RICH CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RICH CHARITABLE FOUNDATION (EIN 20-8117455)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-20
- IRS object ID
- 201922329349100852
- Schema version
- 2018v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-20T08:24:32-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 PKWY STE 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 | 2018-01-01 | 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 | 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 | Secretary | PersonTitleTxt |
| Signature | 2019-08-20 | 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 |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $774,355 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,280 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,280 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,300 | GrossSalesPriceAmt |
| Total Rev And Expnss | $520,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,878 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,837 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,418 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,151 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $431 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $383,324 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $383,324 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $383,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $127,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $568,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,997 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $187,997 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $710,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $710,858 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $34,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $756,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $774,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $774,355 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $750 | AccountsPayableEOYAmt |
| Grants Payable BOY | $40,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $19,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $40,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,750 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $716,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $754,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $716,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $754,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $756,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $774,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $716,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $127,356 | ExcessRevenueOverExpensesAmt |
| Subtotal | $844,204 | SubtotalAmt |
| Other Decreases | $89,599 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $754,605 | 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 Services | P | 2018-12-31 | 2018-12-31 | $104,284 | $112,582 | -$8,298 | -$8,298 |
| UBS Financial Services | P | 2014-12-31 | 2018-12-31 | $28,016 | $24,476 | $3,540 | $3,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,758 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,298 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,252 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $280,782 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.49238 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $247,173 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $255,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.96771 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $225,053 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $189,725 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.18621 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $241,451 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $160,421 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.50511 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,117 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $218,678 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.62703 | DistributionYr5Rt |
| Total Distribution | 4.778431 | TotalDistributionRt |
| Average Distribution | 0.955686 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $954,302 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $912,013 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $169 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $912,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $383,324 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $337 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $337 | SubtotalAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $337 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $337 | TotalPaymentsAndCreditsAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathy Fishkin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| John W Rich | ||||||
| 1000 N Western Ave Ste 200 | San Pedro | CA | 90732 | President | 0.00 | $0 |
| Joseph W Rich | ||||||
| 1000 N Western Ave Ste 200 | San Pedro | CA | 90732 | Secretary | 0.00 | $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 | $206,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $762,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $968,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $968,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $954,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $337 | TotalTaxAmt |
| Distributable Before Adj | $47,378 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,378 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $383,324 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $383,324 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $383,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,378 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $137,306 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $241,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $225,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $247,250 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $989,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $383,324 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $383,324 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,378 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,378 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,325,454 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $89,928 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,235,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $241,600 | ExcessFromYear4Amt |
| Excess From Year3 | $225,100 | ExcessFromYear3Amt |
| Excess From Year2 | $247,250 | ExcessFromYear2Amt |
| Excess From Year1 | $138,252 | ExcessFromYear1Amt |
| Excess From Current Year | $383,324 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John W Rich | ContributingManagerNm |
| Contributing Manager | Joseph W Rich | ContributingManagerNm |
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 (16 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 | college bound scholarship | $32,500 |
| Boys Girls Club of LA Harbor | |||||||
| 1200 S Cabrillo Ave | San Pedro | CA | 90731 | None | PC | All incl Partnership plan | $19,000 |
| Boys Girls Club of LA Harbor | |||||||
| 1200 S Cabillo Ave | San Pedro | CA | 90731 | N/A | PC | capital endowment | $10,000 |
| The Dynamic Catholic Institute | |||||||
| 2200 Arbor Tech Dr | Hebron | KY | 41048 | N/A | PC | Re-engaging Catholics | $10,000 |
| USC Athletics | |||||||
| Heritage Hall 203A 3501 Watt Way | Los Angeles | CA | 90089 | None | PC | Heritage Initiative Fund | $25,000 |
| San Pedro Pennisula Cancer Guild | |||||||
| 4236 Miraleste Dr | Rancho Palos Verdes | CA | 90275 | None | PC | Cancer research | $2,500 |
| All Day FORE Africa Inc | |||||||
| PO Box 234 | Worthington | MN | 56187 | N/A | public | general operating | $8,334 |
| Sharefest Community Development Inc | |||||||
| 638 S BeaconSt Ste 700 | San Pedro | CA | 90731 | None | PC | Gala sponsorship | $3,000 |
| Orphans Hope International | |||||||
| 1000 N Western Ave Ste 200 | San Pedro | CA | 90732 | None | PF | general operations | $50,000 |
| St Peter Paul School | |||||||
| 706 Bayview Ave | Wilmington | CA | 90744 | None | Public | general operations | $5,060 |
| Together in Mission | |||||||
| 3424 Wilshire Blvd | Los Angeles | CA | 90010 | None | public | general operations | $12,500 |
| Holy Trinity Catholic Church | |||||||
| 209 N Hanford Ave | San Pedro | CA | 90732 | None | public | AMT systems | $7,764 |
| Holy Family Church | |||||||
| 209 E Lomita Ave | Glendale | CA | 91205 | None | public | general operations | $16,666 |
| Franciscan University | |||||||
| 1235 University Blvd | Steubenville | OH | 43952 | None | public | Austrian scholarships | $15,000 |
| Soul Formation | |||||||
| 2014 NE Sandy Blvd Ste 206 | Portland | OR | 97232 | None | public | general operations | $100,000 |
| Church Resource Ministries | |||||||
| 1240 N Lakeview Ave Ste 120 | Anaheim | CA | 92807 | None | public | Neo Leaders Iraq Projects | $66,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $383,324 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,280 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$4,758 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,878 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,758 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,120 | 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 | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting fees | $2,000 | $1,000 | $0 | $0 |
| Tax preparation fees | $837 | $418 | $0 | $0 |
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 | $710,858 | BookValueAmt |
| EOYFMV | $710,858 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| EOY Book Value | $34,500 | EOYBookValueAmt |
| EOYFMV | $34,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment advisor fees | CategoryTxt |
| Amt | $6,151 | Amt |
| Net Investment Income | $6,151 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal excise taxes | $346 | $346 |
| State taxes & fees | $85 | $85 |