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
RISEN SON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4476 MAIN ST 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 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$6,116,394
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 98,504 98,504  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 219,734
b Gross sales price for all assets on line 6a 1,935,133
7 Capital gain net income (from Part IV, line 2)... 219,734
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........ 318,238 318,238  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 46,238 23,119   23,119
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,850 5,310   3,540
c Other professional fees (attach schedule).... 54,893 54,893   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,887 1,944   1,943
19 Depreciation (attach schedule) and depletion... 426 0  
20 Occupancy.............. 32,038 32,038   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 17,796 17,796   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 164,128 135,100   28,602
25 Contributions, gifts, grants paid....... 199,700 199,700
26 Total expenses and disbursements. Add lines 24 and 25 363,828 135,100   228,302
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -45,590
b Net investment income (if negative, enter -0-) 183,138
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.............      
2 Savings and temporary cash investments......... 145,392 118,055 118,055
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) 193,096 Click to see attachment
List of Attached Documents:
// Content
8,763
8,942
b Investments—corporate stock (attach schedule)....... 3,104,535 Click to see attachment
List of Attached Documents:
// Content
3,320,175
4,881,204
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).......... 1,072,791 Click to see attachment
List of Attached Documents:
// Content
1,023,260
1,095,149
14 Land, buildings, and equipment: basis right arrow81,322
Less: accumulated depreciation (attach schedule) right arrow68,129 13,619 Click to see attachment
List of Attached Documents:
// Content
13,193
13,044
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,529,433 4,483,446 6,116,394
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 4,529,433 4,483,446
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)..... 4,529,433 4,483,446
30 Total liabilities and net assets/fund balances (see instructions). 4,529,433 4,483,446
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
4,529,433
2
Enter amount from Part I, line 27a .....................
2
-45,590
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,483,843
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
397
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,483,446
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 SECURITIES   2023-01-01 2023-12-31
b PUBLICLY TRADED SECURITIES   2023-01-01 2023-12-31
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 650,421   656,020 -5,599
b 1,284,712   1,059,379 225,333
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       -5,599
b       225,333
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 2 219,734
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 2,546
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 2,546
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 2,546
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,480
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 7,480
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 4,934
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,934 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 arrowDE, 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 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 arrowN/A
14
The books are in care ofright arrowPAULA LAUGHLIN Telephone no.right arrow (716) 839-1292

Located atright arrow4476 MAIN STREET SUITE 203AMHERSTNY ZIP+4right arrow14226
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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
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)
 
No
(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
 
 
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)
 
No
(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
 
 
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
 
 
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? .............................
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
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...................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
5,699,475
b
Average of monthly cash balances.......................
1b
137,391
c
Fair market value of all other assets (see instructions)................
1c
13,907
d
Total (add lines 1a, b, and c).........................
1d
5,850,773
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,850,773
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,762
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,763,011
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
288,151
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
288,151
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,546
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,546
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
285,605
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
285,605
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
285,605
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
228,302
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
228,302
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 7 285,605
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...... 356,584
b From 2019...... 169,091
c From 2020...... 35,675
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 561,350
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 228,302
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..... 228,302
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 57,303 57,303
(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 5 504,047
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) ...
299,281
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
204,766
10 Analysis of line 9:
a Excess from 2019.... 169,091
b Excess from 2020.... 35,675
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
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 right arrow
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 (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

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 2,000

BUFFALO DREAM CENTER

286 LAFAYETTE AVENUE
BUFFALO,NY14213
NONE 509(A)(1) GENERAL FUND 500

CLEVELAND CLINIC MARTIN HEALTH FOUNDATION

2135 SE OCEAN BOULEVARD
STUART,FL34995
NONE 509(A)(1) BARSTOW - REED SOCIETY - GENERAL FUND 10,000

ELMWOOD FRANKLIN SCHOOL

104 NEW AMSTERDAM AVE
BUFFALO,NY14216
NONE 509(A)(1) GENERAL FUND 5,000

GLOBAL OUTREACH

PO BOX 1
TUPELO,MS38802
NONE 509(A)(1) JOSIP & KELLY DEBELJUH MISSION TRIP FUND 1,600

HEARTS FOR THE HOMELESS

139 MAIN STREET
TONAWANDA,NY14120
NONE 509(A)(1) GENERAL FUND 1,100

INDEPENDENT HEALTH FAMILY BRANCH YMCA

150 TECH DRIVE
AMHERST,NY14221
NONE 509(A)(1) GENERAL FUND 1,000

JERICHO ROAD COMMUNITY HEALTH CENTER

184 BARTON STREET
BUFFALO,NY14213
NONE 509(A)(1) GENERAL FUND 20,000

NEW COVENANT CHURCH

345 MCCONKEY DRIVE
BUFFALO,NY14223
NONE 509(A)(1) GENERAL FUND - BUFFALO, NY 5/14 TOPS SHOOTING SURVIVORS FUND 5,000

PARK SCHOOL

4625 HARLEM ROAD
AMHERST,NY14226
NONE 509(A)(1) GENERAL FUND 16,500

ROSWELL PARK ALLIANCE FOUNDATION

ELM CARLTON STREETS
BUFFALO,NY14263
NONE 509(A)(1) GENERAL FUND 10,000

SAFESPACE

612 SE DIXIE HIGHWAY
STUART,FL34994
NONE 509(A)(1) GENERAL FUND 25,000

SAVE THE CHIMPS

PO BOX 12220
FORT PIERCE,FL34979
NONE 509(A)(1) GENERAL FUND 1,000

SNYDER FIRE COMPANY

4531 MAIN STREET
BUFFALO,NY14226
NONE 509(C)(4) GENERAL FUND 500

SUSAN G KOMEN FOR THE CURE

5005 LBJ FREEWAY SUITE 250
DALLAS,TX75244
NONE 509(A)(1) GENERAL FUND 1,500

THE FRIENDS OF THE LYRIC INC

59 SW FLAGLER AVENUE
STUART,FL34994
NONE 509(A)(1) DIRECTORS CIRCLE 5,000

THE UNIVERSITY OF MS FOUNDATION

406 UNIVERSITY AVENUE
OXFORD,MS38655
NONE 509(A)(1) ENDOWMENT FOR TRANSFORMING LIVES 60,000

TIMES AND SEASONS FOUNDATION

119 OLD CARRIAGE HOUSE ROAD
GRAND ISLAND,NY14072
NONE 509(A)(1) DAN & GWEN SLADE UKRAINE REFUGEE CRISIS - GENERAL FUND 15,000

VIRTUE ONLINE

1236 WATERFORD ROAD
WEST CHESTER,PA19380
NONE 509(A)(1) GENERAL FUND 1,000

VISUALLY IMPAIRED ADVANCEMENT

1170 MAIN STREET
BUFFALO,NY14209
NONE 509(A)(1) GENERAL FUND 1,500

WEILL CORNELL MEDICAL COLLEGE

1300 YORK AVENUE BOX 314
NEW YORK,NY101310628
NONE 509(A)(1) GENERAL FUND 5,000

YMCA OF THE TREASURE COAST FLORIDA INC

1700 SE MONTEREY ROAD
STUART,FL34996
NONE 509(A)(1) GENERAL FUND 1,000

THE ROWAN ATLEE FOUNDATION INC

PO BOX 631
HOBE SOUND,FL33475
NONE 501(C)(3) GENERAL FUND - DIRECTORS CIRCLE 500
Total .................................right arrow 3a 199,700
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 ...........
         
4 Dividends and interest from securities ....     14 98,504  
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 ............
    18 219,734  
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) .. 0 318,238 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
318,238
(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.)
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:
RISEN SON FOUNDATION INC
EIN:
20-4446969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 8,850 5,310   3,540

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

TY 2023 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 2,280 200DB 7.000000000000 170 0    
FURNITURE & FIXTURES 2016-11-25 42,084 11,512 200DB 7.000000000000 170 0    
LEASEHOLD IMPROVEMENTS 2017-01-25 2,700 411 SL 39.000000000000 69 0    
FURNITURE & FIXTURES 2017-06-26 3,882 1,941 200DB 7.000000000000 0 0    
FURNITURE & FIXTURES 2017-07-19 3,034 1,517 200DB 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2017-05-25 650 95 SL 39.000000000000 17 0    
VOICEMAIL SERVER 2017-09-08 2,204 1,102 200DB 7.000000000000 0 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 2023 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 - 473 SH 8,966 20,954
ABBVIE INC - 396 SH 36,371 61,368
ADVANCE AUTO PARTS - 1,000 SH 129,039 61,030
ADVANTIST CORP - 368 SH 11,533 12,420
AIA GROUP LTD ADR - 784 SH 28,904 27,181
AIR LIQUIDE ADR - 631 SH 18,343 24,577
AIRBUS SE - 627 SH 17,315 24,183
AKZO NOBEL N V IAM COM F - 669 SH 23,108 18,558
ALPHABET INC CL C - 660 SH 20,022 93,014
AMAZON.COM INC - 300 SH 49,858 45,582
AON PLC SHS CL A - 85 SH 8,061 24,737
APPLE, INC. - 342 SH 28,218 65,845
ASICS CORP - 434 SH 7,415 13,628
ASM INTERNATIONAL N V - 46 SH 16,352 23,883
ASML HOLDINGS N V - 19 SH 10,958 14,381
ASSURED GUARANTY LTD - 833 SH 19,994 62,333
BANDAI NAMCO HOLDINGS INC F - 972 SH 12,484 9,701
BERKSHIRE HATHAWAY B - 1,000 SH 192,105 356,660
BERKSHIRE HATHAWAY B - 307 SH 45,619 109,495
BOOKING HOLDINGS - 16 SH 30,595 56,756
BP PLC F - 855 SH 25,643 30,267
BROOKFIELD CORP CLASS A - 2,382 SH 81,088 95,566
BUREAU VERITAS SA F - 377 SH 22,737 19,095
CANADIAN PAC RAILWAY - 1,785 SH 63,102 141,122
CANADIAN PAC RAILWAY - 552 SH 25,703 43,641
CAPGEMINI S E - 391 SH 13,998 16,363
CAPITAL ONE FC - 282 SH 15,255 36,976
CARLSBERG AS ADR- 486 SH 11,432 12,162
CENTENE CORP - 1,111 SH 70,485 82,447
CHUBB LTD - 78 SH 17,167 17,628
COCA-COLA EUROPACIFIC - 245 SH 13,422 16,351
COMCAST CORP CL A - 2,578 SH 94,858 113,045
COMPAGNIE FINANCIERE R F - 1,404 SH 18,992 19,340
COMPASS GROUP PLC - 1,071 SH 35,920 38,356
CONSTELLATION BRAND CLASS - 186 SH 22,536 29,785
CONTINENTAL AG HANNOVE SPONSORED ADR - 2449 SH 23,113 20,694
COVESTRO AG - 481 SH 11,452 14,053
CROWN HLDGS INC COM - 384 SH 24,175 35,363
CVS HEALTH CORP - 1,064 SH 79,001 84,013
DAIKIN INDUSTRIES F - 1101 SH 21,283 17,803
DAIWA HOUSE IND LTD ADR- 485 SH 9,268 14,623
DBS GROUP HOLDINGS LTD SPONSORED ADR - 120 SH 6,978 12,151
DIAMONDBACK ENERGY - 344 SH 20,552 53,348
DISCO CORP F - 718 SH 7,280 17,749
ENGIE SPONS ADR - 2,231 SH 28,857 39,232
EXPERIAN PLC - 254 SH 10,388 10,348
FANUC LTD JAPAN - 1043 SH 14,522 15,259
FISERV INC - 711 SH 81,728 94,449
FLEXTRONICS INTL LTD ORD - 1,498 SH 12,014 45,629
GILDAN ACTIVEWEAR - 330 SH 11,898 10,910
HALMA PLC - 190 SH 9,062 11,005
HEINEKEN NV - 842 SH 75,937 85,445
HENKEL AG&CO KGAA - 668 SH 12,284 13,423
HOYA CORP - 167 SH 17,840 20,795
HSBC HLDGS PLC - 677 SH 22,253 27,446
ICON PLC - 81 SH 18,164 22,929
IMCD GROUP N V - 147 SH 10,732 12,929
ING GROEP ADR REP 1 OR F - 1356 SH 17,401 20,367
ITT, INC. - 364 SH 22,376 43,432
JPMORGAN CHASE & CO - 244 SH 23,390 41,504
KBC GROUP NV - 473 SH 15,919 15,363
LEGRAND SA UNSPONSORED ADR - 940 SH 19,820 19,543
LIBERTY BROADBAND CO. - 279 SH 41,485 22,485
LOCKHEED MARTIN CORP COM - 106 SH 37,557 48,043
LONDON STOCK EXCHANGE - 569 SH 14,936 17,056
MARKEL GROUP INC - 62 SH 62,586 88,034
MASTERCARD INC - 181 SH 55,784 77,198
MATCH GROUP INC NEW - 401 SH 14,253 14,637
MCKESSON CORPORATION - 266 SH 38,249 123,153
MERCK KGAA SPONSORED ADR - 527 SH 17,611 16,827
MICROSOFT CORP - 1,108 SH 89,489 416,652
MICROSOFT CORP - 255 SH 6,956 95,890
MILLERKNOLL INC - 2,367 SH 84,314 63,152
MTU AERO ENGINES HOLDI F - 94 SH 9,410 10,146
NOMURA RESEARCH IND F - 691 SH 18,931 20,080
NOVARTIS AG SPONSORED ADR - 679 SH 51,833 68,559
NOVO-NORDISK AS VORMAL - 414 SH 34,565 42,828
ORACLE CORPORATION - 688 SH 32,129 74,328
ORACLE CORPORATION - 896 SH 36,936 72,536
PERNOD RICARD SA ADR - 503 SH 17,893 17,756
QUANTA SERVICES INC - 317 SH 14,514 68,409
REALTY INCOME CORP - 1,496 SH 89,360 85,900
RECRUIIT CO. LTD - 1404 SH 8,950 11,723
RELX PLC ADR - 1,085 SH 25,507 43,031
RENESAS ELECTRS CO - 1855 SH 12,571 16,584
ROCHE HLDG AG - 937 SH 43,585 33,948
RYANAIR HLDGS PLC ADR - 233 SH 22,279 31,073
SAMPO OYJ ADR - 862 SH 14,923 18,826
SANDVIK AB ADR - 538 SH 14,999 15,696
SAP SE - 131 SH 17,657 20,251
SHIN ETSU CHEMICAL CO - 926 SH 18,147 19,353
SIEMENS HEALTHINEERS - 509 SH 11,865 14,827
SMITH & NEPHEW GROUP P F - 1,861 SH 47,134 50,768
SUNCOR ENERGY INC.- 534 SH 11,121 17,109
SUZUKI MTR CORP UNSPONSORD ADR - 81 SH 14,242 13,799
THALES SA - 769 SH 19,217 22,713
U HAUL HOLDING NON VOTING - 906 SH 47,869 63,819
UNILEVER PLC ADR - 528 SH 25,226 25,597
UNILEVER PLC ADR - 1,329 SH 65,204 64,430
UNION PACIFIC CORP - 303 SH 63,709 74,423
UNIVERSAL MUSIC GROUP - 1117 SH 12,128 15,962
VALVOLINE INC - 1,426 SH 29,486 53,589
VISA INC CLASS A - 303 SH 72,583 78,886
VONOVIA SE - 983 SH 21,094 15,428
WALT DISNEY CO - 516 SH 45,038 46,590
ZOZO INC - 2354 SH 11,565 10,875

TY 2023 InvestmentsGovtObligationsSch
Name:
RISEN SON FOUNDATION INC
EIN:
20-4446969
US Government Securities - End of Year Book Value:

8,763
US Government Securities - End of Year Fair Market Value:

8,942
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
RISEN SON FOUNDATION INC
EIN:
20-4446969
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COMMUNICAT SVS SLCT SEC - 331 SH AT COST 20,390 24,050
ENERGY SELECT SECTOR SPDR ETF IV - 220 SH AT COST 17,168 18,445
ISHARES 1-3 YEAR TREASURY BOND ETF - 334 SH AT COST 27,294 27,401
ISHARES 3-7 YEAR TREASURY BOND ETF - 330 SH AT COST 39,987 38,653
ISHARES CORE 1-5 YEAR USD BOND ETF - 735 AT COST 36,516 34,957
ISHARES CORE MSCI EMERGING ETF - 415 SH AT COST 17,525 20,991
ISHARES CORE MSCI PACIFIC ETF - 651 SH AT COST 36,877 38,741
ISHARES CORE S&P SMALL CAP ETF - 176 SH AT COST 14,851 19,052
ISHARES GOLD ETF - 1,065 SH AT COST 40,403 41,567
ISHARES RUSSELL MID CAP ETF - 500 SH AT COST 40,022 38,865
ISHARES TR TIPS BOND ETF - 385 SH AT COST 46,031 41,384
ISHARES US TREASURY BOND ETF - 2,683 SH AT COST 61,280 61,816
ISHR ETF GSCI CMD DYN STR ETF - 924 SH AT COST 31,144 23,165
SELECT SECTOR HEALTH CARE SPRD ETF - 301 SH AT COST 38,060 41,050
SPDR DOW JONES INDUSTRIAL AVR ETF - 300 SH AT COST 100,206 113,061
SPDR FUND CONSUMER DISCRE SELECT ETF - 106 SH AT COST 18,318 18,954
SPDR FUND CONSUMER STAPLES ETF - 308 SH AT COST 22,546 22,185
SPDR FUND MATERIALS - 261 SH AT COST 10,394 10,864
SPDR S&P 500 ETF - 145 SH AT COST 53,277 68,920
SPDR S&P GLOBAL NAT RES ETF IV - 127 SH AT COST 14,521 14,786
TECHNOLOGY SELECT SECTOR - 347 SH AT COST 53,570 66,791
VANGUARD DIV APPRECIATION FD ETF - 193 SH AT COST 20,368 32,887
VANGUARD FTSE DEVELOPED MKTS ETF - 1,464 SH AT COST 69,487 70,126
VANGUARD FTSE EUROPE ETF - 740 SH AT COST 44,531 47,715
VANGUARD FTSE PACIFIC ETF - 209 SH AT COST 15,477 15,054
VANGUARD SCOTTSDALE FDS - 1,187 SH AT COST 92,962 96,479
VANGUARD SMALL CAP ETF - 100 SH AT COST 22,311 21,333
VANGUARD TOTAL STK MKT - 109 SH AT COST 17,744 25,857

TY 2023 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 5,475 575  
FURNITURE & FIXTURES 42,084 32,724 9,360  
LEASEHOLD IMPROVEMENTS 2,700 480 2,220  
FURNITURE & FIXTURES 3,882 3,882 0  
FURNITURE & FIXTURES 3,034 3,034 0  
LEASEHOLD IMPROVEMENTS 650 112 538  
VOICEMAIL SERVER 2,204 2,204 0  
TELEPHONE SYSTEM - APC REPLACEMENT 114 114 0  
DESK/CABINET 12,000 12,000 0  


TY 2023 OtherDecreasesSchedule
Name:
RISEN SON FOUNDATION INC
EIN:
20-4446969
Description Amount
CASH FLOW TIMING DIFFERENCES 397


TY 2023 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
COMPUTER NETWORK - 4476 MAIN 12,396 12,396   0
INSURANCE - 4476 MAIN 1,174 1,174   0
LEASE - COPIER 3,734 3,734   0
OFFICE SUPPLIES 492 492   0


TY 2023 OtherProfessionalFeesSchedule
Name:
RISEN SON FOUNDATION INC
EIN:
20-4446969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 54,893 54,893   0


TY 2023 TaxesSchedule
Name:
RISEN SON FOUNDATION INC
EIN:
20-4446969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 3,887 1,944   1,943