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CHAIR 22.00 80000 0 0 MICHAEL BLAIR 701 GREEN VALLEY ROAD STE 306 GREENSBORO NC 27408 TRUSTEE, AUDIT & COMPENSATION CMT. 1.00 40000 0 0 JOHN P RICHARDSON JR 701 GREEN VALLEY ROAD STE 306 GREENSBORO NC 27408 TRUSTEE, AUDIT COMMITTEE 1.00 40000 0 0 NICOLAS L RICHARDSON 701 GREEN VALLEY ROAD STE 306 GREENSBORO NC 27408 TRUSTEE, INVESTMENT CMT., GRANTS CMT 1.00 40000 0 0 TYLER B RICHARDSON 701 GREEN VALLEY ROAD STE 306 GREENSBORO NC 27408 TRUSTEE, GRANTS & INVESTMENT CMT 1.00 40000 0 0 E WILLIAM STETSON III 701 GREEN VALLEY ROAD STE 306 GREENSBORO NC 27408 TRUSTEE, GRANTS COMMITTEE 1.00 40000 0 0 THE ABOVE COMPENSATION SHOWS THE NET AMOUNT ADJ BY 1190791 OF REIMBURSED EXPENSES FROM MOORINGS C GREENSBORO NC 27408 N/A 0.00 0 0 0 ALLAN SONG 701 GREEN VALLEY RD GREENSBORO NC 27408 SR PROGRAM OFFICER 37.50 286075 112115 0 MARK STEINMEYER 701 GREEN VALLEY RD GREENSBORO NC 27408 SR PROGRAM OFFICER 37.50 280055 75285 0 CHRISTOPHER GRIFFIN 701 GREEN VALLEY RD GREENSBORO NC 27408 SR PROGRAM OFFICER 37.50 228750 115961 0 MCKINLEY JOHNSON 701 GREEN VALLEY RD GREENSBORO NC 27408 SR PORTFOLIO ACCOUNT 37.50 156172 86746 0 DAWN CARD 701 GREEN VALLEY RD GREENSBORO NC 27408 EXECUTIVE ASSISTANT 37.50 143704 65687 0 6 RSM US LLP 230 NORTH ELM STREET GREENSBORO NC 27401 AUDIT AND TAX SERVICES 181900 INTELLIGENT TECHNOLOGIES INC 12 OAK BRANCH DRIVE GREENSBORO NC 27407 COMPUTER CONSULTANTS 145500 H SMITH RICHARDSON TESTAMENTARY TRUST 701 GREEN VALLEY RD STE 306 GREENSBORO NC 27408 ACCOUNTING SERVICES 130681 KORN FERRY HAY GROUP 33 SOUTH 6TH ST 4900 MINNEAPOLIS MN 55485 CONSULTANTS 89626 0 0 552811099 2303155 359247 555473501 0 0 555473501 8332103 547141398 27357070 27357070 546863 546863 26810207 120598 26930805 0 26930805 29547796 0 29547796 26930805 25254526 0 0 29547796 25254526 0 2652000 1641270 0 0 0 2652000 0 0 0 0 25289535 2652000 0 0 PETER L RICHARDSON PRESIDENT SMITH RICHARDSON FOUNDATION INC 60 JESUP ROAD WESTPORT CT 06880 2032226222 WRITTEN PROPOSAL ALONG WITH A COPY OF IRS EXEMPTION LETTER NONE ALTHOUGH 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. 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HOLDING COMPANY) 14 868026 EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY) 14 -26154 EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY) 14 -4352549 GRANTS RETURNED 14 120598 DEFERRED TAX BENEFIT 14 207000 SALE OF FIXED ASSETS 14 -964 0 37164880 0 37164880 0 0 0 0 0 0 0 0 0 0 X X 1 H SMITH RICHARDSON CHARITABLE TRUST 701 GREEN VALLEY ROAD SUITE 306 GREENSBORO NC 274087096 2652000 X RSM US LLP 79614 0 79614 FOUNDATION 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. GRACE JONES RICHARDSON TESTAMENTARY TRUST 800 GREEN VALLEY ROAD SUITE 203 GREENSBORO NC 27408 2023-04-19 250000 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION 1776 I STREET NW 9TH FLOOR WASHINGTON DC 20006 2023-07-26 200000 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. OUTCOMES RESEARCH INSTITUTE 1092 CATHCART WAY STANFORD CA 943056010 2023-10-25 200000 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION 1776 I STREET NW 9TH FLOOR WASHINGTON DC 20006 2023-07-12 173401 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. AMERICAN ACADEMY FOR STRATEGIC EDUCATION 200 M ST NW SUITE 760 WASHINGTON DC 20012 2023-07-19 275000 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION 1776 I STREET NW 9TH FLOOR WASHINGTON DC 20006 2024-12-31 118417 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. AMERICAN ACADEMY FOR STRATEGIC EDUCATION 200 M ST NW SUITE 760 WASHINGTON DC 20012 2024-12-31 275000 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. OUTCOMES RESEARCH INSTITUTE 1092 CATHCART WAY STANFORD CA 943056010 2024-12-31 200000 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. GRACE JONES RICHARDSON TESTAMENTARY TRUST 800 GREEN VALLEY ROAD SUITE 203 GREENSBORO NC 27408 2024-04-09 250000 OUR 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). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED. CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11 THE 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. PARTNERSHIP EQUITY FMV 556735894 556735894 NEXSEN PRUET LEGAL FEES 33188 0 33188 OTHER RECEIVABLES 18692 5292 5292 LEASE ROU ASSET 309997 250968 250968 DUES & SUBSCRIPTIONS 24374 0 24374 OFFICE EQUIPMENT RENTAL 14223 0 14223 INSURANCE 152669 0 151922 MAINTENANCE 111041 0 120609 OFFICE EXPENSE 67676 0 67676 POSTAGE 15832 0 15832 TELEPHONE 45552 0 45552 UTILITIES 21736 0 21736 OTHER INCOME FROM MOORINGS CAPITAL LLC 0 3202197 0 EQUITY IN PARTNERSHIP INCOME(LOSS) -4895235 -4895235 EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY) 868026 868026 EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY) -26154 -26154 EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY) -4352549 -4352549 GRANTS RETURNED 120598 120598 DEFERRED TAX BENEFIT 207000 207000 SALE OF FIXED ASSETS -964 -964 DEFERRED EXCISE TAX 2418455 4500964 LEASE ROU OBLIGATION 338211 275887 COMPUTER CONSULTING 165646 0 160974 CUSTODIAL FEES 58 58 0 CONSULTING FEES 110930 0 110930 OTHER PROFESSIONAL FEES 347353 0 347353 PASSTHROUGH INVESTMENT EXPENSES 0 8978299 0 PAYROLL TAXES 148848 0 148848 FEDERAL EXCISE TAX 1110744 0 0 STATE TAXES 987 0 987 MOORINGS CAPITAL LLC 701 GREEN VALLEY ROAD SUITE 306 GREENSBORO NC 27408 562280118 CASH DISTRIBUTION AS SHOWN ON 2024 SCHEDULE K-1 RCVD FROM PARTNERSHIP. 0 MOORINGS CAPITAL LLC 701 GREEN VALLEY ROAD SUITE 306 GREENSBORO NC 27408 562280118 REIMBURSEMENT FOR SERVICES PROVIDED TO MOORINGS CAPITAL, LLC. 0 28840789