2016-05-11T12:05:18-07:00 2015-12-31 NERRIE LISK SMITH 3030 OLD RANCH PKWY STE 160 SEAL BEACH CA 907402752 990PF 2015-01-01 208117455 Rich Charitable Foundation RICH 3105473326 1000 N Western Ave San Pedro CA 90732 Joseph W Rich Secretary 2016-05-11 true Helena R Lisk CPA P00050204 5622866800 X 2015 2016-09-27 15:27:22Z X 124461 X 250815 8618 8618 -399 181922 259034 8618 1937 969 2779 2779 209 209 4925 3957 0 225100 225100 230025 3957 225100 29009 4661 5967 6291 6291 98545 127273 118170 104512 133564 124461 250 250 X 104512 133314 104512 133314 104512 133564 104512 29009 133521 207 133314 165 sh ishares iboxx high yield P 2015-07-02 2015-12-31 13570 14618 -1048 -1048 230 sh ishares msci eafe etf P 2015-12-31 2015-12-31 13919 14731 -812 -812 50 sh ishares msci emerging markets P 2015-07-02 2015-12-16 1661 1992 -331 -331 60 sh ishares Russell 1000 Growth P 2015-07-02 2015-12-16 6087 5958 129 129 29 sh ishares Russell 2000 Value P 2015-07-02 2015-12-16 2714 2938 -224 -224 650 sh ishares tr hdg msci eafe P 2015-07-02 2015-12-31 17010 17698 -688 -688 1000 sh powershares exch traded P 2015-08-06 2015-12-16 18344 18389 -45 -45 1000 sh powershares global P 2015-08-06 2015-12-16 14595 14725 -130 -130 17 sh SPDR S&P Midcap 400 P 2015-07-02 2015-12-16 4378 4656 -278 -278 110 sh Vanguard extd mkt etf P 2015-08-06 2015-12-16 9327 9962 -635 -635 219 sh ishares msci emerging markets P 2007-03-16 2015-12-31 7946 8173 -227 -227 125 sh ishares Russell 1000 Growth P 2008-01-08 2015-12-31 12479 7313 5166 5166 115 sh ishares Russell 2000 Value P 2013-05-21 2015-12-31 11418 10156 1262 1262 330 sh Nuveen Nasdaq 100 P 2012-08-27 2015-12-31 6212 5106 1106 1106 510 sh Nuveen Tax Adv Divid Growth P 2013-05-21 2015-12-31 7437 8303 -866 -866 495 sh Pimco Dynamic Cr Income P 2013-05-21 2015-12-31 9487 12375 -2888 -2888 32 sh SPDR S&P Midcap 400 P 2007-03-16 2015-12-31 8744 4822 3922 3922 705 sh Virtus Global Multi-Sector P 2013-01-21 2015-12-31 10401 13499 -3098 -3098 70 sh ishares iboxx high yield P 2008-05-15 2015-07-06 6193 6907 -714 -714 -399 -4062 false 241451 160421 1.50511 137117 218678 0.62703 188685 290840 0.64876 116133 323591 0.35889 295727 405875 0.72862 3.868398 0.773680 189725 146786 47 146833 225100 X 47 47 47 47 false false false false false false false false false true CA true false false false false true N/A Kathy Fishkin 3105473326 1000 N Western Ave Ste 200 San Pedro CA 907322402 false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 150340 42274 0 192614 0 192614 2889 189725 9486 9486 47 47 9439 9439 9439 225100 225100 47 225053 9439 275722 100178 174241 137306 241600 929047 225100 225100 9439 9439 1144708 0 266283 878425 100178 174241 137306 241600 225100 John W Rich Joseph W Rich Joseph W Rich 1000 N Western Ave Ste 200 San Pedro CA 90732 3105473326 Written letter request None None Boys Girls Club of LA Harbor 1200 S Cabrillo Ave San Pedro CA 90731 None PC college bound scholarship 12500 Boys Girls Club of LA Harbor 1200 S Cabrillo Ave San Pedro CA 90731 None PC All incl Partnership plan 30000 Boys Girls Club of LA Harbor 1200 S Cabillo Ave San Pedro CA 90731 N/A PC capital endowment 10000 Mary Star of The Sea High School 2500 N Taper Ave San Pedro CA 90731 None PC Building improvement fund 100000 Mary Star of the Sea High School 2500 N Taper Ave San Pedro CA 90731 None PC Student programs 3000 Rape Foundation 1223 Wilshire Blvd Ste 410 Santa Monica CA 90403 None PC Support assault victims 2500 San Pedro Pennisula YMCA 301 S Bandini St San Pedro CA 90731 None PC Services to youth 3000 Port of Los Angeles High School 250 W 5th St San Pedro CA 90731 N/A PC Softball program 1000 The Dynamic Catholic Institute 2200 Arbor Tech Dr Hebron KY 41048 N/A PC Re-engaging Catholics 15000 USC Athletics Heritage Hall 203A 3501 Watt Way Los Angeles CA 90089 None PC Heritage Initiative Fund 25000 YWCA 437 W 9th St San Pedro CA 90731 None PC International Festival 1500 Long Beach Ronald McDonald House 500 E 27th Street Long Beach CA 90806 N/A public general operating 10000 San Pedro Ballet 1231 S Pacific Ave San Pedro CA 90731 N/A public general operating 7500 Mountain Shadows Foundation 970 Los Vallecitos Blvd Ste 240 San Marcos CA 92069 N/A public general operating 1600 All Day FORE Africa Inc PO Box 234 Worthington MN 56187 N/A public general operating 2500 225100 14 14 8618 -399 8618 -399 8219 false false false false false false false false false false X X 1 John W Rich 1000 N Western Ave Ste 200 San Pedro CA 90732 125407 X 2 Joseph W Rich 1000 N Western Ave Ste 200 San Pedro CA 90732 125408 X Accounting fees 1188 594 0 0 Tax preparation fees 749 375 0 0 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 UBS Financial Services AT COST 127273 118170 Investment advisor fees 2779 2779 0 0 Federal excise taxes 149 149 State taxes & fees 60 60