Form990-PF

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE ANITA B AND HOWARD S RICHMOND
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)266 WEST 37TH STREET 17TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100186609
A Employer identification number

13-6180873
B Telephone number (see instructions)

(212) 594-9518
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,228,749
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 20,250
2 Check bullet.............
3 Interest on savings and temporary cash investments 68 68  
4 Dividends and interest from securities... 83,082 83,082  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 459,062
b Gross sales price for all assets on line 6a 3,918,467
7 Capital gain net income (from Part IV, line 2)... 469,830
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)....... -909 -2  
12 Total. Add lines 1 through 11........ 561,553 552,978  
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)....... 750 750    
c Other professional fees (attach schedule).... 52,428 52,428    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 298 298    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,476 53,476   0
25 Contributions, gifts, grants paid....... 218,000 218,000
26 Total expenses and disbursements. Add lines 24 and 25 271,476 53,476   218,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 290,077
b Net investment income (if negative, enter -0-) 499,502
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 72,415 63,733 63,733
2 Savings and temporary cash investments......... 58,204 337,046 337,046
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 attachment972,634 978,658
b Investments—corporate stock (attach schedule)....... 5,450,114 Click to see attachment4,515,125 8,801,990
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 51,943 Click to see attachment47,322 47,322
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) 5,632,676 5,935,860 10,228,749
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 5,632,676 5,935,860
30 Total net assets or fund balances (see instructions)..... 5,632,676 5,935,860
31 Total liabilities and net assets/fund balances (see instructions). 5,632,676 5,935,860
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
5,632,676
2
Enter amount from Part I, line 27a .....................
2
290,077
3
Other increases not included in line 2 (itemize) bullet
3
16,123
4
Add lines 1, 2, and 3 ..........................
4
5,938,876
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,016
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,935,860
Form 990-PF (2018)
Form 990-PF (2018)
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.)
1 a BIOVERATIV-42 P 2014-07-16 2018-01-22
b CELGENE CORP.-380 P 2017-08-31 2018-03-15
c MOGAN STANLEY-900 P 2018-02-07 2018-05-25
d EXXON MOBIL CORP.-350 P 2013-02-08 2018-09-07
e CONSTALLATION BRANDS A-425 P 2013-05-02 2018-09-17
SAGE THERAPEUTICS-150 P 2018-06-14 2018-09-17
FEDEX CORP.-165 P 2018-05-25 2018-09-17
NETFLEX INC.-25 P 2017-11-16 2018-10-12
SCHLUMBERGER LTD-800 P 2018-10-10 2018-11-02
PINNACLE FINANCIAL PARTBERSHIP-425 P 2014-05-12 2018-01-23
EOG RESOURCES INC.-225 P 2016-06-08 2018-03-15
CLOVIS ONCOLOGY INC.-300 P 2017-07-31 2018-06-08
ALIBABA GROUP HOLDING ADR-275 P 2018-01-23 2018-09-10
FACEBOOK INC. A-900 P 2013-04-11 2018-09-17
SALESFORCE COM-225 P 2018-03-01 2018-09-17
GARRETT MOTIONS INC.-0.5 P 2013-03-28 2018-10-01
NVIDIA CORP.-125 P 2018-08-29 2018-10-12
BRISTAL-MYERS SQUIBB-455 P 2016-03-29 2018-11-06
PINNACLE FINANCIAL PARTBERSHIP-375 P 2014-05-12 2018-01-25
US BANCORP-100 P 2017-02-07 2018-03-20
APPLIED MATERIALS-1000 P 2017-12-07 2018-06-14
ALIBABA GROUP HOLDING ADR-125 P 2018-06-08 2018-09-10
FEDEX CORP.-25 P 2018-05-25 2018-09-17
SAREPTA THERAPEUTICS-100 P 2018-08-10 2018-09-17
DIGITSL REALTY TRUST-530 P 2018-07-06 2018-10-04
TEXAS INSTRUMENTS-145 P 2018-02-20 2018-10-12
ALNYLAM PHARMACEUTICAL-475 P 2017-11-09 2018-11-07
STARBUCK CORP.-400 P 2015-05-20 2018-01-30
US BANCORP-500 P 2017-08-31 2018-03-20
ALIBABA GROUP HOLDING ADR-200 P 2017-06-08 2018-07-06
ALIBABA GROUP HOLDING ADR-300 P 2018-06-15 2018-09-12
GENENAL DYNAMICS-100 P 2017-03-01 2018-09-17
TEXAS INSTRUMENTS-325 P 2018-08-10 2018-09-17
ABBVIE INC.-130 P 2017-10-27 2018-10-08
VISA INC. A-100 P 2017-08-31 2018-10-12
MARRIOTT INT'L INC. A-150 P 2013-03-28 2018-11-08
STARBUCK CORP-425 P 2015-05-20 2018-01-30
MERCK & CO. INC.-925 P 2013-02-08 2018-03-22
GOLDMAN SACHS GROUP-160 P 2016-12-20 2018-07-12
ABBVIE INC.-275 P 2017-10-27 2018-09-17
GOLDMAN SACHS GROUP-75 P 2017-03-01 2018-09-17
THERMO FISH SCIENTIFIC-25 P 2008-04-01 2018-09-17
GOLDMAN SACHS GROUP-365 P 2017-02-07 2018-10-10
3 M CO.-125 P 2013-02-22 2018-10-12
AERIE PHARMCEUTICAL-585 P 2017-10-26 2018-11-14
CSX CORP.-750 P 2017-05-17 2018-02-05
BROADCOM LTD-130 P 2017-09-15 2018-03-23
BROADCOM LTD-195 P 2017-09-15 2018-07-13
ADOBE SYSTEMS INC.-25 P 2017-06-30 2018-09-17
HOME DEPOT INC.-200 P 2013-04-17 2018-09-17
UNITED TECHNOLOGIES-300 P 2013-02-22 2018-09-17
TEXAS INSTRUMENTS-130 P 2018-02-20 2018-10-11
ABBVIE INC.-294 P 2015-03-18 2018-10-23
AERIE PHARMCEUTICAL-115 P 2018-06-08 2018-11-14
REGENERON PHARMAS INC.-120 P 2015-08-11 2018-02-06
WELLSFARGO BK NA-360 P 2013-02-15 2018-03-29
BRISTAL-MYERS SQUIBB-900 P 2013-05-16 2018-07-20
AERIE PHARMCEUTICAL-200 P 2017-06-08 2018-09-17
HONEYWELL INT'L INC.-125 P 2013-03-28 2018-09-17
UNITEDHALTH GROUP INC.-150 P 2018-08-31 2018-09-17
ABBVIE INC.-169 P 2017-10-27 2018-10-12
ABBVIE INC-76 P 2017-10-27 2018-10-23
VERTEX PHARMACEUTICAL-90 P 2017-12-08 2018-11-28
CHARLES SCHWAB CORP.-950 P 2011-08-31 2018-02-07
WELLSFARGO BK NA-165 P 2013-02-15 2018-04-03
PAYCOM SOFTWAARE INC.-500 P 2016-02-16 2018-08-01
ALNYLAM PHARMACEUTL-125 P 2017-11-09 2018-09-17
J P MORGAN CHASE & CO-450 P 2018-01-30 2018-09-17
VERTEX PHARMACEUTICAL-100 P 2017-12-27 2018-09-17
ALPHABET C-100 P 2015-08-19 2018-10-12
BANK OF AMERICA CORP.-1170 P 2016-11-26 2018-10-23
CATERPILLAR INC.-225 P 2018-03-22 2018-12-10
AERIE PHARMCEUTICAL-990 P 2017-10-13 2018-02-09
INCYTE CORPORATION-475 P 2015-10-15 2018-04-12
INTEL CORP.-1050 P 2016-09-17 2018-08-10
ALPHABET INC. A-25 P 2017-06-08 2018-09-17
JOHNSON & JOHNSON-400 P 2018-02-05 2018-09-17
VISA INC. A-300 P 2017-08-31 2018-09-17
AMAZON COM INC.-50 P 2017-08-31 2018-10-12
VERTEX PHARMACEUTICAL-170 P 2017-12-08 2018-10-25
BLUE BRID BIO INC.-250 P 2018-04-12 2018-12-21
QUALCOMM INC.-850 P 2017-11-15 2018-02-20
WELLSFARGO BK NA-960 P 2013-02-15 2018-04-12
INTEL CORP-625 P 2018-03-20 2018-08-10
BANK OF AMERICA CORP.-2200 P 2016-11-30 2018-09-17
LOCKHEED MARTIN CORP.-100 P 2017-06-20 2018-09-17
WALT DISNEY CO.-100 P 2015-05-08 2018-09-17
BANK OF AMERICA CORP.-50 P 2016-11-30 2018-10-12
TEXAS INSTRUMENTS-350 P 2018-02-20 2018-10-29
US BANCORP-500 P 2017-02-07 2018-02-21
ALNYLAM PHARMACEUTL-300 P 2017-11-09 2018-04-20
BANK OF AMERICA CORP.-3500 P 2016-11-25 2018-08-29
BOOKING HOLDINGS INC.-25 P 2015-08-07 2018-09-17
MERCK & CO. INC.-325 P 2017-05-11 2018-09-17
WELLSFARGO BK NA-290 P 2017-12-23 2018-09-17
BLUE BRID BIO INC.-75 P 2018-05-10 2018-10-12
RESIDEO TECHNOLOGIES-0.8333 P 2018-03-11 2018-10-29
AMGEN INC.-200 P 2013-04-19 2018-02-26
MICRON TECHNOLOGY-950 P 2018-03-15 2018-04-25
CHUBB LTD-605 P 2016-01-19 2018-08-29
BRISTAL-MYERS SQUIBB-175 P 2016-03-30 2018-09-17
MERCK & CO. INC.-75 P 2018-08-29 2018-09-17
WELLSFARGO BK NA-60 P 2018-08-29 2018-09-17
BRISTAL-MYERS SQUIBB-50 P 2016-03-30 2018-10-12
BRISTAL-MYERS SQUIBB-395 P 2016-03-19 2018-10-30
CELGENE CORP.-250 P 2017-07-17 2018-02-28
TESARO INC-425 P 2016-12-30 2018-05-10
TRAVERLER COMPANIES-300 P 2013-02-22 2018-08-29
CATERPILLAR INC.-125 P 2018-03-22 2018-09-17
NETFLEX INC.-100 P 2017-11-16 2018-09-17
WORKDAY INC. A-100 P 2018-08-01 2018-09-17
FACEBOOK INC. A-50 P 2013-04-11 2018-10-12
ABBVIE INC.-260 P 2013-06-07 2018-10-31
EOG RESOURCES INC.-250 P 2016-06-07 2018-03-01
TESARO INC-125 P 2017-05-18 2018-05-10
PHILLIP MORRIS INT'L-600 P 2013-03-28 2018-08-29
CHEVRON CORP-375 P 2016-12-05 2018-09-17
NORTHROP GRUMMAN CO.-25 P 2018-09-07 2018-09-17
WORLDPAY INC-25 P 2018-09-12 2018-09-17
MASTERCARD INC. A-200 P 2017-08-31 2018-10-12
ABBVIE INC.-370 P 2013-05-16 2018-11-01
CHARLES SCHWAB CORP.-425 P 2013-04-11 2018-03-07
EXXON MOBIL CORP.-100 P 2013-02-08 2018-05-17
3 M CO.-75 P 2015-03-18 2018-08-29
COLGATE PALMOLIVE CO.-150 P 2005-12-09 2018-09-17
PAYCOM SOFTWARE INC.-200 P 2016-02-16 2018-09-17
3 M CO.-25 P 2015-03-18 2018-09-17
NETFLEX INC.-25 P 2017-07-18 2018-10-12
TEXAS INSTRUMENTS-450 P 2018-04-25 2018-11-01
(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 4,350   2,761 1,589
b 34,600   52,779 -18,179
c 47,508   49,405 -1,897
d 28,485   30,938 -2,453
e 90,570   21,519 69,051
22,276   25,627 -3,351
39,524   41,662 -2,138
8,361   4,923 3,438
41,068   48,915 -7,847
27,216   14,915 12,301
22,343   19,500 2,843
13,168   25,625 -12,457
43,140   52,531 -9,391
145,622   53,999 91,623
35,320   27,082 8,238
9   4 5
30,108   30,108  
23,210   28,698 -5,488
24,015   13,381 10,634
5,264   5,323 -59
50,097   52,454 -2,357
19,609   17,216 2,393
6,431   6,312 119
15,198   13,514 1,684
57,705   62,119 -4,414
14,512   15,345 -833
36,950   64,088 -27,138
22,877   20,449 2,428
26,322   25,658 664
37,878   27,941 9,937
47,254   40,430 6,824
20,058   19,190 868
34,214   36,247 -2,033
12,197   12,072 125
13,813   10,335 3,478
17,527   10,463 7,064
24,259   23,178 1,081
50,464   40,052 10,412
36,200   38,721 -2,521
26,230   30,666 -4,436
17,200   18,943 -1,743
5,920   1,450 4,470
79,715   89,280 -9,565
24,556   17,587 6,969
24,489   36,240 -11,751
39,792   37,279 2,513
31,599   32,527 -928
40,470   52,412 -11,942
6,870   3,561 3,309
41,811   16,337 25,474
41,377   28,115 13,262
13,073   14,317 -1,244
24,319   17,182 7,137
4,814   7,816 -3,002
39,075   52,944 -13,869
18,798   12,634 6,164
51,053   44,089 6,964
11,785   12,795 -1,010
20,620   9,365 11,255
39,970   29,714 10,256
15,184   15,698 -514
6,287   7,059 -772
15,572   12,932 2,640
49,388   14,974 34,414
8,505   5,791 2,714
62,925   12,981 49,944
12,092   16,964 -4,872
51,240   52,274 -1,034
17,895   15,189 2,706
109,590   72,431 37,159
30,701   24,358 6,343
27,791   33,491 -5,700
49,828   61,539 -11,711
32,043   53,614 -21,571
51,387   39,583 11,804
29,439   9,996 19,443
55,878   53,164 2,714
44,292   31,004 13,288
87,928   48,951 38,977
27,826   25,165 2,661
22,648   44,358 -21,710
52,909   56,511 -3,602
50,685   34,053 16,632
30,587   32,138 -1,551
66,786   45,859 20,927
33,645   30,195 3,450
10,953   10,979 -26
1,393   1,042 351
32,153   37,041 -4,888
27,816   26,614 1,202
29,281   40,699 -11,418
108,994   72,957 36,037
47,943   36,983 10,960
22,697   20,970 1,727
15,873   16,930 -1,057
9,420   13,491 -4,071
18     18
37,972   21,947 16,025
45,010   56,415 -11,405
82,398   80,092 2,306
10,644   11,092 -448
5,238   5,167 71
3,284   3,545 -261
2,847   3,169 -322
19,525   25,022 -5,497
22,003   34,069 -12,066
20,062   56,921 -36,859
39,743   24,541 15,202
18,101   18,606 -505
36,417   19,693 16,724
15,142   12,624 2,518
7,606   1,399 6,207
20,577   10,823 9,754
25,248   21,514 3,734
5,901   19,455 -13,554
47,347   56,113 -8,766
44,098   42,842 1,256
7,681   7,520 161
2,472   2,467 5
40,229   26,705 13,524
29,075   12,947 16,128
23,087   7,478 15,609
8,150   8,839 -689
15,781   12,420 3,361
10,195   4,134 6,061
32,597   6,854 25,743
5,180   4,140 1,040
8,361   4,556 3,805
43,042   46,214 -3,172
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       1,589
b       -18,179
c       -1,897
d       -2,453
e       69,051
      -3,351
      -2,138
      3,438
      -7,847
      12,301
      2,843
      -12,457
      -9,391
      91,623
      8,238
      5
       
      -5,488
      10,634
      -59
      -2,357
      2,393
      119
      1,684
      -4,414
      -833
      -27,138
      2,428
      664
      9,937
      6,824
      868
      -2,033
      125
      3,478
      7,064
      1,081
      10,412
      -2,521
      -4,436
      -1,743
      4,470
      -9,565
      6,969
      -11,751
      2,513
      -928
      -11,942
      3,309
      25,474
      13,262
      -1,244
      7,137
      -3,002
      -13,869
      6,164
      6,964
      -1,010
      11,255
      10,256
      -514
      -772
      2,640
      34,414
      2,714
      49,944
      -4,872
      -1,034
      2,706
      37,159
      6,343
      -5,700
      -11,711
      -21,571
      11,804
      19,443
      2,714
      13,288
      38,977
      2,661
      -21,710
      -3,602
      16,632
      -1,551
      20,927
      3,450
      -26
      351
      -4,888
      1,202
      -11,418
      36,037
      10,960
      1,727
      -1,057
      -4,071
      18
      16,025
      -11,405
      2,306
      -448
      71
      -261
      -322
      -5,497
      -12,066
      -36,859
      15,202
      -505
      16,724
      2,518
      6,207
      9,754
      3,734
      -13,554
      -8,766
      1,256
      161
      5
      13,524
      16,128
      15,609
      -689
      3,361
      6,061
      25,743
      1,040
      3,805
      -3,172
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 2 469,830
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 -160,978
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 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))
2017 247,750 9,025,167 0.027451
2016 227,750 7,960,570 0.028610
2015 262,850 8,281,501 0.031739
2014 284,350 7,825,622 0.036336
2013 5,331,395 8,551,442 0.623450
2
Total of line 1, column (d) .....................
2
0.747586
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.149517
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,529,700
5
Multiply line 4 by line 3......................
5
1,574,369
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,995
7
Add lines 5 and 6........................
7
1,579,364
8
Enter qualifying distributions from Part XII, line 4,.............
8
218,000
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 9,990
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 9,990
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 9,990
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,066
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,566
8 Enter any penalty for underpayment of estimated tax. Check here 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 4,424
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   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 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
 
 
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)
    bulletNY
    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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletGARY SPIEGEL Telephone no.bullet (212) 594-9518

    Located atbullet266 W 37 ST 17TH FLNEW YORKNY ZIP+4bullet10018
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 instructions ........
    1b
     
     
    ........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 2018?.............
    1c
     
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    3b
     
     
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ELIZABETH SCHULMAN DIR/PRES
    000.00
    0 0 0
    4651 TOPEKA DRIVE
    TARZANA,CA91356
    FRANK RICHMOND DIR/VP/TREAS
    000.00
    0 0 0
    164 SPINDRIFT ROAD
    CARMEL,CA93923
    LAWRENCE S RICHMOND DIR/VP/SEC'Y
    000.00
    0 0 0
    28 TIBBITS LANE
    SANDS POINT,NY11050
    PHILLIP RICHMOND DIRECTOR/VP
    000.00
    0 0 0
    2791 ULUWEHI STREET
    KOLOA KAUAI,HI96756
    ROBERT M RICHMOND DIRECTOR/VP
    000.00
    0 0 0
    2486 CROMBIE COURT
    THOUSAND OAKS,CA91361
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    10,233,254
    b
    Average of monthly cash balances.......................
    1b
    407,164
    c
    Fair market value of all other assets (see instructions)................
    1c
    49,633
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,690,051
    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
    10,690,051
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    160,351
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,529,700
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    526,485
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    526,485
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    9,990
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,990
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    516,495
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    516,495
    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
    516,495
    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
    218,000
    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
    218,000
    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
    218,000
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 516,495
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 4,191,674
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 4,191,674
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 218,000
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 218,000
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 298,495 298,495
    (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 3,893,179
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    3,893,179
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    SEE SCHEDULE B ATTACHED
    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 or e-mail address of the person to whom applications should be addressed:
    LAWRENCE RICHMOND
    266 WEST 37TH STREET
    17TH FLOOR
    NEW YORK,NY10018
    (212) 594-9518
    bThe form in which applications should be submitted and information and materials they should include:
    NO FORMAL APPLICATIONS / INDIVIDUAL LETTERS OF SOLICITATION
    cAny submission deadlines:
    NONE - UNANSWERED LETTERS ARE DISCARDED
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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
    ALZHEIMERS ASSOCIATION
    225 NORTH MICHIGAN AVENUE
    CHICAGO,IL60601
      EXEMPT GENERAL CHARITABLE 1,000
    AMERICAN CANCER SOCIETY
    271 W 125TH STREET
    NEW YORK,NY100274424
      EXEMPT GENERAL CHARITABLE 1,000
    AMERICAN DIABETES ASSOCIATION
    1701 NORTH BEAUREGARD STR
    ALEXANDRIA,VA22311
      EXEMPT GENERAL CHARITABLE 1,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231
      EXEMPT GENERAL CHARITABLE 1,000
    AMERICAN LUNG ASSOCIATION
    14 WALL STREET
    NEW YORK,NY10005
      EXEMPT GENERAL CHARITABLE 2,000
    AMERICAN RED CROSS
    520 W 49TH STREET
    NEW YORK,NY10019
      EXEMPT GENERAL CHARITABLE 1,000
    AMERICAN SOCIETY FOR TECHNION
    55 E 59TH STREET
    NEW YORK,NY10022
      EXEMPT GENERAL CHARITABLE 1,000
    ANGEL VIEW CRIPPLED CHILDREN'S FOUN
    454 N INDIAN CANYON DR
    PALM SPRINGS,CA92262
      EXEMPT GENERAL CHARITABLE 3,500
    ANIMAL SAMARITANS
    72307 RAMON ROAD
    THOUSAND PALMS,CA92276
      EXEMPT GENERAL CHARITABLE 750
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY10128
      EXEMPT GENERAL CHARITABLE 500
    BARBARA SINATRA CHILDRENS CTR
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270
      EXEMPT GENERAL CHARITABLE 1,000
    BETTY FORD CENTER
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270
      EXEMPT GENERAL CHARITABLE 1,000
    CALIFORNIA INSTITUTE OF THE ARTS
    24700 MCBEAN PKWY
    VALENCIA,CA91355
      EXEMPT GENERAL CHARITABLE 5,000
    CANCER PARTNERS
    73555 ALLESSANDRO DRIVE
    PALM DESERT,CA92260
      EXEMPT GENERAL CHARITABLE 5,000
    CARE INC
    9731 S M-37
    BALDWIN,MI49304
      EXEMPT GENERAL CHARITABLE 1,000
    CENTER FOR BIOLOGICAL DIVERSITY
    P O BOX 710
    TUCSON,AZ85702
      EXEMPT GENERAL CHARITABLE 1,000
    CHILDREN'S DISCOVERY MUSEUM
    180 WOZ WAY
    SAN JOSE,CA95110
      EXEMPT GENERAL CHARITABLE 25,000
    COLLEGE OF THE DESERT FOUNDATION
    43 500 MONTEREY AVENUE
    PALM DESERT,CA92260
      EXEMPT GENERAL CHARITABLE 1,000
    COMPASSION & CHOICE
    244 5TH AVENUE
    NEW YORK,NY10001
      EXEMPT GENERAL CHARITABLE 1,000
    DESERT AIDS PROJECT
    1695 N SUNRISE WAY
    PALM SPRINGS,CA92260
      EXEMPT GENERAL CHARITABLE 1,000
    DESERT CANCER FOUNDATION
    74091 LARREA STREET
    PALM DESERT,CA92260
      EXEMPT GENERAL CHARITABLE 1,000
    DESERT SPECIAL OLYMPICS
    30601 DESERT MOON DRIVE
    THOUSAND PALMS,CA92276
      EXEMPT GENERAL CHARITABLE 1,000
    EARTH JUSTICE LEGAL DEFENSE FUND
    426 17TH STREET
    OAKLAND,CA94612
      EXEMPT GENERAL CHARITABLE 1,000
    EASTER SEALS
    233 SOUTH WACKER DRIVE
    CHICAGO,IL60606
      EXEMPT GENERAL CHARITABLE 1,000
    EASTMAN SCHOOL OF MUSIC
    24 GIBBS ST
    ROCHESTER,NY14604
      EXEMPT GENERAL CHARITABLE 1,000
    EISENHOWER MEDICAL CENTER
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270
      EXEMPT GENERAL CHARITABLE 2,750
    EPILEPSY FOUNDATION OF AMERICA
    8301 PROFESSIONAL PLACE
    LANDOVER,MD20785
      EXEMPT GENERAL CHARITABLE 1,000
    FAMILY YMCA OF THE DESERT
    43-930 SAN PABLO AVENUE
    PALM DESERT,CA92255
      EXEMPT GENERAL CHARITABLE 2,500
    FRIENDS OF BRAILLE
    741 N VERMONT AVENUE
    LOS ANGELES,CA90029
      EXEMPT GENERAL CHARITABLE 1,000
    FRIENDS OF THE PALM SPRINGS LIBRARY
    300 SOUTH SUNRISE WAY
    PALM SPRINGS,CA92262
      ESEMPT GENERAL CHARITABLE 1,000
    GREENPEACE
    702 N STREET NW
    WASHINGTON,DC20001
      EXEMPT GENERAL CHARITABLE 1,000
    HABITAT FOR HUMANITY
    111 JOHN STREET
    NEW YORK,NY10038
      EXEMPT GENERAL CHARITABLE 1,000
    HUMANE SOCIATY OF THE US
    306 E 59TH STREET
    NEW YORK,NY10022
      EXEMPT GENERAL CHARITABLE 1,000
    INTERNATIONAL RESCUE COMMITTEE
    122 E 42ND STREET
    NEW YORK,NY10168
      EXEMPT GENERAL CHARITABLE 1,000
    JEWISH FEDERATION OF PALM SPRINGS
    255 N EL CIELO ROAD
    PALM SPRINGS,CA92262
      EXEMPT GENERAL CHARITABLE 10,000
    LANDMARK COLLEGE
    RIVER ROAD S POBOX 820
    PUTNEY,VT05346
      EXEMPT GENERAL CHARITABLE 750
    MA CENTER
    P O BOX 613
    SAN RAMON,CA945830613
      EXEMPT GENERAL CHARITABLE 50,000
    MANORHAVEN PTA
    MANORHAVEN
    MANORHAVEN,NY11050
      EXEMPT GENERAL CHARITABLE 1,000
    MAYO CLINIC
    110 SUMMIT AVENUE
    MONTVALE,NJ076451775
      EXEMPT GENERAL CHARITABLE 1,000
    MCCALLUM THEATRE
    73000 FRED WARING DRIVE
    PALM DESERT,CA92260
      EXEMPT GENERAL CHARITABLE 1,000
    MS SOCIETY
    114 LUGUER ROAD
    PORT WASHINGTON,NY11050
      EXEMPT GENERAL CHARITABLE 250
    NATIONAL CENTER FOR MISSING
    699 PRINCE STREET
    ALEXANDRIA,VA22314
      EXEMPT GENERAL CHARITABLE 1,000
    NATIONAL RESOURCES DEFENSE
    4242 N FAIRFAX DRIVE
    ARLINGTON,VA222061606
      EXEMPT GENERAL CHARITABLE 1,000
    NEURO VITALITY CENTER
    2800 EAST ALEJO ROAD
    PALM STRINGS,CA92262
      EXEMPT GENERAL CHARITABLE 500
    OFFSETTERS CULTURAL CLUB
    963 E 40TH STREET
    MEW YORK,NY11210
      EXEMPT GENERAL CHARITABLE 2,000
    OPERATION RESPECT
    199 NEW ROADS SUITE 61
    LINWOOD,NJ08221
      EXEMPT GENERAL CHARITABLE 500
    PEGASUS THERAPEUTIC RIDING
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152
      EXEMPT GENERAL CHARITABLE 750
    PORT WASHINGTON LIBRARY ASSN
    ONE LIBRARY DRIVE
    PORT WASHINGTON,NY11050
      EXEMPT GENERAL CHARITABLE 1,000
    PROVINCETOWN ART ASSOCIATION
    450 COMMERCIAL STREET
    PROVINCETOWN,MA02657
      EXEMPT GENERAL CHARITABLE 1,000
    RANCHO MIRAGE PUBLIC LIBRARY
    42 520 BOB HOPE DR
    RANCHO MIRAGE,CA92270
      EXEMPT GENERAL CHARITABLE 1,000
    SALVATION ARMY OF RIVERSIDE
    3695 1ST STREET
    RIVERSIDE,CA92501
      EXEMPT GENERAL CHARITABLE 1,000
    SANDS POINT GOLF CLUB SCHOLARSHIP
    130 MIDDLE NECK ROAD
    SANDS POINT,NY11050
      EXEMPT GENERAL CHARITABLE 1,000
    SHELTER FROM THE STORM
    73-555 ALESSANDRO DRIVE
    PALM DESERT,CA92260
      EXEMPT GENERAL CHARITABLE 1,000
    SPECTRUM DESIGN FOUNDATION
    382 MAIN STREET
    PORT WASHINGTON,NY11050
      EXEMPT GENERAL CHARITABLE 1,500
    THE ARTHRITIS FOUNDATION
    P O BOX 7669
    ATLANTA,GA30357
      EXEMPT GENERAL CHARITABLE 3,000
    THE BIGHORN INSTITUTE
    P O BOX 262
    PALM DESERT,CA92262
      EXEMPT GENERAL CHARITABLE 5,000
    THE LIVING DESERT
    47900 PORTOLA AVENUE
    PALM DESERT,CA92262
      EXEMPT GENERAL CHARITABLE 1,250
    THE LOOMIS CHAFEE SCHOOL
    4 BATCHELDER ROAD
    WINDSOR,CT06095
      EXEMPT GENERAL CHARITABLE 50,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE
    ARLINGTON,VA22203
      EXEMPT GENERAL CHARITABLE 1,000
    THE SIERRA CLUB
    85 SECOND STREET
    SAN FRANSISCO,CA94105
      EXEMPT GENERAL CHARITABLE 1,000
    THE WILLISTON-NORTHHAMPTONJ SCHOOL
    19 PAYSON AVENUE
    EASTHAMPTON,MA01027
      EXEMPT GENERAL CHARITABLE 2,000
    UNITED CEREBRAL PALSY
    122 E 23RD STREET
    NEW YORK,NY10038
      EXEMPT GENERAL CHARITABLE 500
    UNITED NEGRO COLLEGE FUND
    4260 WILLOW OAKS CORP DR
    FAIRFAX,VA22031
      EXEMPT GENERAL CHARITABLE 1,000
    US FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038
      EXEMPT GENERAL CHARITABLE 1,000
    VIRGINA WARING INTL PIANO COMP
    73-710 FRED WARING DRIVE
    PALM DESERT,CA92260
      EXEMPT GENERAL CHARITABLE 1,000
    VISITING NURSE ASSOCIATION
    900 19TH STREET NW
    WASHINGTON,DC20006
      EXEMPT GENERAL CHARITABLE 1,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460
      EXEMPT GENERAL CHARITABLE 1,000
    Total .................................bullet 3a 218,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 68  
    4 Dividends and interest from securities....     14 83,082  
    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 ............
        14 502,759 -43,697
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISC
        14 -2  
    bSHAMUS GROUP     14 -907  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   585,000 -43,697
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    541,303
    (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.)
    8 14
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE ANITA B AND HOWARD S RICHMOND
    FOUNDATION INC
    Employer identification number

    13-6180873
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE ANITA B AND HOWARD S RICHMOND
    FOUNDATION INC
    Employer identification number
    13-6180873
    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
    ELIZABETH R SCHULMAN  
    4651 TOPEKA DRIVE
     
    TARZANA, CA91356

    $ 10,000


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE ANITA B AND HOWARD S RICHMOND
    FOUNDATION INC
    Employer identification number

    13-6180873
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE ANITA B AND HOWARD S RICHMOND
    FOUNDATION INC
    Employer identification number

    13-6180873
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      750 750    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SALEX JARMA. SETTLEMENT 2018-01 PURCHASE 2018-12   604       604  
    SHAMUS 2017-01 PURCHASE 2018-12     11,372     -11,372  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 10,333 19,054
    ADOBE SYSTEMS INC 77,912 141,400
    ADVANSIX 230 881
    AERIE PHARMACEUTICAL    
    ALIBABA    
    ALNYLAM PHARMACEUTICAL    
    ALPHABET 265,965 645,220
    AMAZON.COM 125,993 750,985
    AMGEN INC 36,453 58,401
    APPLE INC 121,728 552,090
    APPLIED MATERYALS    
    BANK OF AMERICA CORP 125,641 149,811
    BERKSHIRE HATHAWAY B 60,561 76,568
    BIOGEN IDEC INC 23,203 24,074
    BIOVERTIV INC    
    BOEING CO 108,180 101,588
    BOOKING HOLDINGS 98,069 265,975
    BOSTON SCIENTIFIC CO 30,862 30,392
    BRISTOL MYERS SQUIB    
    BROADCOM LTD    
    CELGENE CORP    
    CHEVRON CORP    
    CHUBB LTD    
    CISCO SYSTEMS INC 79,891 74,094
    CLOVIS ONCOLOGY INC    
    CME GROUP 49,736 56,436
    COLGATE PALMOLIVE CO 16,172 44,640
    CONSTELLATION BRANDS 37,691 52,267
    CSX CORP    
    DEXCOM ONC 40,797 37,138
    EOG RESOURCES    
    EXXON MOBIL CORP    
    FACEBOOK INC 82,068 399,825
    GARRETT MOTIONS 361 703
    GENERAL DYNAMICS 75,559 64,456
    GOLDMAN SACHS    
    HOME DEPOT INC 35,204 85,910
    HONEYWELL INT 32,550 75,969
    INCYTE CORP    
    INDEXX LABS 56,909 50,225
    INTEL CORP    
    INTUITIVE SURGIGAL 71,434 102,968
    JOHNSON & JOHNSON 37,976 180,670
    JP MORGAN CHASE 165,484 226,967
    LOCKHEED MARTIN 61,106 56,296
    MARRIOTT INTL INC 23,018 35,825
    MASTERCARD INC 74,020 245,245
    MCDONALDS CORP 76,320 75,467
    MERCK & CO 131,132 168,102
    MICROSOFT CORP 405,841 660,205
    NETFLIX 87,045 167,288
    NEXTERA ENERGY INC 24,512 68,528
    NORTHROP GRUMMAN 28,575 23,266
    NVIDIA CORP 208,757 223,613
    PAYCOM SOFTWARE INC 31,855 131,634
    PAYPAL HOLDING INC 117,493 124,033
    PEPSICO INC 17,206 55,240
    PHILIP MORRIS    
    PINNACLE FINANCIAL PARTNERS    
    QUALCOMM    
    REGENERON PHARMA    
    RESIDIO TECHNOLOGIES INC 968 1,952
    S&P GLOBAL INC 129,566 118,958
    SAGE THERAPEUTICS 99,286 57,474
    SALESFORCE.COM 175,811 274,061
    SARPETA THERAPEUTICS 32,996 272,383
    SERVICE NOW 102,106 137,099
    SHOPIFY INC 45,894 44,996
    SPELUNK INC 38,563 34,086
    STARBUCKS    
    TESARO    
    THE CHARLES SCHWAB CORP    
    THERMO FISHER SCIENTIFIC 15,950 61,542
    TOTAL SYS ONC 32,693 29,264
    TRAVELERS COMPANY INC    
    UNION PACIFIC 48,686 165,876
    UNITED HEALTH 122,156 180,612
    UNITED TECHN CORP 88,008 85,084
    US BANCORP    
    VAIL RESORTS 36,721 29,515
    VERTEX PHARMACEUTICALS 18,680 21,542
    VISA INC 34,410 263,880
    WALT DISNEY CO 83,542 102,523
    WELLS FARGO & CO 80,277 66,816
    WORKDAY INC 130,561 207,584
    WORLDPAY INC 44,409 343,294
    ABBVIE INC    

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    US Government Securities - End of Year Book Value:

    972,634
    US Government Securities - End of Year Fair Market Value:

    978,658
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN PARTNERSHIP AT COST 47,322 47,322

    TY 2018 OtherDecreasesSchedule
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    Description Amount
    BOOK/TAX ADJUSTMENTS 3,016


    TY 2018 OtherExpensesSchedule
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    FILING FEES 250 250    
    BANK CHARGES 48 48    
    DEDUCTIONS RELATED TO PORTFOL        


    TY 2018 OtherIncomeSchedule2
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC -2 -2  
    SHAMUS GROUP -907    


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE ANITA B AND HOWARD S RICHMOND
     
    FOUNDATION INC
    EIN:
    13-6180873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT & ADVISORY 52,428 52,428