Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
RICHARD REED FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 E WASHINGTON ST STE 2300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85004
A Employer identification number

47-3818599
B Telephone number (see instructions)

(480) 316-4630
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,744,680J 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 right arrow.............
3 Interest on savings and temporary cash investments 68 68  
4 Dividends and interest from securities... 91,214 91,214  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 460,547
b Gross sales price for all assets on line 6a 987,129
7 Capital gain net income (from Part IV, line 2)... 460,547
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)....... Click to see attachment
List of Attached Documents:
// Content
312 0  
12 Total. Add lines 1 through 11........ 552,141 551,829  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,000 0   5,000
14 Other employee salaries and wages...... 63,513 0   63,513
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,519 952   8,567
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,172 19,127   45
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,308 0   15,954
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,293 0   10,293
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 153,805 20,079   103,372
25 Contributions, gifts, grants paid....... 594,900 594,900
26 Total expenses and disbursements. Add lines 24 and 25 748,705 20,079   698,272
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -196,564
b Net investment income (if negative, enter -0-) 531,750
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 19,629 30,130 30,130
2 Savings and temporary cash investments......... 148,622 35,765 35,765
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,301,299 Click to see attachment
List of Attached Documents:
// Content
7,284,804 		7,284,804
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,281,193 Click to see attachment
List of Attached Documents:
// Content
1,393,981 		1,393,981
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,750,743 8,744,680 8,744,680
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
371 		Click to see attachment
List of Attached Documents:
// Content
206
23 Total liabilities (add lines 17 through 22)......... 371 206
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,750,372 8,744,474
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 6,750,372 8,744,474
30 Total liabilities and net assets/fund balances (see instructions). 6,750,743 8,744,680
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
6,750,372
2
Enter amount from Part I, line 27a .....................
2
-196,564
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,190,666
4
Add lines 1, 2, and 3 ..........................
4
8,744,474
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,744,474
Form 990-PF (2023)
Form 990-PF (2023)
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 STOCK D 1999-09-29 2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 987,129   526,582 460,547
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       460,547
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 460,547
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
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 right arrow 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) 1 7,391
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 7,391
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 7,391
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 15,160
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 15,160
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,769
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,769 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ, CA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.RICHARDREEDFOUNDATION.ORG
14
The books are in care ofright arrowTAMARA VALDEZ Telephone no.right arrow (720) 254-8701

Located atright arrow1 E WASHINGTON ST STE 2300PHOENIXAZ ZIP+4right arrow85004
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowMX
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
TAMARA VALDEZ PRESIDENT
25.00 		0 0 0
1 E WASHINGTON ST STE 2300
PHOENIX,AZ85004
SUSIE G KETTER REED DIRECTOR
1.00 		0 0 0
1 E WASHINGTON ST STE 2300
PHOENIX,AZ85004
ANA VALDEZ VICE PRESIDENT
8.00 		5,000 0 0
1 E WASHINGTON ST STE 2300
PHOENIX,AZ85004
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
7,840,058
b
Average of monthly cash balances.......................
1b
357,426
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,197,484
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
8,197,484
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,962
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,074,522
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
403,726
Part X
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 IX, line 6..................
1
403,726
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,391
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,391
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
396,335
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
396,335
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 XII, line 1 ...
7
396,335
Part XI
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
698,272
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
698,272
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 396,335
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 44,265
b From 2019...... 74,550
c From 2020...... 287,780
d From 2021...... 170,444
e From 2022...... 211,277
f Total of lines 3a through e ........ 788,316
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 698,272
a Applied to 2022, 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 2023 distributable amount..... 396,335
e Remaining amount distributed out of corpus 301,937
5 Excess distributions carryover applied to 2023. 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 1,090,253
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		44,265
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,045,988
10 Analysis of line 9:
a Excess from 2019.... 74,550
b Excess from 2020.... 287,780
c Excess from 2021.... 170,444
d Excess from 2022.... 211,277
e Excess from 2023.... 301,937
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ATTENTION GRANT INQUIRIES
ALL INQUIRIES SHOULD BE SUBMITTED
BY E-MAIL
PHOENIX,AZ85004
(480) 316-4630
INFO@RICHARDREEDFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
WE ARE SEEKING SMALLER, FORWARD-THINKING, NON-PROFIT ORGANIZATIONS THAT ARE LOOKING TO CREATE BETTER COMMUNITIES THROUGH OUTREACH AND PROGRAMS IN AREAS OF MENTAL HEALTH, CHILD HEALTH AND DEVELOPMENT, COMMUNITY WELFARE, ANIMAL WELFARE, AND COMMUNITY ENVIRONMENTAL IMPACT. THE FOUNDATION'S GEOGRAPHICAL FOCUS IS THE MOUNTAIN WEST REGION OF THE UNITED STATES, ESPECIALLY COMMUNITIES IN COLORADO, CALIFORNIA AND ARIZONA. ALL APPLICANTS MUST BE A REGISTERED 501 (C)(3) ORGANIZATION IN THE UNITED STATES. WE DO NOT AWARD GRANTS OR FUNDING TO INDIVIDUALS OR PRIVATE COMPANIES. IF YOUR ORGANIZATION FITS THE CRITERIA LISTED ABOVE, AND WOULD LIKE TO APPLY FOR A GRANT, PLEASE SUBMIT A LETTER OF INQUIRY TO INFO@RICHARDREEDFOUNDATION.ORG. FOR MORE INFORMATION SEE HTTPS://RICHARDREEDFOUNDATION.ORG/GRANT-INQUIRIES/
cAny submission deadlines:
INQUIRIES ARE ACCEPTED ON A CONTINUAL BASIS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE RESTRICTED TO 501(C)(3) ORGANIZATIONS IN THE MOUNTAIN REGION OF THE UNITED STATES, ESPECIALLY COLORADO, CALIFORNIA AND ARIZONA.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

4 PAWS 4 LIFE

3648 N PERRY PARK RD
SEDALIA,CO80135 		  PC SPAY/NEUTER PROGRAM FOR RESCUED ANIMALS 10,000

ACHIEVE TAHOE

PO BOX 8339
TRUCKEE,CA96162 		  PC ADAPTIVE SPORTS PROGRAMMING 15,000

ADVENT HEALTH CASTLE ROCK FOUNDATION

2350 MEADOWS BLVD
CASTLE ROCK,CO80109 		  PC MEDICAL EQUIPMENT FOR BREAST HEALTH 5,000

ANIMAL RESCUE OF THE ROCKIES

13918 E MISSISSIPPI 60188
AURORA,CO80012 		  PC FOSTER CARE AND VETERINARY EXPENSES 5,000

BLUE RIVER WATERSHED GROUP

PO BOX 867
SILVERTHORNE,CO80498 		  PC WATERSHED CLEAN UP PROJECTS- EARTH DAY AWARD 5,000

BORP (BAY AREA OUTREACH & RECREATION PROGRAM)

3075 ADELINE STREET
BERKELEY,CA94703 		  PC ADAPTIVE SPORTS PROGRAM GYM FEES AND TRAVEL EXPENSES FOR COACHES 10,000

BOYS AND GIRLS CLUB OF THE REDWOODS

3117 PROSPECT AVE EUREKA CA
EUREKA,CA95503 		  PC OPERATIONAL COSTS FOR YOUTH PROGRAMMING 10,000

BRECKENRIDGE CREATIVE ARTS

136 S MAIN ST
BRECKENRIDGE,CO80424 		  PC PLASTIC RECYCLING/UPCYCLING PROGRAM 10,000

BRECKENRIDGE OUTDOOR EDUCATION CENTER

PO BOX 697 524 WELLINGTON RD
BRECKENRIDGE,CO80424 		  PC OUTDOOR RECREATION FOR PEOPLE WITH SPECIAL NEEDS & DISABILITIES 21,500

BROKEN SHOVELS FARM AND SANCTUARY SCHOOL

8640 DAHLIA ST
HENDERSON,CO80640 		  PC DOWN PAYMENT ASSISTANCE TO PURCHASE ADJACENT FARMLAND AND EXPAND SANCTUARY 20,000

CHALLENGE ASPEN

PO BOX 6639
SNOWMASS VILLAGE,CO81615 		  PC SCHOLARSHIP FUNDING FOR ADAPTIVE SPORTS PROGRAMMING 10,000

CLOUD CITY CONSERVATION CENTER

PO BOX 459
LEADVILLE,CO80461 		  PC FUNDING FOR SUSTAINABILITY AND EVIRONMENTAL EDUCATION 2,500

CROSSING BRIDGES THERAPEAUTIC RIDING CENTER

6377 MONUMENT DRIVE
GRANTS PASS,OR97526 		  PC EQUINE THERAPY SCHOLARSHIP PROGRAM 5,000

DIABLO BALLET

PO BOX 4700
WALNUT CREEK,CA94596 		  PC FUNDING PEEK PROGRAM- ARTS/MOVEMENT EDUCATION FOR AT RISK YOUTH 5,000

DOGWOOD ANIMAL RESCUE PROJECT

1415 FULTON RD 205 BOX 43
SANTA ROSA,CA95403 		  PC RESCUE, VETERINARY AND ADOPTION EXPENSES FOR ANIMALS 10,000

DRYLANDS AGROECOLOGY RESEARCH

12191 N FOOTHILLS HWY
LONGMONT,CO80503 		  PC REGENERATIVE FARMING PLANNING, DESIGN AND IMPLEMENTATION 10,000

EARTH FORCE

PO BOX 1228
DENVER,CO80201 		  PC ENVIRONMENTAL ACTION CIVICS PROGRAMMING FOR MIDDLE/HIGH SCHOOLERS 5,000

ENVIRONMENTAL LEARNING FOR KIDS (ELK)

PO BOX 21679
DENVER,CO80221 		  PC ENVIRONMENTAL EDUCATION AND COLLEGE SCHOLARSHIP PROGRAM 25,000

FORMA KIDS FOUNDATION

1908 OLYMPIC BLVD
WALNUT CREEK,CA94596 		  PC SCHOLARSHIP FUNDING FOR PHYSICAL THERAPY FOR KIDS WITH NEUROLOGICAL INJURIES 10,000

FRONT RANGE FREEDOM RESCUE

PO BOX 19378
BOULDER,CO80308 		  PC RESCUE, REHABILITATION AND REHOMING COSTS FOR CATS AND KITTENS 5,000

GOOD LIFE REFUGE

13759 NORTH 95TH STREET
LONGMONT,CO80504 		  PC FLOOD MITIGATION FOR FARM ANIMAL SANCTUARY 10,000

HALLECK CREEK RANCH

PO BOX 159 NICASIO
NICASIO,CA94946 		  PC EQUINE THERAPY PROGRAM EXPENSES 15,000

HARLEY'S HOPE FOUNDATION

PO BOX 88146
COLORADO SPRINGS,CO80908 		  PC KEEP LOW INCOME PET OWNERS TOGETHER WITH THEIR COMPANION ANIMALS BY HELPING WITH VETERINARY AND FOOD EXPENSES 5,000

HAVEN OF HOPE

1101 W 7TH AVE
DENVER,CO80204 		  PC GENERAL OPERATING FUNDS FOR PROGRAMS THAT SUPPORT THE HOMELESS 10,000

HIGH COUNTRY CONSERVATION CENTER

PO BOX 4506
FRISCO,CO80443 		  PC SUSTAINABLITY AND ENVIRONMENTAL EDUCATION PROGRAMMING- EARTH DAY AWARD 2,500

HOG HAVEN FARM

79351 E COUNTY RD 38
DEER TRAIL,CO80105 		  PC INFRASTUCTURE IMPROVEMENTS FOR PIG RESCUE/SANCTUARY 2,500

HOME FUR GOOD

10220 N 32ND ST
PHOENIX,AZ85028 		  PC MEDICAL TREATMENT EXPENSES FOR SHELTER ANIMALS 20,000

HOUSED WORKING AND HEALTHY

3525 WOXFORD ROAD
DENVER,CO80236 		  PC TRAINING AND WORKFORCE DEVELOPMENT FOR PEOPLE EXPERIENCING HOMELESSNESS 15,000

HUMANE SOCIETY OF THE SOUTH PLATTE VALLEY

2129 W CHENANGO AVE
LITTLETON,CO80120 		  PC VETERINARY AND SHELTER EXPENSES 15,000

LAS ANIMAS DOG RESCUE ASSOCIATION AC (LADRA)

AMAPAS 235 COL
BUENOS AIRES,JALISCO48370
MX 		  NC HELP WITH FACILITY EXPENSES 20,650

LEVEL GROUND INC

1646 N SPRING ST 3
LOS ANGELES,CA09912 		  PC COMMUNITY ARTIST COLLECTIVE FOCUSING ON LGBTQ+ ARTISTS 5,000

LUVIN' ARMS ANIMAL SANCTUARY

3470 COUNTY ROAD 7
ERIE,CO80516 		  PC FARM ANIMAL SANCTUARY AND RESCUE EXPENSES, INCREASE EDUCATIONAL PROGRAMMING 10,000

MIRACLE LEAGUE NORTH BAY

40 FOURTH ST SUITE 286
PETALUMA,CA94952 		  PC FACILITIES IMPROVEMENTS FOR ADAPTIVE SPORTS 10,000

MORGAN ADAMS FOUNDATION

5303 EAST EVANS AVE SUITE 200
DENVER,CO80222 		  PC FUNDING FOR PEDIATRIC CANCER RESEARCH 5,000

NAPA WILDLIFE RESCUE

PO BOX 2571
NAPA,CA94558 		  PC STAFFING COSTS FOR WILDLIFE RESCUE 22,750

NORTHERN COLORADO FRIENDS OF FERALS

4820 EAGLE LAKE DRIVE
FT COLLINS,CO85024 		  PC TRAP, NEUTER, VACCINATE & RELEASE PROGRAM 7,500

PALMS TO PINES PARASPORTS DBA SOCAL ADAPTIVE SPORTS

43450 ILLINOIS AVE
PALM DESERT,CA92211 		  PC ADAPTIVE SPORTS OPPORTUNITIES FOR COACHELLA VALLEY RESIDENTS 5,000

PEGASUS THERAPEUTIC RIDING CENTER

42-575 MELANIE PLACE
PALM DESERT,CA92260 		  PC EQUINE THERAPY PROGRAM EXPENSES 10,000

ROBIN'S NEST FOUNDATION

64 INDIGO WAY
CASTLE ROCK,CO80108 		  PC EQUINE THERAPY 25,000

ROOSTER SANCTUARY AT DANZIG'S ROOST

10300 HWY 79
BENNETT,CO80102 		  PC OPERATING COSTS FOR ROOSTER SANCTUARY 5,000

ROUNDUP RIVER RANCH

8333 COLORADO RIVER RD
GYPSUM,CO81637 		  PC FUNDING FOR SUMMER CAMP FOR CHILDREN WITH DISABILITIES AND SEVERE MEDICAL CONDITIONS 10,000

SIERRA COMMUNITY HOUSE

948 INCLINE WAY
INCLINE VILLAGE,NV89451 		  PC HUNGER RELIEF PROGRAM 10,000

SMART BELLIES

156 COUNTY RD 450 PO BOX 8374
BRECKENRIDGE,CO80424 		  PC FEEDING LOW INCOME CHILDREN 10,000

SON CARE FOUNDATION DBA NEW LIFE K9S

173 BUCKLEY RD
SAN LUIS OBISPO,CA93401 		  PC SERVICE DOG TRAINING PROGRAM FOR INCARCERATED INDIVIDUALS 5,000

SUN VALLEY YOUTH CENTER

2728 W HOLDEN PLACE
DENVER,CO80204 		  PC FUND AFTERSCHOOL AND SUMMER PROGRAMMING FOR YOUTH IN SUN VALLEY NEIGHBOR 30,000

SUNRISE HORSE RESCUE

PO BOX 143
ST HELENA,CA94574 		  PC HORSE RESCUE 10,000

SWEETBEAU HORSES

525 MOORE RD
WOODSIDE,CA94062 		  PC RESCUE AND REHAB, AND CARE FOR AMERICAN MUSTANGS 10,000

TAHOE ABILITY PROGRAM

11025 PIONEER TRAIL 102
TRUCKEE,CA96161 		  PC PROGRAMMING FOR ADULTS WITH DISABILITIES 10,000

THE CONSUMPTION LITERACY PROJECT

4875 STUART ST
DENVER,CO80212 		  PC CHANGING COMMUNITY CONSUMPTION AND WASTE PATTERNS- EARTH DAY AWARD 2,500

THE PARK PEOPLE

1510 S GRANT ST
DENVER,CO80210 		  PC DENVER PARK PROJECTS AND TREE PLANTING/PLANNING 2,500

THERE WITH CARE

2825 WILDERNESS PLACE SUITE 100
BOULDER,CO80301 		  PC SUPPORT PROGRAMS FOR FAMILIES WITH CHILDREN WITH CRITICAL ILLNESS 20,000

TREELINE PASS

209 W HAMPDEN AVE
ENGLEWOOD,CO80110 		  PC PROGRAMMING SUPPORT FOR ADULTS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES 10,000

TRUCKEE ROUNDHOUSE

PO BOX 3501 TRUCKEE
TRUCKEE,CA96160 		  PC SUPPORT FOR COMMUNITY MAKERSPACE AND CREATIVE ARTS EDUCATIONAL PROGRAMS 10,000

WILDFLOWER NATURE SCHOOL

160 RUBY RANCH RD
SILVERTHORNE,CO80498 		  PC NATURE BASED NON-PROFIT PRESCHOOL IN SUMMIT COUNTY 10,000

XENOPHON

PO BOX 16 ORINDA
ORINDA,CA94563 		  PC OPERATIONAL COSTS FOR EQUINE THERAPY PROGRAMS 10,000

YOUTHPOWER 365

PO BOX 6550
AVON,CO81620 		  PC WIN IMPACT NETWORK SCHOLARSHIP PROGRAM 5,000

ZENEROSITY

115 KAREN LANE
MARTINEZ,CA94553 		  PC OPERATIONAL AND HERD CARE COSTS 10,000
Total .................................right arrow 3a 594,900
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 68  
4 Dividends and interest from securities ....     14 91,214  
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 ............ 		    18 460,547  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCREDIT CARD REBATE 		    01 312  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 552,141 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
552,141
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11 CREDIT CARD REBATE
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,519 952   8,567

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

TY 2023 ExpenditureResponsibilityStmt
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
LAS ANIMAS DOG RESCUE ASSOCIATION AC
  		AMAPAS 235 COL BUENOS AIRES
PUERTO VALLARTA,JALISCO48370
MX 		2022-10-03 20,976 HELP WITH FACILITY EXPENSES 20,976   03/01/2023    
LAS ANIMAS DOG RESCUE ASSOCIATION AC
  		AMAPAS 235 COL BUENOS AIRES
PUERTO VALLARTA,JALISCO48370
MX 		2022-10-27 20,465 HELP WITH FACILITY EXPENSES 20,465   03/01/2023    
LAS ANIMAS DOG RESCUE ASSOCIATION AC
  		AMAPAS 235 COL BUENOS AIRES
PUERTO VALLARTA,JALISCO48370
MX 		2023-12-18 20,650 HELP WITH FACILITY EXPENSES 20,650   2/18/24    

TY 2023 InvestmentsCorpStockSchedule
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC. CLASS A 368,781 368,781
ALPHABET INC. CLASS C 188,846 188,846
AMAZON.COM INC 698,924 698,924
APPLE INC 5,198,310 5,198,310
MASTERCARD INC 226,477 226,477
META PLATFORMS INC 169,901 169,901
NIKE INC 88,593 88,593
SALESFORCE COM 172,620 172,620
VISA INC 172,352 172,352

TY 2023 InvestmentsOtherSchedule2
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIDELITY HIGH DIVIDEND ETF FMV 190,260 190,260
INVESCO WILDERHILL CLEAN FMV 29,720 29,720
ISHARES CORE S&P SMALL CAP ETF FMV 270,625 270,625
SCHWAB US DIVIDEND FMV 228,390 228,390
SCHWAB INTERNATIONAL FMV 295,680 295,680
VANGUARD FTSE EMERGING MARKETS ETF FMV 41,100 41,100
DODGE & COX INCOME FUND FMV 123,105 123,105
PIMCO INCM INST CL FMV 89,758 89,758
VANGUARD INTERM-TERM INV FMV 125,343 125,343

TY 2023 OtherExpensesSchedule
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 6 0   6
OFFICE SUPPLIES 3,975 0   3,975
ADVERTISING 5,384 0   5,384
WEBSITE EXPENSE 833 0   833
CREDIT CARD EXPENSE 95 0   95


TY 2023 OtherIncomeSchedule2
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CREDIT CARD REBATE 312   312


TY 2023 OtherIncreasesSchedule
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Description Amount
UNREALIZED GAIN/LOSS 2,190,239
EXCHANGE RATE GAIN/LOSS 427


TY 2023 OtherLiabilitiesSchedule
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Description Beginning of Year - Book Value End of Year - Book Value
CAPITAL ONE - CREDIT CARD 371 206


TY 2023 OtherProfessionalFeesSchedule
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 19,127 19,127   0
LICENSE FEES 45 0   45


TY 2023 TaxesSchedule
Name:
RICHARD REED FOUNDATION
EIN:
47-3818599
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 15,954 0   15,954
EXCISE TAX 30,354 0   0