RICH CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RICH CHARITABLE FOUNDATION (EIN 20-8117455)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-22
- IRS object ID
- 201741739349100204
- Schema version
- 2016v3.0
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-22T09:38:40-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-06-22 | 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 | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $426,454 | 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 | $379,672 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,202 | GrossSalesPriceAmt |
| Total Rev And Expnss | $383,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,357 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,514 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $757 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,768 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,658 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,658 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $247,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,699 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,643 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $127,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $379,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $390,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $133,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $415,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $426,454 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $250 | AccountsPayableBOYAmt |
| Grants Payable EOY | $150,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $133,314 | RetainedEarningBOYAmt |
| Retained Earning EOY | $265,204 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $265,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $415,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,092 | ExcessRevenueOverExpensesAmt |
| Subtotal | $265,406 | SubtotalAmt |
| Other Decreases | $202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $265,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 682 Advisory Research MLP & Energy | P | 2016-12-31 | 2016-12-31 | $6,580 | $5,950 | $630 | $630 |
| 1945 AQR Managed futures | P | 2016-12-31 | 2016-12-31 | $18,323 | $19,339 | -$1,016 | -$1,016 |
| 46 Blackrock Corp High Yield | P | 2016-05-09 | 2016-08-23 | $498 | $470 | $28 | $28 |
| frac sh Brookfield Real assets Income | P | 2016-11-29 | 2016-12-05 | $25 | $16 | $9 | $9 |
| 38 Catalyst Hedged Futures | P | 2016-05-09 | 2016-08-23 | $465 | $434 | $31 | $31 |
| 23 Deutsche x-trackers | P | 2016-05-09 | 2016-08-23 | $601 | $588 | $13 | $13 |
| 179 Doubline Income Solutions | P | 2016-05-09 | 2016-12-31 | $3,348 | $3,200 | $148 | $148 |
| 220 Eaton Vance Ltd Duration | P | 2016-05-09 | 2016-12-31 | $2,962 | $2,888 | $74 | $74 |
| 13 EGshares Emerging Mkts | P | 2016-05-09 | 2016-12-31 | $317 | $281 | $36 | $36 |
| 18 Guggenheim S&P 500 | P | 2016-05-09 | 2016-12-31 | $1,478 | $1,421 | $57 | $57 |
| 6 ishares Core S&P Midcap | P | 2016-05-09 | 2016-08-23 | $629 | $583 | $46 | $46 |
| 4 ishares Core S&P Small Cap | P | 2016-05-09 | 2016-08-23 | $746 | $681 | $65 | $65 |
| 350 ishares Currency hedged | P | 2015-07-02 | 2016-05-09 | $8,358 | $9,530 | -$1,172 | -$1,172 |
| 170 ishares msci eafe etf | P | 2015-08-06 | 2016-05-09 | $9,758 | $10,997 | -$1,239 | -$1,239 |
| 150 ishares msci emerging markets | P | 2015-07-02 | 2016-05-09 | $4,875 | $5,977 | -$1,102 | -$1,102 |
| 90 ishares Russell 1000 Growth | P | 2015-07-02 | 2016-12-31 | $8,768 | $8,937 | -$169 | -$169 |
| 71 ishares Russell 2000 Value | P | 2015-07-02 | 2016-05-09 | $6,740 | $7,193 | -$453 | -$453 |
| 12 ishares us pfd stock | P | 2016-05-09 | 2016-08-23 | $481 | $469 | $12 | $12 |
| 8 Oppenheimer developing mkts | P | 2016-05-09 | 2016-12-31 | $233 | $213 | $20 | $20 |
| 1009 Powershares finl pfd | P | 2016-12-31 | 2016-02-05 | $18,658 | $18,553 | $105 | $105 |
| 1000 Powershares Pfd Port | P | 2015-08-06 | 2016-02-05 | $14,694 | $14,725 | -$31 | -$31 |
| 1 spdr S&P China | P | 2016-05-09 | 2016-08-23 | $77 | $66 | $11 | $11 |
| 30 SPDR S&P Midcap 400 | P | 2015-07-02 | 2016-05-09 | $7,962 | $8,217 | -$255 | -$255 |
| 105 Vanguard extd mkt etf | P | 2015-08-06 | 2016-05-09 | $8,768 | $9,509 | -$741 | -$741 |
| 16 Vanguard ftse Dev Mkt | P | 2016-05-09 | 2016-08-23 | $602 | $575 | $27 | $27 |
| 253 Vanguard inter term corp bd | P | 2016-05-09 | 2016-12-31 | $21,970 | $22,214 | -$244 | -$244 |
| 3 Vanguard REIT | P | 2016-05-09 | 2016-08-23 | $268 | $260 | $8 | $8 |
| 7 Wisdomtree India | P | 2016-05-09 | 2016-12-31 | $147 | $135 | $12 | $12 |
| 6 ishares iboxx high yield | P | 2015-07-02 | 2016-08-23 | $520 | $532 | -$12 | -$12 |
| 180 Nuveen Nasdaq 100 | P | 2014-12-13 | 2016-05-09 | $3,192 | $2,881 | $311 | $311 |
| 280 Nuveen Tax Adv Divid Growth | P | 2013-12-31 | 2016-05-09 | $3,927 | $4,507 | -$580 | -$580 |
| 34 Pimco Dynamic Cr Income | P | 2013-05-21 | 2016-12-31 | $669 | $850 | -$181 | -$181 |
| 386 Virtus Global Multi-Sector | P | 2013-05-21 | 2016-05-09 | $5,563 | $7,283 | -$1,720 | -$1,720 |
| Wash Sale | $55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,217 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,921 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $225,053 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $189,725 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.18621 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $241,451 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $160,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.50511 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,117 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $218,678 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.62703 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $188,685 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $290,840 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.64876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,133 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $323,591 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.35889 | DistributionYr5Rt |
| Total Distribution | 4.325988 | TotalDistributionRt |
| Average Distribution | 0.865198 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $255,421 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $220,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $77 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $221,067 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $247,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $77 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $77 | SubtotalAmt |
| Tax Based On Investment Income | $77 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23 | OverpaymentAmt |
| Applied To ES Tax | $23 | 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 |
| 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 |
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 | $201,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $259,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $259,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $255,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77 | TotalTaxAmt |
| Distributable Before Adj | $12,694 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,694 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $247,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $247,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $77 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $247,173 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,694 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $100,178 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $174,241 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $137,306 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $241,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $225,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $878,425 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $247,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $247,250 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,694 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,694 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,112,981 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $87,484 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,025,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $174,241 | ExcessFromYear4Amt |
| Excess From Year3 | $137,306 | ExcessFromYear3Amt |
| Excess From Year2 | $241,600 | ExcessFromYear2Amt |
| Excess From Year1 | $225,100 | ExcessFromYear1Amt |
| Excess From Current Year | $247,250 | 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 (12 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 | $18,750 |
| Boys Girls Club of LA Harbor | |||||||
| 1200 S Cabrillo Ave | San Pedro | CA | 90731 | None | PC | All incl Partnership plan | $30,000 |
| Boys Girls Club of LA Harbor | |||||||
| 1200 S Cabillo Ave | San Pedro | CA | 90731 | N/A | PC | capital endowment | $10,000 |
| Mary Star of The Sea High School | |||||||
| 2500 N Taper Ave | San Pedro | CA | 90731 | None | PC | Building improvement fund | $100,000 |
| 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 |
| Obria | |||||||
| 1200 Main St Ste C | Irvine | CA | 92612 | N/A | public | general operating | $10,000 |
| Golden Heart Ranch | |||||||
| 703 Pier Ave Ste B194 | Hermosa Beach | CA | 90254 | N/A | public | general operating | $5,000 |
| YMCA of Greater Long Beach | |||||||
| 15530 Woodruff Ave | Bellflower | CA | 90706 | N/A | public | camp oakes | $5,000 |
| Providence Little Company of Mary F | |||||||
| 1300 W 7th St | San Pedro | CA | 90732 | N/A | public | Campaign for Emergency Excellence | $25,000 |
| Holy Trinity School | |||||||
| 1226 W Santa Cruz St | San Pedro | CA | 90732 | N/A | public | A Work of Art Program | $7,500 |
| MOMS Club of San Pedro | |||||||
| 3101 S Kerckoff | San Pedro | CA | 90731 | N/A | public | general operating | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,353 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$7,272 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,357 | ExclusionAmt |
| Related Or Exempt Function Incm | -$7,272 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,085 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| John W Rich | ||||||
| 1 | 1000 N Western Ave Ste 200 | San Pedro | CA | 90732 | $189,836 | Yes (X) |
| Joseph W Rich | ||||||
| 2 | 1000 N Western Ave Ste 200 | San Pedro | CA | 90732 | $189,836 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting fees | $688 | $344 | $0 | $0 |
| Tax preparation fees | $826 | $413 | $0 | $0 |
Applied To Prior Year Election AppliedToPriorYearElection
| 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 distibution 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: 2011 Amount: 100178 Tax Year: 2012 Amount: 147072 | 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 | $379,561 | BookValueAmt |
| EOYFMV | $390,811 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment advisor fees | CategoryTxt |
| Amt | $2,768 | Amt |
| Net Investment Income | $2,768 | 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 | $48 | $48 |
| State taxes & fees | $85 | $85 |