TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
THE MIGSIE AND GAR RICHLIN FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET STE 400
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231

A Employer identification number

52-2060725

B Telephone number (see instructions)

(410) 537-5447

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,023,440J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	19,629		18,967
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		24,133
b	Gross sales price for all assets on line 6a 209,528
7	Capital gain net income (from Part IV, line 2)...			24,133
8	Net short-term capital gain.........				0
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).......	List of Attached Documents: // Content	30	30
12	Total. Add lines 1 through 11........	43,792		43,130
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,122	0	0	1,122
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	5,362	5,362		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	253	253		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	6,737		5,615	0	1,122
25	Contributions, gifts, grants paid.......	87,000				87,000
26	Total expenses and disbursements. Add lines 24 and 25	93,737		5,615	0	88,122
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-49,945
b	Net investment income (if negative, enter -0-)			37,515
c	Adjusted net income (if negative, enter -0-)...				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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	41,829	60,067	60,067
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	517,707	List of Attached Documents: // Content 497,204	854,147
	c	Investments—corporate bonds (attach schedule).......	163,601	List of Attached Documents: // Content 114,862	109,226
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	723,137	672,133	1,023,440
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	723,137	672,133
	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).....	723,137	672,133
	30	Total liabilities and net assets/fund balances (see instructions).	723,137	672,133

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

723,137

Enter amount from Part I, line 27a .....................

-49,945

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

673,192

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,059

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

672,133

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	2. AMERIPRISE FINL INC		2015-12-11	2023-01-06
b	8. CHARLES SCHWAB CORP.		2022-05-27	2023-01-06
c	5. AMERIPRISE FINL INC		2015-12-11	2023-01-10
d	3. NETFLIX COM INC		2022-08-17	2023-01-18
e	2. ALIGN TECHNOLOGY INC		2022-12-23	2023-02-02
	4. AMERIPRISE FINL INC		2020-03-19	2023-03-02
	1. BOOKING HOLDINGS INC		2020-03-12	2023-03-02
	8. JOHNSON & JOHNSON		2021-05-26	2023-03-10
	12. L3HARRIS TECHNOLOGIES INC		2021-05-26	2023-03-10
	27. T. ROWE PRICE GROUP INC		2021-05-26	2023-03-10
	1. AMERIPRISE FINL INC		2021-05-26	2023-03-14
	15. BLACKSTONE GROUP INC CLASS A		2021-05-26	2023-03-14
	1. FIRST CTZNS BANCSHARES INC CL A		2021-04-12	2023-04-25
	.758 FIRST CTZNS BANCSHARES INC CL A		2023-01-10	2023-04-25
	.242 FIRST CTZNS BANCSHARES INC CL A		2021-04-09	2023-04-25
	.242 FIRST CTZNS BANCSHARES INC CL A		2023-01-10	2023-04-28
	.758 FIRST CTZNS BANCSHARES INC CL A		2021-02-25	2023-04-28
	1. FIRST CTZNS BANCSHARES INC CL A		2021-02-25	2023-05-01
	4. NETFLIX COM INC		2022-08-17	2023-05-18
	4. NETFLIX COM INC		2022-08-08	2023-06-02
	.9394 BECTON DICKINSON & CO.		2021-05-26	2023-06-07
	2. ADOBE SYS INCORP		2022-10-20	2023-06-09
	4. AGILENT TECHNOLOGIES INC		2019-11-08	2023-06-09
	2. ALIGN TECHNOLOGY INC		2022-12-23	2023-06-09
	16. ALPHABET INC CL C		2014-11-04	2023-06-09
	12. ALPHABET INC CL A		2014-11-04	2023-06-09
	14. AMAZON.COM INC		2021-10-10	2023-06-09
	3. AMERIPRISE FINL INC		2020-03-19	2023-06-09
	4. ANALOG DEVICES INC		2020-03-12	2023-06-09
	3. ELEVANCE HEALTH INC		2018-04-24	2023-06-09
	13. APPLE COMPUTER INC.		2014-11-04	2023-06-09
	40. AVANTOR INC		2022-02-04	2023-06-09
	13. BAKER HUGHES COMPANY		2022-06-28	2023-06-09
	12. BAKER HUGHES COMPANY		2022-01-21	2023-06-09
	38. BANK OF AMERICA CORPORATION		2019-08-15	2023-06-09
	7. BERKSHIRE HATHAWAY INC CL B		2014-11-04	2023-06-09
	5. BLACKSTONE GROUP INC CLASS A		2020-03-12	2023-06-09
	1. BOOKING HOLDINGS INC		2014-11-04	2023-06-09
	6. BRIGHT HORIZONS FAMILY SOLUT		2020-08-14	2023-06-09
	6. CANADIAN NATL RAILWAY CO		2023-05-05	2023-06-09
	12. CARMAX INC		2020-03-18	2023-06-09
	20. CARRIER GLOBAL CORPORATION COM		2020-09-10	2023-06-09
	16. EDWARDS LIFESCIENCES CORP		2014-11-05	2023-06-09
	7. META PLATFORMS INC		2017-05-22	2023-06-09
	1. FIRST CTZNS BANCSHARES INC CL A		2021-02-18	2023-06-09
	7. FISERV INC		2023-03-02	2023-06-09
	2. INTUIT INC.		2023-03-02	2023-06-09
	27. KKR CO INC A		2022-02-02	2023-06-09
	4. LOWES COS INC		2014-11-04	2023-06-09
	7. MASTERCARD INC		2014-11-04	2023-06-09
	7. MERCK CO INC		2020-07-29	2023-06-09
	12. MICROSOFT CORP.		2014-11-04	2023-06-09
	1. NETFLIX COM INC		2022-07-27	2023-06-09
	8. OTIS WORLDWIDE CORP		2020-10-29	2023-06-09
	15. PINTEREST INC CL A		2021-07-30	2023-06-09
	3. SBA COMMUNICATIONS CORP NEW CL A		2023-05-18	2023-06-09
	13. CHARLES SCHWAB CORP.		2022-05-27	2023-06-09
	36. SUNCOR ENERGY INC		2017-10-26	2023-06-09
	11. TJX COS INC		2021-10-28	2023-06-09
	5. T MOBILE US INC		2021-02-04	2023-06-09
	9. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR		2022-07-19	2023-06-09
	5. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR		2021-10-29	2023-06-09
	11. UBER TECHNOLOGIES INC		2023-06-05	2023-06-09
	3. UNITED RENTALS INC		2018-12-07	2023-06-09
	5. UNITEDHEALTH GROUP INC		2018-04-06	2023-06-09
	12. VISA INC COM CL A		2014-11-04	2023-06-09
	3. ACCENTURE PLC IRELAND SHS CLASS A		2014-11-04	2023-06-09
	46. NOMAD FOODS LTD		2020-12-10	2023-06-09
	3. META PLATFORMS INC		2017-05-04	2023-06-23
	19. CHARLES SCHWAB CORP.		2022-05-27	2023-06-23
	98. CHARLES SCHWAB CORP.		2022-06-28	2023-07-14
	7. AMERIPRISE FINL INC		2021-05-26	2023-07-17
	32. BAKER HUGHES COMPANY		2022-01-21	2023-07-18
	.486 KENVUE INC COM		2021-05-26	2023-09-08
	.91 KKR CO INC A		2021-05-26	2023-09-21
	17. CARMAX INC		2020-03-18	2023-09-22
	8. OTIS WORLDWIDE CORP		2020-09-10	2023-09-26
	9. OTIS WORLDWIDE CORP		2020-10-29	2023-09-26
	31. OTIS WORLDWIDE CORP		2020-10-28	2023-09-27
	3. OTIS WORLDWIDE CORP		2014-11-04	2023-09-27
	18. OTIS WORLDWIDE CORP		2014-11-04	2023-09-28
	12. SANDOZ GROUP AG SPONSORED G D R		2021-05-26	2023-10-05
	22. WP CAREY INC		2023-07-17	2023-10-05
	57. WP CAREY INC		2021-05-26	2023-10-05
	14. CARRIER GLOBAL CORPORATION COM		2020-09-24	2023-10-12
	11. CARRIER GLOBAL CORPORATION COM		2020-09-24	2023-10-12
	.6 SANDOZ GROUP AG SPONSORED G D R		2021-05-26	2023-10-19
	2. META PLATFORMS INC		2017-05-04	2023-10-24
	1. BOOKING HOLDINGS INC		2014-11-04	2023-10-26
	10. MERCK CO INC		2021-02-19	2023-10-30
	99. DOMINION RES INC VA NEW		2022-10-05	2023-10-31
	32. CARRIER GLOBAL CORPORATION COM		2014-11-04	2023-11-15
	31. CARRIER GLOBAL CORPORATION COM		2020-04-21	2023-11-16
	6856.54 BROWN ADVISORY INTERMEDIATE INCOME		2020-04-27	2023-11-30
	259. VANGUARD SHORT TERM TREASURY ETF		2023-06-12	2023-11-30
	173. VANGUARD SHORT TERM TREASURY ETF		2023-06-12	2023-11-30
	1. ADOBE SYS INCORP		2022-10-20	2023-12-13
	8. AMERIPRISE FINL INC		2016-01-29	2023-12-13
	4. UNITED RENTALS INC		2020-03-11	2023-12-13
	. PROCEEDS FROM SECURITIES LITIGATION			2023-12-28
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	632	211	421
b	673	563	110
c	1,597	527	1,070
d	969	724	245
e	711	406	305
	1,361	383	978
	2,574	1,307	1,267
	1,222	1,353	-131
	2,455	2,571	-116
	2,923	5,059	-2,136
	296	256	40
	1,298	1,339	-41
	997	848	149
	750	608	142
	239	205	34
	243	194	49
	760	576	184
	1,021	752	269
	1,487	959	528
	1,602	915	687
	236	257	-21
	911	609	302
	463	306	157
	612	406	206
	1,970	442	1,528
	1,471	339	1,132
	1,733	2,532	-799
	944	279	665
	728	362	366
	1,416	676	740
	2,358	353	2,005
	784	1,545	-761
	391	391
	361	329	32
	1,109	1,006	103
	2,350	994	1,356
	441	181	260
	2,607	1,096	1,511
	549	774	-225
	685	731	-46
	951	612	339
	899	580	319
	1,336	321	1,015
	1,855	1,100	755
	1,283	733	550
	815	821	-6
	854	803	51
	1,487	1,623	-136
	837	229	608
	2,575	588	1,987
	776	531	245
	3,926	571	3,355
	424	222	202
	682	487	195
	358	877	-519
	671	694	-23
	715	915	-200
	1,090	1,209	-119
	874	717	157
	654	648	6
	924	774	150
	513	567	-54
	445	444	1
	1,165	312	853
	2,471	1,109	1,362
	2,679	729	1,950
	932	244	688
	820	1,132	-312
	861	457	404
	1,007	1,337	-330
	5,752	6,461	-709
	2,411	1,795	616
	1,118	877	241
	12	10	2
	56	58	-2
	1,305	817	488
	642	486	156
	714	543	171
	2,464	1,808	656
	239	165	74
	1,446	989	457
	327	285	42
	1,142	1,527	-385
	2,959	4,247	-1,288
	764	405	359
	600	224	376
	19	14	5
	625	302	323
	2,754	1,096	1,658
	1,028	730	298
	3,967	7,426	-3,459
	1,676	586	1,090
	1,625	478	1,147
	65,000	73,740	-8,740
	15,030	14,997	33
	10,040	10,018	22
	625	304	321
	2,965	730	2,235
	2,119	348	1,771
	36		36
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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			421
b			110
c			1,070
d			245
e			305
			978
			1,267
			-131
			-116
			-2,136
			40
			-41
			149
			142
			34
			49
			184
			269
			528
			687
			-21
			302
			157
			206
			1,528
			1,132
			-799
			665
			366
			740
			2,005
			-761

			32
			103
			1,356
			260
			1,511
			-225
			-46
			339
			319
			1,015
			755
			550
			-6
			51
			-136
			608
			1,987
			245
			3,355
			202
			195
			-519
			-23
			-200
			-119
			157
			6
			150
			-54
			1
			853
			1,362
			1,950
			688
			-312
			404
			-330
			-709
			616
			241
			2
			-2
			488
			156
			171
			656
			74
			457
			42
			-385
			-1,288
			359
			376
			5
			323
			1,658
			298
			-3,459
			1,090
			1,147
			-8,740
			33
			22
			321
			2,235
			1,771
			36

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	24,133
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	521
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	521
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	521
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,345
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

7	Total credits and payments. Add lines 6a through 6d..............		7	1,345
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	824
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax824	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

MG WG RICHLIN Telephone no. right arrow

(410) 537-5447

Located at right arrow

901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4 right arrow

21231

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
W GAR RICHLIN	PRESIDENT SECRETARY 0	0
65 GROVE STREET UNIT 152 WELLESLEY,MA02482	PRESIDENT SECRETARY 0	0
MARGARET G RICHLIN	VICE-PRESIDENT TREASURER 0	0
65 GROVE STREET UNIT 152 WELLESLEY,MA02482	VICE-PRESIDENT TREASURER 0	0

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...................				0

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 arrow

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 arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

944,816

Average of monthly cash balances.......................

53,454

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

998,270

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

998,270

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

14,974

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

983,296

Minimum investment return. Enter 5% (0.05) of line 5................

49,165

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.)

Minimum investment return from Part IX, line 6..................

49,165

Tax on investment income for 2022 from Part V, line 5.......

521

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

521

Distributable amount before adjustments. Subtract line 2c from line 1............

48,644

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

48,644

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

48,644

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

88,122

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

88,122

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					48,644
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......	26,973
b From 2019......	43,403
c From 2020......	40,145
d From 2021......	81,760
e From 2022......	66,539
f Total of lines 3a through e ........		258,820
4Qualifying distributions for 2023 from Part
XI, line 4: $ 88,122
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.....					48,644
e Remaining amount distributed out of corpus		39,478
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		298,298
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) ...		26,973
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		271,325
10 Analysis of line 9:
a Excess from 2019....	43,403
b Excess from 2020....	40,145
c Excess from 2021....	81,760
d Excess from 2022....	66,539
e Excess from 2023....	39,478

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LEUKEMIA & LYMPHOMA SOCIETY 100 PAINTERS MILL ROAD SUITE 800 Owings Mills,MA21117	NONE	PC	PROGRAM SUPPORT	5,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE Memphis,TN38105	NONE	PC	PROGRAM SUPPORT	5,000
AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA,GA30303	NONE	PC	GENERAL	1,000
TRUSTEES OF THE RESERVATIONS 572 ESSEX STREET BEVERLY,MA01915	NONE	PC	PROGRAM SUPPORT	1,000
MULTIPLE MYELOMA RESEARCH FDN 383 MAIN AVENUE 5TH FLOOR Norwalk,CT06851	NONE	PC	PROGRAM SUPPORT	2,500
SARASOTA MEMORIAL HEALTHCAR 1700 S TAMIAMI TRAIL SARASOTA,FL34239	NONE	PC	PROGRAM SUPPORT	1,000
CURE ALZHEIMER'S FUND 34 WASHINGTON ST WELLESLY HILLS,MA02481	NONE	PC	PROGRAM SUPPORT	7,500
GEORGETOWN UNIVERSITY LAW CENTER 600 NEW JERSEY AVE NW WASHINGTON,DC20001	NONE	PC	PROGRAM SUPPORT	500
PLANNED PARENTHOOD FEDERATION 1110 VERMONT AVE NW 300 WASHINGTON,DC20005	NONE	PC	PROGRAM SUPPORT	2,500
MARTHAS VINEYARD CEREBRAL PALSY CAMP 200 GREENWOOD AVENUE VINEYARD HAVEN,MA02568	NONE	PC	PROGRAM SUPPORT	1,000
AMERICAN HEART ASSOC 7272 GREENVILLE AVE DALLAS,TX75231	NONE	PC	PROGRAM SUPPORT	1,000
ROSIES PLACE 889 HARRISON AVENUE BOSTON,MA02118	NONE	PC	PROGRAM SUPPORT	500
DANA-FARBER CANCER INSTITUTE 450 BRROKLINE AVE BOSTON,MA02215	NONE	PC	PROGRAM SUPPORT	5,000
HOSPICE OF MARTHAS VINEYARD 79 BEACH ROAD VINEYARD HAVEN,MA02568	NONE	PC	PROGRAM SUPPORT	1,000
HABITAT FOR HUMANITY 240 COMMERCIAL STREET BOSTON,MA02109	NONE	PC	PROGRAM SUPPORT	500
NEWTON-WELLESELEY HOSPITAL 2014 WASHINGTON STREET NEWTON,MA02462	NONE	PC	PROGRAM SUPPORT	1,000
ISLAND HOUSING TRUST 346 STATE ROAD VINEYARD HAVEN,MA02568	NONE	PC	PROGRAM SUPPORT	1,000
EVERYTOWN FOR GUN SAFETY PO BOX 3886 NEW YORK,NY10163	NONE	PC	PROGRAM SUPPORT	10,000
MVHC SUMMER INSTITUTE PO BOX 692 VINEYARD HAVEN,MA02568	NONE	PC	PROGRAM SUPPORT	1,500
MARTHAS VINEYARD COMMUNITY SERVICES 111 EDGARTOWN ROAD OAK BLUFFS,MA02557	NONE	PC	PROGRAM SUPPORT	6,000
JOHNS HOPKINS HOSPITAL FOR ALEX SCHWEIZER FELLOWSHIP 100 NORTH CHARLES STREET BALTIMORE,MD21201	NONE	PC	PROGRAM SUPPORT	1,000
ROBERT PACKARD CENTER JOHNS HOPKINS 855 N WOLFE ST BALTIMORE,MD21205	NONE	PC	PROGRAM SUPPORT	1,000
CUTANEOUS LYMPHOMA FOUNDATION 31201 CHICAGO RD S STE B201 WARREN,MI48093	NONE	PC	PROGRAM SUPPORT	5,000
SHERIFF'S MEADOW FOUNDATION 57 DAVID AVENUE VINEYARD HAVEN,MA025686040	NONE	PC	PROGRAM SUPPORT	1,000
WESLEYAN UNIVERSITY 45 WYLLYS AVENUE MIDDLETON,CT06459	NONE	PC	PROGRAM SUPPORT	5,000
FARM NECK FOUNDATION PO BOX 1656 OAK BLUFFS,MA02557	NONE	PC	PROGRAM SUPPORT	1,000
ENVIRONMENTAL DEFENSE 1875 CONNECTIUT AVE NW STE600 WASHINGTON,DC20009	NONE	PC	PROGRAM SUPPORT	10,000
MAKE-A-WISH FOUNDATION 5272 RIVER ROAD BETHESDA,MD20816	NONE	PC	PROGRAM SUPPORT	1,000
ALZHEIMER ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO,IL606017633	NONE	PC	PROGRAM SUPPORT	7,500
Total ................................. 3a				87,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	19,629
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	24,133
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aBECTON DICKINSON S			14	30
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				43,792

13Total. Add line 12, columns (b), (d), and (e)..................

43,792

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

THE MIGSIE AND GAR RICHLIN FOUNDATION INC

EIN:

52-2060725

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE	1,122			1,122

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

THE MIGSIE AND GAR RICHLIN FOUNDATION INC

EIN:

52-2060725

Name of Bond	End of Year Book Value	End of Year Fair Market Value
FIXED INCOME MUTUAL FUNDS	114,862	109,226

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

THE MIGSIE AND GAR RICHLIN FOUNDATION INC

EIN:

52-2060725

Name of Stock	End of Year Book Value	End of Year Fair Market Value
FOREIGN STOCK	75,089	102,317
COMMON STOCK	422,115	751,830

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

THE MIGSIE AND GAR RICHLIN FOUNDATION INC

EIN:

52-2060725

Description	Amount
COST BASIS ADJUSTMENT	1,059

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

THE MIGSIE AND GAR RICHLIN FOUNDATION INC

EIN:

52-2060725

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
BECTON DICKINSON SER B 6.0% CV PFD	30	30

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

THE MIGSIE AND GAR RICHLIN FOUNDATION INC

EIN:

52-2060725

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES-PRIN	5,360	5,360
OTHER EXPENSE (NON-DEDUCTIBLE	2	2

- TIN:

TY 2023 TaxesSchedule

Name:

THE MIGSIE AND GAR RICHLIN FOUNDATION INC

EIN:

52-2060725

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	253	253		0