RICHARDSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RICHARDSON FAMILY FOUNDATION (EIN 83-0310875)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-02-11
- IRS object ID
- 202100429349100325
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-11T20:30:02-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830310875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RICHARDSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3077758050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21660 | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAX MATTERS PARTNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3077758050 | PhoneNum |
| Signature | 2021-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES BROOKE FIELD | PreparerPersonNm |
| PTIN | P01330322 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2021-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,497,250 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,351 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,219 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,228,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $399,114 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $517,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $509,783 | 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 | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,059 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $143 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $143 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $353,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318,245 | CashBOYAmt |
| Cash EOY | $57,980 | CashEOYAmt |
| Cash EOYFMV | $57,980 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,873,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,294,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,161,576 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,620,457 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,623,074 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,277,694 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,811,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,975,627 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,497,250 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,578 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,578 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,578 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,578 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,803,313 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,967,049 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,803,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,967,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,811,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,975,627 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,803,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,967,049 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,967,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS - 4245 | P | $861,013 | $705,127 | $155,886 | $155,886 |
| GS - 4278 | P | $393,965 | $368,672 | $25,293 | $25,293 |
| GS - 4351 | P | $22 | $22 | $22 | |
| GS - 4435 | P | $414,100 | $212,293 | $201,807 | $201,807 |
| CAPITAL GAINS FROM K-1S | P | $14,294 | $14,294 | $14,294 | |
| GS - 4260 | P | $50,000 | $48,389 | $1,611 | $1,611 |
| CAPITAL GAINS DIVIDENDS | P | $265 | $265 | $265 | |
| LOSS ON DISPOSTION OF TACS LARGE CAP | P | $495,131 | $495,195 | -$64 | -$64 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,114 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $393,584 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,136,933 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $305,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,540,431 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055086 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $294,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,293,772 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055650 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,481,323 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050590 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $249,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,792,150 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043110 | DistributionYr5Rt |
| Total Distribution | 0.281054 | TotalDistributionRt |
| Average Distribution | 0.056211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,298,668 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $297,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,796 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $302,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $305,200 | 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 | $4,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,278 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,778 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,982 | OverpaymentAmt |
| Applied To ES Tax | $4,982 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WY | 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 | KEITH W RICHARDSON | IndividualWithBooksNm |
| Phone | 3077758050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21660 | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82003 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| KEITH RICHARDSON | ||||||||
| PO BOX 21660 | CHEYENNE | WY | 82003 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ROBERTA RICHARDSON | ||||||||
| PO BOX 21660 | CHEYENNE | WY | 82003 | VICE-PRES. | 2.00 | $0 | $0 | $0 |
| NORMAN J WYMAN | ||||||||
| PO BOX 21660 | CHEYENNE | WY | 82003 | SEC./TREAS. | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 125 HIGH STREET 20TH FLOOR | BOSTON | MA | 02110 | INVESTMENT FEES | $24,043 |
| ANDERSEN TAX LLC | |||||
| 125 HIGH STREET 16TH FLOOR | BOSTON | MA | 02110 | TAX PREP | $9,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $5,201,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,379,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,379,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,298,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,796 | TotalTaxAmt |
| Distributable Before Adj | $260,137 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,137 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,137 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,796 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $300,404 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,137 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,494 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,469 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $260,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,063 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $260,430 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $260,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,137 | ExcessFromYear4Amt |
| Excess From Year3 | $32,267 | ExcessFromYear3Amt |
| Excess From Year2 | $36,494 | ExcessFromYear2Amt |
| Excess From Year1 | $138,469 | ExcessFromYear1Amt |
| Excess From Current Year | $45,063 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEITH RICHARDSON | ContributingManagerNm |
| Contributing Manager | ROBERTA RICHARDSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NAVIGATORS INTERNATIONAL | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | N/A | 501(C)(3) | GENERAL | $93,400 |
| NAVIGATORS NATIONAL | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | N/A | 501(C)(3) | GENERAL | $35,600 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| PO BOX 53007 | PHOENIX | AZ | 850723007 | N/A | 501(C)(3) | GENERAL | $37,900 |
| COMMON GROUND CONSULTANTS | |||||||
| 750 2ND STREET NE SUITE 150 | HOPKINS | MN | 55343 | N/A | 501(C)(3) | GENERAL | $2,400 |
| NEW HORIZONS | |||||||
| 4570 HILTON PARKWAY | COLORADO SPRINGS | CO | 80907 | N/A | 501(C)(3) | GENERALGENERAL | $6,300 |
| SIM - ABDOUSSALAMES RHAMADA & RUTH | |||||||
| PO BOX 7900 | CHARLOTTE | NC | 28241 | N/A | 501(C)(3) | GENERALGENERAL | $9,000 |
| SIM - OT | |||||||
| PO BOX 7900 | CHARLOTTE | NC | 28241 | N/A | 501(C)(3) | GENERALGENERAL | $7,200 |
| WYCLIFF BIBLE TRANSLATORS | |||||||
| PO BOX 620368 | ORLANDO | FL | 32862 | N/A | 501(C)(3) | GENERALGENERAL | $7,200 |
| CHILD EVANGELISM FELLOWSHIP | |||||||
| PO BOX 162 | CHEYENNE | WY | 82003 | N/A | 501(C)(3) | GENERAL | $4,800 |
| FATHER'S IN THE FIELD | |||||||
| 645 MAIN STREET | LANDER | WY | 82525 | N/A | 501(C)(3) | GENERAL | $14,600 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 5037 | CHEYENNE | WY | 82003 | N/A | 501(C)(3) | GENERAL | $18,000 |
| FOCUS ON FAMILY | |||||||
| PO BOX 35500 | COLORADO SPRINGS | CO | 809359959 | N/A | 501(C)(3) | GENERAL | $21,000 |
| HEART TO HEART | |||||||
| 414 E CANBY STREET | LARAMIE | WY | 82072 | N/A | 501(C)(3) | GENERAL | $3,600 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| 635 SCIENCE DRIVE | MADISON | WI | 537111099 | N/A | 501(C)(3) | GENERAL | $3,600 |
| LIFECHOICE PCC OF CHEYENNE | |||||||
| 853 HASKELL STREET | RENO | NV | 89509 | N/A | 501(C)(3) | GENERAL | $4,800 |
| SERENITY PRC | |||||||
| PO BOX 873 | CHEYENNE | WY | 82003 | N/A | 501(C)(3) | GENERAL | $4,200 |
| YOUNG LIFE | |||||||
| PO BOX 2920 | COLORADO SPRINGS | CO | 80901 | N/A | 501(C)(3) | GENERAL | $12,600 |
| TWR INTERNATIONAL | |||||||
| PO BOX 8700 | CARY | NC | 27512 | N/A | 501(C)(3) | GENERAL | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,200 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,390 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,219 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $399,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $509,783 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $509,783 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KEITH ROBERTA RICHARDSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 849 HAPPY JACK ROAD ARENA ENTRANCE | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,351 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $2,294,573 | EOYBookValueAmt |
| EOYFMV | $2,161,576 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - FIXED INCOME | AT COST | $1,591,557 | $891,845 |
| INVESTMENTS - OTHER | AT COST | $1,031,517 | $1,385,849 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SERVICE FEES | $240 | $0 | $0 |
| ANNUAL MEETING EXPENSE | $3,543 | $0 | $0 |
| WAGES | $2,651 | $0 | $0 |
| OFFICE EXPENSE | $658 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $24,043 | $24,043 | $0 |
| INVESTMENT FEES K-1 | $6,016 | $6,016 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,154 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |