH INC	4,155	5,299
INVESCO NASDAQ 100 ETF	292,714	314,343
INVITATION HOMES INCORPO	15,833	19,088
JABIL INC	7,626	20,050
JELD WEN HOLDING INC	4,267	3,743
JOHNSON & JOHNSON	48,019	57,137
JPMORGAN CHASE & CO COM	32,211	56,214
KAMAN CORP	8,462	8,371
KB HOME	4,951	5,323
KENNAMETAL INC CAP	8,945	7,900
KEYCORP INC	34,281	37,124
KINDER MORGAN INC	35,087	39,079
KRONOS WORLDWIDE INC	8,808	9,051
L3HARRIS TECHNOLOGIES IN	15,984	18,125
LAMAR ADVERTISING C00050	23,186	26,565
LA-Z-BOY INC	7,011	8,170
LENNAR CORP	17,102	29,040
LIVANOVA PLC F	9,017	9,005
LOCKHEED MARTIN CORP	35,359	31,987
LOYALTY VENTURES INC	9,339	8,149
LUXFER HLDGS PLC F	3,120	4,634
LYONDELLBASELL INDS	35,716	34,494
M D U RESOURCES GRP	5,772	7,463
M G I C INVESTMENT	4,039	4,312
MANITOWOC CO	8,974	6,339
MANPOWERGROUP	3,800	4,088
MARATHON PETE CORP	36,515	35,834
MARCUS & MILLICHAP	4,436	4,734
MAXLINEAR INC	8,528	18,244
MCDONALDS CORP	40,390	45,572
MEDNAX INC	8,366	7,809
MEDTRONIC PLC F	39,542	33,104
MERCANTILE BANK CORP	4,218	4,484
MERCK & CO. INC.	29,707	32,189
MERITOR INC	8,149	8,301
META PLATFORMS INC	33,442	47,425
METLIFE INC	18,254	17,810
MICRON TECHNOLOGY	33,611	61,758
MIDLAND STS BANCORP	6,461	6,198
MIDWESTONE FINL GROUP	6,943	6,636
MIMECAST LTD F	3,213	5,411
MISTRAS GROUP INC	7,486	4,963
MOELIS & CO	8,471	9,877
MONARCH CASINO&RESRT	8,340	9,540
MOOG INC	8,062	7,854
MOVADO GROUP INC	4,236	5,940
MRC GLOBAL INC	8,695	5,483
N V R INC	37,174	47,271
NATL RETAIL PPTY	22,408	20,766
NATURES SUNSHINE PRO	8,882	9,102
NATUS MEDICAL INC	4,015	3,346
NETAPP INC	35,826	51,422
NEW YORK CMNTY BANCO	3,282	4,396
NMI HOLDINGS INC	4,253	3,955
NORFOLK SOUTHERN CO	34,301	39,298
NORTHROP GRUMMAN CO	38,370	41,029
NORTHWEST NATURAL HOLDIN	4,126	3,902
NOW INC	9,008	7,507
NTNL FUEL GAS CO	5,832	9,591
NTNL STORAGE AFF	4,762	9,965
NXP SEMICONDUCTORS F	18,174	19,134
O P BANCORP	4,246	4,874
O REILLY AUTOMOTIVE	38,394	69,917
O S I SYSTEMS INC	6,347	8,015
OCCIDENTAL PETROL CO	37,125	40,499
OCEANFIRST FINL CORP	8,196	8,614
O-I GLASS INC	8,551	5,426
OLD SECOND BNCP INC	3,732	4,696
ON SEMICONDUCTOR CO	19,953	36,133
ONTO INNOVATION INC	4,092	7,390
OPTION CARE HEALTH INC	8,125	10,836
ORACLE CORP COM	30,289	54,070
ORRSTOWN FINL SRVCS	4,190	4,460
ORTHO CLINICAL DIAGNOS F	4,252	4,941
OVINTIV INC	4,276	4,617
OXFORD INDS INC F	4,399	4,264
PACWEST BANCORP	5,327	13,641
PARKER-HANNIFIN CORP	38,663	41,674
PATRICK ENTERPRISES INC	7,216	8,634
PEOPLES BANCORP INC	8,457	8,112
PFIZER INC	44,327	65,191
PHILIP MORRIS INTL	31,142	43,700
PILGRIMS PRIDE CORP	8,598	9,814
PIPER SANDLER COMPANIES	4,187	5,177
PNM RES INC	8,526	8,575
PREFERRED BANK LA	3,156	6,389
PREMIER INC	5,765	7,534
PRESTIGE CONSUMER	6,283	10,492
PRIMERICA INC	8,739	8,890
PROGRESS SOFTWARE CO	7,697	10,137
PROPETRO HOLDING CORP	8,230	5,986
PS BUSINESS PARKS	19,431	23,942
PVH CORP	8,297	8,212
QCR HOLDINGS	7,863	9,240
QORVO INC	20,428	18,610
QUANEX BUILDING PRODUCTS	6,634	10,036
R B B BANCORP	4,236	5,240
R E V GROUP INC	8,118	7,500
RADIAN GROUP INC	4,318	3,972
RADNET INC	8,426	9,334
RANGER OIL CORP	8,751	17,794
RAYTHEON TECHNOLOGIES CO	18,325	17,642
RE/MAX HLDG INC	6,196	7,866
REGIONS FINL CO	37,997	42,859
RESOURCES CONNECTION	6,881	7,850
ROKU I N C	39,449	24,417
RUSH ENTERPRISES	8,538	9,848
RUTHS HOSPITALITY GP	8,117	8,278
RYDER SYSTEM INC	3,312	6,924
RYERSON HOLDING CORPORAT	8,519	15,083
S B A COMMUNICATIONS	17,213	19,062
SANDERSON FARMS INC	4,243	4,968
SANFILIPPO JOHN B	8,589	9,106
SANMINA CORP	4,764	8,292
SCANSOURCE INC	8,515	9,822
SCHLUMBERGER LTD	30,355	60,080
SCULPTOR CAP	4,095	3,523
SELECT MEDICAL HLDGS	8,101	6,880
SELECTQUOTE INC	8,822	8,535
SHENANDOAH TELECOMM	8,412	8,262
SIERRA BANCORP	3,342	4,317
SILVERBOW RESOURCES INC	4,247	3,875
SKYWEST INC	4,566	3,537
SOLARIS OILFIELD	8,682	5,482
SOTERA HEALTH CO	8,498	8,172
SOUTHERN CO	36,970	42,520
SP PLUS CORP	8,647	9,341
SPIRE INC	7,719	6,000
SS&C TECHNOLOGS HLDG	31,336	59,026
STAAR SURGICAL CO	8,655	7,030
STANDARD MOTOR PRODS	7,750	7,963
STERLING CONSTRUCTN	8,181	9,784
STONEX GROUP INC	4,287	3,798
SUN COMMUNITIES	23,384	25,196
SUNCOKE ENERGY INC	3,863	4,316
SYNCHRONY FINL	31,372	59,379
TAKE TWO INTERACTV	40,012	59,536
TAPESTRY INC	7,727	28,136
TELEFLEX INCORPORATE	3,678	33,505
TENET HEALTHCARE	8,731	9,476
TENNANT CO	8,127	8,347
TEREX CORP	8,160	8,702
TEXTRON INC	39,772	41,302
THE COCA-COLA CO	39,155	40,440
TILLY'S INC	4,218	5,494
TITAN MACHINERY INC	4,146	5,155
TOLL BROTHERS INC	8,473	10,135
TRANSUNION	18,260	18,973
TRAVEL + LEISURE CO	8,697	7,351
TRAVELZOO	7,833	5,426
TRI POINTE GROUP INC	3,161	4,992
TRICO BANCSHS CHICO	4,168	4,554
TRIMAS CORP	4,258	4,588
TRITON INTL LTD F	8,786	9,878
TRUEBLUE INC	8,737	9,103
TRUIST FINL CORP	17,064	27,284
TRUSTCO BK CORP N Y	8,518	8,494
TUTOR PERINI CORP	8,093	7,298
TYSON FOODS INC	30,967	44,539
U S BANCORP	38,937	37,016
UNITED FIRE GROUP	4,494	4,731
UNITIL CORP	8,391	7,680
UNIVERSAL HLTH SVCS	34,077	33,712
UNIVERSAL INS HLDGS	8,328	9,911
UNIVERSAL LOGISTICS	8,585	6,262
UNIVEST FINL CORP	8,120	9,185
URSTADT BIDDLE PPTY	4,586	4,580
USANA HEALTH SCIENCE	6,502	7,995
VALERO ENERGY CORP	35,609	34,250
VALHI INC	4,048	5,290
VANDA PHARMACEUTICAL	8,406	7,908
VANGUARD MEGA CAP GROWTH	280,079	298,309
VECTOR GROUP LTD	6,179	6,877
VECTRUS INC	4,368	4,074
VF CORP	39,203	37,269
VIAVI SOLUTIONS INC	5,842	9,603
VICTORY CAPITAL HOLDINGS	4,093	4,384
VIRTUS INVSTMNT PTNR	4,391	4,159
VISA INC	39,427	36,407
VISHAY INTERTECH	4,280	3,871
VMWARE INC	30,407	22,828
W.P. CAREY INC	16,958	17,723
WASHINGTON FEDERAL	8,754	8,245
WELLS FARGO & CO	31,325	61,462
WESTERN DIGITAL CORP	37,187	34,431
WESTERN NEW ENGLAND BANC	4,266	4,573
WEX INC	8,750	8,143
WHITESTONE REIT	5,224	6,635
WHITING PETROLEUM CO	4,261	5,368
WILEY & SONS INC JOHN	8,768	9,163
WOLVERINE WORLD WIDE	4,391	3,457
WORLD FUEL SVCS	7,282	6,353
WORTHINGTON INDS INC	6,257	10,112
YELP INC	7,738	7,502
ZYNGA INC	8,669	7,302

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

THE FRANKLIN LEWIS ROBUCK FAMILY

FOUNDATION INC

EIN:

58-1692303

Description	Amount
BT ADJUSTMENT TO CONTRIBUTED STOCK	186,614

- TIN:

TY 2021 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	50,299	50,299		0
MISCELLANEOUS EXPENSES	2,000	0		0