RICH FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RICH FOUNDATION INC (EIN 22-2544173)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-09-15
- IRS object ID
- 201522609349100502
- Schema version
- 2014v5.0
- 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
- 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 | 2015-09-15T12:31:52-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS W FIGLIUZZICPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 APRIL DRIVE | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222544173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICH FOUNDATION INC CO FD RICH COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2033592900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS L RICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033592900 | PhoneNum |
| Signature | 2015-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS W FIGLIUZZI CPA | PreparerPersonNm |
| PTIN | P01384801 | PTIN |
| Phone | 2032209050 | PhoneNum |
| Preparation | 2015-09-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,420,439 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $566,923 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,381,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,923 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $617,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $617,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $468,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $617,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,316 | CashBOYAmt |
| Cash EOY | $28,308 | CashEOYAmt |
| Cash EOYFMV | $28,308 | CashEOYFMVAmt |
| Other Investments BOY | $858,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,334,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,333,741 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $58,390 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,390 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,390 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $952,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,421,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,420,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $505 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $505 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $952,512 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,421,141 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $952,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,421,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $952,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,421,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $952,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $468,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,421,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,421,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-10-01 | AcquiredDt |
| Sold | 2015-06-30 | SoldDt |
| Gross Sales Price | $2,381,130 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,814,207 | CostOrOtherBasisAmt |
| Gain Or Loss | $566,923 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $566,923 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,923 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,348 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $57,514 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.335918 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $57,514 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.780071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $57,514 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.858052 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,270 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $57,514 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.665403 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,142 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $57,514 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.854435 | DistributionYr5Rt |
| Total Distribution | 6.493879 | TotalDistributionRt |
| Average Distribution | 1.298776 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,514 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,698 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,175 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,873 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $133,800 | 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 | $6,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $6,199 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS L RICH | IndividualWithBooksNm |
| Phone | 2033592900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS L RICH | ||||||||
| 222 SUMMER STREET | STAMFORD | CT | 06901 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| FRANK D RICH III | ||||||||
| 222 SUMMER STREET | STAMFORD | CT | 06901 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| COLLEEN FRACCOLA | ||||||||
| 222 SUMMER STREET | STAMFORD | CT | 06901 | TREASURER/SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,390 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,175 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,175 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,448 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,845 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,530 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $368,827 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,800 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $502,627 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $46,448 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $456,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,454 | ExcessFromYear4Amt |
| Excess From Year3 | $50,550 | ExcessFromYear3Amt |
| Excess From Year2 | $99,845 | ExcessFromYear2Amt |
| Excess From Year1 | $133,530 | ExcessFromYear1Amt |
| Excess From Current Year | $133,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE RICH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2033592900 | RecipientPhoneNum |
| Form And Info And Materials | THE NAME, ADDRESS AND TELEPHONE NUMBERS OF THE ORGANIZATION REQUESTING THE FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY NEW ENGLAND DIVISION | ||||||
| 31 RICHARDS AVENUE | NORWALK | CT | 06854 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| AMERICAN FRIENDS OF ALYN HOSPITAL | ||||||
| 122 EAST 42ND STREET 1519 | NEW YORK | NY | 10168 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| ANIMAL CONTROL CENTER CITY OF STAMFORD(CT) | ||||||
| 888 WASHINGTON BOULEVARD | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| AVON THEATRE FILM CENTER INC | ||||||
| 272 BEDFORD STREET | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,500 |
| BOYS & GIRLS CLUB OF STAMFORD INCTHE MARY C RICH CLUBHOUSE | ||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $6,000 |
| CLICK IT FOR CASSIE FOUNDATION | ||||||
| 576 BOSTON POST ROAD | DARIEN | CT | 06820 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| CT BALLET | ||||||
| 20 ACOSTA STREET | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $3,000 |
| DRUG CRISIS IN OUR BACKYARD CO SUSAN & STEVEN SALOMONE | ||||||
| 62 BRITTANY LANE | CARMEL | NY | 10517 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| EFTV CO MICHAEL MACRI JR | ||||||
| 222 THORNRIDGE DRIVE | STAMFORD | CT | 06905 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,500 |
| FAIRFIELD COUNTY COMMUNITY FOUNDATION | ||||||
| 383 MAIN AVENUE401 | NORWALK | CT | 06851 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| FERGUSON LIBRARY FOUNDATION | ||||||
| 1 PUBLIC LIBRARY PLAZA | STAMFORD | CT | 06904 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $3,000 |
| THE FIRST CONGREGATIONAL CHURCH | ||||||
| 1 WALTON PLACE | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| FITZMAURICE FAMILY EDUCATIONAL TRUST CO THERESE A FITZMAURICE ESQ | ||||||
| 302 BUCKS HILL ROAD | SOUTHBURY | CT | 06488 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,500 |
| FRIENDS OF LAUREL HOUSE INC | ||||||
| 1616 WASHINGTON BLVD | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| JEWISH FAMILY SERVICES | ||||||
| 733 SUMMER STREET 6 | STAMFORD | CT | 06905 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| JMV COMMUNITY SCHOLARSHIP INC | ||||||
| 22 FIRST STREET | STAMFORD | CT | 06905 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| LIBERTY SCIENCE CENTER (NJ) LIBERTY STATE PARK | ||||||
| 222 JERSEY CITY BOULEVARD | JERSEY CITY | NJ | 07305 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $5,000 |
| MARCH OF DIMES (FAIRFIELD COUNTY DIVISION) | ||||||
| 140 SHERMAN STREET 200 | FAIRFIELD | CT | 06824 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,500 |
| MARITIME AQUARIUM AT NORWALK | ||||||
| 10 N WATER STREET | NORWALK | CT | 06854 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,500 |
| MIANUS RIVER GORGE INC | ||||||
| 167 MIANUS RIVER ROAD | BEDFORD | NY | 10506 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| MILL RIVER COLLABORATIVE | ||||||
| 1010 WASHINGTON BOULEVARD | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $30,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||
| 2600 VIRGINIA AVENUE NW 1100 | WASHINGTON | DC | 20037 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $400 |
| NEW COVENANT HOUSE (CATHOLIC CHARITIES) | ||||||
| 174 RICHMOND HILL AVENUE | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,000 |
| NEW NEIGHBORHOODS INC | ||||||
| 40 STILLWATER AVENUE | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| NEW LINE FOUNDATION (WOUNDED WARRIOR PROJECT) | ||||||
| 501C MERRITT ROAD | WEST POINT | NY | 10996 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $150 |
| NORWALK HOSPITAL FOUNDATION | ||||||
| 30 STEVENS STREET | NORWALK | CT | 06850 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| NORWALK (CT) MAYOR'S SUMMER YOUTH PROGRAM | ||||||
| 125 EAST AVENUE | NORWALK | CT | 06851 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| NORWALK PRESERVATION TRUST | ||||||
| PO BOX 874 | NORWALK | CT | 06852 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| ORTHOPAEDIC FOUNDATIONACTIVE LIFESTYLES (OFALS) | ||||||
| 2777 SUMMER STREET 500 | STAMFORD | DC | 06905 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $7,500 |
| OUR LADY OF GRACE FUND | ||||||
| 635 GLENBROOK ROAD | GLENBROOK | CT | 06906 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| REGIONAL PLAN ASSOCIATION | ||||||
| 4 IRVING PLACE | NEW YORK | NY | 10003 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,000 |
| SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $17,500 |
| SACCE(CENTER FOR SEXUAL ASSAULT CRISIS AND EDUCATION) | ||||||
| 733 SUMMER STREET | STAMFORD | CT | 06905 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| SHELTER FOR THE HOMELESS | ||||||
| 597 PACIFIC STREET | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,500 |
| STAMFORD CENTER FOR THE ARTS | ||||||
| 61 ATLANTIC STREET | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $10,500 |
| STAMFORD DOWNTOWN SPECIAL SERVICES DISTRICT(DSSD) | ||||||
| 5 LANDMARK SQUARE | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $4,000 |
| STAMFORD HISTORICAL SOCIETY | ||||||
| 1508 HIGH RIDGE ROAD | STAMFORD | CT | 06903 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| STAMFORD HOSPITAL FOUNDATION | ||||||
| 1351 WASHINGTON BOULEVARD 202 | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $5,500 |
| STAMFORD MUSEUM & NATURE CENTER | ||||||
| 39 SCOFIELDTOWN ROAD | STAMFORD | CT | 06903 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,000 |
| STAMFORD POLICE ASSOCIATION | ||||||
| 805 BEDFORD STREET | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $250 |
| STAMFORD SYMPHONY ORCHESTRA | ||||||
| 263 TRESSER BOULEVARD | STAMFORD | CT | 06901 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $2,750 |
| TINY MIRACLES FOUNDATION INC | ||||||
| 381 POST ROAD 2ND FLOOR | DARIEN | CT | 06820 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| TRUGLIA THUMBELINA FUND(CO FAIRFIELD COUNTY COMMUNITY FOUNDATION) | ||||||
| 383 MAIN AVENUE401 | NORWALK | CT | 06851 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $250 |
| URBAN LEAGUE OF SOUTHWESTERN CT | ||||||
| 2777 SUMMER STREET | STAMFORD | CT | 06905 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $1,000 |
| YOUNG MARINERS FOUNDATION | ||||||
| 68 SCOFIELD AVENUE | STAMFORD | CT | 06902 | NON-PROFIT | GRANT TO PROVIDE FINANCIAL ASSISTANCE TO THEIR CHARITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,618 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $566,923 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $617,542 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $617,542 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INVESTMENTS | AT COST | $0 | $0 |
| PEOPLES INVESTMENTS | AT COST | $1,334,948 | $1,333,741 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINCOLN SCULPTURE | Desc |
| BOY Book Value | $58,390 | BOYBookValueAmt |
| EOY Book Value | $58,390 | EOYBookValueAmt |
| EOYFMV | $58,390 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $100 | $0 | $0 |
| INSURANCE | $1,084 | $0 | $0 |
| INVESTMENT FEES | $10,038 | $0 | $0 |
| OFFICE EXPENSES | $162 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVERTISING | CategoryTxt |
| Amt | $71 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,058 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments