RICH CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RICH CHARITABLE FOUNDATION (EIN 20-8117455)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-17
- IRS object ID
- 202012309349100211
- Schema version
- 2019v5.0
- 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
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T10:17:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264753621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NERRIE LISK SMITH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 OLD RANCH PARKWAY 160 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 907402752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 907322402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH W RICH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Signature | 2020-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELENA R LISK CPA | PreparerPersonNm |
| PTIN | P00050204 | PTIN |
| Phone | 5622866800 | PhoneNum |
| Preparation | 2020-08-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $434,914 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $97 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $582,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,735 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,190 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,465 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,271 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,271 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $636 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $563,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $563,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $578,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $563,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$440,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,797 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$29,161 | SavAndTempCashInvstEOYAmt |
| Other Investments BOY | $710,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $425,914 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $425,914 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $34,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $774,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $434,914 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $750 | AccountsPayableBOYAmt |
| Grants Payable BOY | $19,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $19,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $754,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | $405,753 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $754,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $405,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,355 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $405,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $754,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$440,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $91,982 | OtherIncreasesAmt |
| Subtotal | $405,753 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $405,753 | 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 |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL | P | 2018-12-31 | 2019-12-30 | $340,621 | $330,207 | $10,414 | $10,414 |
| UBS FINANCIAL | P | 2016-12-15 | 2019-06-01 | $241,202 | $238,225 | $2,977 | $2,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,735 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,414 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $383,324 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $954,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.401680 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $138,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $280,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.492382 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $247,173 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $255,421 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.967708 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $225,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $189,725 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.186206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $241,451 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $160,421 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.505108 | DistributionYr5Rt |
| Total Distribution | 4.553084 | TotalDistributionRt |
| Average Distribution | 0.910617 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $627,180 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $571,121 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $571,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $563,166 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $496 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $496 | SubtotalAmt |
| Tax Based On Investment Income | $496 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $96 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
| Individual With Books | KATHY FISHKIN | 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 | false | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W RICH | ||||||||
| 1000 N WESTERN AVE STE 200 | SAN PEDRO | CA | 90732 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JOSEPH W RICH | ||||||||
| 1000 N WESTERN AVE STE 200 | SAN PEDRO | CA | 90732 | SECRETARY | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $612,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $636,731 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $636,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $627,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $496 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $496 | TotalTaxAmt |
| Distributable Before Adj | $30,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,863 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $563,166 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $563,166 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $563,166 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,863 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $241,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $225,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $247,250 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,252 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $383,324 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,235,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $563,166 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $563,166 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,863 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,863 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,767,829 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $210,737 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,557,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $225,100 | ExcessFromYear4Amt |
| Excess From Year3 | $247,250 | ExcessFromYear3Amt |
| Excess From Year2 | $138,252 | ExcessFromYear2Amt |
| Excess From Year1 | $383,324 | ExcessFromYear1Amt |
| Excess From Current Year | $563,166 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MARY SEAT OF WISDOM | ||||||||
| 16 VILLA DR | STEUBENVILLE | OH | 43952 | N/A | PUBLIC | GENERAL OPERATIONS | $500 | |
| NET MINISTRIES | ||||||||
| 507 N GRANADA AVE | ALHAMBRA | CA | 91801 | N/A | PUBLIC | ST PAUL THE EVANGELIST SOCIET | $5,000 | |
| USC | ||||||||
| ALM 2ND FLOOR MC 0461 | LOS ANGELES | CA | 900894017 | N/A | PUBLIC | CARUSO CATHOLIC CENTER | $25,000 | |
| THE OBRIA GROUP INC | ||||||||
| 17731 IRVINE BLVD STE 201 | TUSTIN | CA | 92780 | N/A | PUBLIC | GENERAL OPERATIONS | $17,000 | |
| SAN PEDRO GIRLS SOFTBALL ASSOC | ||||||||
| PO BOX 6429 | SAN PEDRO | CA | 90734 | N/A | PUBLIC | HIT-A-THON | $1,000 | |
| HOLY TRINITY SCHOOL | ||||||||
| 1226 W SANTA CRUZ ST | SAN PEDRO | CA | 90732 | N/A | PUBLIC | SCHOOL IMPROVEMENTS | $20,000 | |
| CATHOLIC UNIVERSITY OF AMERICA | ||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | N/A | PUBLIC | POPE GREGORY STAINED GLASS WINDOW | $35,000 | |
| BOYS & GIRLS CLUB OF LA | ||||||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | N/A | PUBLIC | COLLEGE BOUND SCHOLARSHIP | $32,500 | |
| BOYS & GIRLS CLUB OF LA | ||||||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | N/A | PUBLIC | PLATINUM CORPORATE PARTNERS | $45,000 | |
| BOYS & GIRLS CLUB OF LA | ||||||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | N/A | PUBLIC | COMPREHENSIVE CAMPAIGN | $50,000 | |
| CONCORDIA UNIVERSITY IRVINE | ||||||||
| 1530 CONCORDIA W | IRVINE | CA | 92612 | N/A | PUBLIC | INTERNATIONAL STUDENT CENTER | $150,000 | |
| SAN PEDRO PENINSULA CANCER GUILD | ||||||||
| 1840 PESCADORES AVE | SAN PEDRO | CA | 90732 | N/A | PUBLIC | AN AFFAIRE TO REMEMBER SPONSORSHIP | $2,500 | |
| ST MICHAELS ABBEY | ||||||||
| 27977 SILVERADO CANYON RD | SILVERADO | CA | 92676 | N/A | PUBLIC | VANTAGE POINT GALA | $5,000 | |
| THE ABANA FOUNDATION | ||||||||
| BOX 234 | WORTHINGTON | MN | 561870234 | N/A | PUBLIC | ADFA SUMMER EVENT | $8,662 | |
| MARY STAR OF THE SEA HIGH SCHOOL | ||||||||
| 2500 N TAPER AVE | SAN PEDRO | CA | 90731 | N/A | PUBLIC | STUDEN SPONSORSHIP | $11,715 | |
| MARY STAR CATHOLIC CHURCH | ||||||||
| 870 W 8TH ST | SAN PEDRO | CA | 90731 | N/A | PUBLIC | CATERING FOR 2019 FIESTA VICTORY | $3,122 | |
| FRANCISCAN UNIVERSITY | ||||||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | N/A | PUBLIC | KEELAN SCHOLARSHIP | $15,000 | |
| ORANGE COUNTY RESCUE MISSION | ||||||||
| ONE HOPE DR | TUSTIN | CA | 92782 | N/A | PUBLIC | KIDS FEEDING KIDS | $25,000 | |
| DYNAMIC CATHOLIC | ||||||||
| 5081 OLYMPIC BLVD | ERIANGER | KY | 41018 | N/A | PUBLIC | VARIOUS SPONSORSHIPS | $10,000 | |
| NEAR EAST ORGANIZATION INC | ||||||||
| 1240 N LAKEVIEW AVE | ANAHEIM | CA | 92807 | N/A | PUBLIC | MISSIONS GRANT | $75,000 | STE 120 |
| LOS ANGELES POLICE DEPARTMENT | ||||||||
| PO BOX 30158 | LOS ANGELES | CA | 90030 | N/A | PUBLIC | HOLIDAY FOOD GIFT GIVEAWAY | $2,000 | |
| NET MINISTRIES | ||||||||
| 110 CRUSADER AVE WEST | WEST ST PAUL | MN | 551184427 | N/A | PUBLIC | 2019-2020 MISSIONARY YEAR | $2,500 | |
| HOLY FAMILY CATHOLIC COMMUNITY | ||||||||
| 209 E LOMITA AVE | GLENDALE | CA | 912051689 | N/A | PUBLIC | CAPITAL CAMPAIGN | $16,667 | |
| OBRIA MEDICAL CLINICS | ||||||||
| 1200 MAIN ST B | IRVINE | CA | 92614 | N/A | PUBLIC | MEDICAL CLINICS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $563,166 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $344 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,391 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,799 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,391 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,190 | 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 |
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 | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX PREPARATION | $867 | $434 |
| ACCOUNTING FEES | $4,063 | $2,031 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REGULATION 53.4942 (A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT AS A CURRENT DISTRBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEARS DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REGULATION 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR: TAX YEAR AMOUNT 2014 241,600 2015 225,100 2016 96,466 | ElectionDesc |
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 | AT COST | ListedAtCostOrFMVCd |
| Book Value | $425,914 | BookValueAmt |
| EOYFMV | $425,914 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $34,500 | BOYBookValueAmt |
| EOY Book Value | $9,000 | EOYBookValueAmt |
| EOYFMV | $9,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | $21 | $21 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $85,054 |
| NONDIVIDEND DISTRIBUTIONS | $6,191 |
| BOOK TAX DIFFERENCE | $737 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $9,271 | Amt |
| Net Investment Income | $9,271 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $337 | $337 |
| STATE TAXES & FEES | $105 | $105 |
| FOREIGN TAXES | $194 | $194 |