STRATEGY STUDIO / PUBLIC DATA EXPLORER

RICHMOND FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RICHMOND FOUNDATION INC (EIN 34-1661806)
Tax period
2012-11-01 to 2013-10-31
Filed
2014-06-16
IRS object ID
201401679349100605
Schema version
2012v2.3
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)
Timestamp2014-06-16T08:55:14-05:00Timestamp
Tax Period End Date2013-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SODERBERG AND BRENNER CPAs LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1126 EAST PERRY ST PO BOX 546AddressLine1
CityPORT CLINTONCity
StateOHState
ZIP Code43452ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN341661806EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RICHMOND FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% SODERBERG & BRENNER CPASInCareOfName
Name ControlRICHNameControl
Phone4197323168Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O JOSEPH M BRENNER PO BOX 546AddressLine1
Address Line2SuiteAddressLine2
CityPORT CLINTONCity
StateOHState
ZIP Code43452ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOSEPH M BRENNERName
TitleTREASURERTitle
Phone4197323168Phone
Date Signed2013-11-29DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH M BRENNERName
Phone4197323168Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnXFinalReturn
Exempt PFXExemptPF
FMV Assets EOY0FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Net Gain Sale Assets Rev And Expnss-142917NetGainSaleAssetsRevAndExpnss
Gross Sales Price10000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses-142917TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Legal Fees Rev And Expnss5522LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss1934AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss780TaxesRevAndExpnss
Other Expenses Rev And Expnss50OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss8286TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss23286TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps15000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-166203ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY14520CashBOY
Land Building And Equipment BOY151683LandBuildingAndEquipmentBOY
Total Assets BOY166203TotalAssetsBOY
Total Assets EOY0TotalAssetsEOY
Total Assets EOYFMV0TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY166203UnrestrictedBOY
Unrestricted EOY0UnrestrictedEOY
Total Net Assets BOY166203TotalNetAssetsBOY
Total Net Assets EOY0TotalNetAssetsEOY
Total Liabilities Net Assets BOY166203TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY0TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY166203TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-166203ExcessOfRevenueOverExpenses

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetLAND & BLDG, MARBLEHEAD, OHDescriptionOfAsset
How AcquiredDHowAcquired
Date Acquired1994-09-01DateAcquired
Date Sold2013-03-15DateSold
Gross Sales Price10000GrossSalesPrice
Cost Or Other Basis152917CostOrOtherBasis
Gain Or Loss-142917GainOrLoss
Gains Minus Excess Or Losses-142917GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income-142917CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year12000QualifyingDistributionsYear1
Noncharitable Assets Year146287NoncharitableAssetsYear1
Distribution Ratio Year10.043209DistributionRatioYear1
Qualifying Distributions Year26634QualifyingDistributionsYear2
Noncharitable Assets Year263424NoncharitableAssetsYear2
Distribution Ratio Year20.104598DistributionRatioYear2
Qualifying Distributions Year32571QualifyingDistributionsYear3
Noncharitable Assets Year378510NoncharitableAssetsYear3
Distribution Ratio Year30.032747DistributionRatioYear3
Qualifying Distributions Year45149QualifyingDistributionsYear4
Noncharitable Assets Year4138300NoncharitableAssetsYear4
Distribution Ratio Year40.037231DistributionRatioYear4
Qualifying Distributions Year59378QualifyingDistributionsYear5
Noncharitable Assets Year5209459NoncharitableAssetsYear5
Distribution Ratio Year50.044772DistributionRatioYear5
Total Distribution Ratio0.262557TotalDistributionRatio
Average Distribution Ratio0.052511AverageDistributionRatio
Net Noncharitable Assets25976NetNoncharitableAssets
Adjusted Noncharitable Assets1364AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1364AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Backup Withholding Withheld0BackupWithholdingWithheld
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtctrueTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1SODERBERG & BRENNER CPASBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4197323168BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1126 E PERRY STREETAddressLine1
CityPORT CLINTONCity
StateOHState
ZIP Code43452ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WENDY A RICHMOND
C/O JOSEPH M BRENNER PO BOX 546PORT CLINTONOH43452PRESIDENT1.0000
LINDA STINNETT
C/O JOSEPH M BRENNER PO BOX 546PORT CLINTONOH43452VICE PRESIDENT1.0000
JOSEPH M BRENNER
C/O JOSEPH M BRENNER PO BOX 546PORT CLINTONOH43452TREASURER1.0000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
FieldValueIRS element (for citing)
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances15122AvgMonthlyCashBalances
FMV All Other Noncharitable Assets11250FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets26372TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets26372AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable396CashDeemedCharitable
Net Noncharitable Assets25976NetNoncharitableAssets
Minimum Investment Return1299MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1299MinimumInvestmentReturn
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Tax0TotalTax
Distributable Amount Before Adj1299DistributableAmountBeforeAdj
Distributable Amount Before Ded1299DistributableAmountBeforeDed
Distributable Amount As Adjusted1299DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions15000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions15000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1299DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Excess Distri Carryover Year2433ExcessDistriCarryoverYear2
Total Excess Distri Carryover433TotalExcessDistriCarryover
Qualifying Distributions15000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year1299AppliedToCurrentYear
Remaining Distri From Corpus13701RemainingDistriFromCorpus
Total Corpus14134TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g314134DistriFromCorpus170b1EOr4942g3
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
TOLEDO COMMUNITY FOUNDATION INC
PO BOX 36PORT CLINTONOH43452TO SUPPORT POST-SECONDARY EDUCATION AWARDS FOR STUDENTS WHO HAVE PARTICIPATED IN THE VISUAL ARTS PROGRAM AT DANBURY HIGH SCHOOL, LAKESIDE-MARBLEHEAD, OH$10,000
PORT CLINTON CITY SCHOOLS
811 S JEFFERSON STREETPORT CLINTONOH43452TO SUPPORT POST-SECONDARY EDUCATIONAL AWARDS FOR STUDENTS IN THE VISUAL ARTS PROGRAM AT PORT CLINTON HIGH SCHOOL, PORT CLINTON, OH$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
FieldValueIRS element (for citing)
Dividends And Int From Sec Part VIIDividendsAndIntFromSecPartVII
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$142,917ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion-$142,917ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-142917TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategorySODERBERG & BRENNER CPASCategory
Amount$1,934Amount

Depreciation Schedule DepreciationSchedule

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryFLYNN, PY & KRUSE CO., LPACategory
Amount$5,522Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionSTATE REGISTRATIONDescription
Revenue And Expenses Per Books50RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryREAL ESTATE TAXCategory
Amount$780Amount