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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 06-01-2020 , and ending 05-31-2021
Name of foundation
C E RICHARDSON BENEVOLENT FOUNDATION
 
% Ruth S Looney
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1120
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PULASKI, VA243011120
A Employer identification number

51-0227549
B Telephone number (see instructions)

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$7,439,292J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 0 0 0
4 Dividends and interest from securities... 146,957 146,957 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 99,526
8 Net short-term capital gain......... 7
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 146,957 246,483 7
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 5,000 0 15,000
14 Other employee salaries and wages...... 6,150 2,050 0 4,100
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,159 284 0 569
19 Depreciation (attach schedule) and depletion... Click to see attachment 190 63 0
20 Occupancy.............. 1,200 400 0 800
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 145 0 0 145
23 Other expenses (attach schedule)....... Click to see list of attachments 2,613 871 0 1,742
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,457 8,668 0 22,356
25 Contributions, gifts, grants paid....... 245,164 245,164
26 Total expenses and disbursements. Add lines 24 and 25 279,621 8,668 0 267,520
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -132,664
b Net investment income (if negative, enter -0-) 237,815
c Adjusted net income (if negative, enter -0-)... 7
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 6,017 13,051 13,051
2 Savings and temporary cash investments......... 124,438 28,933 28,933
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,315 9 9
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 1,564,169 Click to see attachment1,622,822 7,396,700
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0 0 0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet4,247
Less: accumulated depreciation (attach schedule) bullet3,648 631 Click to see attachment599 599
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,698,570 1,665,414 7,439,292
Liabilities 17 Accounts payable and accrued expenses.......... 1,583 1,558
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 1,583 1,558
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,852,532 2,852,532
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -1,155,545 -1,188,676
29 Total net assets or fund balances (see instructions)..... 1,696,987 1,663,856
30 Total liabilities and net assets/fund balances (see instructions). 1,698,570 1,665,414
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,696,987
2
Enter amount from Part I, line 27a .....................
2
-132,664
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
102,934
4
Add lines 1, 2, and 3 ..........................
4
1,667,257
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,401
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,663,856
Form 990-PF (2020)
Form 990-PF (2020)
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 Norfolk Southern Corporation P 2000-05-05 2020-11-11
b Hartford Mutual FDS, Inc., MidCap FD CL A D 2020-12-11  
c Frontier Communications Corporation (Bankruptcy) P 1983-07-27 2021-05-04
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 40,873   3,225 37,648
b 65,279   0 65,279
c 0   3,401 -3,401
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       37,648
b       65,279
c       -3,401
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 99,526
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 7
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,306
c All other domestic foundations enter 1.39% 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 3,306
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 3,306
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,215
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 91 7 3,215
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 91
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 2021 estimated taxBullet0 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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletVA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletNone
    14
    The books are in care ofbulletRuth S Looney Telephone no.bullet (540) 980-6628

    Located atbulletP O BOX 1120202 N Washington Avenue Suite 303PULASKIVA ZIP+4bullet243011120
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Phillip M BakerClick to see attachment Trustee
    2.00     		5,000 0 0
    5673 Howell Drive
    Dublin,VA24084
    Mark S BucklandClick to see attachment Trustee
    2.00     		5,000 0 0
    5424 Ridgeview Way
    Dublin,VA24084
    James D MillerClick to see attachment Trustee Emeritus
    2.00     		5,000 0 0
    13304 Cambridge Village Loop
    Apex,NC27502
    Ruth S LooneyClick to see attachment Manager & Trustee
    6.00     		11,150 0 0
    5948 Lyons Road
    Dublin,VA24084
    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 (2020)
    Form 990-PF (2020)
    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 Grants were awarded to 48 non-profit charitable applicants in Virginia 245,164
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    5,877,980
    b
    Average of monthly cash balances.......................
    1b
    92,840
    c
    Fair market value of all other assets (see instructions)................
    1c
    500
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,971,320
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,971,320
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    89,570
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,881,750
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    294,088
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    294,088
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,306
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    3,306
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    290,782
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    290,782
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    290,782
    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
    267,520
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    267,520
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    267,520
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 290,782
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 2,833
    c From 2017...... 0
    d From 2018...... 9,322
    e From 2019...... 14,335
    fTotal of lines 3a through e........ 26,490
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 267,520
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 267,520
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 23,262 23,262
    (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 3,228
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,228
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 3,228
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    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:
    Ruth S Looney
    P O Box 1120
    Pulaski,VA243011120
    (540) 230-1312
    cerichardsonfoundation@gmail.com
    bThe form in which applications should be submitted and information and materials they should include:
    An application for an award grant is made by submitting a completed "Application for Grant Funds" form which can be obtained from the Foundation's office. Applications are accepted once a year after published public notice has been given. Applications will include Applicant's Name Address Type of legal entity Employer Identification Number copy of Determination Letter from IRS month accounting period ends date incorporated management and board members names and addresses IRS tax return amount requested (up to $10,000 limit) specific use of money including group of people to benefit Articles of Incorporation Annual Financial Report and Current Budget.
    cAny submission deadlines:
    September 15 of current year
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Grants are limited to a $10,000 request. Non-Profit organizations must be located in a geographical area in a corridor thirty miles west and thirty miles east of Interstate 81 from Lexington Virginia to Abingdon Virginia. Private Colleges and Universities of Virginia are excluded from this geographical limitation and are eligible for grant consideration.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Adaire Theatre Kids
    1097 Red Fox Lane
    Pulaski,VA24301     		No Relationship PC help with the purchase of wireless microphones for theatre 4,000
    American National Red Cross
    352 Church Avenue
    Roanoke,VA24016     		No Relationship PC To provide food shelter and clothing and other emergency needs to those who suffer losses from home fires of other disasters 10,000
    Beans and Rice Inc
    246 N Washington Avenue
    Suite B
    Pulaski,VA24301     		No Relationship PC help provide access to adult learning and family literacy 3,500
    Calfee Community
    P O Box 62
    Pulaski,VA24301     		No Relationship PC Grants funds will be used in the remodel of the kitchen and other areas of the school 2,500
    Childrens Assistive Tech
    12801 Moneta Road
    Unit A
    Moneta,VA24141     		No Relationship PC Grant will be used to provide for the re-use of pediatric rehabilitation equipment in Virginia 6,500
    Childrens Trust Foundation
    541 Luck Avenue
    Suite 308
    Roanoke,VA24016     		No Relationship PC Grant funds will be used to coordinate a community response to child abuse. 5,000
    City of Refuge Pulaski Inc
    5308 Hatcher Road
    Dublin,VA24084     		No Relationship PC Grant funds will provide 15 scholarships to underprivileged youth for a weekend trip to youth conference 2,500
    Coast Guard Aux
    4449 Sloan Branch Road
    Draper,VA24324     		No Relationship PC Grant funds would be used to build a ramp to the upper floor of a building used by the coast guard auxiliary so all members could attend. 2,500
    DePaul Community Resources
    5650 Hollins Road
    Roanoke,VA24019     		No Relationship PC Grant funds will help support children and families in the New River Valley who receive foster care adoption and community-based services. 2,500
    Dublin United Methodist Ch
    P O Box 577
    Dublin,VA24084     		No Relationship PC Grant funds will be used to purchase food for the weekly backpacks of approximately 120 food insecure students at Dublin Elementary School 5,000
    Easter Seals UCP NC VA Inc
    201 E Main Street
    Salem,VA24153     		No Relationship PC Grant funds will be used to provide financial aid to camp applicants according to need and as determined by household income. 3,000
    Fairlawn Volunteer Fire Dept
    7187 Warden Court
    Fairlawn,VA24141     		No Relationship PC Grant funds will be used to purchase needed hoses for their new tanker. 9,575
    Feeding America Southwest Virginia
    1025 Electric Road
    Salem,VA24153     		No Relationship PC Grant funds will be used to purchase food for those who are food insecure. Every $1 equal 5 meals. 5,000
    Fine Arts Center
    P O Box 309
    Pulaski,VA24301     		No Relationship PC Funds will be used on educational outreach. 5,000
    Free Clinic of Franklin County
    P O Box 764
    Rocky Mount,VA24151     		No Relationship PC Grant funds will be used to purchase a Vaccine Refrigerator. 1,100
    Free Clinic of Pulaski County Inc
    P O Box 1088
    Pulaski,VA24301     		No Relationship PC Grant funds will be used in support of the cost of medications diabetic supplies and in support of their part-time nurse practitioner. 5,500
    Friends of Pulaski Theatre Ltd
    185 Northwood Place
    Pulaski,VA24301     		No Relationship PC Grant funds will be used to assist in the ongoing expenses incurred during the pandemic. 5,000
    Heritage Church Heritage Cares Food
    P O Box 1565
    Dublin,VA24084     		No Relationship PC Grant funds will be used to purchase food for the food pantry which is distributed every Thursday to those who are food insecure. 3,200
    Hollins University
    P O Box 9625
    Roanoke,VA24020     		No Relationship PC Grant funds will be used to support current use scholarships for undergraduate students with unmet demonstrated financial need. 5,000
    Jordans Chapel United Methodist Chu
    1031 Crescent Street
    Feed My Lambs Backpack Program
    Pulaski,VA24301     		No Relationship PC Grant Funds will be used to purchase food that will be included in the backpacks for students at Critzer and Pulaski Elementary and Pulaski Headstart. 6,500
    Joy Ranch Inc
    P O Box 727
    Hillsville,VA24343     		No Relationship PC Grant funds will be used to add purification systems to the buildings housing homeless children to help reduce the likelihood of the children being exposed to various viruses. 3,900
    Leisure Directions Inc
    P O Box 42
    Christiansburg,VA24068     		No Relationship PC Grant funds will be used for programming expenses and other basic expenses such as rent and phone. 3,500
    Literacy Volunteers of the New Rive
    195 West Main Street
    Christiansburg,VA24073     		No Relationship PC Grant funds will be used for payroll expenses for those who will work with partner organizations students volunteers and funders to ensure literacy services are provided to those who seek and need them. 1,000
    Lutheran Family Services of Virgini
    2609 McVitty Road
    Roanoke,VA24018     		No Relationship PC Grant funds will be used to retrofit their Wytheville Minnick School with hands free hygiene devices. 2,500
    Mayflower Christian Academy
    1616 Newbern Road
    Pulaski,VA24301     		No Relationship PC Grant funds will be used for tuition assistance curriculum and facilities supplies. 2,500
    New River Community Action Inc
    1093 East Main Street
    To Our House
    Radford,VA24141     		No Relationship PC Grant funds will be used to provide shelter food and compassionate support to homeless men and women during the winter months. 2,500
    New River Community College
    5251 College Drive
    Educational Foundation Inc
    Dublin,VA24084     		No Relationship PC Grant funds will provide tuition assistance to graduating Pulaski County High School students attending New River Community College. 25,000
    New River Family Shelter Inc
    110 Roanoke Street
    Christiansburg,VA24073     		No Relationship PC Grant funds will be used to provide information and referral (including hotel stays) to anyone in a housing crisis 3,000
    New River Historical Society
    P O Box 607
    dba Wilderness Road Regional Museum
    Newbern,VA24126     		No Relationship PC Grant funds will be used to purchase and install heating and cooling units in two outbuildings used for workshops and history classes. 6,000
    New River Valley Child Advocacy
    205 West Main Street Office 4
    Resources Education and Services
    Christiansburg,VA24073     		No Relationship PC Grant funds will be used to support Parent Education to help eliminate child abuse and neglect. 2,500
    New River Valley Senior Services In
    6226 University Park Drive
    Suite 3100
    Fairlawn,VA24141     		No Relationship PC Grant funds will be used to provide the residents of the New River Valley with non-emergency medical transportation. 8,000
    Newbern Volunteer Fire Department
    P O Box 328
    Newbern,VA24126     		No Relationship PC Grant funds will be used to assist in the ongoing side development and construction efforts of the new fire station. 5,000
    Pulaski Adult Day Service and Fall
    211 Fifth Street
    Dublin,VA24084     		No Relationship PC Grant funds will be used to assist their food and nutrition program for older adults. 10,000
    Pulaski County Christmas Store Inc
    7570 Ritter Farm Road
    Radford,VA24141     		No Relationship PC Grant funds will be used to provide Christmas assistance to qualifying children in the county. 2,500
    Pulaski County Courthouse Exhibits
    143 Third Street NW
    Suite 1
    Pulaski,VA24301     		No Relationship PC Grant funds will be used to assist with expenses relating to the new 3rd floor exhibit at the Old Courthouse entitled "Remembering the Sacrifices for Freedom" 6,500
    Pulaski County District Court Servi
    55 Commerce Street
    Pulaski,VA24301     		No Relationship PC Grant funds will provide incentives to juveniles as they endeavor to make positive changes in their lives often under very difficult circumstances. 1,000
    Pulaski County High School Choral D
    5414 Cougar Trail Road
    Dublin,VA24084     		No Relationship PC Grant funds will be used to purchase classroom materials in response to Covid-19. This new curriculum will be based on music appreciation music theory and music history. 2,000
    Pulaski Daily Bread Inc
    P O Box 824
    Pulaski,VA24301     		No Relationship PC Grant funds will be used to purchase food and supplies needed to feed senior citizens children men and women who come to them daily for a free lunch. 5,000
    Radford University Foundation Inc
    P O Box 6915
    Radford,VA24141     		No Relationship PC Grant funds will be used for scholarships for the 2021 Summer Bridge Program. 5,000
    Special Olympics Virginia Inc
    3212 Skipwith Road
    Suite 100
    Richmond,VA23294     		No Relationship PC Grant funds will be used to provide 27 scholarships for Special Olympics athletes to participate on the 2021 Special Olympics Virginia State games. 5,000
    Virginia College Fund
    1011 East Main Street
    Suite 205
    Richmond,VA23219     		No Relationship PC Grant funds will be allocated among Bluefield College Eastern Mennonite Averett University and Ferrum College via the VCF formula to provide scholarships for students. 5,000
    Town of Dublin Vol Fire Dept
    P O Box 699
    Dublin,VA24084     		No Relationship PC Grant funds will be used to replace turnout gear for the firefighters. 10,000
    Town of Pulaski Vol Fire Dept
    117 N Jefferson Avenue
    Pulaski,VA24301     		No Relationship PC Grant funds will be used to replace the headlights on all three fire engines. 4,889
    Virginia Found for Indep Colleges
    901 East Byrd Street
    Suite 1625
    Richmond,VA23219     		No Relationship PC Grant funds will be used to support library acquisitions for fifteen independent college and universities within the consortium. 5,000
    Virginia Tech Foundation Inc
    101 S Main Street
    Pulaski County 4-H
    Blacksburg,VA24060     		No Relationship PC Grant funds will be used to support the purchase of program equipment and materials for 4-H groups across Pulaski County. 10,000
    Warm Hearth Foundation Inc
    2603 Warm Hearth Drive
    Blacksburg,VA24060     		No Relationship PC Grant funds will be used to support residents at Warm Hearth Village who cannot afford to pay the cost of their housing and health care. 5,000
    YMCA of Pulaski County Inc
    615 Oakhurst Avenue
    Pulaski,VA24301     		No Relationship PC Grant funds will be used for general operations as they navigate through the Covid-19 pandemic. 5,000
    Young Life
    503 Sixth Street
    Radford,VA24141     		No Relationship PC Grant funds will be used to help teens deal with the grief of loss the loneliness of addiction and poverty. 5,000
    Total .................................bullet 3a 245,164
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0   0 0
    4 Dividends and interest from securities....   0 14 146,957 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0   0 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 146,957 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    146,957
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 91


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2020 DepreciationSchedule
    Name:
    C E RICHARDSON BENEVOLENT FOUNDATION
    EIN:
    51-0227549
    Software ID:
    20012075
    Software Version:
    V1.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Lenova Think Center M720t 2020-05-26 789 158 Straight Line 20.000000 158 53 0  
    Brother Laser Printer 2020-10-28 158 32 Straight Line 20.000000 32 10 0  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    C E RICHARDSON BENEVOLENT FOUNDATION
    EIN:
    51-0227549
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Wells Fargo Account Corporate StockAlcon Inc 2,980 6,968
    Wells Fargo Account Corporate StockAllstate Corporation 6,019 126,501
    Wells Fargo Account Corporate StockAmerican Electric Power Inc 30,680 165,120
    Wells Fargo Account Corporate StockA T & T Inc 90,425 160,894
    Wells Fargo Account Corporate StockBank of America Corporation 36,985 175,155
    Wells Fargo Account Corporate StockBristol Myers Squibb Company 12,216 52,576
    Wells Fargo Account Corporate StockCapital One Financial Corporation 17,780 1,125,460
    Wells Fargo Account Corporate StockCentury Link Inc 0 0
    Wells Fargo Account Corporate StockComcast Corporation 4,825 99,428
    Wells Fargo Account Corporate StockConduent Inc 7,542 4,548
    Wells Fargo Account Corporate StockCVS Health Corporation 81,118 86,872
    Wells Fargo Account Corporate StockDiscover Financial 716 45,731
    Wells Fargo Account Corporate StockDominion Energy Inc 32,185 76,140
    Wells Fargo Account Corporate StockDuke Energy Corporation 18,323 40,088
    Wells Fargo Account Corporate Stock Exxon Mobil Corporation 25,515 53,934
    Wells Fargo Account Corporate StockFirst Energy Corporation 31,505 65,736
    Wells Fargo Account Corporate StockFrontier Communications Corporation 0 0
    Wells Fargo Account Corporate StockGeneral Mills Inc 55,459 125,720
    Wells Fargo Account Corporate StockHome Depot Inc 39,426 318,910
    Wells Fargo Account Corporate StockKimco Realty Corporation 14,137 21,310
    Wells Fargo Account Corporate StockLumen Technologies Inc 17,500 4,899
    Wells Fargo Account Corporate StockMDU Resources Group Inc 13,907 172,911
    Wells Fargo Account Corporate StockMorgan Stanley & Company 3,968 70,941
    Wells Fargo Account Corporate StockNovartis AG 21,412 44,190
    Wells Fargo Account Corporate StockPfizer Inc 13,610 127,809
    Wells Fargo Account Corporate StockRoyal Dutch Shell PLC 16,185 30,888
    Wells Fargo Account Corporate StockSchlumberger LTD 22,790 20,365
    Wells Fargo Account Corporate StockTruist Financial Corporation 56,231 416,274
    Wells Fargo Account Corporate StockVerizon Communications Company 55,848 187,547
    Wells Fargo Account Corporate StockViatris Inc 0 6,233
    Wells Fargo Account Corporate StockVodafone Group PLC 1,097 4,396
    Wells Fargo Account Corporate StockWells Fargo & Company 29,144 40,927
    Wells Fargo Account Corporate StockXerox Holdings Corporation 18,938 17,588
    Wells Fargo Account Mutual FundsHartford Mut Fds Inc Midcap FD CL A 414,678 673,432
    Edward Jones Account Corporate StockAshland Inc 0 24,658
    Edward Jones Account Corporate StockAtmos Energy Corporation 24,750 99,170
    Edward Jones Account Corporate StockBoston Properties Inc 14,565 47,024
    Edward Jones Account Corporate StockBristol-Myers Squibb Company 49,781 59,148
    Edward Jones Account Corporate StockCampbell Soup Company 48,642 82,739
    Edward Jones Account Corporate StockChevron Corporation 47,397 103,790
    Edward Jones Account Corporate StockEssex Property Trust Inc 29,225 206,703
    Edward Jones Account Corporate StockHome Depot Inc 46,090 287,019
    Edward Jones Account Corporate StockLowes Companies Inc 48,122 779,320
    Edward Jones Account Corporate StockMerck & Company Inc 12,909 17,758
    Edward Jones Account Corporate StockNorfolk Southern Corporation 45,809 682,306
    Edward Jones Account Corporate StockValvoline Inc 0 23,529
    Edward Jones Account Corporate StockWeingarten Realty Investors 49,736 58,986
    Stocks in Certificate FormBank of America Corporation 12,652 355,059

    TY 2020 LandEtcSchedule2
    Name:
    C E RICHARDSON BENEVOLENT FOUNDATION
    EIN:
    51-0227549
    Software ID:
    20012075
    Software Version:
    V1.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Office Equipment 631 3,648 599 599


    TY 2020 OtherDecreasesSchedule
    Name:
    C E RICHARDSON BENEVOLENT FOUNDATION
    EIN:
    51-0227549
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Long-Term Capital Loss - $3,400.73 3,401


    TY 2020 OtherExpensesSchedule
    Name:
    C E RICHARDSON BENEVOLENT FOUNDATION
    EIN:
    51-0227549
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Supplies and Postage 489 163 0 326
    Telephone and Internet Service 1,805 602 0 1,203
    Miscellaneous 319 106 0 213


    TY 2020 OtherIncreasesSchedule
    Name:
    C E RICHARDSON BENEVOLENT FOUNDATION
    EIN:
    51-0227549
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Long-Term Capital Gain -- $102,926.44 Short-Term Capital Gain -- $7.16 102,934


    TY 2020 TaxesSchedule
    Name:
    C E RICHARDSON BENEVOLENT FOUNDATION
    EIN:
    51-0227549
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 3,306 0 0 0
    Payroll Tax 853 284 0 569