Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ROBSHAM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)42 FRANKLIN ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINCHESTER, MA01890
A Employer identification number

82-2640955
B Telephone number (see instructions)

(508) 485-6001
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,853,084J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,553 3,553  
4 Dividends and interest from securities... 208,670 208,670  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -47,844
b Gross sales price for all assets on line 6a 1,309,585
7 Capital gain net income (from Part IV, line 2)... 0
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........ 164,379 212,223  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,000 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,459 36,459   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,825 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,364 36,459   0
25 Contributions, gifts, grants paid....... 408,000 408,000
26 Total expenses and disbursements. Add lines 24 and 25 477,364 36,459   408,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -312,985
b Net investment income (if negative, enter -0-) 175,764
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 403,667 206,419 206,419
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 762,564 Click to see attachment
List of Attached Documents:
// Content
946,087 		894,313
b Investments—corporate stock (attach schedule)....... 2,022,287 Click to see attachment
List of Attached Documents:
// Content
2,410,780 		2,915,292
c Investments—corporate bonds (attach schedule)....... 4,116,762 Click to see attachment
List of Attached Documents:
// Content
3,435,009 		3,372,060
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
471,000 		Click to see attachment
List of Attached Documents:
// Content
465,000 		Click to see attachment
List of Attached Documents:
// Content
465,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,776,280 7,463,295 7,853,084
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,776,280 7,463,295
29 Total net assets or fund balances (see instructions)..... 7,776,280 7,463,295
30 Total liabilities and net assets/fund balances (see instructions). 7,776,280 7,463,295
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,776,280
2
Enter amount from Part I, line 27a .....................
2
-312,985
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,463,295
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,463,295
Form 990-PF (2023)
Form 990-PF (2023)
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 TD AMERITRADE INC.      
b TD AMERITRADE INC.      
c CHARLES SCHWAB & CO., INC.      
d CHARLES SCHWAB & CO., INC.      
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 315,841   350,053 -34,212
b 828,135   836,691 -8,556
c 125,038   113,956 11,082
d 40,511   56,729 -16,218
e 60     60
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       -34,212
b       -8,556
c       11,082
d       -16,218
e       60
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -47,844
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,443
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 2,443
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 2,443
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,396
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,396
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,953
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,953 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowJOHN W DOWNS Telephone no.right arrow (508) 485-6001

Located atright arrow171 LOCKE DRIVEMARLBOROUGHMA ZIP+4right arrow01752
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)
 
No
(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)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
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
PATRICIA DAVIS TRUSTEE
5.00 		24,000 0 0
2640 LAKE SHORE DRIVE UNIT 2015
RIVIERA BEACH,FL33404
JOHN W DOWNS TRUSTEE
5.00 		0 0 0
171 LOCKE DRIVE
MARLBOROUGH,MA01752
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,944,214
b
Average of monthly cash balances.......................
1b
499,032
c
Fair market value of all other assets (see instructions)................
1c
465,000
d
Total (add lines 1a, b, and c).........................
1d
7,908,246
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,908,246
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
118,624
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,789,622
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
389,481
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.)
1
Minimum investment return from Part IX, line 6..................
1
389,481
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,443
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,443
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
387,038
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
387,038
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
387,038
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
408,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
408,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 387,038
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 405,708
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 408,000
a Applied to 2022, but not more than line 2a 405,708
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 2023 distributable amount..... 2,292
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		384,746
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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)
aPaid during the year

BOSTON COLLEGE

2121 COMMONWEALTH AVENUE
BOSTON,MA02135 		NONE 501(C)(3) TO SUPPORT OTHER RELATED ORGANIZATIONS SPONSORED BY BOSTON COLLEGE 6,000

BOSTON COLLEGE

2121 COMMONWEALTH AVENUE
BOSTON,MA02135 		NONE 501(C)(3) TO FUND AN ENDOWMENT FOR THE PURPOSE OF EXPANSION & DEVELOPMENT AND PROVIDE SUPPORT TO OTHER CAUSES OF THE COLLEGE THAT ASSIST THOSE IN NEED. 400,000

BOSTON COLLEGE

2121 COMMONWEALTH AVENUE
BOSTON,MA02135 		NONE 501(C)(3) TO SUPPORT THE BOSTON COLLEGE CHAPTER OF HABITAT FOR HUMANITY 2,000
Total .................................right arrow 3a 408,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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
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 ........... 		    14 3,553  
4 Dividends and interest from securities ....     14 208,670  
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 -47,844  
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) .. 0 164,379 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
164,379
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part 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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ROBSHAM FAMILY FOUNDATION
EIN:
82-2640955
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,000 0   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
ROBSHAM FAMILY FOUNDATION
EIN:
82-2640955
Name of Bond End of Year Book Value End of Year Fair Market Value
AFLAC INC 19,554 18,970
ALLY FINL INC. 100,019 96,392
AMGEN INC 97,625 88,390
APPLE INC 92,743 95,314
BANK OF AMERICA CORPORATION 101,992 98,376
BOOKING HOLDINGS INC 100,179 98,320
COACH INC (FKA TAPESTRY INC) 101,972 98,162
COLLINS AEROSPACE (FKA ROCKWELL COLLINS INC) 94,167 94,955
DELL INTL LLC/EMC CORP NOTE M/W CLBL 6.02% 6/15/2026 51,376 51,137
EVERNORTH HEALTH (FKA EXPRESS SCRIPTS HOLDING CO NOTE M/W CLBL 3.4% 3/1/2027 95,974 96,037
GENERAL ELECTRIC CO NOTE 4% 4/15/2026 78,171 72,636
GENERAL MOTORS FIN CO INC NOTE M/W CLBL 3.5% 11/7/2024 50,044 49,036
GENUINE PARTS CO NOTE M/W CLBL 1.75% 2/1/2025 95,659 96,245
HCA HEALTHCARE 103,040 102,500
HCA HEALTHCARE (FKA HCA INC NOTE M/W CLBL 5.875% 2/15/2026) 51,116 50,438
HEXCEL CORPORATION NOTE M/W CLBL 4.95% 8/15/2025 99,204 98,595
INTERNATIONAL BUS MACH CORP NOTE M/W CLBL 3.3% 1/27/2027 104,153 96,232
JP MORGAN CHASE & CO NOTE M/W CLBL 2.95% 10/1/2026 96,268 95,454
LAM RESEARCH CORP 101,311 98,606
MOLSON COORS BEVERAGE COMPANY NOTE M/W CLBL 3% 7/15/2026 90,976 95,741
NETFLIX INC NOTE M/W CLBL 5.875% 2/15/2025 100,366 100,750
ORACLE CORP NOTE M/W CLBL 2.5% 4/1/2025 47,805 48,409
PROCTER & GAMBLE CO 63,701 61,053
RENAISSANCERE FINANCE NOTE M/W CLBL 3.7% 4/1/2025 100,501 97,595
SIMON PROPERTY GR 48,205 48,836
SKYWORKS SOLUTIONS INC NOTE M/W CLBL 1.8% 6/1/2026 90,602 92,704
SOUTHWEST AIRLINES CO 103,809 99,985
SOUTHWEST AIRLINES CO 106,502 100,466
SPRINT CORP. 51,797 52,000
SPRINT CORP. (FKA T-MOBILE US INC NOTE M/W CLBL 7.625% 2/15/2025) 103,652 101,780
SYNCHRONY FINANCIAL NOTE M/W CLBL 3.7% 8/4/2026 51,867 47,000
THE CHARLES SCHWAB (FKA SCHWAB (CHARLES) CORP NOTE M/W CLBL 3% 03/10/2025) 49,866 48,622
VMWARE INC NOTE M/W CLBL 1% 8/15/2024 46,690 48,573
WALMART INC 126,469 123,453
WALMART INC 84,309 89,383
WALMART INC 107,149 98,777
WALT DISNEY COMPANY (THE) NOTE 7.3% 4/30/2028 112,157 110,502
WEINGARTEN REALT 47,013 47,552
XILINX INC 267,006 263,084

TY 2023 InvestmentsCorpStockSchedule
Name:
ROBSHAM FAMILY FOUNDATION
EIN:
82-2640955
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES COM 33,868 44,028
ALBERTSONS CO SHS CLASS 31,499 34,500
ALPHABET INC COM CL A 29,291 58,670
ALPS ETF TRUST 26,033 29,551
AMAZON COM INC COM 16,832 27,349
AMERICAN EXPRESS CO COM 51,928 56,202
AMGEN INC COM 30,304 34,563
APPLE INC COM 30,280 68,156
APPLIED MATERIALS INC COM 19,572 61,587
ARISTA NETWORKS INC 27,902 47,102
ATLASSIAN CORP COM CL A 29,869 23,786
B RILEY FINANCIAL INC 50,025 35,440
BOEING CO COM 44,146 52,132
CELSIUS HOLDINGS INC 14,082 24,534
CHEVRON CORPORATION COM 43,905 40,273
CLOROX CO 53,132 57,036
DANAHER CORP COM 15,428 27,761
DEVON ENERGY CORP COM 24,673 18,800
DOMINOS PIZZA INC COM 35,409 41,223
DOW INC COM 22,438 41,953
ENPHASE ENERGY INC 30,977 17,575
EXXON MOBIL CORPORATION COM 31,372 49,990
FMC CORP COM 23,911 12,610
FREEPORT-MCMORAN INC COM CL B 34,113 42,570
HCA HEALTHCARE INC COM 22,389 27,068
HONEYWELL INTERNATIONAL INC COM 31,235 42,990
HUBSPOT INC COM 32,371 34,832
ISHARES CORE MSCI 51,000 50,580
ISHARES TRUST 126,165 101,367
JOHNSON & JOHNSON COM 36,134 39,969
KENVUE INC 45,593 43,060
LINDE PLC COM 42,226 65,714
LOCKHEED MARTIN CORP COM 40,268 49,856
LOWE'S COMPANIES INC COM 24,297 51,187
MCDONALD'S CORPORATION COM 31,797 47,441
MERCADOLIBRE INC COM 62,253 62,861
META PLATFORMS INC 27,152 35,396
MICROSOFT CORP COM 40,248 86,489
MOODYS CORP COM 29,986 54,678
NEUROCRINE BIOSCIENCES INC COM 23,203 26,352
NIKE INC 36,371 32,571
NORTHROP GRUMMAN CORP COM 36,113 35,111
NVIDIA CORP COM 11,263 63,388
ORACLE CORP COM 40,377 63,258
PIONEER NATURAL RESOURCES CO COM 24,878 35,981
PROCTER & GAMBLE CO COM 52,103 52,754
PROLOGIS INC COM 32,796 26,660
PTC INC 33,425 43,740
RTX CORP (FKA RAYTHEON TECH CORP) 35,354 43,753
RYMAN HOSPITALITY PPTYS INC COM 21,080 25,314
SEA LTD 25,146 16,200
SELECT SECTOR SPDR TRUST 73,415 63,330
SILICON LABORATORIES COM 41,231 39,813
SOUTHERN CO COM 33,965 35,060
STRYKER CORP COM 39,465 44,919
TARGET CORP COM 34,699 42,726
THE MOSAIC CO (FKA MOSAIC CO) 19,910 20,545
THERMO FISHER SCIENTIFIC INC COM 26,367 47,771
UBER TECHNOLOGIES INC 25,995 46,178
UNION PACIFIC CORP COM 29,030 40,527
UNITED PARCEL SERVICE INC COM CL B 30,497 48,741
US BANCORP 100,025 70,080
VERTEX PHARMACEUTICA 55,148 58,185
WELLS FARGO & COMPANY COM 41,664 59,064
WEST PHARMA SERVICES INC COM 46,340 35,212
XYLEM INC. 46,817 57,180

TY 2023 InvestmentsGovtObligationsSch
Name:
ROBSHAM FAMILY FOUNDATION
EIN:
82-2640955
US Government Securities - End of Year Book Value:

484,853
US Government Securities - End of Year Fair Market Value:

494,562
State & Local Government Securities - End of Year Book Value:


461,234
State & Local Government Securities - End of Year Fair Market Value:


399,751


TY 2023 OtherAssetsSchedule
Name:
ROBSHAM FAMILY FOUNDATION
EIN:
82-2640955
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN ROBSHAM STABLES 465,000 465,000 465,000
DEPOSIT RECEIVABLE 6,000 0 0


TY 2023 OtherExpensesSchedule
Name:
ROBSHAM FAMILY FOUNDATION
EIN:
82-2640955
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 70 0   0
BANK CHARGES 10 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
ROBSHAM FAMILY FOUNDATION
EIN:
82-2640955
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 36,459 36,459   0


TY 2023 TaxesSchedule
Name:
ROBSHAM FAMILY FOUNDATION
EIN:
82-2640955
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 3,000 0   0
FOREIGN TAX 825 0   0