Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE RICHARDSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO FER CO 129 MAPLE AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KATONAH, NY105363722
A Employer identification number

13-3440317
B Telephone number (see instructions)

(212) 490-5930
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$7,117,063J 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) 1,274,088
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,906 3,906  
4 Dividends and interest from securities... 187,264 187,264  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 468,541
b Gross sales price for all assets on line 6a 2,392,031
7 Capital gain net income (from Part IV, line 2)... 468,541
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,933,799 659,711  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,000 1,000   1,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
43,556 43,556   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,875 1,368   250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,431 45,924   1,250
25 Contributions, gifts, grants paid....... 828,987 828,987
26 Total expenses and disbursements. Add lines 24 and 25 881,418 45,924   830,237
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,052,381
b Net investment income (if negative, enter -0-) 613,787
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 26,512 32,518 32,518
2 Savings and temporary cash investments......... 167,281 804,756 804,756
3 Accounts receivable right arrow5,219
Less: allowance for doubtful accounts right arrow   1,581 5,219 5,219
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,501,432 Click to see attachment
List of Attached Documents:
// Content
5,303,618 		6,274,570
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,696,806 6,146,111 7,117,063
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,696,806 6,146,111
29 Total net assets or fund balances (see instructions)..... 5,696,806 6,146,111
30 Total liabilities and net assets/fund balances (see instructions). 5,696,806 6,146,111
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
5,696,806
2
Enter amount from Part I, line 27a .....................
2
1,052,381
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,749,187
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
603,076
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,146,111
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 1,857 SHS FIRST TR MORNINGSTAR DIV P 2022-10-31 2023-10-05
b 1,820 SHS FIRST TR MORNINGSTAR DIV P 2022-11-01 2023-10-05
c 402 SHS ISHARES EDGE MSCI MIN VOL USA P 2022-12-09 2023-10-05
d 480 SHS ISHARES S&P 500 VAL ETF P 2022-02-17 2023-10-05
e 3 SHS NORWEGIAN CRUISE LINE HLDG LTD P 2022-02-17 2023-01-19
3,141 SHS NORWEGIAN CRUISE LINE HLDG LTD P 2020-12-03 2023-01-19
652 SHS NORWEGIAN CRUISE LINE HLDG LTD P 2021-01-15 2023-01-19
1,614 SHS NORWEGIAN CRUISE LINE HLDG LTD P 2021-07-21 2023-01-19
407 SHS PAYPAL HLDGS INC COM P 2022-02-07 2023-02-06
106 SHS PAYPAL HLDGS INC COM P 2022-02-17 2023-02-06
221 SHS PAYPAL HLDGS INC COM P 2021-03-04 2023-02-06
99 SHS PAYPAL HLDGS INC COM P 2021-11-12 2023-02-06
455.020 SHS T ROWE PRICE HEALTH SCIENCE FD P 2022-02-17 2023-12-13
102.657 SHS T ROWE PRICE HEALTH SCIENCE FD P 2022-09-12 2023-12-13
341 SHS APOLLO GLOBAL MGMT INC CL A P 2022-07-07 2023-10-03
283 SHS APOLLO GLOBAL MGMT INC CL A P 2022-07-07 2023-08-01
334 SHS APOLLO GLOBAL MGMT INC CL A P 2022-07-07 2023-07-26
695 SHS APOLLO GLOBAL MGMT INC CL A P 2022-07-07 2023-01-18
4,989 SHS ARDAGH METAL PACKAGING S A P 2022-07-07 2023-01-18
4,988 SHS ARDAGH METAL PACKAGING S A P 2022-07-07 2023-01-09
209 SHS BLACKSTONE INC P 2022-07-07 2023-10-03
242 SHS BLACKSTONE INC P 2022-07-07 2023-08-01
173 SHS BLACKSTONE INC P 2022-07-07 2023-07-26
363 SHS BLACKSTONE MORTGAGE TRUST INC P 2022-10-14 2023-08-02
2,171 SHS BLACKSTONE MORTGAGE TRUST INC P 2022-07-07 2023-08-02
350 SHS BLACKSTONE SECURED LENDING P 2022-07-27 2023-10-03
1,481 SHS BLACKSTONE SECURED LENDING P 2022-07-27 2023-07-19
197 SHS BLACKSTONE SECURED LENDING P 2022-07-29 2023-07-19
340 SHS CIVITAS RESOURCES INC NEW P 2022-07-07 2023-10-03
187 SHS CIVITAS RESOURCES INC NEW P 2023-01-18 2023-08-01
10 SHS CIVITAS RESOURCES INC NEW P 2022-07-07 2023-08-01
90 SHS DIAMONDBACK ENERGY INC P 2023-01-18 2023-08-01
44 SHS DIAMONDBACK ENERGY INC P 2022-07-07 2023-08-01
5,038 SHS GLOBAL X NASD 1OO COV CALL P 2022-07-07 2023-08-01
745 SHS GLOBAL X NASD 1OO COV CALL P 2022-07-07 2023-07-26
60 SHS NEXTERA ENERGY PARTNERS LP P 2022-10-14 2023-10-10
800 SHS NEXTERA ENERGY PARTNERS LP P 2022-07-07 2023-10-10
1,140 SHS OAKTREE SPECIALTY LENDING CORP P 2022-07-07 2023-07-20
1,404 SHS OAKTREE SPECIALTY LENDING CORP P 2022-07-07 2023-07-19
0.333 SH OAKTREE SPECIALTY LENDING CORP P 2022-07-07 2023-01-23
1,114 SHS SLR INVESTMENT CORP P 2022-07-07 2023-01-20
921 SHS SLR INVESTMENT CORP P 2022-07-07 2023-01-18
221 SHS STARWOOD PROPERTY TRUST INC P 2022-10-14 2023-07-19
3,810 SHS STARWOOD PROPERTY TRUST INC P 2022-07-12 2023-07-19
92 SHS VANGUARD REAL ESTATE ETF P 2022-10-14 2023-10-03
661 SHS VANGUARD REAL ESTATE ETF P 2022-07-07 2023-10-03
500 SHS BLACKROCK, INC CMN P 2005-10-24 2023-04-10
70,000 SHS DOCGO INC CMN P 2010-01-01 2023-12-01
85,738 SHS DOCGO INC CMN P 2010-01-01 2023-12-29
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 60,594   67,372 -6,778
b 59,386   66,270 -6,884
c 28,881   29,800 -919
d 72,749   73,162 -413
e 44   65 -21
45,661   78,502 -32,841
9,478   17,069 -7,591
23,463   41,650 -18,187
33,704   51,217 -17,513
8,778   11,226 -2,448
18,301   51,626 -33,325
8,198   20,638 -12,440
41,602   40,797 805
9,386   9,470 -84
29,474   17,756 11,718
23,141   14,736 8,405
27,082   17,391 9,691
47,623   36,188 11,435
26,840   30,893 -4,053
27,241   30,887 -3,646
21,561   19,864 1,697
25,721   23,000 2,721
17,815   16,512 1,303
8,119   8,498 -379
48,558   61,591 -13,033
9,135   8,128 1,007
40,738   34,391 6,347
5,419   4,669 750
26,101   17,418 8,683
14,061   11,523 2,538
752   512 240
13,334   13,116 218
6,519   5,154 1,365
90,848   86,035 4,813
13,326   12,723 603
1,295   3,943 -2,648
17,262   58,116 -40,854
22,906   23,013 -107
28,362   28,342 20
7   7 0
16,703   16,597 106
13,827   13,722 105
4,689   4,329 360
80,833   81,385 -552
6,695   7,216 -521
48,103   61,123 -13,020
326,757   71,648 255,109
403,232   235,614 167,618
469,120   288,586 180,534
8,607     8,607
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       -6,778
b       -6,884
c       -919
d       -413
e       -21
      -32,841
      -7,591
      -18,187
      -17,513
      -2,448
      -33,325
      -12,440
      805
      -84
      11,718
      8,405
      9,691
      11,435
      -4,053
      -3,646
      1,697
      2,721
      1,303
      -379
      -13,033
      1,007
      6,347
      750
      8,683
      2,538
      240
      218
      1,365
      4,813
      603
      -2,648
      -40,854
      -107
      20
      0
      106
      105
      360
      -552
      -521
      -13,020
      255,109
      167,618
      180,534
      8,607
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 2 468,541
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,532
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 8,532
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 8,532
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,404
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,404
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 39
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 10 833
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow833 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowFRANK E RICHARDSON Telephone no.right arrow (212) 490-5930

Located atright arrowC/O FER CO 129 MAPLE AVENUEKATONAHNY ZIP+4right arrow105363722
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
FRANK E RICHARDSON TRUSTEE
1.00 		0 0 0
C/O FER CO 129 MAPLE AVENUE
KATONAH,NY105363722
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION DOES NOT PERFORM DIRECT CHARITABLE ACTIVITIES. INSTEAD IT CONTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE INVOLVED IN SUCH CHARITABLE ACTIVITIES. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,853,988
b
Average of monthly cash balances.......................
1b
193,721
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,047,709
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,047,709
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,716
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,956,993
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
297,850
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
297,850
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,532
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,532
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
289,318
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
289,318
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
289,318
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
830,237
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
830,237
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 7 289,318
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...... 139,858
b From 2019...... 519,338
c From 2020...... 875,812
d From 2021...... 654,964
e From 2022...... 662,802
f Total of lines 3a through e ........ 2,852,774
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 830,237
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..... 289,318
e Remaining amount distributed out of corpus 540,919
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 3,393,693
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) ... 		139,858
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,253,835
10 Analysis of line 9:
a Excess from 2019.... 519,338
b Excess from 2020.... 875,812
c Excess from 2021.... 654,964
d Excess from 2022.... 662,802
e Excess from 2023.... 540,919
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).)
FRANK E RICHARDSON
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 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)
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

ASPCA GIFT PROCESSING CENTER

PO BOX 96929
WASHINGTON,DC20077 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

ASSOCIATION OF AMERICAN RHODES SCHOLARS

8229 BOONE BLVD SUITE 240
VIENNA,VA22182 		NONE PUBLIC CHARITY GENERAL FUNDING 500

BARD GRADUATE CENTERBARD COLLEGE

18 WEST 86 STREET
NEW YORK,NY10024 		NONE PUBLIC CHARITY GENERAL FUNDING 5,000

BEDFORD 2020 COALITION

PO BOX 812
BEDFORD HILLS,NY10507 		NONE PUBLIC CHARITY GENERAL FUNDING 500

BEDFORD AUDUBON SOCIETY

35 TODD ROAD
KATONAH,NY10536 		NONE PUBLIC CHARITY GENERAL FUNDING 500

BEDFORD PLAYHOUSE

PO BOX 777
BEDFORD,NY10506 		NONE PUBLIC CHARITY GENERAL FUNDING 500

BEDFORD RIDING LANES

PO BOX 178
BEDFORD,NY105060178 		NONE PUBLIC CHARITY GENERAL FUNDING 500

CARAMOOR CENTER FOR MUSIC AND THE ARTS

PO BOX 816
KATONAH,NY10536 		NONE PUBLIC CHARITY GENERAL FUNDING 5,000

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET
NEW YORK,NY10022 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

CITY HARVEST

6 EAST 32ND STREET 5TH FLOOR
NEW YORK,NY10016 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

COMMENTARY

561 SEVENTH AVENUE FLOOR 16
NEW YORK,NY10018 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

CORNELL LAB OF ORNITHOLOGY

PO BOX 37330
BOONE,IA500374330 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

EIGHTH CHURCH OF CHRIST SCIENTIST

103 EAST 77 STREET
NEW YORK,NY10075 		NONE PUBLIC CHARITY GENERAL FUNDING 10,000

FEEDING WESTCHESTER

200 CLEARBROOK ROAD SUITE 160
ELMSFORD,NY10523 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

FISTULA FOUNDATION

1900 THE ALAMEDA SUITE 500
SAN JOSE,CA951261427 		NONE PUBLIC CHARITY GENERAL FUNDING 50,000

FRANKLIN & MARSHALL COLLEGE

PO BOX 3003
LANCASTER,PA17604 		NONE PUBLIC CHARITY GENERAL FUNDING 3,000

FRIENDS OF JOHN JAY HOMESTEAD

PO BOX 148
KATONAH,NY10536 		NONE PUBLIC CHARITY GENERAL FUNDING 5,950

GENTLE GIANTS DRAFT HORSE RESCUE

PO BOX 906
FREDERICK,MD217050906 		NONE PUBLIC CHARITY GENERAL FUNDING 500

HIGH RIDGE HOUSE

5959 INDEPENDENCE AVENUE
RIVERDALE,NY104711299 		NONE PUBLIC CHARITY GENERAL FUNDING 500

HOSPITAL FOR SPECIAL SURGERY

PO BOX 30610
NEW YORK,NY10087 		NONE PUBLIC CHARITY GENERAL FUNDING 2,500

INSTITUTE OF JUSTICE

901 N GLEBE ROAD
ARLINGTON,VA22203 		NONE PUBLIC CHARITY GENERAL FUNDING 500

INSTRUMENTAL MUSIC ASSOCIATION EASTON AREA HIGH SCHOOL

2601 WILLIAM PENN HIGHWAY
EASTON,PA18045 		NONE PUBLIC CHARITY GENERAL FUNDING 3,000

INTERNATIONAL OCD FOUNDATION

PO BOX 961029
BOSTON,MA02196 		NONE PUBLIC CHARITY GENERAL FUNDING 280

KATONAH CHAMBER OF COMMERCE

PO BOX 389
KATONAH,NY10536 		NONE PUBLIC CHARITY GENERAL FUNDING 500

KATONAH FIRE DEPARTMENT

65 BEDFORD ROAD
KATONAH,NY10536 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

KATONAH VILLAGE LIBRARY

26 BEDFORD ROAD
KATONAH,NY10536 		NONE PUBLIC CHARITY GENERAL FUNDING 500

LEADERSHIP INSTITUTE

1101 N HIGHLAND STREET
ARLINGTON,VA22201 		NONE PUBLIC CHARITY GENERAL FUNDING 500

MANHATTAN INSTITUTE

52 VANDERBILT AVENUE
NEW YORK,NY10017 		NONE PUBLIC CHARITY GENERAL FUNDING 500

MARINA ORTH FOUNDATION

5185 MACARTHUR BLVD NW 619
WASHINGTON,DC20016 		NONE PUBLIC CHARITY GENERAL FUNDING 15,000

MEMORIAL SLOAN KETTERING CANCER CENTER

PO BOX 27106
NEW YORK,NY100877106 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY100280198 		NONE PUBLIC CHARITY GENERAL FUNDING 232,857

MOWGLIS SCHOOLHOLT-ELWELL MEMORIAL FDN

PO BOX 9
HEBRON,NH03241 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

MUSEUM OF AMERICAN REVOLUTION

101 SOUTH THIRD STREET
PHILADELPHIA,PA19106 		NONE PUBLIC CHARITY GENERAL FUNDING 10,000

NEIGHBERS LINK

27 COLUMBUS AVENUE
MT KISCO,NY10549 		NONE PUBLIC CHARITY GENERAL FUNDING 55,000

NEW YORK CITY BALLET

20 LINCOLN CENTER
NEW YORK,NY10023 		NONE PUBLIC CHARITY GENERAL FUNDING 38,200

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PUBLIC CHARITY GENERAL FUNDING 500

NEW YORK PHILHARMONIC

10 LINCOLN CENTER PLAZA
NEW YORK,NY101330088 		NONE PUBLIC CHARITY GENERAL FUNDING 2,000

NEW YORK PRESBYTERIAN HOSPITAL

PO BOX 6412
NEW YORK,NY10277 		NONE PUBLIC CHARITY GENERAL FUNDING 2,500

NORTHERN WESTCHESTER HOSPITAL FOUNDATION

400 EAST MAIN STREET
MOUNT KISCO,NY10549 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

PEACEFUL VALLEY DONKEY

PO BOX 5741
SAN ANGELO,TX769025741 		NONE PUBLIC CHARITY GENERAL FUNDING 500

PLANNED PARENTHOOD FEDERATION

434 WEST 33RD STREET
NEW YORK,NY10001 		NONE PUBLIC CHARITY GENERAL FUNDING 20,000

POLICE BENEVOLENT ASSOCIATION OF BEDFORD

307 BEDFORD ROAD
BEDFORD HILLS,NY10507 		NONE PUBLIC CHARITY GENERAL FUNDING 500

PRINCETON UNIVERSITY

PO BOX 5357
PRINCETON,NJ08543 		NONE PUBLIC CHARITY GENERAL FUNDING 7,700

REMEMBER THE TRIANGLE FIRE COALITION INC

24 W 12TH STREET
NEW YORK,NY10011 		NONE PUBLIC CHARITY GENERAL FUNDING 5,000

RIPPOWAM CISQUA SCHOOL

PO BOX 488
BEDFORD,NY105069989 		NONE PUBLIC CHARITY GENERAL FUNDING 270,000

ROBIN HOOD FOUNDATION

826 BROADWAY
NEW YORK,NY10003 		NONE PUBLIC CHARITY GENERAL FUNDING 15,000

SAFE HARBOR OF EASTON

536 BUSHKILL DRIVE
EASTON,PA18042 		NONE PUBLIC CHARITY GENERAL FUNDING 3,000

SECOND HARVEST FOOD BANK

6969 SILVER CREST ROAD
NAZARETH,PA18064 		NONE PUBLIC CHARITY GENERAL FUNDING 3,000

SHEFFIELD HISTORICAL SOCIETY

PO BOX 747
SHEFFIELD,MA01257 		NONE PUBLIC CHARITY GENERAL FUNDING 500

SHEFFIELD VOLUNTEER HOSE CO NO 1 INC

PO BOX 1280
SHEFFIELD,MA01257 		NONE PUBLIC CHARITY GENERAL FUNDING 500

SPCA WESTCHESTER INC

590 N STATE ROAD
BRIARCLIFF MANOR,NY10510 		NONE PUBLIC CHARITY GENERAL FUNDING 500

STATE THEATRE CENTER FOR THE ARTS

453 NORTHAMPTOM STREET
EASTON,PA18042 		NONE PUBLIC CHARITY GENERAL FUNDING 3,000

THE COLONIAL WILLIAMSBURG FOUNDATION

PO BOX 1776
WILLIAMSBURG,VA23187 		NONE PUBLIC CHARITY GENERAL FUNDING 5,000

THE COUNCIL ON FOREIGN RELATIONS

58 E 68TH STREET
NEW YORK,NY101310048 		NONE PUBLIC CHARITY GENERAL FUNDING 5,000

THE ECONOMIC CLUB OF NEW YORK

350 FIFTH AVENUE SUITE 5010
NEW YORK,NY10118 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

THE FRICK COLLECTION

1 E 70 STREET
NEW YORK,NY10021 		NONE PUBLIC CHARITY GENERAL FUNDING 2,500

THE HUMANE SOCIETY OF NEW YORK

306 E 59 STREET
NEW YORK,NY10022 		NONE PUBLIC CHARITY GENERAL FUNDING 500

THE METROPOLITAN OPERA

LINCOLN CENTER
NEW YORK,NY10023 		NONE PUBLIC CHARITY GENERAL FUNDING 5,000

THE NEW CRITERION

900 BROADWAY
NEW YORK,NY102110868 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN

NORTH THIRD STREET
EASTON,PA18042 		NONE PUBLIC CHARITY GENERAL FUNDING 3,000

TWO EAST 62ND STREET FOUNDATION

2 EAST 62ND STREET
NEW YORK,NY10065 		NONE PUBLIC CHARITY GENERAL FUNDING 2,000

UJA-FEDERATION NY

130 E 59TH STREET
NEW YORK,NY10022 		NONE PUBLIC CHARITY GENERAL FUNDING 1,000

VERA INSTITUTE OF JUSTICE

233 BROADWAY 12TH FLOOR
NEW YORK,NY10279 		NONE PUBLIC CHARITY GENERAL FUNDING 10,000

WDIY 881

301 BROADWAY 3RD FLOOR
BETHLEHEM,PA18015 		NONE PUBLIC CHARITY GENERAL FUNDING 2,000

WEILL CORNELL MEDICAL COLLEGE

1300 YORK AVENUE
NEW YORK,NY10065 		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
Total .................................right arrow 3a 828,987
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3,906  
4 Dividends and interest from securities ....     14 187,264  
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 ............ 		    18 468,541  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 659,711 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
659,711
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE RICHARDSON FOUNDATION
 
Employer identification number

13-3440317
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE RICHARDSON FOUNDATION
  		Employer identification number
13-3440317
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FRANK E RICHARDSON
C/O FER CO 129 MAPLE AVENUE
 
KATONAH, NY105363722

$ 68,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
FRANK E RICHARDSON
C/O FER CO 129 MAPLE AVENUE
 
KATONAH, NY105363722

$ 1,206,088


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE RICHARDSON FOUNDATION
  		Employer identification number

13-3440317
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 500 SHARES BLACKROCK INC (BLK) $ 327,655 2023-04-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 70,000 SHARES DOCGO INC (DCGO) $ 398,300 2023-11-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 85,738 SHARES DOCGO INCS (DCGO) $ 480,133 2023-12-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE RICHARDSON FOUNDATION
  		Employer identification number

13-3440317
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE RICHARDSON FOUNDATION
EIN:
13-3440317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 2,000 1,000   1,000

TY 2023 InvestmentsCorpStockSchedule
Name:
THE RICHARDSON FOUNDATION
EIN:
13-3440317
Name of Stock End of Year Book Value End of Year Fair Market Value
709 SHS ALPHABET INC CL C 32,802 99,919
551 SHS AMAZON COM INC 19,571 83,719
599 SHS JPMORGAN CHASE & CO 69,636 101,890
236 SHS MICROSOFT CORP 23,195 88,745
123 SHS UNITEDHEALTH GP INC 26,714 64,756
1,822 SHS ISHARES CORE S&P U.S. GROWTH 164,247 189,670
708 SHS ISHARES EDGE MSCI US QLTY FAC 81,423 104,175
536 SHS ISHARES S&P MIDCAP 400 INDEX 98,998 148,552
1,278 SHS PROSHARES TR S&P 500 DV ARIST 110,642 121,666
2,112.732 SHS FIDELITY ADV ENERGY I 94,608 95,622
780.413 SHS FIDELITY ADV HEALTH CARE 46,554 52,085
4,444.777 SHS FRANKLIN INTL GROWTH ADV 83,963 73,606
7,340.872 SHS GQG PARTNERS EMRG MKTS EQ INS 114,401 116,279
200,000 SHS UP WORLDQUANT - FOUNDERS 200,000 323,988
1,216 SHS APOLLO GLOBAL MANAGEMENT INC 56,397 113,319
10,155 SHS ARDAGH METAL PACKAGING S A 103,471 38,995
2,455 SHS WARNER MUSIC GROUP CORP 85,674 87,864
2,867 SHS UBER TECHNOLOGIES INC 97,860 176,521
1,925 SHS INVESCO S&P 500 GARP ETF 158,097 188,727
2,404 SHS ISHARES EDGE MSCI MIN VOL USA 173,962 187,584
305 SHS ISHARES N AMERICAN TECH SOFT 104,671 123,720
684 ISHARES S&P 500 VAL ETF 101,542 118,941
290 SHS VANGUARD INFO TECH ETF 118,224 140,360
1,368 SHS VANGUARD S&P 500 ETF 488,870 597,542
1,595 SHS WISDOMTREE TR GLB US QTLY DIV 65,766 58,999
1,504 SHS WISDOMTREE TR US SMALLCAP FUND 72,352 74,929
1,418.892 SHS ARTISAN INTL VALUE ADV 60,303 64,886
1,095.112 SHS BARON GROWTH INSTITUTIONAL 106,257 110,694
1,782.774 SHS BNY MELLON GLB EMERG MKTS I 34,176 35,745
3,983.191 SHS GOLDMAN SACHS GQG INTL OPP I 68,352 78,907
3,672.188 SHS NEUBERGER INTRINSIC VALUE INST 80,618 74,252
2,680.775 SHS VIRTUS KAR MID-CAP CORE I 127,201 151,651
762 SHS APOLLO GLOBAL MGMT INC 39,573 71,011
4,622 SHS AT&T INC 77,047 77,557
640 SHS BLACKSTONE INC 55,121 83,789
1,009 SHS CIVITAS RESOURCES INC NEW 54,341 68,995
595 SHS CROWN CASTLE INC 96,002 68,538
455 SHS DIAMONDBACK ENERGY INC 58,681 70,561
886 SHS NEXTERA ENERGY PARTNERS LP 44,281 53,816
1,626 SHS ARES CAPITAL CORP 30,795 32,569
1,430 SHS DOUBLELINE YIELD OPP CEF 20,419 21,264
3,965 SHS FIRST TRUST SENIOR LOAN FUND 177,010 182,668
4,029 SHS GLOBAL X NASD 100 COV CALL 67,020 69,863
2,324 SHS GOLUB CAPITAL BDC INC COM 30,875 35,092
4,162 SHS ISHARES FALLEN ANGELS ETF 105,214 109,877
2,400 SHS ISHARES IBOXX HY COR BD ETF 176,877 185,736
1,425 SHS VANGUARD INTERMEDIATE TERM COR 111,059 115,824
13,384.348 SHS BRANDYWINE GLOBAL CORP CRD I 132,892 139,733
11,186.963 SHS E V ADV FLOATING RATE I 108,295 112,541
12,179.463 SHS MAINSTAY MCKAY SHTDUR HGYD I 110,676 115,461
14,401.360 SHS PIMCO MORTGAGE OPP & BD I2 138,776 135,373
2,757 SHS SAFEHOLD INC 44,185 64,514
1,151 SHS VANGUARD LONG-TERM CORPORATE 90,635 92,253
3,945.418 SHS CALAMOS CONVERTIBLE FUND 65,060 67,112
15,317.109 SHS FIDELITY ADV FLTG RT HI INC I 140,703 142,296
2,562 SHS BLACKSTONE SECD LENDING FD 57,534 69,819

TY 2023 OtherDecreasesSchedule
Name:
THE RICHARDSON FOUNDATION
EIN:
13-3440317
Description Amount
ADJUSTMENT FOR GAIN ON 2023 CONTRIBUTED STOCK 603,076


TY 2023 OtherProfessionalFeesSchedule
Name:
THE RICHARDSON FOUNDATION
EIN:
13-3440317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 43,556 43,556   0


TY 2023 SubstantialContributorsSch
Name:
THE RICHARDSON FOUNDATION
EIN:
13-3440317
Name Address
FRANK E RICHARDSON C/O FER CO 129 MAPLE AVENUE
KATONAH,NY105363722


TY 2023 TaxesSchedule
Name:
THE RICHARDSON FOUNDATION
EIN:
13-3440317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 5,257 0   0
FOREIGN TAX WITHHELD 1,368 1,368   0
NEW YORK FILING FEE 250 0   250