RICH CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICH CHARITABLE FOUNDATION (EIN 20-8117455)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-01
- IRS object ID
- 202401229349102545
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-01T16:05:21-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208117455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rich Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3105473326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N Western Ave Ste 200 | AddressLine1Txt |
| City | San Pedro | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH W RICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105473326 | PhoneNum |
| Signature | 2024-04-29 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | RICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,960 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $60,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,444 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,837 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,603 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$283,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$23,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$167,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$167,722 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $319,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $224,682 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $224,682 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $296,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,960 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $291,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,960 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $291,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $296,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $291,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$283,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,942 | OtherIncreasesAmt |
| Subtotal | $56,960 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,960 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UBS Financials Services | 2022-05-18 | 2023-01-17 | $24,619 | $23,209 | $1,410 | $1,410 |
| UBS Financials Services | 2019-12-20 | 2023-09-25 | $129,459 | $141,166 | -$11,707 | -$11,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $52 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Tracy Tuong | IndividualWithBooksNm |
| Phone | 3105473326 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N Western Ave Ste 200 | AddressLine1Txt |
| City | San Pedro | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 907322402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH W RICH | ||||||||
| 1000 N WESTERN AVE STE 200 | SAN PEDRO | CA | 90732 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHRISTINE RICH | ||||||||
| 1000 N WESTERN AVE STE 200 | SAN PEDRO | CA | 90732 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN W RICH | ||||||||
| 1000 N WESTERN AVE STE 200 | SAN PEDRO | CA | 90732 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MIKE FRKA | ||||||||
| 1000 N WESTERN AVE STE 200 | SAN PEDRO | CA | 90732 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARK SKORLICH | ||||||||
| 1000 N WESTERN AVE STE 200 | SAN PEDRO | CA | 90732 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $271,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$95,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $176,575 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $176,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $173,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $8,644 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,644 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,644 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,854 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $334,854 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $383,324 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $563,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $203,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $169,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $382,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,701,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,854 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $326,210 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,027,833 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $383,324 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,644,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $563,166 | ExcessFromYear4Amt |
| Excess From Year3 | $203,682 | ExcessFromYear3Amt |
| Excess From Year2 | $169,000 | ExcessFromYear2Amt |
| Excess From Year1 | $382,451 | ExcessFromYear1Amt |
| Excess From Current Year | $326,210 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Joseph W Rich | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N Western Ave Ste 200 | AddressLine1Txt |
| City | San Pedro | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3105473326 | RecipientPhoneNum |
| Form And Info And Materials | Written letter request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys & Girls Club of LA Harbor | |||||||
| 1200 S Cabrillo Ave | San Pedro | CA | 90731 | NONE | PC | Comprehensive Campaign | $100,000 |
| Feed My Poor | |||||||
| 504 N Roxbury Dr | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL PROGRAM SUPPORT | $525 |
| Kids Around the World Inc | |||||||
| 5245 28th Avenue | ROCKFORD | IL | 61109 | NONE | PC | OneMeal Program: 100,000 Meals for Kids in Refugee Settlements of Northern Uganda by Calvary Chapel High School | $6,300 |
| Life Teen Inc | |||||||
| 2222 S DOBSON RD | MESA | AZ | 85202 | NONE | PC | LIFE TEEN MOVEMENT - PRESIDENT'S GATHERING | $100,000 |
| The Abana Foundation | |||||||
| PO BOX 234 | WORTHINGTON | MN | 561870234 | NONE | PC | ADFA SUMMER EVENT | $104 |
| The Catholic University of America | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | PC | Busch School of Business | $25,000 |
| USC | |||||||
| ALM 2ND FLOOR MC 0461 | LOS ANGELES | CA | 900894017 | NONE | PC | CARUSO CATHOLIC CENTER | $22,500 |
| Alzheimer's Association | |||||||
| 225 N Michigan Ave FL 17 | Chicago | IL | 60601 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 |
| Beacon House Association of San Pedro | |||||||
| 1003 S Beacon St | San Pedro | CA | 90731 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,400 |
| Cabrillo Beach Boosters | |||||||
| 3800 Stephan M White Dr | San Pedro | CA | 90731 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| National Eucharistic Congress Inc | |||||||
| PO Box 7878 | Notre Dame | IN | 46556 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Homes For Families | |||||||
| 21031 Ventura Boulevard Suite 610 | Woodland Hills | CA | 91364 | NONE | PC | GENERAL PROGRAM SUPPORT | $525 |
| Net Ministries | |||||||
| 110 Crusader Avenue West | West Saint Paul | MN | 55118 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Saints Peter and Paul School | |||||||
| 706 Bay View Avenue | Wilmington | CA | 90744 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| The Messy Family Project | |||||||
| 117 S Hollywood Blvd 140 | Steubenville | OH | 43952 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,854 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,684 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$596 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$596 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH W RICH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N WESTERN AVE STE 200 | AddressLine1Txt |
| City | SAN PEDRO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Professional | CategoryTxt |
| Amt | $3,837 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS FINANCIAL SERVICES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $224,682 | BookValueAmt |
| EOYFMV | $224,682 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Advisor Fees | $3,603 | $3,603 | $0 |
| Postage | $27 | $0 | $0 |
| Licenses & Fees | $20 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $48,942 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $68 | $68 | $0 |
| Federal Taxes | $167 | $0 | $0 |