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 01-01-2020 , and ending 12-31-2020
Name of foundation
RISEN SON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4476 MAIN ST NO 203
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AMHERST, NY14226
A Employer identification number

20-4446969
B Telephone number (see instructions)

(716) 839-1292
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$5,338,391
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 80,760 80,760  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -16,625
b Gross sales price for all assets on line 6a 2,958,501
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 64,135 80,760  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 45,521 22,761   22,760
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 21,020 12,612   8,408
c Other professional fees (attach schedule).... 49,274 49,274   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,437 1,741   1,741
19 Depreciation (attach schedule) and depletion... 1,219 0  
20 Occupancy.............. 29,567 29,567   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 18,081 18,081   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,119 134,036   32,909
25 Contributions, gifts, grants paid....... 243,100 243,100
26 Total expenses and disbursements. Add lines 24 and 25 413,219 134,036   276,009
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -349,084
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
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.............      
2 Savings and temporary cash investments......... 493,108 159,725 159,725
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) 541,632 Click to see attachment399,463 399,957
b Investments—corporate stock (attach schedule)....... 1,817,857 Click to see attachment2,792,220 3,891,817
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).......... 1,599,924 Click to see attachment743,696 872,054
14 Land, buildings, and equipment: basis bullet81,322
Less: accumulated depreciation (attach schedule) bullet66,484 16,057 Click to see attachment14,838 14,838
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,468,578 4,109,942 5,338,391
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 0
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........... 4,468,578 4,109,942
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,468,578 4,109,942
30 Total liabilities and net assets/fund balances (see instructions). 4,468,578 4,109,942
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
4,468,578
2
Enter amount from Part I, line 27a .....................
2
-349,084
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,119,494
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,552
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,109,942
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 PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
b PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
c PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
d PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
e PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2019-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2019-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2019-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2019-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2019-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2019-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(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 315,584   321,423 -5,839
b 194,647   232,377 -37,730
c 200,000   201,009 -1,009
d 668,383   626,086 42,297
e 46,728   45,545 1,183
215,738   215,311 427
99,981   99,866 115
1,210   1,210 0
161,027   147,900 13,127
436,984   384,927 52,057
376,680   487,756 -111,076
188,269   168,448 19,821
43,908   27,537 16,371
9,196   15,731 -6,535
166     166
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       -5,839
b       -37,730
c       -1,009
d       42,297
e       1,183
      427
      115
      0
      13,127
      52,057
      -111,076
      19,821
      16,371
      -6,535
      166
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 -16,625
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  
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 0
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 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,355
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 1,355
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,355
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,355 RefundedBullet 11 0
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)
    bulletDE, MS
    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 addressbulletN/A
    14
    The books are in care ofbulletPAULA LAUGHLIN Telephone no.bullet (716) 839-1292

    Located atbullet4476 MAIN STREET SUITE 203AMHERSTNY ZIP+4bullet14226
    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
    DAVID A RICH SR PRESIDENT
    2.00
    0 0 0
    23 W HIGH POINT ROAD
    STUART,FL34996
    GRACE E RICH VICE-PRESIDENT
    2.00
    0 0 0
    23 W HIGH POINT ROAD
    STUART,FL34996
    DAVID A RICH JR TREASURER
    1.00
    0 0 0
    4476 MAIN STREET SUITE 203
    AMHERST,NY14226
    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 0
    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.............bullet0
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    4,579,300
    b
    Average of monthly cash balances.......................
    1b
    300,572
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,879,872
    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
    4,879,872
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,198
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,806,674
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    240,334
    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
    240,334
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    240,334
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    240,334
    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
    240,334
    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
    276,009
    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
     
    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
    276,009
    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
    276,009
    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 7 240,334
    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...... 33,761
    b From 2016...... 100,213
    c From 2017...... 123,402
    d From 2018...... 356,584
    e From 2019...... 169,091
    fTotal of lines 3a through e........ 783,051
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 276,009
    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..... 240,334
    e Remaining amount distributed out of corpus 35,675
    5 Excess distributions carryover applied to 2020. 0 0
    (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 5 818,726
    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) ...
    33,761
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    784,965
    10 Analysis of line 9:
    a Excess from 2016.... 100,213
    b Excess from 2017.... 123,402
    c Excess from 2018.... 356,584
    d Excess from 2019.... 169,091
    e Excess from 2020.... 35,675
    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).)
    DAVID A RICH SR
    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:
    PAULA LAUGHLIN
    4476 MAIN STREET SUITE 203
    AMHERST,NY14226
    (716) 839-1292
    PLAUGHLIN@CHRISTOURHEALER.COM
    bThe form in which applications should be submitted and information and materials they should include:
    NO FORMAL APPLICATION PROCESS.
    cAny submission deadlines:
    NO FORMAL APPLICATION PROCESS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    BRADLEY UNIVERSITY
    1501 W BRADLEY AVENUE
    PEORIA,IL61625
    NONE 509(A)(1) JOHN HARVEY INTERNATIONAL ENDOWNMENT FUND 10,000
    BUFFALO CITY MISSION
    100 EAST TUPPER STREET
    BUFFALO,NY14203
    NONE 509(A)(1) GENERAL FUND & CORNERSTONE CAMPAIGN FOR WOMEN AND CHILDREN 4,000
    BUFFALO DREAM CENTER
    286 LAFAYETTE AVENUE
    BUFFALO,NY14213
    NONE 509(A)(1) MISSION TRIP - GENERAL FUND 250
    BUFFALO SEMINARY
    205 BIDWELL PARKWAY
    BUFFALO,NY14222
    NONE 509(A)(1) GENERAL FUND 250
    COVENANT FELLOWSHIP CHURCH
    2880 SE ASTER LANE
    STUART,FL34994
    NONE 509(A)(1) NEW BUILDING FUND 10,000
    INDEPENDENT HEALTH FAMILY BRANCH YMCA
    150 TECH DRIVE
    AMHERST,NY14221
    NONE 509(A)(1) GENERAL FUND - ANNUAL CAMPAIGN 1,000
    JERICHO ROAD COMMUNITY HEALTH CENTER
    184 BARTON STREET
    BUFFALO,NY14213
    NONE 509(A)(1) GENERAL FUND 2,000
    MARTIN HEALTH FOUNDATION
    2135 SE OCEAN BOULEVARD
    STUART,FL34995
    NONE 509(A)(1) BARSTOW-REED SOCIETY GENERAL FUND 10,000
    NEW COVENANT CHURCH
    345 MCCONKEY DRIVE
    BUFFALO,NY14223
    NONE 509(A)(1) GENERAL FUND 2,500
    SUSAN G KOMEN FOR THE CURE
    5005 LBJ FREEWAY SUITE 250
    DALLAS,TX75244
    NONE 509(A)(1) GENERAL FUND 1,500
    SYNDER FIRE COMPANY
    4531 MAIN STREET
    BUFFALO,NY14226
    NONE 509(A)(1) GENERAL FUND 500
    THE PARK SCHOOL
    4625 HARLEM ROAD
    BUFFALO,NY14226
    NONE 509(A)(1) KNOPP HAILPERN BUILDING FUND 15,000
    THE UNIVERSITY OF MS FOUNDATION
    406 UNIVERSITY AVENUE
    OXFORD,MS38655
    NONE 509(A)(1) ENDOWMENT FOR TRANSFORMING LIVES 50,000
    VIRTUE ONLINE
    1236 WATERFORD ROAD
    WEST CHESTER,PA19380
    NONE 509(A)(1) GENERAL FUND 1,000
    WEILL CORNELL MEDICAL COLLEGE
    525 EAST 68TH STREET BOX 99
    NEW YORK,NY10065
    NONE 509(A)(1) CENTER FOR COMPLETE SPINE CARE 50,000
    YMCA OF THE TREASURE COAST FLORIDA INC
    1700 SE MONTEREY ROAD
    STUART,FL34996
    NONE 509(A)(1) GENERAL FUND 1,000
    GLOBAL OUTREACH
    PO BOX 1
    TUPELO,MS38802
    NONE 509(A)(1) JOSIP & KELLY DEBELJUH MISSION TRIP FUND 500
    HEARTS FOR THE HOMELESS
    139 MAIN STREET
    TONAWANDA,NY14120
    NONE 509(A)(1) GENERAL FUND 1,100
    ROSWELL PARK ALLIANCE FOUNDATION
    ELM CARLTON STREETS
    BUFFALO NY,NY14263
    NONE 509(A)(1) GENERAL FUND 10,000
    SMOKIN JOE'SNEYEKWAWETA OKWAHSHEK TUSCARORA LANGUAGE PROGRAM BUNDLED ARROW
    3193 BUFFALO AVENUE
    NIAGARA FALLS,NY14303
    NONE 509(A)(1) CHARITABLE CASUE IN TUSCARORA NATION 10,000
    THE COMMUNITY FOUNDATION MARTIN-ST LUCIE
    851 SE MONTEREY COMMONS BLVD
    STUART,FL34996
    NONE 509(A)(1) COVID 19 RELIEF FUND 40,000
    THE FRIENDS OF THE LYRIC INC
    59 SW FLAGLER AVENUE
    STUART,FL34994
    NONE 509(A)(1) DIRECTORS CIRCLE 20,000
    THE WELL
    474 CENTRAL AVENUE
    FORT ERIE,ONTARIOL2A 3T7
    CA
    NONE 509(A)(1) GENERAL FUND 2,500
    Total .................................bullet 3a 243,100
    bApproved for future payment
    Total .................................bullet 3b 0
    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
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 80,760  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -16,625  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 64,135 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    64,135
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 21,020 12,612   8,408

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

    TY 2020 DepreciationSchedule
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    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
    COMPUTER NETWORK 2010-10-21 2,201 2,201 200DB 5.000000000000 0 0    
    COMPUTER NETWORK SETUP 2010-10-21 626 626 200DB 5.000000000000 0 0    
    TELEPHONE SYSTEM 2010-10-19 2,859 2,359 200DB 7.000000000000 0 0    
    OFFICE EQUIP-SHREDDER & GARBAGE BINS 2010-02-08 1,157 1,157 200DB 7.000000000000 0 0    
    MAC COMPUTER 2015-12-10 1,761 880 200DB 5.000000000000 0 0    
    SECURITY SYSTEM 2016-12-12 6,050 1,722 200DB 7.000000000000 186 0    
    FURNITURE & FIXTURES 2016-11-25 42,084 10,954 200DB 7.000000000000 186 0    
    LEASEHOLD IMPROVEMENTS 2017-01-25 2,700 204 SL 39.000000000000 69 0    
    FURNITURE & FIXTURES 2017-06-26 3,882 1,523 200DB 7.000000000000 418 0    
    FURNITURE & FIXTURES 2017-07-19 3,034 1,360 200DB 7.000000000000 157 0    
    LEASEHOLD IMPROVEMENTS 2017-05-25 650 44 SL 39.000000000000 17 0    
    VOICEMAIL SERVER 2017-09-08 2,204 613 200DB 7.000000000000 186 0    
    TELEPHONE SYSTEM - APC REPLACEMENT 2017-10-17 114   200DB 7.000000000000 0 0    
    DESK/CABINET 2018-08-10 12,000   200DB 7.000000000000 0 0    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD SPON ADR - 978 SH 18,981 27,345
    ABBVIE INC - 268 SH 22,504 28,716
    ACCENTURE PLC CL A - 87 SH 10,718 22,725
    ACTIVISION BLIZZARD - 871 SH 43,577 80,872
    ADVANCE AUTO PARTS - 378 SH 45,373 59,539
    AIA GROUP LTD ADR - 495 SH 17,099 24,319
    AIR LIQUIDE ADR - 597 SH 18,142 19,635
    ALEXION PHARMA INC - 233 SH 23,878 36,404
    ALIBABA GROUP HOLDING ADR - 127 SH 22,065 29,557
    ALPHABET INC CL C-40 SH 23,880 70,075
    ALSTOM SA ADR - 2804 SH 14,415 15,955
    AON PLC SHS CL A - 139 SH 13,572 29,367
    APPLE, INC. - 238 SH 6,722 31,580
    ASSURED GUARANTY LTD - 1,524 SH 39,732 47,991
    BAIDU COM INC ADR - 242 SH 37,213 52,330
    BANCO SANTANDER S.A. ADR - 5117 SH 11,192 15,607
    BEIERSDORF AG ADR - 843 SH 19,487 19,768
    BERKSHIRE HATHAWAY B - 372 SH 59,837 86,256
    BHP GROUP LTD SPONSORED ADS - 284 SH 8,796 18,557
    BLACK KNIGHT INC - 332 SH 29,785 29,332
    BNP PARIBAS SPONSORED ADR - 613 SH 16,940 16,312
    BOOKING HOLDINGS INC - 5 SH 7,365 11,136
    CANADIAN NATL RY CO COM - 132 SH 8,383 14,500
    CAPITAL ONE FC - 518 SH 28,021 51,204
    CARLSBERG AS ADR- 566 SH 9,935 18,186
    CARMAX INC - 179 SH 11,451 16,908
    CENTENE CORP - 828 SH 52,396 49,705
    CHINA MOBILE LTD ADR - 906 SH 35,278 25,857
    CITIGROUP INC - 437 SH 19,355 26,945
    COGNIZANT TECH SOLUTIONS CL A - 445 SH 23,798 36,468
    COMCAST CORP CL A - 1,549 SH 53,468 81,168
    COMCAST CORP CL A - 1,192 SH 42,273 62,461
    CONTINENTAL AG SPONSORED ADS - 736 SH 7,993 11,010
    COOPER COS INC COM - 67 SH 21,317 24,342
    CROWN HLDGS INC COM - 644 SH 40,543 64,529
    CVS HEALTH CORP - 910 SH 68,755 62,153
    DAIWA HOUSE IND LTD ADR- 485 SH 9,268 14,482
    DANONE SHS - 720 SH 54,249 47,290
    DBS GROUP HOLDINGS LTD SPONSORED ADR - 180 SH 9,677 13,689
    DOLLARAMA INC -820 SH 25,566 33,447
    ENEL SOCIETA PER AZION UNSPONSORD ADR - 2785 SH 23,612 28,268
    ENGIE SPONS ADR - 2,221 SH 30,483 33,981
    EQUINOR ASA ADR - 623 SH 10,566 10,230
    FACEBOOK INC CL A - 193 SH 24,466 52,720
    FERGUSON PLC-1,495 SH 7,455 18,104
    FLEXTRONICS INTL LTD ORD - 2,143 SH 17,187 38,531
    FLUGHAFEN ZUERICH AG UNSPONSOR ADR - 899 SH 3,571 6,473
    FUJITSU LTD UNSPONSORED ADR - 420 SH 11,280 12,165
    FORTIS INC - 364 SH 11,471 14,882
    GROCERY OUTLET HOLDING C - 301 SH 12,433 11,814
    HAEMONETICS CORP - 424 SH 34,878 50,350
    HEINEKEN NV - 404 SH 35,203 45,025
    HEXAGON AB ADR - 189 SH 10,475 17,133
    HITACHI LTD ADR 2 COM - 282 SH 22,141 22,391
    HUNTSMAN CORP - 1,198 SH 18,602 30,118
    INDUSTRIA DE DISENO TEXTIL IND UNSPONSORD ADR - 371 SH 5,214 5,951
    INFORMA PLC ADR - 717 SH 9,073 10,730
    INTERTEK GROUP PLC ADR - 114 SH 8,881 9,117
    ITT, INC. - 211 SH 10,320 16,251
    JACOBS ENGINEERING - 108 SH 20,261 22,010
    JOHNSON & JOHNSON COM - 370 SH 49,924 58,231
    JPMORGAN CHASE & CO - 168 SH 13,318 21,348
    KANSAS CITY SOUTHERN - 293 SH 25,697 59,810
    KAO CORP ADR - 842 SH 11,920 13,000
    KNORR BREMSE AG UNSPONSRED ADS - 491 SH 13,850 16,581
    LIBERTY BROADBAND CO. - 368 SH 32,630 58,280
    LOCKHEED MARTIN CORP COM - 163 SH 59,771 57,862
    LONDON STK EXCHANGE GROUP UNSPONSORED ADR - 439 SH 11,847 13,723
    LONZA GROUP AG UNSPONSORED ADR - 235 SH 7,622 15,059
    MARKEL CORP - 58 SH 57,732 59,931
    MASTERCRD INC - 76 SH 19,161 27,127
    MAKITA CORP SPON ADR - 408 SH 12,724 20,535
    MCKESSON CORPORATION - 406 SH 60,568 70,612
    MEDTRONIC PLC SHS - 258 SH 21,482 30,222
    MEDTRONIC PLC SHS - 322 SH 23,457 37,719
    MERCK KGAA SPONSORED ADR - 478 SH 14,113 16,429
    MICROSOFT CORP - 547 SH 17,639 121,664
    NAVIENT CORP - 818 SH 6,044 8,033
    NETFLIX INC COM - 44 SH 13,681 23,792
    NEXON CO LTD UNSPONSORED ADR - 539 SH 11,001 16,704
    NINTENDO LTD ADR - 375 SH 18,519 30,195
    NOMAD FOODS LTD - 2,753 SH 41,878 69,981
    NORDEA BANK AB SWEDEN ADR - 1,727 SH 17,244 14,092
    NOVARTIS AG SPONSORED ADR - 319 SH 22,043 30,123
    NOVARTIS AG SPONSORED ADR - 580 SH 46,045 54,769
    ONEMAIN HOLDINGS INCORPORATED - 472 SH 20,991 22,732
    ORACLE CORPORATION - 986 SH 38,799 63,784
    OTIS WORLDWIDE CORP - 232 SH 11,969 15,672
    PERNOD RICARD SA ADR - 422 SH 14,828 16,184
    PRUDENTIAL CORP PLC ADR- 487 SH 13,275 17,985
    PROGRESSIVE CO OHIO - 582 SH 43,173 57,548
    QUANTA SERVICES INC - 714 SH 28,933 51,422
    QUEST DIAGNOSTIC INC - 336 SH 29,031 40,041
    QTS REALTY TRUST INC REIT - 435 SH 25,764 26,918
    RELX PLC ADR-1,369 SH 27,870 33,760
    REPAY HOLDINGS CORP - 1,143 SH 26,494 31,147
    ROCHE HLDGS AG BASEL DIVIDN RIGT CERT - 149 SH 40,858 50,511
    ROYAL DSM N V SPON ADR - 496 SH 13,831 21,442
    RYANAIR HLDGS PLC ADR - 181 SH 17,178 19,906
    RYOHIN KEIKAKU CO ADR - 700 SH 13,889 14,322
    SAFRAN SPON ADR - 874 SH 23,703 30,992
    SAMPO OYJ ADR - 862 SH 14,923 18,567
    SANDVIK AB ADR - 723 SH 14,411 17,779
    SANOFI SPONSORED ADR - 648 SH 28,406 31,486
    SHIMANO INC UNSPONSORD ADR - 759 SH 12,982 17,859
    SHIN ETSU CHEM CO LTD ADR - 528 SH 12,703 23,221
    SIEMENS GAMESA RENEWABLE ENERG UNSPONSORD ADR - 1,477 SH 5,176 11,912
    STARBUCKS CORP - 192 SH 10,909 20,540
    SUMITOMO MITSUI FIN ADR-2,654 SH 18,375 16,375
    SUNCOR ENERGY INC.-658 SH 21,864 11,041
    SUZUKI MTR CORP UNSPONSORD ADR - 67 SH 13,455 12,520
    TEEKAY LNG PARTNERS L P PRTNRSP UNITS -1,131 SH 12,746 12,961
    TELENOR ASA ADR-934 SH 20,118 15,878
    TESCO PLC SPONSORED ADR - 2,493 SH 22,423 24,107
    THERMO FISHER SCIENTIFIC INC COM - 149 SH 21,406 69,401
    UNILEVER PLC ADR - 372 SH 17,449 22,454
    UNILEVER PLC ADR - 845 SH 41,062 51,004
    VALVOLINE INC - 1,545 SH 30,966 35,751
    VESTAS WIND SYS AS UTD KINGDOM UNSP ADR - 305 SHS 8,175 23,860
    VERIZON COMMUNICATION INC - 171 SH 8,868 10,046
    VINCI S A ADR - 487 SH 7,748 12,136
    VIVENDI SA ADR - 752 SH 19,587 24,139
    VOLKSWAGEN AG ADR - 1,478 SH 25,686 27,520
    WOLTERS KLUWER SPON ADR - 178 SH 6,405 14,941
    WYNDHAM HOTELS & RESORTS - 222 SH 7,815 13,196
    Z HOLDINGS CORPORATION UNSPONSORED ADS - 740 SH 7,495 8,969

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    US Government Securities - End of Year Book Value:

    399,463
    US Government Securities - End of Year Fair Market Value:

    399,957
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESCO QQQ TRUST ETF - 150 SH AT COST 32,009 47,061
    INVESCO S & P 500 LOW VOLATILITY ETF - 770 SH AT COST 31,621 43,297
    INVESCO VARIABLE RATE PREFERRED ETF - 482 SH AT COST 12,397 12,508
    ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF - 695 SH AT COST 27,842 28,676
    ISHARES COMMODITIES SLCT - 319 SH AT COST 10,454 8,508
    ISHARES CORE S&P SMALL CAP ETF - 269 SH AT COST 19,836 24,721
    ISHARES CORE US AGGREATED BOND ETF - 84 SH AT COST 9,880 9,928
    ISHARES GOLD ETF - 1,618 SH AT COST 23,133 29,334
    ISHARES JPMORGAN USD MTS BOND ETF-128 SH AT COST 13,857 14,836
    ISHARES MBS ETF - 643 SH AT COST 70,556 70,814
    ISHARES MSCI EAF MIN VOL FCT ETF - 208 SH AT COST 13,562 15,269
    ISHARES TR RUSSELL 2000 INDEX FD - 75 SH AT COST 10,089 14,705
    ISHARES TR TIPS BOND ETF - 517 SH AT COST 60,379 65,995
    ISHARES 1-3 YEAR TREASURY BOND ETF - 122 SH AT COST 10,566 10,538
    PENNYMAC MORTGAGE IN REIT - 2,047 SH AT COST 21,126 36,007
    SELECT SECTOR HEALTH CARE SPRD ETF - 149 SH AT COST 15,816 16,903
    SELECT SECTOR UTI SELECT SPDR ETF - 189 SH AT COST 11,385 11,850
    SPDR FUND CONSUMER STAPLES ETF - 172 SH AT COST 9,527 11,601
    SPDR S&P 500 ETF - 196 SH AT COST 59,185 73,280
    VANGUARD DIV APPRECIATION FD ETF - 318 SH AT COST 33,560 44,892
    VANGUARD FTSE DEVELOPED MKTS ETF - 1,806 SH AT COST 77,204 85,261
    VANGUARD FTSE EMERGING MKTS - 1,536 SH AT COST 68,473 76,969
    VANGUARD FTSE EUROPE ETF - 126 SH AT COST 6,903 7,590
    VANGUARD FTSE PACIFIC ETF - 172 SH AT COST 13,254 13,689
    VANGUARD INTERMEDIATE TERM COR ETF - 456 SH AT COST 40,235 44,296
    VANGUARD TOTAL STK MKT - 275 SH AT COST 40,847 53,526

    TY 2020 LandEtcSchedule2
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER NETWORK 2,201 2,201 0  
    COMPUTER NETWORK SETUP 626 626 0  
    TELEPHONE SYSTEM 2,859 2,359 500  
    OFFICE EQUIP-SHREDDER & GARBAGE BINS 1,157 1,157 0  
    MAC COMPUTER 1,761 1,761 0  
    SECURITY SYSTEM 6,050 4,933 1,117  
    FURNITURE & FIXTURES 42,084 32,182 9,902  
    LEASEHOLD IMPROVEMENTS 2,700 273 2,427  
    FURNITURE & FIXTURES 3,882 3,882 0  
    FURNITURE & FIXTURES 3,034 3,034 0  
    LEASEHOLD IMPROVEMENTS 650 61 589  
    VOICEMAIL SERVER 2,204 1,901 303  
    TELEPHONE SYSTEM - APC REPLACEMENT 114 114 0  
    DESK/CABINET 12,000 12,000 0  


    TY 2020 OtherDecreasesSchedule
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    Description Amount
    OTHER 2019 FLOWED THROUGH TIMING DIFFERENCES 9,552


    TY 2020 OtherExpensesSchedule
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECURITIES 536 536   0
    COMPUTER NETWORK - 4476 MAIN 12,875 12,875   0
    INSURANCE - 4476 MAIN 955 955   0
    LEASE - COPIER 2,118 2,118   0
    OFFICE SUPPLIES 1,393 1,393   0
    STATUTORY REPRESENTATION 204 204   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 49,274 49,274   0


    TY 2020 TaxesSchedule
    Name:
    RISEN SON FOUNDATION INC
    EIN:
    20-4446969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 FEDERAL TAXES PAID 1,955 0   0
    PAYROLL TAXES 3,482 1,741   1,741