RICH FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICH FOUNDATION INC (EIN 22-2544173)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-08-10
- IRS object ID
- 202322229349100522
- Schema version
- 2022v5.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-10T15:11:54-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS W FIGLIUZZICPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 APRIL DRIVE | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222544173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICH FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O FD RICH COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2033592900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS L RICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033592900 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | 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 | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS W FIGLIUZZI CPA | PreparerPersonNm |
| PTIN | P01384801 | PTIN |
| Phone | 2032209050 | PhoneNum |
| Preparation | 2023-08-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,170,198 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $236,640 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $210 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $227,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $232,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,029 | 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 | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $412 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,029 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,424 | CashBOYAmt |
| Cash EOY | $7,403 | CashEOYAmt |
| Cash EOYFMV | $7,403 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,114 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $730,132 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $932,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,104,405 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $58,390 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,390 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,390 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $897,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $998,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,170,198 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $887,560 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $995,613 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $887,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $995,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $897,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $998,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $887,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $995,613 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $995,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WILMINGTON TRUST-SEE ATTACHED | P | 2022-07-01 | 2023-06-30 | $94,496 | $100,160 | -$5,664 | -$5,664 |
| WILMINGTON TRUST-SEE ATTACHED | P | 2022-06-30 | 2023-06-30 | $133,272 | $154,203 | -$20,931 | -$20,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $306 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $306 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $306 | 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 | $306 | 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 | CT | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS L RICH | IndividualWithBooksNm |
| Phone | 2033592900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS L RICH | ||||||||
| 222 SUMMER STREET | STAMFORD | CT | 06901 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| FRANK D RICH III | ||||||||
| 222 SUMMER STREET | STAMFORD | CT | 06901 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| COLLEEN FRACCOLA | ||||||||
| 222 SUMMER STREET | STAMFORD | CT | 06901 | TREASURER/SECRETARY | 0.50 | $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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,390 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $306 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $306 | TotalTaxAmt |
| Distributable Before Adj | $2,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,570 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,092 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,092 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,461 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $204,176 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,954 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $78,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $546,972 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,092 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,522 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $626,494 | 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 | $92,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $534,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,280 | ExcessFromYear4Amt |
| Excess From Year3 | $204,176 | ExcessFromYear3Amt |
| Excess From Year2 | $110,954 | ExcessFromYear2Amt |
| Excess From Year1 | $78,101 | ExcessFromYear1Amt |
| Excess From Current Year | $79,522 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE RICH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2033592900 | RecipientPhoneNum |
| Form And Info And Materials | THE NAME, ADDRESS AND TELEPHONE NUMBERS OF THE ORGANIZATION REQUESTING THE FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY - NEW ENGLAND DIVISION | ||||||
| 38 RICHARDS AVENUE | NORWALK | CT | 06854 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $5,000 |
| ARI OF CT INC | ||||||
| 174 RICHMOND HILL AVENUE | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| AVON THEATRE FILM CENTER INC | ||||||
| 272 BEDFORD STREET | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| BARTLETT ARBORETUM & GARDENS | ||||||
| 151 BROOKDALE ROAD | STAMFORD | CT | 06903 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,400 |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | ||||||
| 800 NORTHPOINT PARKWAYSTE 204 | WEST PALM BEACH | FL | 334071978 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $5,000 |
| BOYS & GIRLS CLUB OF STAMFORD(MARY C RICH CLUBHOUSE) | ||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $5,000 |
| COLORADO CANCER FOUNDATION(CO PLEDGE IT) | ||||||
| 300 N SECOND STREET 310001 | HARRISBURG | PA | 17101 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| CT BALLET | ||||||
| 20 ACOSTA STRET | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,500 |
| DISTRICT 8 BUILDING OFFICIALS | ||||||
| 1 ALLEN COURT | NORWALK | CT | 06851 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| FERGUSON LIBRARY | ||||||
| ONE LIBRARY PLAZA | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| HERB COHEN STATE STREET SCHOLARSHIP FUND(CO JOHN GALATO SECRETARY) | ||||||
| 185 DAVENPORT RIDGE ROAD | STAMFORD | CT | 06903 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| HOLOCAUST MUSEUM(HOUSTON) | ||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 565 EAST 70TH STREET | NEW YORK | NY | 10021 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| JEWISH FAMILY SERVICES(HOUSTON) | ||||||
| 4131 SOUTH BRAEWOOOD BLVD | HOUSTON | TX | 77025 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $520 |
| JWW COMMUNITY SCHOLARSHIPS INC(JEWISH WAR VETERANS) | ||||||
| C/O JAMI SHERWOOD | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,500 |
| LAUREL ATHLETIC CLUB(CO WILLIAM IRELAND) | ||||||
| 1 ALLEN COURT | NORWALK | CT | 06851 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| MALTA HOUSE | ||||||
| 139 WEST ROCKS ROAD | NORWALK | CT | 06851 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,500 |
| MIANUS RIVER GORGE INC | ||||||
| 167 MIANUS RIVER ROAD | BEDFORD | NY | 10506 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| MILL RIVER COLLABORATIVE | ||||||
| 1010 WASHINGTON BLVD | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $15,000 |
| NATIONAL TRUST FOR HISTORIC PREDERVATION | ||||||
| 2600 VIRGINIA STREET NW SUITE 1100 | WASHINGTON | DC | 20037 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $250 |
| OUR LADY OF GRACE SCHOOLS | ||||||
| 635 GLENBROOK ROAD | STAMFORD | CT | 06906 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| PACIFIC HOUSE | ||||||
| 137 HENRY STREET 205 | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,500 |
| THE PALACE THEATRE | ||||||
| 61 ATLANTIC STREET | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $6,000 |
| SILVERSOURCE | ||||||
| 1100 SUMMER STREET | STAMFORD | CT | 06905 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $4,500 |
| SOUNDWATERS | ||||||
| 1281 COVE ROAD | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $5,000 |
| STAMFORD CHAMBER OF COMMERCE | ||||||
| 970 SUMMER STREET | STAMFORD | CT | 06905 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $850 |
| STAMFORD DOWNTOWN SPECIAL SERVICES DISTRICT | ||||||
| FIVE LANDMARK SQUARE110 | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,500 |
| STAMFORD HISTORICAL CENTER | ||||||
| 1508 HIGH RIDGE ROAD | STAMFORD | CT | 06903 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| STATE STREET DEBATING SOCIETY LTD CO JOHN GALATO SECRETARY | ||||||
| 185 DAVENPORT RIDGE ROAD | STAMFORD | CT | 06903 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $10,240 |
| THE MARITIME AQUARIUM | ||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,000 |
| URBAN LAND INSTITUTE | ||||||
| 25 WEST 45TH STREET 505 | NEW YORK | NY | 10034 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,332 |
| YALE EYE CENTER | ||||||
| 40 TEMPLE STREET | NEW HAVEN | CT | 06510 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,092 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $210 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,819 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$26,595 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,566 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,566 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FD RICH SR TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $236,640 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,750 | 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 | WILMINGTON TRUST/PEOPLES INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $932,320 | BookValueAmt |
| EOYFMV | $1,104,405 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINCOLN SCULPTURE | Desc |
| BOY Book Value | $58,390 | BOYBookValueAmt |
| EOY Book Value | $58,390 | EOYBookValueAmt |
| EOYFMV | $58,390 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FEE | $150 | $0 | $0 |
| INSURANCE | $530 | $0 | $0 |
| INVESTMENT FEES | $37,000 | $0 | $0 |
| OFFICE EXPENSES | $1,087 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER/TAXES | CategoryTxt |
| Amt | $412 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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