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 06-01-2023 , and ending 05-31-2024
Name of foundation
C E RICHARDSON BENEVOLENT FOUNDATION
 
% Ruth S Looney
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1120
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PULASKI, VA243011120
A Employer identification number

51-0227549
B Telephone number (see instructions)

C 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$6,538,540J 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... 174,944 174,944 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
39,349
b Gross sales price for all assets on line 6a 123,565
7 Capital gain net income (from Part IV, line 2)... 39,349
8 Net short-term capital gain......... 9
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 214,293 214,293 9
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 5,000 0 15,000
14 Other employee salaries and wages...... 6,539 2,180 0 4,359
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,737 294 0 589
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
190 63 0
20 Occupancy.............. 1,200 400 0 800
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 55 0 0 55
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
3,025 1,008 0 2,017
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,746 8,945 0 22,820
25 Contributions, gifts, grants paid....... 266,848 266,848
26 Total expenses and disbursements. Add lines 24 and 25 301,594 8,945 0 289,668
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -87,301
b Net investment income (if negative, enter -0-) 205,348
c Adjusted net income (if negative, enter -0-)... 9
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............. 4,687 2,414 2,414
2 Savings and temporary cash investments......... 82,391 66,971 66,971
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 100 100 100
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 1,599,229 Click to see attachment
List of Attached Documents:
// Content
1,525,578 		6,469,026
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow4,247
Less: accumulated depreciation (attach schedule) right arrow4,218 219 Click to see attachment
List of Attached Documents:
// Content
29 		29
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,686,626 1,595,092 6,538,540
Liabilities 17 Accounts payable and accrued expenses.......... 4,955 713
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 4,955 713
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...........    
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........ 2,852,532 2,852,532
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -1,170,861 -1,258,153
29 Total net assets or fund balances (see instructions)..... 1,681,671 1,594,379
30 Total liabilities and net assets/fund balances (see instructions). 1,686,626 1,595,092
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,681,671
2
Enter amount from Part I, line 27a .....................
2
-87,301
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9
4
Add lines 1, 2, and 3 ..........................
4
1,594,379
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,594,379
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 Public Traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 123,565 0 84,216 39,349
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       39,349
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 39,349
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 9
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 2,854
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  
3 Add lines 1 and 2........................... 3 2,854
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,854
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 646
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 646
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 arrowVA
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 arrowP. O. Box 1120
14
The books are in care ofright arrowRuth S Looney Telephone no.right arrow (540) 980-6628

Located atright arrowPO BOX 1120PULASKIVA ZIP+4right arrow243011120
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
Phillip M BakerClick to see attachment
List of Attached Documents:
// Content
Trustee
2.00 		5,000 0 0
5673 Howell Drive
Dublin,VA24084
Mark S BucklandClick to see attachment
List of Attached Documents:
// Content
Trustee
2.00 		5,000 0 0
5424 Ridgeview Way
Dublin,VA24084
James D MillerClick to see attachment
List of Attached Documents:
// Content
Trustee Emeritus
2.00 		5,000 0 0
13304 Cambridge Village Loop
Apex,NC27502
Ruth S LooneyClick to see attachment
List of Attached Documents:
// Content
Manager & Trustee
6.00 		11,539 0 0
5948 Lyons Road
Dublin,VA24084
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
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
 
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 Grants were awarded to 49 non-profit public charitable applicants in Virginia 266,848
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)
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
5,981,778
b
Average of monthly cash balances.......................
1b
75,578
c
Fair market value of all other assets (see instructions)................
1c
500
d
Total (add lines 1a, b, and c).........................
1d
6,057,856
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,057,856
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,868
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,966,988
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
298,349
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
298,349
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,854
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
2,854
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
295,495
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
295,495
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
295,495
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
289,668
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
289,668
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 7 295,495
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...... 0
b From 2019...... 0
c From 2020...... 3,228
d From 2021...... 496
e From 2022...... 2,471
f Total of lines 3a through e ........ 6,195
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 289,668
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 289,668
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 5,827 5,827
(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 5 368
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...... 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		368
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 368
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).)
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:
Ruth S Looney
P O Box 1120
202 N Washington Avenue Suite 303
Pulaski,VA24301
(540) 980-6628
cerichardsonfoundation@gmail.com
bThe form in which applications should be submitted and information and materials they should include:
An application for a grant is made by submitting a completed "Application for Grant Funds" form which can be obtained from the Foundation's Office. Applications are accepted once a year after published public notice has been given. Applications will include Applicant's Name Address Type of legal entity Employer Identification Number copy of Determination Letter from IRS month accounting period ends date incorporated management and board members names and addresses IRS tax return amount requested up to $10,000 limit specific use of money including group of people to benefit. Articles of Incorporation Annual Financial Report and Current Budget.
cAny submission deadlines:
09 15 2023
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Grants are limited to a $10,000 request. Non-Profit organizations must be located in a geographical area in a corridor thirty miles west and thirty miles east of Interstate 81 from Lexington Virginia to Abingdon Virginia. Private colleges and universities are excluded from this geographical limitation and are eligible for grant consideration.
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
American National Red Cross


352 Church Avenue SW
Roanoke,VA24016 		No Relationship PC To provide immediate financial assistance to those who suffer losses from disasters. Red Cross will provide food to prevent hunger a safe place to sleep as needed counseling and install fire alarms. 10,000
Boy Scouts of America dba Blue Ridg


2131 Valley View Blvd N W
Roanoke,VA24012 		No Relationship PC To provide maintenance on the Blue Ridge Scout Reservation: new well pump at Camp Ottari 2 new on-demand water heaters and restarting the water system. 2,000
Calfee Community And Cultural Cen


P O Box 62
Pulaski,VA24301 		No Relationship PC To provide non-construction startup costs associated with the childcare center and kitchen which will open in Fall 2024 2,500
Children's Assistive Technology Ser


12801 Moneta Road
Moneta,VA24121 		No Relationship PC To provide assistance in facilitating the refurbishment of an additional 40 adaptive devices plus tool workbench comprehensive equipment repair toolkit battery charging and diagnostic system air compressor high-pressure power washer advanced steam cleaner and replacement components. 5,000
Children's Trust Foundation


4519 Brambleton Avenue
Suite 110
Roanoke,VA24018 		No Relationship PC To sustain and increase the capacity of the Court Appointed Special Advocate CASA and ensure that effective services are provided to the children who have already endured traumatic and abuse experiences. 3,000
City of Refuge Pulaski Inc


249 Dora Highway
Pulaski,VA24301 		No Relationship PC To help fund the COR After-School Enrichment Program year-long after-school program for 3rd through 8th grade students. Included materials for Culinary Arts Drama Art Music Foreign Language Cross Fit Training and Vocations Training Classes. Also used to help assist with maintenance and fuel for their two 15 passenger vans. 4,000
DePaul Community Resources


106 N Franklin Street
Christiansburg,VA24073 		No Relationship PC To Provide play therapy equipment Training seminar for play therapy and to provide critical program support for their foster care adoption and counseling services. 5,000
Dublin United Methodist Church


P O Box 577
Dublin,VA24084 		No Relationship PC To help fund the purchase of food for the Backpack Program which benefits approximately 130 children at Dublin Elementary School. The backpacks are distributed weekly. 7,500
Easter Seals UCP NC and VA Inc


201 E Main Street
Salem,VA24153 		No Relationship PC To provide financial aid to 2024 camp applicants according to need and as determined by household income. All funds will support children with a physical and or intellectual disability and in financial need. 5,000
Emergency Needs Task Force of PC


PO Box 1422
Pulaski,VA24301 		No Relationship PC To provide non-discriminating emergency assistance to the citizens of the Town and County of Pulaski whose income is 200% of the poverty level or lower. Assistance is provided for shelter electric water heating fuel non-narcotic prescriptions infant needs and food. 5,000
Fairlawn Volunteer Fire Department


7187 Warden Court
Fairlawn,VA24141 		No Relationship PC To purchase 2 Thermal Imaging Cameras. 6,953
Feeding America Southwest Virginia


1025 Electric Road
Salem,VA24153 		No Relationship PC To provide support for their 17 Food Distribution Programs that collects inspects and distributes millions of pounds of purchased and donated food annually. 5,000
Fellowship of Christian Athletes


P O Box 296
Blacksburg,VA24063 		No Relationship PC To provide funds to help with the hiring of an Area Director for the New River Valley to serve coaches athletes and students at the Middle and High School level. 10,000
Fine Arts Center for the New River


P O Box 309
Pulaski,VA24301 		No Relationship PC To provide for children's art workshops and events to pay the Scholastic Affiliate Fee and annual reception and local scholarships for Scholastic Art Winners 6,000
Free Clinic of Pulaski County Inc


P O Box 1088
Pulaski,VA24301 		No Relationship PC To provide for pharmaceutical needs: medications diabetic supplies and in support of part-time nurse practitioner. 5,500
Friends of the Pulaski Theatre


PO Box 230
Pulaski,VA24301 		No Relationship PC To provide for upgrades and additions to their fire system and stage lighting system -- the complete replacement of sensors lights horns and panels. Stage lighting. 2,000
Heritage ChurchHeritage Cares Fo


P O Box 1565
Dublin,VA24084 		No Relationship PC To provide funds to help operate their food bank which distributes food to those in need in the immediate community and surrounding areas. 3,000
Hollins University


P O Box 9625
Roanoke,VA24020 		No Relationship PC To provide current students financial assistance who wish to participate in an internship placement 2,000
Jordan's Chapel Feed My Lambs


2858 Old Route 100 Road
Draper,VA24324 		No Relationship PC To purchase food that will be included in backpacks for students at Critzer and Pulaski Elementary. They prepare 322 backpacks weekly. 10,000
Joy Ranch Inc


813 Joy Ranch Road
Woodlawn,VA24381 		No Relationship PC To provide for field trips for students 2,400
Literacy Volunteers of the New Rive


195 W Main Street
Christiansburg,VA24073 		No Relationship PC To provide a Skill Up NRV program for Pulaski County. Provide one on one help to develop the skills they need to get retain or improve a job. 2,000
Lutheran Family Services of VA


2965 Colonnade Drive
Suite 310
Roanoke,VA24018 		No Relationship PC To provide instruction in the construction and carpentry field. Hands-on experiences helping students acquire practical skills. 3,000
Mayflower Christian Academy


PO Box 961
Pulaski,VA24301 		No Relationship PC To provide income-based tuition assistance 3,500
New River Com Act To Our House


1093 East Main Street
Radford,VA24141 		No Relationship PC To provide a place to sleep for 14 homeless individual adults during the winter months also non-opioid medications bus tickets to out of area housing opportunities and guest supplies cots sheets towels etc. and or shelter space. 5,000
New River Comm Coll Ed Found


5251 College Drive
Dublin,VA24084 		No Relationship PC To provide tuition assistance to graduating Pulaski County High School students attending New River Community College. 25,000
New River Family Shelter Inc


PO Box 207
Blacksburg,VA24063 		No Relationship PC To provide temporary emergency shelter for families. 3,000
New River Historical Society


P O Box 373
Newbern,VA24126 		No Relationship PC To provide for Appalachian American Revolution History of Claytor Lake Water Tours Pulaski County 4th Graders Fall on the Frontier Wilderness Road Bus Tours to historical sites. History Humpdays Marking the Seasons Traditional crafts workshops and programs that celebrate history-related National Holidays. 5,000
New River Valley Child Advocacy


201 West Main Street
Suite B1
Christiansburg,VA24073 		No Relationship PC Funds will be used to support programs that hopefully prevent child abuse including Community Education Parent Education and CASA Court Appointed Special Advocate 4,000

New River Valley Senior Services Inc

44 Third Street NW
Pulaski,VA24301 		No Relationship PC Grant will be used to provide the residents of the New River Valley with non-emergency medical transportation. The target population is individuals with no other transportation options uninsured or underinsured and those who cannot access public transportation. 10,000
Newbern Village Center Incorporated


5254 Wilderness Road
Dublin,VA24084 		No Relationship PC Grant will be used to continue the work on the Newbern Community Center including work to the left of the entry area to continue the exterior gutter work and repairs to the foundation. 6,500
Newbern Volunteer Fire Department


P O Box 328
Newbern,VA24126 		No Relationship PC Grant will be used to purchase Structural Firefighting Turnout Gear and Forestry Firefighting Gear. 8,000

Pulaski Adult Day Service & Fall Prevention Center Inc

P O Box 877
211 Fifth Street
Dublin,VA24084 		No Relationship PC Grant will be used to purchase food for older adults attending the Adult Day Service. 10,000
Pulaski Community Youth Center


6671 Riverlawn Court
Fairlawn,VA24141 		No Relationship PC Grant funds will be used to purchase the necessary materials to improve our outdoor curriculum and programming. 3,500
Critzer Elementary Fourth Grade


100 Critzer Drive
Pulaski,VA24301 		No Relationship PC Grant will be used to assist those fourth graders who cannot afford to participate in the Jamestown and Williamsburg Field Trip because of parents inability to pay for their trip. 5,000

Pulaski County High School Choral Dept

5414 Cougar Trail Road
Dublin,VA24084 		No Relationship PC Grant funds will be used to purchase classroom materials cover registration fees and assist with performance related costs. 3,000
Pulaski County High School PCHS GO


5414 Cougar Trail Road
Dubliln,VA24084 		No Relationship PC Grant will be used to fund various projects by students to beautify their campus clean buses painting etc. The money would purchase paint cleaning supplies lumber to make planters benches and other items mulch flowers and other cleaning and beautifying projects. 2,000
Pulaski Daily Bread Inc


P O Box 824
Pulaski,VA24301 		No Relationship PC Grant will be used to purchase food and supplies to use in the preparation and serving of a free noon-day hot meal Monday through Friday for those individuals who feel they need nourishment and present themselves and their families to their facility. 7,000
Special Olympics Virginia Inc


3212 Skipwith Road
Suite 100
Richmond,VA23294 		No Relationship PC Grant will be used to provide 23 scholarships for Special Olympics athletes from the Southwest Virginia communities so they can participate in state-level games. Funds cover hotels meals medals and ribbons the Opening Ceremony a Victory dance Olympic Town Supplies Healthy Athletes clinics facility and equipment rental program supplies and non-capitalized equipment purchase. 5,000
T G Howard Community Center Inc


P O Box 1415
Pulaski,VA24301 		No Relationship PC Grant funds will be used to support the Academy of Excellence Program for Youth & Outreach Initiatives. 4,000
Dublin Volunteer Fire Department


P O Box 699
Dublin,VA24084 		No Relationship PC Grant funds will be used to replace turnout gear for the firefighters. 10,000

Town of Pulaski Pulaski Volunteer Fire Department

117 N Jefferson Avenue
Pulaski,VA24301 		No Relationship PC Grant funds will be used to purchase 3 sets of Wildland Extrication gear for their members to wear on wildland fire calls. They will also purchase 2 portable radios and 2 pagers to communicate when on the scene of a fire. 6,800

Virginia Foundation for Independent Colleges

901 East Byrd Street
Suite 1625
Richmond,VA23219 		No Relationship PC Grant funds will support library acquisitions for seventeen independent colleges and universities within their consortium. 5,695
Virginia Tech Foundation Inc


143 Third Street NW
Suite 3
Pulaski,VA24301 		No Relationship PC Grant funds will be used to support the purchase of program equipment and materials for 4-H groups across Pulaski County. 10,000
YMCA of Pulaski County Inc


615 Oakhurst Avenue
Pulaski,VA24301 		No Relationship PC Grant funds will be used to support staffing for their Active Older Adults Program Monday -- Friday from 9:00 a.m. -- 12:00 noon. 10,000
Young Life


117A Third Avenue
Radford,VA24141 		No Relationship PC Grant funds will be used for leader development and training travel and conferences program costs and camp transportation fund. 5,000
Adair Theatre Kids dba Adaire Theat


PO Box 136
Pulaski,VA24301 		No Relationship PC To underwrite the costs of the 2024 summer theatre program. Costs include hiring of a professionally trained theatre arts educator copyrights and licenses for each camp sets costumes food and drinks and rental and cleaning fees for the camp space. 3,000
Total .................................right arrow 3a 266,848
bApproved for future payment
Total ................................. right arrow 3b  
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0 14 174,944 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 174,944 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
174,944
(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: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 DepreciationSchedule
Name:
C E RICHARDSON BENEVOLENT FOUNDATION
EIN:
51-0227549
Software ID:
23017649
Software Version:
V2.0
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Brother Laser Printer 2020-10-28 158 32 Straight Line 20.000000 32 10 0  
Lenova ThinkCentre M720t 2020-05-26 789 158 Straight Line 20.000000 158 53 0  

TY 2023 InvestmentsCorpStockSchedule
Name:
C E RICHARDSON BENEVOLENT FOUNDATION
EIN:
51-0227549
Software ID:
23017649
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Wells Fargo Account Corporate Stock Allstate Corporation 6,019 155,124
Wells Fargo Account Corporate Stock American Electric Power Inc 30,680 173,280
Wells Fargo Account Corporate Stock A T & T Inc 90,425 99,609
Wells Fargo Account Corporate Stock Bank of America Corporation 36,985 165,239
Wells Fargo Account Corporate Stock Bristol Myers Squibb Company 12,216 32,872
Wells Fargo Account Corporate Stock Capital One Financial Corporation 16,157 875,464
Wells Fargo Account Corporate Stock CVS Health Corporation 81,118 59,898
Wells Fargo Account Corporate Stock Discover Financial 716 47,837
Wells Fargo Account Corporate Stock Dominion Energy Inc 32,185 53,920
Wells Fargo Account Corporate Stock Duke Energy Corporation 18,323 41,428
Wells Fargo Account Corporate Stock Exxon Mobil Corporation 25,515 108,348
Wells Fargo Account Corporate Stock First Energy Corporation 31,505 69,811
Wells Fargo Account Corporate Stock Home Depot Inc 39,426 334,870
Wells Fargo Account Corporate Stock MDU Resources Group Inc 13,907 129,658
Wells Fargo Account Corporate Stock Morgan Stanley & Company 3,968 76,315
Wells Fargo Account Corporate Stock Pfizer Inc 13,610 94,578
Wells Fargo Account Corporate Stock Shell PLC 16,185 58,224
Wells Fargo Account Corporate Stock Truist Financial Corporation 56,231 254,360
Wells Fargo Account Corporate Stock Wells Fargo & Company 29,144 52,490
Wells Fargo Account Mutual Funds Hartford Mut Fds Inc Midcap FD CL A 467,849 464,318
Edward Jones Account Corporate Stock Ashland Inc 0 26,044
Edward Jones Account Corporate Stock Atmos Energy Corporation 24,750 115,920
Edward Jones Account Corporate Stock Boston Properties Inc 14,565 24,268
Edward Jones Account Corporate Stock Bristol-Myers Squibb Company 49,781 36,981
Edward Jones Account Corporate Stock Campbell Soup Company 48,642 75,446
Edward Jones Account Corporate Stock Chevron Corporation 47,397 162,300
Edward Jones Account Corporate Stock Essex Property Trust Inc 29,225 181,853
Edward Jones Account Corporate Stock Home Depot Inc 40,149 262,538
Edward Jones Account Corporate Stock Lowes Companies Inc 43,394 798,193
Edward Jones Account Corporate Stock Merck & Company Inc 12,415 29,376
Edward Jones Account Corporate Stock Norfolk Southern Corporation 42,415 505,575
Edward Jones Account Corporate Stock Valvoline Inc 0 28,948
Edward Jones Account Corporate Stock Kimco Realty Corp 0 49,058
Edward Jones Account Corporate Stock Organon & Co 485 491
Wells Fargo Account Corporate Stock Comcast Corporation 4,825 69,412
Wells Fargo Account Corporate Stock General Mills Inc 55,459 137,500
Wells Fargo Account Corporate Stock Novartis AG 20,292 51,565
Edward Jones Account Corporate Stock Bank of America 12,652 334,956
Wells Fargo Corporate Account Knife River Holding Company 0 90,792
Wells Fargo Corporate Account Sandoz Group AG 1,119 3,549
Wells Fargo Account Corporate Stock Verizon Communications Company 55,849 136,618

TY 2023 LandEtcSchedule2
Name:
C E RICHARDSON BENEVOLENT FOUNDATION
EIN:
51-0227549
Software ID:
23017649
Software Version:
V2.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Office Equipment 219 4,218 29 29


TY 2023 OtherExpensesSchedule
Name:
C E RICHARDSON BENEVOLENT FOUNDATION
EIN:
51-0227549
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Supplies and Postage 417 139 0 278
Telephone and Internet Service 1,926 642 0 1,284
Miscellaneous 682 227 0 455


TY 2023 OtherIncreasesSchedule
Name:
C E RICHARDSON BENEVOLENT FOUNDATION
EIN:
51-0227549
Software ID:
23017649
Software Version:
V2.0
Description Amount
Short-Term Capital Gain 9


TY 2023 TaxesSchedule
Name:
C E RICHARDSON BENEVOLENT FOUNDATION
EIN:
51-0227549
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 2,854 0 0 0
Payroll Tax 883 294 0 589