RICH CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RICH CHARITABLE FOUNDATION (EIN 20-8117455)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201641329349101989
- Schema version
- 2015v2.0
- 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 | 2016-05-11T12:05:18-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-11 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,461 | 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 | $250,815 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$399 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $181,922 | GrossSalesPriceAmt |
| Total Rev And Expnss | $259,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,618 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,937 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $969 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,779 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,779 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $209 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,291 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $98,545 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,170 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $104,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,461 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $250 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $104,512 | RetainedEarningBOYAmt |
| Retained Earning EOY | $133,314 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,009 | ExcessRevenueOverExpensesAmt |
| Subtotal | $133,521 | SubtotalAmt |
| Other Decreases | $207 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $133,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 165 sh ishares iboxx high yield | P | 2015-07-02 | 2015-12-31 | $13,570 | $14,618 | -$1,048 | -$1,048 |
| 230 sh ishares msci eafe etf | P | 2015-12-31 | 2015-12-31 | $13,919 | $14,731 | -$812 | -$812 |
| 50 sh ishares msci emerging markets | P | 2015-07-02 | 2015-12-16 | $1,661 | $1,992 | -$331 | -$331 |
| 60 sh ishares Russell 1000 Growth | P | 2015-07-02 | 2015-12-16 | $6,087 | $5,958 | $129 | $129 |
| 29 sh ishares Russell 2000 Value | P | 2015-07-02 | 2015-12-16 | $2,714 | $2,938 | -$224 | -$224 |
| 650 sh ishares tr hdg msci eafe | P | 2015-07-02 | 2015-12-31 | $17,010 | $17,698 | -$688 | -$688 |
| 1000 sh powershares exch traded | P | 2015-08-06 | 2015-12-16 | $18,344 | $18,389 | -$45 | -$45 |
| 1000 sh powershares global | P | 2015-08-06 | 2015-12-16 | $14,595 | $14,725 | -$130 | -$130 |
| 17 sh SPDR S&P Midcap 400 | P | 2015-07-02 | 2015-12-16 | $4,378 | $4,656 | -$278 | -$278 |
| 110 sh Vanguard extd mkt etf | P | 2015-08-06 | 2015-12-16 | $9,327 | $9,962 | -$635 | -$635 |
| 219 sh ishares msci emerging markets | P | 2007-03-16 | 2015-12-31 | $7,946 | $8,173 | -$227 | -$227 |
| 125 sh ishares Russell 1000 Growth | P | 2008-01-08 | 2015-12-31 | $12,479 | $7,313 | $5,166 | $5,166 |
| 115 sh ishares Russell 2000 Value | P | 2013-05-21 | 2015-12-31 | $11,418 | $10,156 | $1,262 | $1,262 |
| 330 sh Nuveen Nasdaq 100 | P | 2012-08-27 | 2015-12-31 | $6,212 | $5,106 | $1,106 | $1,106 |
| 510 sh Nuveen Tax Adv Divid Growth | P | 2013-05-21 | 2015-12-31 | $7,437 | $8,303 | -$866 | -$866 |
| 495 sh Pimco Dynamic Cr Income | P | 2013-05-21 | 2015-12-31 | $9,487 | $12,375 | -$2,888 | -$2,888 |
| 32 sh SPDR S&P Midcap 400 | P | 2007-03-16 | 2015-12-31 | $8,744 | $4,822 | $3,922 | $3,922 |
| 705 sh Virtus Global Multi-Sector | P | 2013-01-21 | 2015-12-31 | $10,401 | $13,499 | -$3,098 | -$3,098 |
| 70 sh ishares iboxx high yield | P | 2008-05-15 | 2015-07-06 | $6,193 | $6,907 | -$714 | -$714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$399 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,062 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $241,451 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $160,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.50511 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,117 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $218,678 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.62703 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $290,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.64876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $116,133 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $323,591 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.35889 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $295,727 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $405,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.72862 | DistributionYr5Rt |
| Total Distribution | 3.868398 | TotalDistributionRt |
| Average Distribution | 0.773680 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $189,725 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,786 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $146,833 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $225,100 | 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 | $47 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47 | SubtotalAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $47 | 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 |
| 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 | $150,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $192,614 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $192,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $189,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47 | TotalTaxAmt |
| Distributable Before Adj | $9,439 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,439 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,439 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $225,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $47 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $225,053 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,439 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $275,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,178 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,241 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,306 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $241,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $929,047 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,100 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $225,100 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,439 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,439 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,144,708 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $266,283 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $878,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,178 | ExcessFromYear4Amt |
| Excess From Year3 | $174,241 | ExcessFromYear3Amt |
| Excess From Year2 | $137,306 | ExcessFromYear2Amt |
| Excess From Year1 | $241,600 | ExcessFromYear1Amt |
| Excess From Current Year | $225,100 | 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 (15 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 | $12,500 |
| 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 |
| Mary Star of the Sea High School | |||||||
| 2500 N Taper Ave | San Pedro | CA | 90731 | None | PC | Student programs | $3,000 |
| Rape Foundation | |||||||
| 1223 Wilshire Blvd Ste 410 | Santa Monica | CA | 90403 | None | PC | Support assault victims | $2,500 |
| San Pedro Pennisula YMCA | |||||||
| 301 S Bandini St | San Pedro | CA | 90731 | None | PC | Services to youth | $3,000 |
| Port of Los Angeles High School | |||||||
| 250 W 5th St | San Pedro | CA | 90731 | N/A | PC | Softball program | $1,000 |
| The Dynamic Catholic Institute | |||||||
| 2200 Arbor Tech Dr | Hebron | KY | 41048 | N/A | PC | Re-engaging Catholics | $15,000 |
| USC Athletics | |||||||
| Heritage Hall 203A 3501 Watt Way | Los Angeles | CA | 90089 | None | PC | Heritage Initiative Fund | $25,000 |
| YWCA | |||||||
| 437 W 9th St | San Pedro | CA | 90731 | None | PC | International Festival | $1,500 |
| Long Beach Ronald McDonald House | |||||||
| 500 E 27th Street | Long Beach | CA | 90806 | N/A | public | general operating | $10,000 |
| San Pedro Ballet | |||||||
| 1231 S Pacific Ave | San Pedro | CA | 90731 | N/A | public | general operating | $7,500 |
| Mountain Shadows Foundation | |||||||
| 970 Los Vallecitos Blvd Ste 240 | San Marcos | CA | 92069 | N/A | public | general operating | $1,600 |
| All Day FORE Africa Inc | |||||||
| PO Box 234 | Worthington | MN | 56187 | N/A | public | general operating | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$399 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,618 | ExclusionAmt |
| Related Or Exempt Function Incm | -$399 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,219 | 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 | $125,407 | Yes (X) |
| Joseph W Rich | ||||||
| 2 | 1000 N Western Ave Ste 200 | San Pedro | CA | 90732 | $125,408 | 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 | $1,188 | $594 | $0 | $0 |
| Tax preparation fees | $749 | $375 | $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: 2010 Amount: 225100 Tax Year: 0 Amount: 0 | 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 | $127,273 | BookValueAmt |
| EOYFMV | $118,170 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment advisor fees | CategoryTxt |
| Amt | $2,779 | Amt |
| Net Investment Income | $2,779 | 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 | $149 | $149 |
| State taxes & fees | $60 | $60 |