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SMITH RICHARDSON FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SMITH RICHARDSON FOUNDATION INC (EIN 56-0611550)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-15
IRS object ID
202543199349100814
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-15T08:37:18-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 5TH AVENUE SUITE 2800AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560611550EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITH RICHARDSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt
Phone3363798600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSS HEMPHILLPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3363798600PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUE ROBISONPreparerPersonNm
PTINP00560072PTIN
Phone2062814444PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$557,948,572FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,652,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$30,670InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30,670InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,512,007DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,389,287DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,701,481NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$33,698,834CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$8,079,278OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,202,197OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$39,816,880TotalRevAndExpnssAmt
Total Net Invst Incm$48,320,988TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,124,653CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,124,653CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,478,124OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,478,124OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,433,175PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,504,709PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$33,188LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$33,188LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$79,614AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$79,614AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$623,987OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,978,357OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$619,257OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$1,475InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$1,475InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,260,579TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$149,835TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$26,589DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$33,481OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$33,481OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$146,957TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$138,863TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,663PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,663PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$453,103OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$461,924OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,696,588TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,978,357TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,626,786TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,780,470ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,921,010ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,477,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,978,357TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,547,796TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,339,822ExcessRevenueOverExpensesAmt
Net Investment Income$39,342,631NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$352,926CashBOYAmt
Cash EOY$508,705CashEOYAmt
Cash EOYFMV$508,705CashEOYFMVAmt
Sav And Temp Cash Invst BOY$115,217SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,137SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,137SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$291,337PrepaidExpensesBOYAmt
Prepaid Expenses EOY$265,997PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$265,997PrepaidExpensesEOYFMVAmt
Other Investments BOY$544,068,096OtherInvestmentsBOYAmt
Other Investments EOY$556,735,894OtherInvestmentsEOYAmt
Other Investments EOYFMV$556,735,894OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,092,546LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$923,967LandBldgEquipAccumDeprecAmt
Land BOY$89,051LandBOYAmt
Land EOY$168,579LandEOYAmt
Land EOYFMV$168,579LandEOYFMVAmt
Other Assets BOY$328,689OtherAssetsBOYAmt
Other Assets EOY$256,260OtherAssetsEOYAmt
Other Assets EOYFMV$256,260OtherAssetsEOYFMVAmt
Total Assets BOY$545,245,316TotalAssetsBOYAmt
Total Assets EOY$557,948,572TotalAssetsEOYAmt
Total Assets EOYFMV$557,948,572TotalAssetsEOYFMVAmt
Accounts Payable BOY$15,283,884AccountsPayableBOYAmt
Accounts Payable EOY$14,256,996AccountsPayableEOYAmt
Grants Payable BOY$16,784,048GrantsPayableBOYAmt
Grants Payable EOY$23,154,185GrantsPayableEOYAmt
Other Liabilities BOY$2,756,666OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,776,851OtherLiabilitiesEOYAmt
Total Liabilities BOY$34,824,598TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,188,032TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$510,420,718NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$515,760,540NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$510,420,718TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$515,760,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$545,245,316TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$557,948,572TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$510,420,718TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,339,822ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$515,760,540SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$515,760,540TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MOORINGS CAPITAL LLC (ST - GROSS)P$4,520,860$4,520,860
MOORINGS CAPITAL LLC (LT - GROSS)P$29,180,621$29,180,621
UBI SHORT-TERM CAPITAL LOSSP$70,027$70,027
UBI LONG-TERM CAPITAL GAINP-$72,674-$72,674
FieldValueIRS element (for citing)
Capital Gain Net Income$33,698,834CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$546,863InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$546,863SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$546,863TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$505,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$550,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,055,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$508,137OverpaymentAmt
Applied To ES Tax$508,137AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SRF.ORGWebsiteAddressTxt
Individual With BooksROSS HEMPHILLIndividualWithBooksNm
Phone3363798600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD SUITE 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
PL RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408CHAIRMAN OF THE TRUSTEES50.00$775,554$124,718$0
MR RICHARDSON'S SUPPLEMENTAL
RETIREMENT BENEFITS ARE BEINGGREENSBORONC27408N/A0.00$0$0$0ACCRUED OVER HIS EXPECTED 37 YR WIT
DR MARIN STRMECKI
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408PRESIDENT, DIRECTOR OF PROGRAMS50.00$711,430$116,893$0
NICOLE BATEMAN
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408ASSISTANT SECRETARY40.00$114,107$54,890$0
ROSS HEMPHILL
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408SENIOR VP, CFO, INVESTMENT CMT47.00$172,660$119,149$0
WWINBURNE KING III
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408VICE CHAIR OF THE TRUSTEES, INVST CMT40.00$70,902$78,708$0
DR ARVID R NELSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, SECRETARY, AUDIT CMT. CHAIR22.00$80,000$0$0
MICHAEL BLAIR
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, AUDIT & COMPENSATION CMT.1.00$40,000$0$0
JOHN P RICHARDSON JR
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, AUDIT COMMITTEE1.00$40,000$0$0
NICOLAS L RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, INVESTMENT CMT., GRANTS CMT1.00$40,000$0$0
TYLER B RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, GRANTS & INVESTMENT CMT1.00$40,000$0$0
E WILLIAM STETSON III
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, GRANTS COMMITTEE1.00$40,000$0$0
THE ABOVE COMPENSATION SHOWS THE
NET AMOUNT ADJ BY 1190791 OFGREENSBORONC27408N/A0.00$0$0$0REIMBURSED EXPENSES FROM MOORINGS C

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ALLAN SONG
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$286,075$112,115$0
MARK STEINMEYER
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$280,055$75,285$0
CHRISTOPHER GRIFFIN
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$228,750$115,961$0
MCKINLEY JOHNSON
701 GREEN VALLEY RDGREENSBORONC27408SR PORTFOLIO ACCOUNT37.50$156,172$86,746$0
DAWN CARD
701 GREEN VALLEY RDGREENSBORONC27408EXECUTIVE ASSISTANT37.50$143,704$65,687$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k6OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RSM US LLP
230 NORTH ELM STREETGREENSBORONC27401AUDIT AND TAX SERVICES$181,900
INTELLIGENT TECHNOLOGIES INC
12 OAK BRANCH DRIVEGREENSBORONC27407COMPUTER CONSULTANTS$145,500
H SMITH RICHARDSON TESTAMENTARY TRUST
701 GREEN VALLEY RD STE 306GREENSBORONC27408ACCOUNTING SERVICES$130,681
KORN FERRY HAY GROUP
33 SOUTH 6TH ST 4900MINNEAPOLISMN55485CONSULTANTS$89,626
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$552,811,099AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,303,155AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$359,247FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$555,473,501TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$555,473,501AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,332,103CashDeemedCharitableAmt
Net Vl Noncharitable Assets$547,141,398NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,357,070MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,357,070MinimumInvestmentReturnAmt
Tax Based On Investment Income$546,863TaxBasedOnInvestmentIncomeAmt
Total Tax$546,863TotalTaxAmt
Distributable Before Adj$26,810,207DistributableBeforeAdjAmt
Recoveries Qualfied Distri$120,598RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,930,805DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,930,805DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,547,796ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,547,796QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,930,805DistributableAsAdjustedAmt
Undistributed Income PY$25,254,526UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$29,547,796QualifyingDistributionsAmt
Applied To Year1$25,254,526AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$2,652,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,641,270AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,652,000TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$25,289,535UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$2,652,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPETER L RICHARDSON PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SMITH RICHARDSON FOUNDATION INC 60AddressLine1Txt
Address Line2JESUP ROADAddressLine2Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2032226222RecipientPhoneNum
Form And Info And MaterialsWRITTEN PROPOSAL ALONG WITH A COPY OF IRS EXEMPTION LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsALTHOUGH THE MISSION OF THE FOUNDATION IS TO SUPPORT PUBLIC POLICY RESEARCH, IT MAKES SMALL GRANTS TO ORGANIZATIONS IN NORTH CAROLINA AND CONNECTICUT THAT PROVIDE INNOVATIVE SERVICES FOR DISADVANTAGED CHILDREN AND FAMILIES. HOWEVER, SUCH GRANTS ARE CUSTOMARILY SOLICITED BY THE FOUNDATION'S GOVERNORS. THEY ARE NOT RENEWABLE. DIRECT SERVICE ORGANIZATIONS LOCATED OUTSIDE THESE TWO STATES, AS WELL AS NATIONAL DIRECT SERVICE CHARITIES, WILL NOT BE CONSIDERED FOR SUPPORT BY THE DIRECT SERVICE GRANTS PROGRAM.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (282 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
A WIDER CIRCLE INC
9159 BROOKVILLE ROADSILVER SPRINGSMD20910PCGENERAL OPERATING SUPPORT$5,000
ADAM J LEWIS ACADEMY INC
500 STATE STREETBRIDGEPORTCT06604PCGENERAL OPERATING SUPPORT$50,000
ADMINISTRATORS OF THE TULANE EDUCATION FUND
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RHODE ISLAND FARM INCUBATOR
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RICE UNIVERSITY
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RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE
40 PRESIDENTIAL DRIVESIMI VALLEYCA93065PCGENERAL OPERATING SUPPORT$160,000
ROOM TO READ
465 CALIFORNI STREET SUITE 1000SAN FRANCISCOCA94104PCGENERAL OPERATING SUPPORT$2,500
ROYAL INSTITUTE OF INTERNATIONAL AFFAIRS CO CHATHAM HOUSE
PCGENERAL OPERATING SUPPORT$150,00010 ST JAMESS SQUARELONDONUK0SW1Y 4LE
RUSI US FOUNDATION
1300 1 STREET NW SUITE 400WASHINGTONDC20005PFGENERAL OPERATING SUPPORT$118,417
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT068251000PCGENERAL OPERATING SUPPORT$15,000
SAFARI CLUB INTERNATIONAL FOUNDATION
4800 W GATES PASS ROADTUCSONAZ85745PCGENERAL OPERATING SUPPORT$20,000
SAGAMORE INSTITUTE INC
PO BOX 301076INDIANAPOLISIN46230PCGENERAL OPERATING SUPPORT$175,000
SAINT ANTHONY HISTORIC PRESERVATION SOCIETY
4 STABLE ROADTUXEDO PARKNY10987PCGENERAL OPERATING SUPPORT$5,000
SANDY CREEK BAPTIST CHURCH
4765 SANDY CREEK CHURCH RDLIBERTYNC27298PCGENERAL OPERATING SUPPORT$5,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489NEEWTOWNCT064703489PCGENERAL OPERATING SUPPORT$5,000
SARATOGA FOUNDATION
6407 CAMROSE TERRACEBETHESDAMD20817PCGENERAL OPERATING SUPPORT$125,000
SARATOGA FOUNDATION
6407 CAMROSE TERRACEBETHESDAMD20817PCGENERAL OPERATING SUPPORT$120,600
SECOND CHANCE STABLES INC
6819 JOE BRANSON ROADBENNETTNC27208PCGENERAL OPERATING SUPPORT$2,000
SHADY SIDE ACADEMY
423 FOX CHAPEL ROADPITTSBURGHPA15238PCGENERAL OPERATING SUPPORT$10,000
SHALOM AUSTIN
7300 HART LANEAUSTINTX78731PCGENERAL OPERATING SUPPORT$15,000
SHELBURNE FARMS
1611 HARBOR ROADSHELBURNEVT05482PCGENERAL OPERATING SUPPORT$5,000
SHELBURNE FARMS
1611 HARBOR ROADSHELBURNEVT05482PCGENERAL OPERATING SUPPORT$5,000
SISTERS OF THE HUMILITY OF MARY
DEVELOPMENT OFFICE PO BOX 534VILLA MARIAPA16155PCGENERAL OPERATING SUPPORT$5,000
SOCIETY OF JESUS WORLDWIDE
2050 NORTH CLARK STREETCHICAGOIL606144788PCGENERAL OPERATING SUPPORT$10,000
SPCA OF THE TRIAD
PO BOX 4661GREENSBORONC27404PCGENERAL OPERATING SUPPORT$5,000
SPENCE CHAPIN SERVICES TO FAMILIES AND CHILDREN
120 E 16TH STREET 11TH FLOORNEW YORKNY10003PCGENERAL OPERATING SUPPORT$10,000
SPIRIT OF AMERICA WORLDWIDE
3033 WILSON BOULEVARD SUITE 700ARLINGTONVA222013868PCGENERAL OPERATING SUPPORT$200,000
SQUADRON A FOUNDATION
3 WEST 51ST STREETNEW YORKNY10019PCGENERAL OPERATING SUPPORT$5,000
ST BARNABAS EPISCOPAL CHURCH
954 LAKE AVENUEGREENWICHCT068313032PCGENERAL OPERATING SUPPORT$35,000
ST PAUL'S EPISCOPAL CHURCH
215 ANN STREETBEAUFORTNC28516PCGENERAL OPERATING SUPPORT$5,000
STANFORD UNIVERSITY
340 PANAMA STREETSTANFORDCA94305PCGENERAL OPERATING SUPPORT$374,317
STANFORD UNIVERSITY
485 BROADWAY THIRD FLOORREDWOOD CITYCA940633136PCGENERAL OPERATING SUPPORT$150,765
STANFORD UNIVERSITY
485 BROADWAY THIRD FLOORREDWOOD CITYCA940633136PCGENERAL OPERATING SUPPORT$125,000
STANFORD UNIVERSITY
485 BROADWAY THIRD FLOORREDWOOD CITYCA940633136PCGENERAL OPERATING SUPPORT$299,999
STEPHEN SILLER TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306PCGENERAL OPERATING SUPPORT$5,000
SUSIE'S HOPE
1589 SKEET CLUB ROAD SUITE 102-227HIGH POINTNC27265PCGENERAL OPERATING SUPPORT$10,000
TEACHERS COLLEGE
COLUMBIA UNIVERSITY 525 W 120TH STNEW YORKNY100276696PCGENERAL OPERATING SUPPORT$200,000BOX 21
TEXAS CHILDREN'S HOSPITAL
1919 S BRAESWOOD SUITE 6226HOUSTONTX77030PCGENERAL OPERATING SUPPORT$10,000
THE ALEXANDER HAMILTON SOCIETY
1750 H STREET NW SUITE 200WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$20,000
THE ALEXANDER HAMILTON SOCIETY
1750 H STREET NW SUITE 200WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$278,300
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JR UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305PCGENERAL OPERATING SUPPORT$45,600
THE KENNEDY COLLECTIVE INC
2440 RESERVOIR AVENUETRUMBULLCT06611PCGENERAL OPERATING SUPPORT$10,000
THE KENNEDY COLLECTIVE INC
2440 RESERVOIR AVENUETRUMBULLCT06611PCGENERAL OPERATING SUPPORT$10,000
THE MILTON S EISENHOWER FOUNDATION
1101 30TH STREET NW 4TH FLOORWASHINGTONDC20007PCGENERAL OPERATING SUPPORT$50,000
THE PETEY GREENE PROGRAM INC
22 STOCKTON STPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$5,000
THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL
1701 K STREET NW STE 805WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$125,000
TRILATERAL COMMISSION NORTH AMERICA
P O BOX 380810CAMBRIDGEMA02238PCGENERAL OPERATING SUPPORT$3,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST ST 6TH FLOORNEW YORKNY100277922PCGENERAL OPERATING SUPPORT$256,022
TRUSTEES OF DARTMOUTH COLLEGE
11 ROPE FERRY ROAD 6210HANOVERNH037551421PCGENERAL OPERATING SUPPORT$245,773
TRUSTEES OF DARTMOUTH COLLEGE
FOR TUCK SCHOOL OF BUSINESS 100HANOVERNH03755PCGENERAL OPERATING SUPPORT$15,000TUCK HALL
TRUSTEES OF PRINCETON UNIVERSITY
87 PROSPECT AVENUE ROOM 208PRINCETONNJ08544PCGENERAL OPERATING SUPPORT$10,000
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357PCGENERAL OPERATING SUPPORT$7,500
TRUSTEES OF PRINCETON UNIVERSITY
PRINCETON SCHOOL OF PUBLICPRINCETONNJ085441013PCGENERAL OPERATING SUPPORT$114,107INTERNATIONAL AFFAIRS 004B ROBERTSO
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
600 JOHN M HUNTSMAN HALLPHILADELPHIAPA191046340PCGENERAL OPERATING SUPPORT$150,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
600 JOHN M HUNTSMAN HALLPHILADELPHIAPA191046340PCGENERAL OPERATING SUPPORT$50,000
TRUSTEES OF TUFTS COLLEGE
75 KNEELAND STREET SUITE 950BOSTONMA02111PCGENERAL OPERATING SUPPORT$25,000
TRUSTEES OF WESTMINSTER SCHOOL INC
995 HOPMEADOW STSIMSBURYCT06070PCGENERAL OPERATING SUPPORT$10,000
U S COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREET NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$200,000
UNC HEALTH FOUNDATION INC
123 W FRANKLIN STREET SUITE 510CHAPEL HILLNC275162684PCGENERAL OPERATING SUPPORT$10,000
UNITED STATES MILITARY ACADEMY
ATTN MS CAROL SPISSO BLDG 600WEST POINTNY10996PCGENERAL OPERATING SUPPORT$100,000TAYLOR HALL
UNITED WAY OF GREATER NEW HAVEN
370 JAMES ST SUITE 403NEW HAVENCT06513PCGENERAL OPERATING SUPPORT$2,500
UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH ST SUITE 220BERKELEYCA947105940PCGENERAL OPERATING SUPPORT$218,470
UNIVERSITY OF CALIFORNIA MERCED
MERCED RESEARCH ADMINISTRATION 5200MERCEDCA95343PCGENERAL OPERATING SUPPORT$125,000N LAKE ROAD
UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA INC
1350 AVENUE OF THE AMERICASNEW YORKNY10019PCGENERAL OPERATING SUPPORT$150,000
UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE SUITE 200CHICAGOIL606372612PCGENERAL OPERATING SUPPORT$155,235
UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE SUITE 200CHICAGOIL606372612PCGENERAL OPERATING SUPPORT$122,977
UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE SUITE 300CHICAGOIL60637PCGENERAL OPERATING SUPPORT$119,505
UNIVERSITY OF HOUSTON
402 AGNES ARNOLD HALLHOUSTONTX772043000GOVGENERAL OPERATING SUPPORT$64,863
UNIVERSITY OF MARYLAND
7809 REGENTS DRIVE 3112 LEECOLLEGE PARKMD207425141GOVGENERAL OPERATING SUPPORT$102,758BUILDING
UNIVERSITY OF NC AT CHAPEL HILL
KENAN CENTER CAMPUS BOX 3440 360CHAPEL HILLNC275993440PCGENERAL OPERATING SUPPORT$5,000KENAN CENTER DRIVE
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
FOR ACKLAND ART MUSEUM CAMPUS BOXCHAPEL HILLNC275993400PCGENERAL OPERATING SUPPORT$13,0003400
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
KENAN CENTERM CAMPUS BOX 3440 360CHAPEL HILLNC275993440PCGENERAL OPERATING SUPPORT$10,000KENAN CENTER DRIVE
UNIVERSITY OF NOTRE DAME
940 GRACE HALLNOTRE DAMEIN465560368PCGENERAL OPERATING SUPPORT$300,000
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 414COLUMBIASC29208GOVGENERAL OPERATING SUPPORT$96,678
UNIVERSITY OF SOUTHERN CALIFORNIA
1150 S OLIVE STREET USC 20TH FLOORLOS ANGELESCA90015PCGENERAL OPERATING SUPPORT$70,183
UNIVERSITY OF TEXAS AT AUSTIN
3925 WEST BRAKER LANEAUSTINTX787595316GOVGENERAL OPERATING SUPPORT$150,000
UNIVERSITY OF TEXAS AT AUSTIN
CLEMENTS CENTER 2304 WHITIS AVENUEAUSTINTX78712GOVGENERAL OPERATING SUPPORT$98,927STOP G9900
UNIVERSITY OF TEXAS AT AUSTIN
CLEMENTS CENTER 2304 WHITIS AVENUEAUSTINTX78712GOVGENERAL OPERATING SUPPORT$126,105STOP G9900
UNIVERSITY OF TEXAS AT AUSTIN
CLEMENTS CENTER 2304 WHITIS AVENUEAUSTINTX78712GOVGENERAL OPERATING SUPPORT$100,000STOP G9900
UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION
727 EAST DEAN KEETON STREETAUSTINTX78705PCGENERAL OPERATING SUPPORT$50,000
UNIVERSITY OF TORONTO
PCGENERAL OPERATING SUPPORT$200,000MCMURRICH BUILDING 12 QUEENS PARKTORONTOCAM5S 1S8CRESCENT WESTONTARIO
UNIVERSITY OF WASHINGTON
GRANT CONTRACT ACCOUNTING 12455CHICAGOIL60693PCGENERAL OPERATING SUPPORT$125,000COLLECTIONS DRIVE
VALLEY FORGE MILITARY ACADEMY FOUNDATION
1001 EAGLE ROADWAYNEPA19087PCGENERAL OPERATING SUPPORT$10,000
VERMONT INTERNATIONAL FILM FOUNDATION
P O BOX 483BURLINGTONVT54002PCGENERAL OPERATING SUPPORT$5,000
VERTEX PARTNERSHIP ACADEMIES INC
1160 BEACH AVENUEBRONXNY10472PCGENERAL OPERATING SUPPORT$10,000
VINCARE SERVICES OF AUSTIN FOUNDATION
DBA SAINT LOUISE HOUSE PO BOXAUSTINTX78715PCGENERAL OPERATING SUPPORT$10,000150637
VIRGINIA ATHLETICS FOUNDATION
PO BOX 400833CHARLOTTESVILLEVA22904PCGENERAL OPERATING SUPPORT$5,000
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS ROADWEST POINTNY10996PCGENERAL OPERATING SUPPORT$5,000
WESTOVER CHURCH
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$50,000
WESTOVER CHURCH
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$5,000
WESTOVER CHURCH
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$5,000
WHWG INITIATIVE FOR STUDYING PUBLIC AFFAIRS
4315 50TH STREET NWWASHINGTONDC20016PCGENERAL OPERATING SUPPORT$50,000
WINSTON PREPARATORY SCHOOL
135 WEST 41ST STREET 5TH FLOORNEW YORKNY10036PCGENERAL OPERATING SUPPORT$20,000
WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$5,000
YALE NEW HAVEN HOSPITAL
PO BOX 1849NEW HAVENCT065089979PCGENERAL OPERATING SUPPORT$5,000
YOUTH FOCUS INC
405 PARKWAY AVENUE SUITE AGREENSBORONC27401PCGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,921,010TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
2000 M ST NW SUITE 760WASHINGTONDC20036PFGENERAL OPERATING SUPPORT$275,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY
1789 MASSACHUSETTS AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY
1789 MASSACHUSETTS AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$75,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$400,000
BOSTON COLLEGE TRUSTEES
140 COMMONWEALTH AVECHESTNUT HILLMA02467PCGENERAL OPERATING SUPPORT$74,235
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC200362103PCGENERAL OPERATING SUPPORT$200,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC200362103PCGENERAL OPERATING SUPPORT$100,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC200362103PCGENERAL OPERATING SUPPORT$100,000
BROWN UNIVERSITY
BOX 1911 69 BROWN STREET 2ND FLOORPROVIDENCERI02912PCGENERAL OPERATING SUPPORT$75,569
BROWN UNIVERSITY
BOX 1911 69 BROWN STREET 2ND FLOORPROVIDENCERI02912PCGENERAL OPERATING SUPPORT$350,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
PO BOX 79526BALTIMOREMD212790526PCGENERAL OPERATING SUPPORT$100,000
CLAREMONT MCKENNA COLLEGE
400 NORTH CLAREMONT BOULEVARD 132CLAREMONTCA91711PCGENERAL OPERATING SUPPORT$140,583
COLUMBIA UNIVERSITY
SPONSORD PROJECTS FINANCE PO BOXNEW YORKNY100879789PCGENERAL OPERATING SUPPORT$262,23329789 GENERAL POST OFFICE
COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
1900 M STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREETNEW YORKNY10065PCGENERAL OPERATING SUPPORT$121,127
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREETNEW YORKNY10065PCGENERAL OPERATING SUPPORT$91,023
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREETNEW YORKNY10065PCGENERAL OPERATING SUPPORT$76,251
FOREIGN POLICY RESEARCH INSTITUTE
123 SOUTH BROAD STREET SUITE 1920PHILADELPHIAPA19109PCGENERAL OPERATING SUPPORT$65,000
GEORGIA INSTITUTE OF TECHNOLOGY
760 SPRIING STREET NW SUITE 400ATLANTAGA30308PCGENERAL OPERATING SUPPORT$49,920
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$118,140
INSTITUTE FOR STATE EFFECTIVENESS
1050 30TH STREET NWWASHINGTONDC20007PCGENERAL OPERATING SUPPORT$50,000
INSTITUTE FOR STATE EFFECTIVENESS
1050 30TH STREET NWWASHINGTONDC20007PCGENERAL OPERATING SUPPORT$75,000
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 810WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$120,000
JOHNS HOPKINS UNIVERSITY
CENTRAL LOCKBOX BANK OF AMERICACHICAGOIL60693PCGENERAL OPERATING SUPPORT$143,98812529 COLLECTIONS CENTER DRIVE
MDRC
200 VESEY STREET 23RD FLOORNEW YORKNY102812103PCGENERAL OPERATING SUPPORT$200,000
NATIONAL BUREAU OF ECONOMIC RESEARCH
1050 MASSACHUSETTS AVENUECAMBRIDGEMA021385398PCGENERAL OPERATING SUPPORT$100,000
NEW AMERICA FOUNDATION
740 15TH STREET NW 900WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$100,000
NEW YORK UNIVERSITY
PO BOX 5166NEW YORKNY10087PCGENERAL OPERATING SUPPORT$200,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
P O BOX 415649BOSTONMA022415649PCGENERAL OPERATING SUPPORT$200,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 415649BOSTONMA022415649PCGENERAL OPERATING SUPPORT$200,000
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD SUITE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$100,000
RICE UNIVERSITY
P O BOX 1892 - MS 16HOUSTONTX772511892PCGENERAL OPERATING SUPPORT$50,000
ROYAL INSTITUTE OF INTERNATIONAL AFFAIRS
PCGENERAL OPERATING SUPPORT$50,000C/O CHATHAM HOUSE 10 ST JAMESSQUARELONDONUKSW1Y 4LE
ROYAL UNITED SERVICES INSTITUTE (RUSI)
PFGENERAL OPERATING SUPPORT$31,58361 WHITEHALLLONDONUKSW1A 2ET
SPIRIT OF AMERICA WORLDWIDE
3033 WILSON BLVD SUITE 700ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$200,000
STANFORD UNIVERSITY
P O BOX 884253LOS ANGELESCA900884253PCGENERAL OPERATING SUPPORT$299,997
STANFORD UNIVERSITY
P O BOX 884253LOS ANGELESCA900884253PCGENERAL OPERATING SUPPORT$125,000
STANFORD UNIVERSITY
P O BOX 884253LOS ANGELESCA900884253PCGENERAL OPERATING SUPPORT$153,505
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCGENERAL OPERATING SUPPORT$10,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOORWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$100,000
THE COLLEGE OF WILLIAM AND MARY
PO BOX 8795WILLIAMSBURGVA231878795PCGENERAL OPERATING SUPPORT$102,334
THE FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
1800 M STREET NW SUITE 800-SOUTHWASHIINGTONDC20036PCGENERAL OPERATING SUPPORT$400,000
THE GERMAN MARSHALL FUND OF THE UNITED STATES
1744 R STREET NWWASHINGTONDC20009PCGENERAL OPERATING SUPPORT$100,000
THE INSTITUTE FOR THE STUDY OF WAR
1400 16TH STREET NW SUITE 515WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$297,000
THE INSTITUTE FOR THE STUDY OF WAR
1400 16TH STREET NW SUITE 515WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$300,000
THE OXUS SOCIETY FOR CENTRAL ASIAN AFFAIRS
2039 NEW HAMPSHIRE AVENUE NW 306WASHINGTONDC20009PCGENERAL OPERATING SUPPORT$73,700
THE SARATOGA FOUNDATION
6407 CAMROSE TERRACEBETHESDAMD20817PCGENERAL OPERATING SUPPORT$50,000
THE WISCONISN PROJECT ON NUCLEAR WAR
1701 K STREET NW SUITE 805WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$125,000
TRUSTEES OF DARTMOUTH COLLEGE
11 ROPE FERRY ROAD 6210HANOVERNH037551421PCGENERAL OPERATING SUPPORT$246,188
TULANE UNIVERSITY
C/O MS CHRISTIAN CARR 1555 POYDRASNEW ORLEANSLA70112PCGENERAL OPERATING SUPPORT$200,000STREET SUITE 1100
U S COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREET NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$175,000
UNITED STATES MILITARY ACADEMY
OFFICE OF RESEARCH JEFFERSON HALLWEST POINTNY10996PCGENERAL OPERATING SUPPORT$100,000RM 131 738 CULLUM ROAD
UNIVERSITY OF CALIFORNIA BERKELEY
P O BOX 744695LOS ANGELESCA900744695PCGENERAL OPERATING SUPPORT$231,530
UNIVERSITY OF CALIFORNIA MERCED
MERCED RESEARCH ADMINISTRATION 5200MERCEDCA95343PCGENERAL OPERATING SUPPORT$125,000N LAKE ROAD
UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE SUITE 300CHICAGOIL60637PCGENERAL OPERATING SUPPORT$123,089
UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE SUITE 300CHICAGOIL60637PCGENERAL OPERATING SUPPORT$127,022
UNIVERSITY OF MARYLAND
4101 CHESAPEAKE BUILDING 4300COLLEGE PARKMD207423141GOVGENERAL OPERATING SUPPORT$94,123TERRAPIN TRAIL
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE SUITE 2200 CAMPUSCHAPEL HILLNC275991350PCGENERAL OPERATING SUPPORT$115,806BOX 1350
UNIVERSITY OF NOTRE DAME
830 GRACE HALLNOTRE DAMEIN465560368PCGENERAL OPERATING SUPPORT$300,000
UNIVERSITY OF SOUTH CAROLINA RESEARCH FOUNDATION
1600 HAMPTON STREET SUITE 414COLUMBIASC29208GOVGENERAL OPERATING SUPPORT$96,678
UNIVERSITY OF TEXAS AT AUSTIN
2304 WHITIS AVENUEAUSTINTX78712GOVGENERAL OPERATING SUPPORT$150,000
UNIVERSITY OF TORONTO
PCGENERAL OPERATING SUPPORT$200,00012 QUEENS PARK CRES WEST 2ND FLOORTORONTOCAM5S 1S8ONTARIO
UNIVERSITY OF WASHINGTON
GRANT AND CONTRACT ACCOUNTING 12455CHICAGOIL60693GOVGENERAL OPERATING SUPPORT$125,000COLLECTIONS DRIVE
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$9,565,624TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,670ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion14ExclusionCd
Exclusion$11,512,007ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion18ExclusionCd
Exclusion$33,701,481ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (7 entries)

DescDescBusinessBusinessCdExclusionExclusionCdExclusionExclusionAmt
EQUITY IN PARTNERSHIP INCOME(LOSS)52300014-$4,895,235
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)14$868,026
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)14-$26,154
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)14-$4,352,549
GRANTS RETURNED14$120,598
DEFERRED TAX BENEFIT14$207,000
SALE OF FIXED ASSETS14-$964

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,164,880ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,164,880TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1H SMITH RICHARDSON CHARITABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD SUITE 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,652,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSM US LLPCategoryTxt
Amt$79,614Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$79,614DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionFOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT $2,652,000 OF GRANTS MADE IN 2024 AS A DISTRIBUTION FROM CORPUS.ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
GRACE JONES RICHARDSON TESTAMENTARY TRUST
800 GREEN VALLEY ROAD SUITE 203GREENSBORONC274082023-04-19$250,000OUR GRANT IS FOR THE GENERAL GRANT MAKING SUPPORT OF GRACE JONES RICHARDSON TESTAMENTARY TRUST AND MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
1776 I STREET NW 9TH FLOORWASHINGTONDC200062023-07-26$200,000OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAYSTANFORDCA9430560102023-10-25$200,000OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "INTERNATIONAL COMPARATIVE EDUATION POLICY LAB." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
1776 I STREET NW 9TH FLOORWASHINGTONDC200062023-07-12$173,401OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
200 M ST NW SUITE 760WASHINGTONDC200122023-07-19$275,000OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY AASE. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
1776 I STREET NW 9TH FLOORWASHINGTONDC200062024-12-31$118,417OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
200 M ST NW SUITE 760WASHINGTONDC200122024-12-31$275,000OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY AASE. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAYSTANFORDCA9430560102024-12-31$200,000OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "INTERNATIONAL COMPARATIVE EDUATION POLICY LAB." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
GRACE JONES RICHARDSON TESTAMENTARY TRUST
800 GREEN VALLEY ROAD SUITE 203GREENSBORONC274082024-04-09$250,000OUR GRANT IS FOR THE GENERAL GRANT MAKING SUPPORT OF GRACE JONES RICHARDSON TESTAMENTARY TRUST AND MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).$0NOEXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationTHE SMITH RICHARDSON FOUNDATION (EIN 56-0611550) OWNS AN APPROXIMATELY 65.59% INTEREST IN MOORINGS CAPITAL LLC (EIN 56-2280118). MOORINGS CAPITAL LLC'S ADDRESS IS 701 GREEN VALLEY ROAD, SUITE 306, GREENSBORO, NC 27408. SOME OF THE OTHER LLC MEMBERS SHARE COMMON TRUSTEES WITH THE SMITH RICHARDSON FOUNDATION. WHEN THE TRUST'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS COMBINED WITH THE OTHER LLC MEMBERS, THE TRUST COULD BE CONSIDERED TO OWN A CONTROLLED ENTITY. DURING THE 2024 TAX YEAR, THE SMITH RICHARDSON FOUNDATION DID NOT RECEIVE ANY SPECIFIED PAYMENTS FROM MOORINGS CAPITAL LLC WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 512(B)(13)(A).ALSO, THE SMITH RICHARDSON FOUNDATION'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS NOT AN EXCESS BUSINESS HOLDING UNDER INTERNAL REVENUE CODE SECTION 4943.MOORINGS CAPITAL LLC IS A PARTNERSHIP FOR FEDERAL INCOME TAX PURPOSES, AND IT HAS FOUR PARTNERS/LLC MEMBERS. ALL OF THE MEMBERS ARE TAX EXEMPT ENTITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).THIS LLC WAS FORMED FOR THE PURPOSE OF POOLING EACH INDIVIDUAL TAX EXEMPT ENTITY'S SEPARATE INVESTMENTS INTO ONE LARGER INVESTMENT POOL. THIS POOLING OF INVESTMENTS PROVIDES MANY BENEFITS TO THE PARTNERS/MEMBERS WHICH INCLUDE LOWER INVESTMENT MANAGEMENT FEES AND ACCESS TO INVESTMENTS NOT OTHERWISE AVAILABLE. MOORINGS CAPITAL LLC DOES NOT HAVE ANY EMPLOYEES AND ITS ONLY ASSETS ARE THE INVESTMENTS IN LOWER TIER INVESTMENT PARTNERSHIPS. MOORINGS CAPITAL DOES NOT HAVE A CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENT PARTNERSHIPS THAT IT OWNS. ALSO, NEITHER SMITH RICHARDSON FOUNDATION NOR ANY OTHER PARTNER/LLC MEMBER HAS ANY CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENTS THAT ARE OWNED BY MOORINGS CAPITAL LLC.DURING THE 2024 TAX YEAR THE SMITH RICHARDSON FOUNDATION RECEIVED $27,649,998 OF CAPITAL DISTRIBUTIONS FROM MOORINGS CAPITAL LLC.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP EQUITYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$556,735,894BookValueAmt
EOYFMV$556,735,894EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryNEXSEN PRUET LEGAL FEESCategoryTxt
Legal Fees$33,188LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$33,188DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER RECEIVABLES$18,692$5,292$5,292
LEASE ROU ASSET$309,997$250,968$250,968

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$24,374$0$24,374
OFFICE EQUIPMENT RENTAL$14,223$0$14,223
INSURANCE$152,669$0$151,922
MAINTENANCE$111,041$0$120,609
OFFICE EXPENSE$67,676$0$67,676
POSTAGE$15,832$0$15,832
TELEPHONE$45,552$0$45,552
UTILITIES$21,736$0$21,736

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM MOORINGS CAPITAL LLC$0$3,202,197$0
EQUITY IN PARTNERSHIP INCOME(LOSS)-$4,895,235-$4,895,235
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)$868,026$868,026
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)-$26,154-$26,154
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)-$4,352,549-$4,352,549
GRANTS RETURNED$120,598$120,598
DEFERRED TAX BENEFIT$207,000$207,000
SALE OF FIXED ASSETS-$964-$964

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX$2,418,455$4,500,964
LEASE ROU OBLIGATION$338,211$275,887

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER CONSULTING$165,646$0$160,974
CUSTODIAL FEES$58$58$0
CONSULTING FEES$110,930$0$110,930
OTHER PROFESSIONAL FEES$347,353$0$347,353
PASSTHROUGH INVESTMENT EXPENSES$0$8,978,299$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$148,848$0$148,848
FEDERAL EXCISE TAX$1,110,744$0$0
STATE TAXES$987$0$987

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306GREENSBORONC27408562280118CASH DISTRIBUTION AS SHOWN ON 2024 SCHEDULE K-1 RCVD FROM PARTNERSHIP.$0
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306GREENSBORONC27408562280118REIMBURSEMENT FOR SERVICES PROVIDED TO MOORINGS CAPITAL, LLC.$0
FieldValueIRS element (for citing)
Total$28,840,789TotalAmt