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
RALPH S ROBINSON FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1351 ROBINWOOD ROAD APT A320
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
GASTONIA, NC28054

A Employer identification number

56-6049912

B Telephone number (see instructions)

(704) 864-8309

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

$4,766,339J Accounting method: Cash Accrual
Other (specify)modified cash
(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)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	91,250		91,250
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		501,367
b	Gross sales price for all assets on line 6a 1,611,385
7	Capital gain net income (from Part IV, line 2)...			501,367
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........	592,617		592,617
13	Compensation of officers, directors, trustees, etc.	6,000		0	6,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	589		0	589
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		11,400	0	11,400
c	Other professional fees (attach schedule)....		48,649	48,649	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		5,561	1,000	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		149	0	149
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	72,348		49,649	18,138
25	Contributions, gifts, grants paid.......	160,500			160,500
26	Total expenses and disbursements. Add lines 24 and 25	232,848		49,649	178,638
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	359,769
b	Net investment income (if negative, enter -0-)			542,968
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.............	42,918	42,508	42,508
	2	Savings and temporary cash investments.........	92,567	109,816	109,816
	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)	349,378	383,351	378,385
	b	Investments—corporate stock (attach schedule).......	2,049,165	2,249,032	3,770,431
	c	Investments—corporate bonds (attach schedule).......	290,915	394,350	395,942
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	51,955	57,610	69,257
	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)	2,876,898	3,236,667	4,766,339
	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...........	2,876,898	3,236,667
	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........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,876,898	3,236,667
	30	Total liabilities and net assets/fund balances (see instructions).	2,876,898	3,236,667

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

2,876,898

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

359,769

Other increases not included in line 2 (itemize) bullet

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

3,236,667

Decreases not included in line 2 (itemize) bullet

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

3,236,667

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	PUBLICLY-TRADED SECURITIES
b
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	1,611,385	1,110,018	501,367
b
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			501,367
b
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	501,367
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	7,547
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	7,547
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	2,920
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	2,883
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	5,803
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	1,744
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?................

Yes

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

NONE

The books are in care of bullet

LEIGH FINLEY Telephone no. bullet

(704) 281-3090

Located at bullet

3204 GLEN TERRACECHARLOTTENC ZIP+4 bullet

28211

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)

Yes

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

1a(4)

Yes

(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-)
RALPH ROBINSON	TRUSTEE 20.00	6,000
PO BOX 959 GASTONIA,NC28053	TRUSTEE 20.00	6,000
LEIGH R FINLEY	TRUSTEE 2.00	0
PO BOX 959 GASTONIA,NC28053	TRUSTEE 2.00	0
ANN R BLACK	TRUSTEE 2.00	0
PO BOX 959 GASTONIA,NC28053	TRUSTEE 2.00	0
RUSSELL M ROBINSON	TRUSTEE 2.00	0
PO BOX 959 GASTONIA,NC28053	TRUSTEE 2.00	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...................

4,115,809

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

207,812

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

221,168

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

4,544,789

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

1c (attach detailed explanation) Click to see attachment

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

94,786

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

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

4,544,789

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

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

68,172

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

4,476,617

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

223,831

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

223,831

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

7,547

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

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

7,547

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

216,284

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

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

216,284

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

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

216,284

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				216,284
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			159,324
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 178,638
a Applied to 2020, but not more than line 2a			159,324
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.....				19,314
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2021.	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	0
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 ..........				196,970
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 ......	0
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
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).)

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 e-mail address of the person to whom applications should be addressed:

LEIGH FINLEY
3204 GLEN TERRACE
CHARLOTTE,NC28211
(704) 281-3090

bThe form in which applications should be submitted and information and materials they should include:

LETTER OF REQUEST DETAILING PURPOSE OF FUNDS, COPY OF 501(C) DET. LETTER

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

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
FIRST PRESBYTERIAN CHURCH 1621 E GARRISON BLVD GASTONIA,NC28054	N/A	PC	ANNUAL PLEDGE	30,000
GASTON COMMUNITY FOUNDATION PO BOX 123 GASTONIA,NC28053	N/A	PC	NEW BUILDING	100,000
GASTON HOSPICE 5005 SHEPHERDS WAY DRIVE DALLAS,NC28034	N/A	PC	2021 ANNUAL DONATION WITH FUNDS GOING TO THE ROBIN JOHNSON HOUSE IN DALLAS, NC	5,500
LAKE SUMMIT FOUNDATION 15 WESTMINSTER COURT HENDERSONVILLE,NC28739	N/A	PC	GRANT FOR FOREST PRESERVATION	25,000
Total ................................. 3a				160,500

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	501,367
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		592,617	0

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

592,617

(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:

TY 2021 AccountingFeesSchedule

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FORM 990-PF PREPARATION	2,300	0		2,300
COMPILATION OF FINANCIAL STATEMENTS	9,100	0		9,100

- TIN:

TY 2021 AppliedToPriorYearElection

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Election:

UNDER SECTION 53.4942(A)3(D)(2) OF THE FOUNDATION EXCISE TAX REGULATIONS, THE ORGANIZATION HAS ELECTED TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS.

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AT&T INC 4.125%26	20,042	19,316
BANK OF AMERICA C VAR 24	18,601	19,795
BORGWARNER INC. 2.65% 27	20,166	19,646
CAPITAL ONE FINL 3.65% 27	17,017	18,318
CITIGROUP INC 3.2%26	18,164	20,124
COMCAST CORP 4.15% 28	19,267	20,397
CONAGRA BRANDS, I 4.6%25	18,538	19,791
CVS HEALTH CORP 4.1%25	19,649	20,150
DOLLAR TREE, INC. 4.2% 28	20,867	20,111
DUPONT DE NEMOU 4.493% 25	19,947	19,837
ENBRIDGE INC.	20,190	19,906
EQUINIX, INC.	19,502	18,881
GOLDMAN SACHS INT VAR 25	19,103	19,914
JP MORGANCHASE & VAR 23	20,496	20,120
MCDONALD'S CORP 2.625% 29	19,877	19,579
ROPER TECHNOLOGIE 3.8%26	21,326	20,202
TRUIST FINL CORP VAR 25	20,012	19,923
UNITED RENTALS	19,962	19,713
VERISK ANALYTIC 4.125% 29	21,093	20,046
WELLS FARGO & C 3.069% 23	20,531	20,173

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ACCENTURE PLC	10,185	36,479
ADYEN N V	15,996	22,318
AIA GROUP LTD	25,055	31,130
ALCON INC	18,339	28,052
AMADEUS IT GROUP S A	22,333	20,044
AON PLC	14,091	20,437
ASML HDLGS NV	10,764	48,564
ATLAS COPCO AB	15,705	29,041
ATLASSIAN CORP PLC F	22,534	20,971
C S L LIMITED	10,499	31,952
CANADIAN PAC RAILWAY	11,591	33,596
DSV A/S	8,165	39,557
EPAM SYSTEMS INC	21,407	28,075
EVOLUTION AB F	20,710	17,298
EXPERIAN PLC	14,531	39,004
FERRARI N V	20,503	30,541
ICON PLC	15,211	32,519
LASERTEC CORP F	23,554	38,294
LI NING CO LTD	17,025	16,545
LONZA GROUP AG	21,097	28,307
LULULEMON ATHLETICA	13,654	27,793
LVMH MOET HENNESSY LOU	6,636	31,445
METTLER TOLEDO INTL	10,734	30,550
NESTLE S A	13,060	27,232
NOVO-NORDISK AS F	17,722	19,152
PERNOD RICARD S A	13,878	20,410
RESMED INC	14,175	34,644
SHENZHOU INTERNTNL GRO F	20,654	15,878
SHOPIFY INC	2,604	28,925
SIKA AG	13,764	30,380
STERIS PLC	12,831	25,315
TAIWAN SEMICONDUCTR	4,319	41,988
WUZI BIOLOGICS CAYMAN F	18,191	16,994
AMERICAN INTL GROUP	16,291	24,620
ARCHER-DANIELS-MIDLN	17,961	25,143
BAXTER INTERNTNL	24,833	26,010
BROADCOM INC	13,046	32,605
CIGNA CORP	17,711	22,044
CISCO SYSTEMS INC	12,566	27,883
COGNIZANT TECH SOLU	20,338	29,899
COMCAST CORP	15,087	20,535
CONAGRA BRANDS INC	21,557	24,451
CONOCOPHILLIPS	15,127	27,789
CVS HEALTH CORP	17,392	27,750
DISCOVER FINL S	16,173	22,534
DOLLAR GENERAL CORP	23,038	24,762
DOLLAR TREE INC	20,798	33,865
DOVER CORP	23,736	25,424
DUPONT DE NEMOURS INC	22,191	23,103
EDISON INTERNTNL	26,483	29,484
FIDELITY NATL INFO	26,939	20,957
HONEYWELL INTL INC	23,296	23,562
JOHNSON & JOHNSON	17,542	24,292
MERCK & CO INC	17,984	24,065
METLIFE INC	20,200	23,496
MOTOROLA SOLUTIONS	15,526	26,627
NORTHROP GRUMMAN CO	10,398	22,450
ORACLE CORP	10,758	23,111
RAYTHEON CO	14,443	22,806
TJX COMPANIES INC	25,020	25,889
TRUST FINL CORP	16,937	27,811
US BANCORP	21,679	21,850
VERIZON COMMUNICATN	21,692	22,291
VIATRIS INC	27,077	21,418
WALT DISNEY CO	13,650	21,375
ADOBE INC	3,718	19,280
AIR PROD & CHEMICALS	15,886	15,822
ALPHABET INC	10,752	43,456
AMAZON.COM INC	12,189	23,340
APPLE INC	7,719	59,664
BALL CORP	12,347	18,773
BECTON DICKINSON & CO	12,625	22,633
CHARLES SCHWAB CORP	13,765	32,126
CHURCH & DWIGHT CO	11,557	31,365
CINTAS CORP	14,724	25,704
CONSTELLATION BRAND	16,649	22,838
COSTCO WHOLESALE CO	7,243	21,005
DOCUSIGN INC	14,121	8,986
ECOLAB INC	12,107	20,879
HORIZON THERAPEUTICS P F`	14,121	30,712
LAB CO OF AMER HLDG	12,647	28,279
MASTERCARD INC	6,435	26,590
MCCORMICK & CO INC	10,206	19,805
META PLATFORMS INC	4,727	9,418
MICROSOFT CORP	18,524	56,502
NIKE INC	13,613	23,000
PALO ALTO NETWORKS	13,075	30,065
PAYPAL HOLDINGS INCORPOR	3,238	17,161
PEPSICO INC	15,646	26,751
PFIZER INC	14,921	25,510
QUANTA SERVICES INC	12,394	12,613
ROPER TECHNOLOGIES	13,289	16,231
SALESFORCE.COM	18,301	25,921
STARBUCKS CORP	8,118	21,522
SYNOPSYS INC	3,461	26,901
TELEFLEX INCORPORATE	22,970	20,366
ULTA BEAUTY	20,762	28,451
WASTE MANAGEMENT INC	19,128	31,043
WEST PHARM SRVC INC	5,066	22,043
ZOETIS INC	5,294	29,284
1 800 FLOWERS.COM	7,962	7,432
ALTAIR ENGINEERING INC	5,054	10,825
ALTRA INDUSTRIAL MOT	14,138	19,442
AMERICAN SOFTWARE	6,864	7,328
AMERISAFE INC	7,434	7,159
ARGO GROUP INTL HLDG F	13,511	16,736
ASHLAND GLOBAL HOLDINGS	11,530	15,826
BERRY GLOBAL GROUP	19,986	30,766
BIO-TECHNE CORP	11,114	19,659
BORG WARNER INC	10,226	13,115
BRIGHT HORIZON FAM	11,763	13,973
BRYN MAWR BANK CORP	13,825	18,364
CABLE ONE INC	21,677	21,161
CAMDEN NTNL CORP	5,332	7,080
CATALENT INC	6,225	18,180
CHAMPIONX CORP	7,001	12,207
CHASE CORP	16,296	15,034
CMC MATLS INC	6,851	10,351
COHEN & STEERS INC	9,021	19,242
COLUMBIA BANKING SYS	13,668	13,710
COTERRA ENERGY INC	9,933	11,533
DUCK CREEK TECHNOLOGIES	23,344	18,548
ENDAVA PLC	5,446	14,777
EXLSERVICE HOLDINGS	11,046	12,595
FIRSTSERVICE CORP	6,111	13,556
FOCUS FINL PARTNERS 0051	8,771	10,750
GENTHERM INC	8,956	9,646
GLOBUS MEDICAL INC	19,443	27,436
GRAPHIC PACKAGING HL	12,507	17,102
HOULIHAN LOKEY INC	6,290	14,079
IDEX CORP	5,309	10,162
INGEVITY CORP	8,592	8,604
INTEGRA LIFESCIENC	14,539	20,432
INTER PARFUMS INC	19,791	33,139
L H C GROUP	9,427	9,332
LANDSTAR SYS INC	6,713	13,964
LESLIES INC	7,752	7,358
LINCOLN ELEC HLDGS	8,582	12,971
LKQ CORP	12,584	23,592
MADDEN STEVEN LTD	6,248	13,197
MANHATTAN ASSOCIATES	2,458	6,220
MEDPACE HOLDINGS INC	6,753	18,064
MESA LABS INC	16,719	23,294
MSC INDL DIRECT INC	11,180	14,626
NCINO INC	8,762	8,723
NICE LTD	16,499	34,914
NTNL INSTRUMENTS	15,865	16,333
OMNICELL INC	6,557	19,488
ONTO INNOVATION INC	4,581	13,767
PACWEST BANCORP	9,645	16,035
R B C BEARINGS INC	15,529	22,419
REINSURANCE GP AMER	19,293	18,942
SHOALS TECHNOLOGIES GROUP	5,398	4,617
SIMPSON MANUFACTRG	5,137	9,596
SNAP ON INC	7,801	10,338
SPS COMM INC	7,608	19,644
STEEL DYNAMICS INC	8,006	14,897
STERICYCLE INC	11,089	10,676
VERICEL CORP	10,574	9,236
WILEY & SONS INC JOHN	16,792	19,701
ROBINSON MILLS, INC.	81,600	221,168

- TIN:

TY 2021 InvestmentsGovtObligationsSch

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

US Government Securities - End of Year Book Value:

383,351

US Government Securities - End of Year Fair Market Value:

378,385

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
EQUITY RESIDENTIAL	AT COST	21,741	31,766
CORP OFFICE PPTY TR	AT COST	11,334	11,412
EASTERLY GOVT PPTYS	AT COST	11,022	11,964
PEBBLEBROOK HOTEL TR	AT COST	13,513	14,115

- TIN:

TY 2021 OtherExpensesSchedule

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK FEES	149	0		149

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	48,649	48,649		0

- TIN:

TY 2021 ReductionExplanationStatement

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Explanation:

THE FOUNDATION HAS AN INVESTMENT IN ROBINSON MILLS, INC. STOCK, IN WHICH THE FOUNDATION OWNS 1.99730%. THE UNADJUSTED VALUE OF THE STOCK IS $315,954. THE FOUNDATION HAS TAKEN A 30% DISCOUNT TO ACCURATELY REFLECT THE FAIR MARKET VALUE OF THE MINORITY INTEREST IT HOLDS.

- TIN:

TY 2021 TaxesSchedule

Name:

RALPH S ROBINSON FAMILY FOUNDATION

EIN:

56-6049912

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX	1,000	1,000		0
EXCISE TAX	4,561	0		0