RILEY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: RILEY FAMILY FOUNDATION (EIN 82-3802429)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-10
IRS object ID: 202213149349101601
Schema version: 2021v4.0
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
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-10T06:36:18-08:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232667572	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	F X Duffy & Co	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4265 Kelly Drive	AddressLine1Txt
City	Philadelphia	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19129	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	823802429	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RILEY FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RILE	BusinessNameControlTxt
Phone	2154388400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 461	AddressLine1Txt
City	VALLEY FORGE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19481	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BARBARA RILEY	PersonNm
Person Title	Vice President	PersonTitleTxt
Signature	2022-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BARBARA	PersonFirstNm
Person Last	RILEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kevin P Duffy CPA	PreparerPersonNm
PTIN	P00631186	PTIN
Phone	2154388400	PhoneNum

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
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$37,804,342	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$557,082	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$557,082	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$557,082	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$8,415	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,050,154	GrossSalesPriceAmt
Total Rev And Expnss	$548,669	TotalRevAndExpnssAmt
Total Net Invst Incm	$557,084	TotalNetInvstIncmAmt
Total Adj Net Incm	$557,084	TotalAdjNetIncmAmt
Other Expenses Rev And Expnss	$125	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$125	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$125	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$125	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$996,246	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$996,246	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$996,371	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$125	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$996,246	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$447,702	ExcessRevenueOverExpensesAmt
Net Investment Income	$556,959	NetInvestmentIncomeAmt
Adjusted Net Income	$557,084	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$108,988	CashBOYAmt
Cash EOY	$173,315	CashEOYAmt
Cash EOYFMV	$173,315	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$33,590	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$23,592	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$23,592	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$9,147,848	CorporateStockBOYAmt
Corporate Stock EOY	$25,121,432	CorporateStockEOYAmt
Corporate Stock EOYFMV	$25,121,432	CorporateStockEOYFMVAmt
Other Investments BOY	$13,259,604	OtherInvestmentsBOYAmt
Other Investments EOY	$12,486,003	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$12,486,003	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$22,550,030	TotalAssetsBOYAmt
Total Assets EOY	$37,804,342	TotalAssetsEOYAmt
Total Assets EOYFMV	$37,804,342	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$22,550,030	CapitalStockBOYAmt
Capital Stock EOY	$37,804,342	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$22,550,030	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$37,804,342	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$22,550,030	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$37,804,342	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$22,550,030	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$447,702	ExcessRevenueOverExpensesAmt
Other Increases	$15,702,014	OtherIncreasesAmt
Subtotal	$37,804,342	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$37,804,342	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD - VARIOUS	P	2001-01-01	2021-12-31	$600,358	$602,348	-$1,990	-$1,990
VANGUARD - VARIOUS	P	2001-01-01	2021-12-31	$449,796	$456,221	-$6,425	-$6,425
Wash Sale						$884

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$7,531	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$7,742	InvestmentIncomeExciseTaxAmt
Subtotal	$7,742	SubtotalAmt
Tax Based On Investment Income	$7,742	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10,518	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$10,518	TotalPaymentsAndCreditsAmt
Overpayment	$2,776	OverpaymentAmt
Applied To ES Tax	$2,776	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BARBARA RILEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2154388400	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 461	AddressLine1Txt
City	VALLEY FORGE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	194810461	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	Yes (true)	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
BRIAN RILEY
PO BOX 461	VALLEY FORGE	PA	19481	President	1.00	$0
BARBARA RILEY
PO BOX 461	VALLEY FORGE	PA	19481	Vice President	1.00	$0
BRIAN RILEY
PO BOX 461	VALLEY FORGE	PA	19481	Treasurer	1.00	$0
BRIAN RILEY
PO BOX 461	VALLEY FORGE	PA	19481	Director	1.00	$0
BARBARA RILEY
PO BOX 461	VALLEY FORGE	PA	19481	Secretary	1.00	$0
BARBARA RILEY
PO BOX 461	VALLEY FORGE	PA	19481	Director	1.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$32,998,944	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$150,395	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$33,149,339	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$33,149,339	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$497,240	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$32,652,099	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,632,605	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,632,605	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,742	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,742	TotalTaxAmt
Distributable Before Adj	$1,624,863	DistributableBeforeAdjAmt
Distributable Before Ded	$1,624,863	DistributableBeforeDedAmt
Distributable As Adjusted	$1,624,863	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$996,246	ExpensesAndContributionsAmt
Qualifying Distributions	$996,246	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,624,863	DistributableAsAdjustedAmt
Undistributed Income PY	$990,872	UndistributedIncomePYAmt
Qualifying Distributions	$996,246	QualifyingDistributionsAmt
Applied To Year1	$990,872	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$5,374	AppliedToCurrentYearAmt
Undistributed Income CY	$1,619,489	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	BRIAN RILEY	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RILEY FAMILY FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 461	AddressLine1Txt
City	VALLEY FORGE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19481	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2154388400	RecipientPhoneNum
Recipient Email Address	none	RecipientEmailAddressTxt
Form And Info And Materials	APPLICATION SHOULD BE SUBMITED IN WRITING TO THE ADDRESS OF THE FOUNDATION.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	Awards will only be made to religious and educational organizations that are recognized as tax exempt charitable organizations underSection 501(c)(3) of the Internal Revenue Code of 1986.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMIGOS DE JESUS
2200 BYBERRY ROAD SUITE 110	HATBORO	PA	19040	NONE	PC	ASSISTANCE TO AN ORPHANAGE	$39,500
MALVERN PREP
418 S WARREN AVENUE	MALVERN	PA	19355	NONE	PC	ASSISTANCE TO A PRIVATE, CATHOLIC EDUCATIONAL INSTITUTION	$25,000
ST PATRICK CATHOLIC CHURCH
104 CHANNING AVENUE	MALVERN	PA	19355	NONE	PC	ASSISTANCE TO A CATHOLIC PARISH IN THE ARCHDIOCESE OF PHILADELPHIA, PA	$9,600
ST AGNES DAY ROOM
233 W GAY STREET	WEST CHESTER	PA	19380	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION	$36,000
THE AUGUSTINIAN ORDER
PO BOX 340	VILLANOVA	PA	19085	NONE	PC	SUPPORT OF A RELIGIOUS ORDER OF CATHOLIC PRIESTS.	$17,000
ACADEMY OF NOTRE DAME DE NAMUR
560 SPROUL RD	VILLANOVA	PA	19085	NONE	PC	ASSISTANCE TO A PRIVATE, CATHOLIC EDUCATIONAL INSTITUTION	$31,500
SOCIETY OF ST VINCENT DEPAUL
49 W LOGAN STREET	PHILADELPHIA	PA	19144	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION	$28,500
ST EDMOND'S HOME FOR CHILDREN
320 S ROBERTS RD	BRYN MAWR	PA	19010	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION	$17,000
ANNA'S PLACE
3506 GERMANTOWN AVENUE	PHILADELPHIA	PA	19140	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION	$15,000
THE COMMUNITIES OF DON GUANELLA DP
20 E CLEVELAND AVENUE	NORWOOD	PA	19074	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION	$50,000
HOUSE OF CHARITY - ARCHDIOCESE OF C
631 MARKET STREET	CAMDEN	NJ	08102	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION	$5,000
LASALLE ACADEMY
1434 N 2ND STRET	PHILADELPHIA	PA	19122	NONE	PC	ASSISTANCE TO A CATHOLIC EDUCATIONAL INSTITUTION	$1,341
LODIGIANO FILM DEVELOPMENT
595 E LANCASTER AVENUE SUITE 203	ST DAVIDS	PA	19087	NONE	PC	ASSISTANCE TO AN ORGANIZATION THAT PROVIDES GRANTS TO CATHOLIC SOCIAL SERVICES ORGANIZATIONS.	$500,000
MERCY HOSPICE
334 S 13TH STREET	PHILADELPHIA	PA	19107	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION	$113,705
OUR LADY OF CONFIDENCE SCHOOL
1000 W LYCOMING STREET	PHILADELPHIA	PA	19140	NONE	PC	ASSISTANCE TO A CATHOLIC EDUCATIONAL INSTITUTION	$10,000
SILOAM WELLNESS CENTER
850 N 11TH STREET	PHILADELPHIA	PA	19123	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION.	$20,000
ST JOHN'S HOSPICE
1221 RACE STREET	PHILADELPHIA	PA	19107	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION.	$49,100
ST JOSEPH'S UNIVERSITY
5600 CITY AVENUE	PHILADELPHIA	PA	19131	NONE	PC	ASSISTANCE TO A CATHOLIC EDUCATIONAL INSTITUTION	$3,000
WOMEN OF HOPE
1210 LOMBARD STREET	PHILADELPHIA	PA	19147	NONE	PC	ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION.	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$996,246	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$557,082	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$8,415	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$548,669	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$548,669	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	JB INVESTMENTS FUND III	StockNm
EOY Book Value	$25,121,432	EOYBookValueAmt
EOYFMV	$25,121,432	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD FEDERAL MM FUND	FMV	$97	$97
ENTERPRISE PRODUCTS PTN.	FMV	$1,550,699	$1,550,699
BLACKROCK ST MATURITY ETF	FMV	$4,215,521	$4,215,521
JANUS HENDERSON SHORT DUR	FMV	$6,719,686	$6,719,686

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	DUES	Desc
Revenue And Expenses Per Books	$125	RevenueAndExpensesPerBooksAmt
Net Investment Income	$125	NetInvestmentIncomeAmt

RILEY FAMILY FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Comments