ROBERT J RITCHIE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ROBERT J RITCHIE FOUNDATION (EIN 20-1967749)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-13
IRS object ID
201343179349100739
Schema version
2012v2.1
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)
Timestamp2013-11-13T12:24:38-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN953515097EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HABER CORP CERT PUBLIC ACCOUNTANTSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line116830 VENTURA BLVD SUITE 501AddressLine1
CityENCINOCity
StateCAState
ZIP Code91436ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201967749EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROBERT J RITCHIE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone8187839200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1230AddressLine1
CityCLARKSTONCity
StateMIState
ZIP Code48347ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCAROL A RITCHIEName
TitleVP/SECRETARY/TREAS/DIRECTORTitle
Phone8187839200Phone
Date Signed2013-11-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameT DANIEL LOVEJOYName
PTINP00122961PTIN
Phone8187839200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY113470FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss299InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm299InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses299TotalRevenueAndExpenses
Total Net Investment Income299TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss3TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss152OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss155TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss6027ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps6027ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6182TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps6027TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-5883ExcessOfRevenueOverExpenses
Net Investment Income299NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY119353SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY113470SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV113470SavingsAndTempCashInvstEOYFMV
Total Assets BOY119353TotalAssetsBOY
Total Assets EOY113470TotalAssetsEOY
Total Assets EOYFMV113470TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY119353RetainedEarningsBOY
Retained Earnings EOY113470RetainedEarningsEOY
Total Net Assets BOY119353TotalNetAssetsBOY
Total Net Assets EOY113470TotalNetAssetsEOY
Total Liabilities Net Assets BOY119353TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY113470TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY119353TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-5883ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal113470Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY113470TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year16497QualifyingDistributionsYear1
Noncharitable Assets Year1120626NoncharitableAssetsYear1
Distribution Ratio Year10.053861DistributionRatioYear1
Qualifying Distributions Year25089QualifyingDistributionsYear2
Noncharitable Assets Year2130141NoncharitableAssetsYear2
Distribution Ratio Year20.039104DistributionRatioYear2
Qualifying Distributions Year36570QualifyingDistributionsYear3
Noncharitable Assets Year3135185NoncharitableAssetsYear3
Distribution Ratio Year30.048600DistributionRatioYear3
Qualifying Distributions Year49347QualifyingDistributionsYear4
Noncharitable Assets Year4143144NoncharitableAssetsYear4
Distribution Ratio Year40.065298DistributionRatioYear4
Qualifying Distributions Year53894QualifyingDistributionsYear5
Noncharitable Assets Year5144237NoncharitableAssetsYear5
Distribution Ratio Year50.026997DistributionRatioYear5
Total Distribution Ratio0.233860TotalDistributionRatio
Average Distribution Ratio0.046772AverageDistributionRatio
Net Noncharitable Assets114665NetNoncharitableAssets
Adjusted Noncharitable Assets5363AdjustedNoncharitableAssets
One Percent Net Investment Income3OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One5366AdjNonchrtblAssetsAndOnePct
Qualifying Distributions6027QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax3InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due3TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameCAROL A RITCHIEBooksInCareOfPersonName
Books In Care Of Phone Number2483537620BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1230AddressLine1
CityCLARKSTONCity
StateMIState
ZIP Code48347ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT J RITCHIE
PO BOX 1230CLARKSTONMI48347PRESIDENT/DIRECTOR2.00000
CAROL A RITCHIE
PO BOX 1230CLARKSTONMI48347VICE PRES/SECRETARY/TREASU2.00000
WILLIAM R RITCHIE
PO BOX 1230CLARKSTONMI48347DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances116411AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets116411TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets116411AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1746CashDeemedCharitable
Net Noncharitable Assets114665NetNoncharitableAssets
Minimum Investment Return5733MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5733MinimumInvestmentReturn
Tax Based On Investment Income3TaxBasedOnInvestmentIncome
Total Tax3TotalTax
Distributable Amount Before Adj5730DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded5730DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted5730DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions6027ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions6027QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm3OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions6024AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5730DistributableAmountAsAdjusted
Undistributed Income Prior Year6027UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions6027QualifyingDistributions
Applied To Year16027AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY5730UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROBERT J RITCHIEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1RAINBOW CONNECTIONBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1621 W UNIVERSITYAddressLine1
CityROCHESTERCity
StateMIState
ZIP Code48307ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLICRecipientFoundationStatus
Purpose Of Grant Or ContributionGENERAL PURPOSEPurposeOfGrantOrContribution
Amount$6,027Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year6027TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$299ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$299ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA299TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books152RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategory
Amount$3Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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