ROBERT J RITCHIE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROBERT J RITCHIE FOUNDATION (EIN 20-1967749)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201743199349104279
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T16:40:19-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELFAND RENNERT & FELDMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST SUITE 1600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201967749EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT J RITCHIE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CAROL A RITCHIEInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
Phone8187839200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3876AddressLine1Txt
CityTEQUESTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33469ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL RITCHIEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8187839200PhoneNum
Signature2017-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTodd KamelharPreparerPersonNm
PTINP00176477PTIN
Phone3105531707PhoneNum
Preparation2017-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.125.238.211IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95705720173195000007FederalOriginalSubmissionId
Federal Original Submission Id2017-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id93F6D119F1196DB498F62DD4579DF75DE78B8CBCAtSubmissionCreationDeviceId
At Submission Filing Device Id93F6D119F1196DB498F62DD4579DF75DE78B8CBCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$92,499FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$342DividendsRevAndExpnssAmt
Dividends Net Invst Incm$342DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,100GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$366TotalRevAndExpnssAmt
Total Net Invst Incm$366TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$51TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,022ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,022ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,073TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,022TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,707ExcessRevenueOverExpensesAmt
Net Investment Income$366NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$97,206SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$92,499SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$92,499SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$97,206TotalAssetsBOYAmt
Total Assets EOY$92,499TotalAssetsEOYAmt
Total Assets EOYFMV$92,499TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$97,206RetainedEarningBOYAmt
Retained Earning EOY$92,499RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$97,206TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$92,499TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$97,206TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$92,499TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,206TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,707ExcessRevenueOverExpensesAmt
Subtotal$92,499SubtotalAmt
Tot Net Ast Or Fund Balances EOY$92,499TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyJPM PRIME MMD FD - INSTL FUND 829 - 5,098.47 SHSPropertyDesc
Acquired2017-01-01AcquiredDt
Sold2017-12-22SoldDt
Gross Sales Price$5,100GrossSalesPriceAmt
Cost Or Other Basis$5,098CostOrOtherBasisAmt
Gain Or Loss$2GainOrLossAmt
Gains Minus Excess Or Losses$2GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,288AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$100,457NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052639DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,562AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$105,803NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052569DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,730AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$111,356NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051457DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,024AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$114,665NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052536DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,497AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$120,626NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053861DistributionYr5Rt
Total Distribution0.263062TotalDistributionRt
Average Distribution0.052612AverageDistributionRt
Net Vl Noncharitable Assets$95,416NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,020AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,024AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,022QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7InvestmentIncomeExciseTaxAmt
Subtotal$7SubtotalAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$7TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CAROL A RITCHIEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2483537620PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3876AddressLine1Txt
CityTEQUESTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33469ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
robert j ritchie
po box 3876TEQUESTAFL33469president/director2.0$0$0$0
carol a ritchie
po box 3876TEQUESTAFL33469vice pres/secretary/2.0$0$0$0
william r ritchie
po box 3876TEQUESTAFL33469director2.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,869AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$96,869TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$96,869AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,453CashDeemedCharitableAmt
Net Vl Noncharitable Assets$95,416NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,771MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,771MinimumInvestmentReturnAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Total Tax$7TotalTaxAmt
Distributable Before Adj$4,764DistributableBeforeAdjAmt
Distributable Before Ded$4,764DistributableBeforeDedAmt
Distributable As Adjusted$4,764DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,022ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$5,022QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,022AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,764DistributableAsAdjustedAmt
Undistributed Income PY$5,022UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,022QualifyingDistributionsAmt
Applied To Year1$5,022AppliedToYear1Amt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$4,764UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT J RITCHIEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1RAINBOW CONNECTIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1621 W UNIVERSITYAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48307ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipnoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution Purposegeneral purposeGrantOrContributionPurposeTxt
Amt$5,022Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,022TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$342ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$2ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$366ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$366TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREIMBURSED BANK CHARGESDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1Amt

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