Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
Name of foundation
THE RICH FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)2120 CRESTMOOR RD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37215
A Employer identification number

62-1588498
B Telephone number (see instructions)

(615) 383-8202
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,360,115J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 7,752
2 Check bullet
3 Interest on savings and temporary cash investments 25,589 25,589  
4 Dividends and interest from securities...... 54,638 54,638  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 90,769
b Gross sales price for all assets on line 6a 673,522
7 Capital gain net income (from Part IV, line 2)... 90,769
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 178,748 170,996  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,975 3,975    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 901 901    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 25,100 25,048    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,976 29,924   0
25 Contributions, gifts, grants paid........ 150,000 150,000
26 Total expenses and disbursements. Add lines 24 and 25 179,976 29,924   150,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,228
b Net investment income (if negative, enter -0-) 141,072
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 127,882 241,289 241,289
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment54,684 54,984
b Investments—corporate stock (attach schedule)........ 25,942 Click to see attachment72,066 109,402
c Investments—corporate bonds (attach schedule)........ 1,040,789 Click to see attachment808,118 810,198
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,672,722 Click to see attachment1,689,950 2,144,242
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,867,335 2,866,107 3,360,115
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,078,416 1,078,416
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,788,919 1,787,691
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,867,335 2,866,107
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,867,335 2,866,107
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,867,335
2 Enter amount from Part I, line 27a..................... 2 -1,228
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,866,107
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,866,107
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 90,769
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 -8,417
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 165,000 3,160,319 0.05221
2011 141,436 3,175,791 0.04454
2010 125,000 3,096,558 0.04037
2009 143,810 2,565,485 0.05606
2008 126,000 2,878,239 0.04378
2 Total of line 1, column (d) ...................... 2 0.23695
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.04739
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,268,299
5 Multiply line 4 by line 3....................... 5 154,881
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,411
7 Add lines 5 and 6......................... 7 156,292
8 Enter qualifying distributions from Part XII, line 4.............. 8 150,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,821
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 2,821
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,821
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 10,431
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,431
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,610
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet7,610 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBILL RICH Telephone no.bullet (615) 383-8202
    Located atbullet2120 CRESTMOOR RDNASHVILLETN ZIP+4bullet37215
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    DAVID TATE RICH Trustee
    1.00     		0    
    2120 CRESTMOOR RD
    NASHVILLE,TN37215
    AMY LUCILE RICH Trustee
    1.00     		0    
    2120 CRESTMOOR RD
    NASHVILLE,TN37215
    JOHN WILLIAM RICH Trustee
    1.00     		0    
    2120 CRESTMOOR RD
    NASHVILLE,TN37215
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    163,415
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,821
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,821
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    160,594
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    160,594
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    160,594
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 160,594
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 143,908
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 150,000
    a Applied to 2012, but not more than line 2a 143,908
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 6,092
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		154,502
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S ASSOCIATION
    4205 HILLSBORO RD 216
    NASVHILLE,TN37215     		NONE PUBLIC FOR ASSISTANCE WITH RESEARCH AND PATIENTS 2,000
    BAL D'HIVER
    PO BOX 15037
    NASHVILLE,TN37215     		NONE PUBLIC PROVIDE SUPPORT TO VARIOUS LOCAL CHARITIES 500
    BELMONT UNIVERSITY
    1900 BELMONT BLVD
    NASHVILLE,TN37212     		NONE PUBLIC FOR UNIVERSITY PROGRAMS & BUILDING PROJECTS 1,000
    BOYS GIRLS CLUB
    1704 CHARLOTTE AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE ACTIVITES AND A SAFE PLACE FOR YOUTHS 2,000
    BOY SCOUTS
    PO BOX 150409
    NASHVILLE,TN37215     		NONE PUBLIC TO HELPS BOYS DEVELOP SKILLS AND CHARACTER 500
    CALVARY YOUNG CHILDREN'S SCHOOL
    3701 HILLSBORO PIKE
    NASHVILLE,TN37215     		NONE PUBLIC PROVIDE SCHOOLING FOR YOUNG CHILDREN 500
    CHEEKWOOD
    PO BOX 50438
    NASHVILLE,TN37205     		NONE PUBLIC TO HELP PRESERVE AND MAINTAIN CHEEKWOOD'S GARDENS AND MUSEUM 10,000
    CHIP'S TRANSITIONAL LIVING
    840 YOUNGS LANE
    NASHVILLE,TN37207     		NONE PUBLIC TO PROVIDE TEMPORARY AND TRANSITIONAL HOUSING 500
    CYSTIC FIBROSIS FOUNDATION
    4825 TROUSDALE DR 104
    NASHVILLE,TN37220     		NONE PUBLIC FOR CYSTIC FIBROSIS RESEARCH 500
    CUMBERLAND HEIGHTS
    PO BOX 90727
    NASHVILLE,TN37209     		NONE PUBLIC PROVIDE DRUG & ALCOHOL TREATMENT 1,000
    CUMBERLAND VALLEY GIRL SCOUTS
    4522 GRANNY WHITE PIKE
    NASHVILLE,TN37203     		NONE PUBLIC TO HELP GIRLS DEVELOP SKILLS AND CHARACTER 250
    ENSWORTH SCHOOL
    211 ENSWORTH AVE
    NASHVILLE,TN37205     		NONE PUBLIC PROVIDE EQUIPMENT AND LIBRARY SUPPLIES 11,500
    FELLOWSHIP OF CHRISIAN ATHLETES
    2603 ELM HILL PK
    NASHVILLE,TN37214     		NONE PUBLIC EQUIP ATHLETES TO MAKE A DIFFERENCE FOR CHRIST 500
    FISHER HOUSE
    1401 ROCKVLILE PK 600
    ROCKVILLE,MD20852     		NONE PUBLIC PROVIDE HOUSING TO FAMILY MEMBERS OF MEDICAL PATIENTS 1,000
    HARPETH HALL SCHOOL
    3801 HOBBS ROAD
    NASHVILLE,TN37215     		NONE PUBLIC FOR SCHOOL PROGRAMS AND BUILDING PROJECTS 12,500
    INJURED MARINES SEMPER FI FUND
    825 COLLEGE BLVD 102
    OCEANSIDE,CA92057     		NONE PUBLIC PROVIDE CARE FOR INJURED MARINES 1,000
    JACK JILL LATE STAGE CANCER FOUNDAT
    3282 NORTHSIDE PKWY 100
    ATLANTA,GA30327     		NONE PUBLIC TO PROVIDE SPECIAL MEMORIES FOR FAMILIES WITH LATE STAGE CANCER PATIENTS. 1,000
    JUVENILE DIABETES RESEARCH FND
    105 WESTPARK 415
    NASHVILLE,TN37027     		NONE PUBLIC FOR JUVENILE DIABETES RESEARCH 750
    CENTER FOR THE INTREPID
    3551 ROGER BROOKE DR
    FORT SAM HOUSTON,TX78234     		NONE PUBLIC FOR REHABILITATION AND AMPUTEE CARE. 5,000
    LIPSCOMB UNIVERSITY
    1 UNIVERSITY PARK DR
    NASHVILLE,TN37200     		NONE PUBLIC FOR UNIVERSITY PROGRAMS AND CAPITAL PROJECTS 1,000
    LONE OAK DAY CAMP
    PO BOX 1095
    FRANKLIN,TN37065     		NONE PUBLIC PROVIDE AN OPPORTUNITY FOR CHILDREN TO ATTEND CAMP 500
    LOUISVILLE PRESBYTERIAN SEMINARY
    1044 ALTA VISTA RD
    LOUSIVILLE,KY40205     		NONE PUBLIC FOR SCHOOL PROGRAMS AND PROJECTS 1,000
    MARTHA O'BRYAN FOUNDATION
    711 S 7TH STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO EMPOWER YOUTHS & ADULTS IN POVERTY TO TRANSFORM THEIR LIVES 4,000
    MONTGOMERY BELL ACADEMY
    4001 HARDING RD
    NASHVILLE,TN37205     		NONE PUBLIC FOR SCHOOL PROGRAMS AND CAPITAL PROJECTS 15,000
    MEN OF VALOR
    1420 DONELSON PIKE B-6
    NASHVILLE,TN37217     		NONE PUBLIC TO HELP MEN RECONCILE THEIR LIVES TO GOD & THEIR FAMILIES 250
    NASHVILLE BALLET
    3630 REDMON ST
    NASHVILLE,TN37209     		NONE PUBLIC FOR CAPITAL BUILDING PROJECTS 2,000
    NASHVILLE CHILDREN'S THEATER
    25 MIDDLETON ST
    NASHVILLE,TN37210     		NONE PUBLIC TO PROVIDE PERFORMACES AND WORKSHOPS FOR CHILDREN 1,000
    NASHVILLE GREENWAYS
    PO BOX 196340
    NASHVILLE,TN37219     		NONE PUBLIC FOR MAINTENANCE AND IMPROVEMENT OF NASHVILLE'S GREENWAYS 1,000
    NASHVILLE SHAKESPEARE FESTIVAL
    1604 8TH AVE SOUTH 250
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE ENTERTAINMENT AND ENRICHMENT THROUGH PERFORMANCES 500
    NATIONAL FOOTBALL FOUNDATION
    433 E LAS COLINAS BLVD 1130
    IRVING,TX75039     		NONE PUBLIC TO HELP AMATEUR FOOTBALL BY DEVELOPING LEADERSHIP & SPORTSMANSHIP 1,000
    NATIONS MINISTRY CENTER
    PO BOX 128154
    NASHVILLE,TN37212     		NONE PUBLIC TO SERVE NASHVILLE'S IMMIGRANT & REFUGEE POPULATION 1,000
    PASOTRAL COUNSELING
    100 VICE COURT
    NASHVILLE,TN37205     		NONE PUBLIC PROVIDE COURSES AND INSTRUCTION FOR CHRISTIAN COUNSELING DEGREES 500
    FRANKLIN'S CHARGE INC
    604 WEST MAIN ST
    FRANKLIN,TN37064     		NONE PUBLIC PRESERVE CIVIL WAR BATTLEFIELDS IN FRANKLIN, TN. 1,000
    RALLY FOUNDATION FOR CHILDHOOD CANC
    5775 GLENRIDGE DR 370
    ATLANTA,GA30328     		NONE PUBLIC RAISE AWARENESS AND FUNDS FOR CHILDHOOD CANCER RESEARCH 1,000
    FRIST CENTER FOR THE VISUAL ARTS
    919 BROADWAY
    NASHVILLE,TN37203     		NONE PUBLIC FOR EXHIBITIONS AND EDUCATIONAL PROGRAMS. 500
    SADDLE UP
    1549 OLD HILLSBORO RD
    NASHVILLE,TN37069     		NONE PUBLIC PROVIDE EQUESTRIAN ACTIVITIES FOR DISABLED CHILDREN 500
    HIGHLAND'S PLAYHOUSE
    362 OAK STREET
    HIGHLANDS,NC28741     		NONE PUBLIC TO SUPPORT THEATRE AND ARTISTIC VENTURES. 1,500
    SECOND HARVEST FOOD BANK
    331 GREAT CIRCLE RD
    NASHVILLE,TN37228     		NONE PUBLIC PROVIDE SUPPORT TO ENDING LOCAL HUNGAR 500
    MAGDALENE HOUSE
    BOX 6330B
    NASHVILLE,TN37235     		NONE PUBLIC PROVIDE HOUSING FOR WOMEN IN RECOVERY. 1,000
    NASHVILLE SYMPHONY
    1 SYMPHONY PLACE
    NASHVILLE,TN37201     		NONE PUBLIC SUPPORT OF SYMPHONY PERFORMANCES. 500
    THISBE NOAH SCOTT FOUNDATION
    112 LASALLE COURT
    NASHVILLE,TN37205     		NONE PUBLIC PROVIDE FUNDS FOR SUPPORT AND RESEARCH OF PEDIATRIC NEUROMUSCULAR DISEASE 500
    TN GOLF FOUNDATION
    400 FRANKLIN RD
    FRANKLIN,TN37069     		NONE PUBLIC PROMOTE GOLF WITH AN EMPHASIS ON YOUTHS & DISADVANTAGED 500
    PROJECT REDESIGN
    PO BOX 159276
    NASHVILLE,TN37215     		NONE PUBLIC TO PROVIDE INTERIOR REDESIGN FOR LOW INCOME FAMILIES. 3,000
    VANDERBILT UNIVERSITY
    301 KIRKLAND HALL
    NASHVILLE,TN37240     		NONE PUBLIC TO SUPPORT THE ARTS & SCIENCES, GIRDIRON AND COMMODORE CLUBS. 12,000
    WESTMINSTER CHURCH
    3900 WEST END AVE
    NASHVILLE,TN37205     		NONE PUBLIC SUPPORT FOR CHURCH PROGRAMS AND ACTIVITIES 12,000
    VANDERBILT CHILDREN'S HOSPITAL
    2200 CHILDRENS WAY
    NASHVILLE,TN37232     		NONE PUBLIC SUPPORT FOR RESEARCH AND HOSPITAL PROGRAMS 1,000
    WHO U WITH
    123 30TH AVE SOUTH
    NASHVILLE,TN37212     		NONE PUBLIC CHALLENGE COLLEGE ATHLETES & COACHES TO GROW IN CHRIST 500
    WOODMONT CHRISTIAN CHURCH
    3601 HILLSBORO RD
    NASHVILLE,TN37215     		NONE PUBLIC FOR THE NASHVILLE FOOD PROJECT AND OTHER CHURCH PROGRAMS 9,000
    WOUNDED WARRIORS PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		NONE PUBLIC PROVIDES SUPPORT AND PROGRAMS FOR WOUNDED VETERANS 3,000
    WPLN PUBLIC RADIO
    630 MAINSTREAM DRIVE
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT LOCAL PUBLIC RADIO 500
    COVENANT SCHOOL
    33 BURTON HILLS BLVD
    NASHVILLE,TN37215     		NONE PUBLIC FOR SCHOOL PROGRAMS. 2,000
    FAMILY CHILDREN'S SERVICES
    23RD AVE NORTH
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE SUPPORT FOR PROGRAMS & SERVICES. 500
    FRIENDS OF WARNER PARK
    50 VAUGHN RD
    NASHVILLE,TN37221     		NONE PUBLIC SUPPORT PRESERVATION OF LOCAL PARKS. 2,000
    GREEN FORK ACADEMY
    PO BOX 159157
    NASHVILLE,TN37215     		NONE PUBLIC SUPPORT FOOD EDUCATION PROGRAMS. 8,250
    NASHVILLE FOOD PROJECT INC
    3605 HILLSBORO PK
    NASHVILLE,TN37215     		NONE PUBLIC SUPPORT FOOD DISBURSEMENT PROGRAMS. 3,500
    NASHVILLE HUMANE ASSOCIATION
    213 OCEOLA AVE
    NASHVILLE,TN37209     		NONE PUBLIC SUPPORT ANIMAL RESCUE PROGRAMS. 500
    NASHVILLE OPERA
    3622 REDMON ST
    NASHVILLE,TN37209     		NONE PUBLIC SUPPORT MUSIC/OPERA PROGRAMS. 1,000
    PAT HEAD SUMMIT ALZHEIMERS FUND
    625 MARKET ST
    KNOXVILLE,TN37902     		NONE PUBLIC FOR ALZHEIMER RESEARCH & SUPPORT. 500
    THISTLE FARMS
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209     		NONE PUBLIC SUPPORT WOMEN'S PROGRAMS. 2,500
    Total .................................bullet 3a 150,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 25,589  
    4 Dividends and interest from securities....     14 54,638  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 90,769  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   170,996  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13170,996
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID: 13000170
    Software Version: 2013v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE RICH FOUNDATION
     
    Employer identification number

    62-1588498
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE RICH FOUNDATION
          		Employer identification number

    62-1588498
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    J RICH CHARITABLE LEAD TRUST  
    40 BURTON HILLS BLVD STE 300
     
    NASHVILLE, TN37215

    		$7,752


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE RICH FOUNDATION
          		Employer identification number

    62-1588498
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE RICH FOUNDATION
          		Employer identification number

    62-1588498
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID: 13000170
    Software Version: 2013v4.0

    TY 2013 AccountingFeesSchedule
    Name:
    THE RICH FOUNDATION
    EIN: 62-1588498
    Software ID:13000170
    Software Version:2013v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,975 3,975 0 0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE RICH FOUNDATION
    EIN: 62-1588498
    Software ID:13000170
    Software Version:2013v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JOHN DEERE CAPITAL 58,966 55,914
    NOVARTIS CAP CORP    
    PEPSI BOTTLING GROUP    
    HOWARD HUGHES MEDICAL    
    YALE UNIVERSITY    
    COCA-COLA CO 47,965 50,762
    TOTAL CAPITAL 24,424 25,726
    WALT DISNEY CO 46,832 44,255
    PLAINS ALL AMERICAN 28,494 27,242
    GE COMPANY 25,713 27,071
    DANAHER CORP 56,987 56,982
    ARCHER DANIELS 27,696 28,417
    GLAXOSMITHKLINE 28,334 28,621
    VERIZON COMM INC    
    WASHINGTON POST    
    TOYOTA MOTOR CREDIT 51,549 55,477
    WELLS FARGO 24,963 27,872
    KROGER CO 55,298 64,782
    OKLAHOMA GAS & ELECTRIC 60,069 56,057
    NUCOR CORP 60,024 56,915
    TIME WARNER 61,110 57,684
    MEDTRONIC INC 61,116 57,820
    JOHNSON CONTROLS INC 45,183 44,685
    AMGEN INC 43,395 43,916
    FEDEX CORP    

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE RICH FOUNDATION
    EIN: 62-1588498
    Software ID:13000170
    Software Version:2013v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLIC STORAGE 23,488 26,040
    BERKSHIRE HATHAWAY 14,824 25,312
    SOUTHERN CO   22,690
    AT&T INC 33,754 35,360

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE RICH FOUNDATION
    EIN: 62-1588498
    Software ID:13000170
    Software Version:2013v4.0
    US Government Securities - End of Year Book Value:

    54,684
    US Government Securities - End of Year Fair Market Value:

    54,984
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE RICH FOUNDATION
    EIN: 62-1588498
    Software ID:13000170
    Software Version:2013v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CALAMOS MARKET NEUTRAL INC FND AT COST 42,525 43,054
    MV GOLD MINERS ETF AT COST    
    PLUM CREEK TIMBER AT COST 60,602 77,798
    WM BLAIR MACRO ALLOC FD AT COST 85,257 97,176
    PIMCO COMMDITY REAL RETURN STRAT AT COST 43,000 35,174
    BROOKFIELD INFRASTRUCTURE AT COST 31,123 54,236
    HOTCHKIS & WILELY HY AT COST 32,000 36,434
    RIDGEWORTH SEIX AT COST 32,300 34,385
    PIMCO EMERGING DEBT AT COST 50,000 48,906
    ELDORADO GOLD CORP AT COST 11,813 14,325
    GOLDCORP INC AT COST 17,801 20,235
    MOSAIC COMPANY AT COST 14,613 16,071
    POTASH CORP OF SASKATCHEWAN AT COST 37,578 45,552
    WHITEBOX TACTICAL AT COST 50,308 49,797
    ACCRUED INTEREST AT COST   10,371
    JENSEN PORTFOLIO AT COST 50,250 72,896
    VANGUARD DIV APPREC AT COST 64,143 99,386
    VANGUARD GROWTH AT COST 87,616 148,350
    VANGUARD VALUE AT COST 94,579 145,710
    VANGUARD MIDCAP AT COST 44,110 71,202
    FIDELITY SMALL CAP DISCOVERY AT COST 30,000 44,250
    KEELEY SMALL-CAP AT COST 20,035 30,995
    THIRD AVE SM-CAP AT COST    
    LONGLEAF PARTNERS AT COST 51,035 61,544
    DODGE COX INT'L AT COST 57,865 83,607
    EUROPACIFIC GROWTH AT COST 67,825 86,779
    FIRST EAGLE OVERSEAS AT COST 48,500 53,920
    VANGUARD EUR PAC AT COST 29,756 38,331
    OPPENHEIMER DEV MARKETS AT COST 70,000 84,248
    TRP NEW ASIA FUND AT COST 40,035 38,467
    VANGUARD EMERGING MARKETS AT COST 55,248 56,069
    FPA CRESCENT FD AT COST 59,100 74,258
    UTILITIES SPDR AT COST 44,211 52,006
    MKT VECTORS AGRIBUSINESS AT COST 58,079 70,138
    VANGUARD HIGH DIV AT COST 48,063 79,578
    WISDOM TREE EMRG SM-CAP AT COST    
    PS S&P 500 LOW VOLATILITY AT COST 78,130 81,857
    PS SHORT RUSSELL AT COST 43,165 41,678
    WM BLAIR EMRG MKT AT COST 39,285 45,459

    TY 2013 OtherExpensesSchedule
    Name:
    THE RICH FOUNDATION
    EIN: 62-1588498
    Software ID:13000170
    Software Version:2013v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 25,048 25,048    
    OFFICE EXPENSE 52      


    TY 2013 TaxesSchedule
    Name:
    THE RICH FOUNDATION
    EIN: 62-1588498
    Software ID:13000170
    Software Version:2013v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 901 901