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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE MIGSIE AND GAR RICHLIN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET STE 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

52-2060725
B Telephone number (see instructions)

(410) 537-5447
C 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$1,019,707
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,035 22,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 100,180
b Gross sales price for all assets on line 6a 529,614
7 Capital gain net income (from Part IV, line 2)... 100,180
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 123,215 122,828  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,167 0 0 1,167
c Other professional fees (attach schedule).... 5,961 5,961   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 181 181   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,309 6,142 0 1,167
25 Contributions, gifts, grants paid....... 163,500 163,500
26 Total expenses and disbursements. Add lines 24 and 25 170,809 6,142 0 164,667
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -47,594
b Net investment income (if negative, enter -0-) 116,686
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 60,067 88,710 88,710
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 497,204 Click to see attachment
List of Attached Documents:
// Content
385,765
780,834
c Investments—corporate bonds (attach schedule)....... 114,862 Click to see attachment
List of Attached Documents:
// Content
149,725
150,163
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)..........     0
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) 672,133 624,200 1,019,707
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
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........ 672,133 624,200
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 672,133 624,200
30 Total liabilities and net assets/fund balances (see instructions). 672,133 624,200
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
672,133
2
Enter amount from Part I, line 27a .....................
2
-47,594
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
624,539
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
339
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
624,200
Form 990-PF (2024)
Form 990-PF (2024)
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 50. BANK OF AMERICA CORPORATION   2019-08-15 2024-01-02
b 35. BANK OF AMERICA CORPORATION   2017-07-12 2024-01-02
c 7. NETFLIX INC   2022-07-27 2024-01-02
d 47. BANK OF AMERICA CORPORATION   2017-04-05 2024-01-03
e 6. NETFLIX INC   2022-07-27 2024-01-03
8. ACCENTURE PLC IRELAND SHS CLASS A   2014-11-04 2024-01-04
3. ACCENTURE PLC IRELAND SHS CLASS A   2014-11-04 2024-01-04
9. ACCENTURE PLC IRELAND SHS CLASS A   2014-11-04 2024-01-05
4. ACCENTURE PLC IRELAND SHS CLASS A   2014-11-04 2024-01-08
1. ABBVIE INC   2021-05-26 2024-01-16
19. ANALOG DEVICES INC   2022-05-19 2024-01-16
1. BAKER HUGHES COMPANY   2022-06-13 2024-01-16
1. BANK OF AMERICA CORPORATION   2021-05-26 2024-01-16
7. BECTON DICKINSON & CO.   2021-05-26 2024-01-16
1. BLACKSTONE GROUP INC CLASS A   2021-05-26 2024-01-16
78. CVS CORP   2022-05-19 2024-01-16
2. CISCO SYSTEMS   2021-05-26 2024-01-16
1. COMCAST CORP NEW CL A   2021-05-26 2024-01-16
1. DOW INC   2021-05-26 2024-01-16
87. HA SUSTAINABLE INFRA CAP INC   2022-07-13 2024-01-16
5. KINDER MORGAN INC   2021-05-26 2024-01-16
1. MERCK CO INC   2021-05-26 2024-01-16
1. NOVARTIS AG ADR   2021-05-26 2024-01-16
132. TRUIST FINANCIAL CORP   2023-03-14 2024-01-16
1. UNITED PARCEL SERVICE INC CLASS B   2021-05-26 2024-01-16
1. UNITEDHEALTH GROUP INC   2021-05-26 2024-01-16
1. MEDTRONIC PLC SHS   2021-05-26 2024-01-16
1. CHUBB LIMITED COM   2021-05-26 2024-01-16
19. APPLE COMPUTER INC.   2014-11-04 2024-01-25
18. UBER TECHNOLOGIES INC   2023-06-05 2024-02-06
5. ADOBE SYS INCORP   2022-10-21 2024-02-09
17. AGILENT TECHNOLOGIES INC   2023-09-22 2024-02-09
6. ALIGN TECHNOLOGY INC   2023-11-16 2024-02-09
2. ALIGN TECHNOLOGY INC   2022-12-28 2024-02-09
37. ALPHABET INC CL C   2014-11-04 2024-02-09
27. ALPHABET INC CL A   2014-11-04 2024-02-09
35. AMAZON.COM INC   2022-03-30 2024-02-09
2. AMAZON.COM INC   2021-07-15 2024-02-09
38. AMERICAN INTERNATIONAL GROUP   2024-01-05 2024-02-09
5. AMERIPRISE FINL INC   2016-02-01 2024-02-09
12. ANALOG DEVICES INC   2020-03-12 2024-02-09
15. ANALOG DEVICES INC   2022-11-02 2024-02-09
6. ELEVANCE HEALTH INC COM   2018-05-09 2024-02-09
27. APPLE COMPUTER INC.   2021-05-26 2024-02-09
25. APPLE COMPUTER INC.   2014-11-04 2024-02-09
91. AVANTOR INC COM   2022-02-07 2024-02-09
51. BAKER HUGHES COMPANY   2022-01-21 2024-02-09
135. BAKER HUGHES COMPANY   2022-07-13 2024-02-09
25. BANK OF AMERICA CORPORATION   2023-03-14 2024-02-09
160. BANK OF AMERICA CORPORATION   2021-05-26 2024-02-09
57. BANK OF AMERICA CORPORATION   2016-12-20 2024-02-09
16. BERKSHIRE HATHAWAY INC CL B   2014-11-04 2024-02-09
12. BLACKSTONE GROUP INC CLASS A   2020-03-12 2024-02-09
1. BOOKING HOLDINGS INC COM   2014-12-16 2024-02-09
14. BRIGHT HORIZONS FAMILY SOLUT   2021-12-30 2024-02-09
5952.481 BROWN ADVISORY INTERMEDIATE INCOME   2020-04-15 2024-02-09
2706.552 BROWN ADVISORY INTERMEDIATE INCOME   2005-11-08 2024-02-09
5. CANADIAN NATL RAILWAY CO   2023-05-05 2024-02-09
9. CANADIAN NATL RAILWAY CO   2014-11-04 2024-02-09
23. CARMAX INC   2020-03-18 2024-02-09
27. CARRIER GLOBAL CORPORATION COM   2020-04-21 2024-02-09
113. CISCO SYSTEMS   2021-05-26 2024-02-09
86. COGENT COMMUNICATIONS HLDGS   2023-07-17 2024-02-09
8. DANAHER CORP   2024-01-04 2024-02-09
57. DOW INC   2021-09-17 2024-02-09
12. EDWARDS LIFESCIENCES CORP   2023-09-22 2024-02-09
29. EDWARDS LIFESCIENCES CORP   2014-11-05 2024-02-09
16. META PLATFORMS INC CLASS A COMMON STOCK   2023-01-23 2024-02-09
2. FIRST CTZNS BANCSHARES INC CL A   2021-02-18 2024-02-09
17. FISERV INC   2023-05-30 2024-02-09
16. GE AEROSPACE   2023-11-16 2024-02-09
57. GILEAD SCIENCES INC.   2022-08-18 2024-02-09
1. INTUIT INC.   2023-03-02 2024-02-09
5. INTUIT INC.   2022-05-24 2024-02-09
62. KKR CO INC A   2022-11-09 2024-02-09
8. LOWES COS INC   2014-11-04 2024-02-09
17. MASTERCARD INC   2014-11-04 2024-02-09
12. MERCK CO INC   2021-02-19 2024-02-09
12. MICROSOFT CORP.   2021-05-26 2024-02-09
30. MICROSOFT CORP.   2014-11-04 2024-02-09
62. NOVARTIS AG ADR   2021-05-26 2024-02-09
38. OTIS WORLDWIDE CORP   2022-06-13 2024-02-09
36. PINTEREST INC CL A   2021-05-14 2024-02-09
12. PROGRESSIVE CORP   2023-07-14 2024-02-09
3. SBA COMMUNICATIONS CORP   2023-05-18 2024-02-09
4. SBA COMMUNICATIONS CORP   2018-02-21 2024-02-09
83. SUNCOR ENERGY INC   2022-07-15 2024-02-09
24. TJX COS INC   2021-10-28 2024-02-09
13. T MOBILE US INC   2021-02-04 2024-02-09
11. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2024-01-25 2024-02-09
25. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2022-07-19 2024-02-09
14. UBER TECHNOLOGIES INC   2023-06-02 2024-02-09
9. UBER TECHNOLOGIES INC   2023-02-07 2024-02-09
35. UNITED PARCEL SERVICE INC CLASS B   2022-12-20 2024-02-09
5. UNITED RENTALS INC   2015-07-24 2024-02-09
3. UNITEDHEALTH GROUP INC   2024-01-25 2024-02-09
7. UNITEDHEALTH GROUP INC   2019-04-16 2024-02-09
28. VISA INC COM CL A   2014-11-04 2024-02-09
102. AMER SPORTS INC COM   2024-02-01 2024-02-09
25. FERGUSON PLC NEW SHS   2023-10-31 2024-02-09
14. FERGUSON PLC NEW SHS   2023-11-16 2024-02-09
106. NOMAD FOODS LTD   2023-01-26 2024-02-09
32. CHUBB LIMITED COM   2021-05-26 2024-02-09
156. COMCAST CORP NEW CL A   2022-06-13 2024-02-13
69. AVANTOR INC COM   2022-04-06 2024-02-16
70. AVANTOR INC COM   2022-07-01 2024-02-20
132. AVANTOR INC COM   2023-01-18 2024-02-21
11. GE VERNOVA INC COM   2023-09-28 2024-04-02
.25 GE VERNOVA INC COM   2023-09-26 2024-04-16
12. PINTEREST INC CL A   2021-05-14 2024-04-24
27. PINTEREST INC CL A   2021-05-13 2024-04-24
18. PINTEREST INC CL A   2021-05-13 2024-04-25
21. PINTEREST INC CL A   2021-10-08 2024-04-25
22. PINTEREST INC CL A   2021-10-07 2024-04-26
8. PINTEREST INC CL A   2021-10-07 2024-04-26
6. AMERICAN TOWER CORP NEW COM   2023-07-17 2024-05-01
23. AMERICAN TOWER CORP NEW COM   2021-05-26 2024-05-01
7. GE AEROSPACE   2023-09-28 2024-05-03
9. AMERICAN INTERNATIONAL GROUP   2024-01-05 2024-05-08
26. BANK OF AMERICA CORPORATION   2015-11-10 2024-06-13
5. AMERIPRISE FINL INC   2021-05-26 2024-07-01
46. MEDTRONIC PLC SHS   2021-05-26 2024-07-01
1. META PLATFORMS INC CLASS A COMMON STOCK   2022-10-25 2024-07-12
2. AMERIPRISE FINL INC   2016-02-01 2024-07-17
12. BLACKSTONE GROUP INC CLASS A   2020-03-12 2024-07-17
3. AMERIPRISE FINL INC   2016-02-01 2024-07-23
2. AMERIPRISE FINL INC   2016-02-19 2024-09-06
5. AMERIPRISE FINL INC   2016-02-19 2024-09-09
3. AMERIPRISE FINL INC   2016-02-19 2024-09-10
2. BERKSHIRE HATHAWAY INC CL B   2014-11-04 2024-10-04
7. CARRIER GLOBAL CORPORATION COM   2024-05-06 2024-10-04
12. MERCK CO INC   2014-11-04 2024-10-04
6. MERCK CO INC   2014-11-04 2024-10-04
12. MERCK CO INC   2014-11-04 2024-10-07
7. MERCK CO INC   2014-11-04 2024-10-08
97. MERCK CO INC   2021-05-26 2024-11-15
6. AMER SPORTS INC COM   2024-02-27 2024-11-15
52. PEPSICO INC.   2024-01-16 2024-11-18
23. AMER SPORTS INC COM   2024-02-28 2024-11-18
12. AMER SPORTS INC COM   2024-03-05 2024-11-18
6. SBA COMMUNICATIONS CORP   2018-02-21 2024-11-19
7. SBA COMMUNICATIONS CORP   2018-02-16 2024-11-20
4. SBA COMMUNICATIONS CORP   2018-06-07 2024-11-21
4. SBA COMMUNICATIONS CORP   2018-06-13 2024-11-22
1. ALPHABET INC CL C   2014-11-04 2024-12-05
1. ALPHABET INC CL A   2014-11-04 2024-12-05
1. AMAZON.COM INC   2022-03-30 2024-12-05
1. AMERICAN INTERNATIONAL GROUP   2024-06-13 2024-12-05
1. APPLE COMPUTER INC.   2014-11-04 2024-12-05
1. AUTODESK INC   2024-06-18 2024-12-05
2. BAKER HUGHES COMPANY   2024-10-01 2024-12-05
1. BANK OF AMERICA CORPORATION   2014-11-04 2024-12-05
1. BERKSHIRE HATHAWAY INC CL B   2014-11-04 2024-12-05
1. BRIGHT HORIZONS FAMILY SOLUT   2021-12-28 2024-12-05
1. CARMAX INC   2020-03-18 2024-12-05
1. CARRIER GLOBAL CORPORATION COM   2024-05-06 2024-12-05
1. EDWARDS LIFESCIENCES CORP   2024-08-06 2024-12-05
1. META PLATFORMS INC CLASS A COMMON STOCK   2022-10-25 2024-12-05
1. FISERV INC   2024-06-13 2024-12-05
1. INTUIT INC.   2020-03-24 2024-12-05
1. KLA INSTRUMENTS CORP.   2024-11-25 2024-12-05
2. KKR CO INC A   2020-02-28 2024-12-05
1. PROGRESSIVE CORP   2023-07-14 2024-12-05
2. SUNCOR ENERGY INC   2024-10-01 2024-12-05
1. TJX COS INC   2014-11-04 2024-12-05
1. T MOBILE US INC   2021-02-04 2024-12-05
1. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2022-07-19 2024-12-05
2. UBER TECHNOLOGIES INC   2024-07-12 2024-12-05
1. UNITED RENTALS INC   2015-07-24 2024-12-05
41000. U S TREASURY NT 5.000% 10/31/25   2024-02-13 2024-12-05
1. VISA INC COM CL A   2014-11-04 2024-12-05
3. NOMAD FOODS LTD   2018-01-03 2024-12-05
2656.748 PIMCO MORTGAGE OPPS & BD FD INST   2023-06-12 2024-12-06
34000. U S TREASURY NT 5.000% 10/31/25   2024-02-13 2024-12-06
7. AMER SPORTS INC COM   2024-12-05 2024-12-18
1. AMER SPORTS INC COM   2024-12-05 2024-12-19
7. AMER SPORTS INC COM   2024-12-05 2024-12-20
3. AMER SPORTS INC COM   2024-12-05 2024-12-20
2. AMER SPORTS INC COM   2024-12-05 2024-12-24
2. AMER SPORTS INC COM   2024-12-05 2024-12-26
(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 1,691   1,246 445
b 1,184   830 354
c 3,261   1,555 1,706
d 1,571   1,091 480
e 2,826   1,333 1,493
2,702   650 2,052
1,017   244 773
3,034   731 2,303
1,356   325 1,031
162   114 48
3,560   3,110 450
31   34 -3
32   42 -10
1,648   1,917 -269
117   88 29
5,998   7,081 -1,083
101   106 -5
43   57 -14
53   69 -16
2,123   2,936 -813
89   80 9
118   74 44
107   84 23
4,748   5,137 -389
155   213 -58
518   413 105
87   126 -39
227   166 61
3,684   516 3,168
1,264   722 542
3,092   1,519 1,573
2,287   2,013 274
1,779   1,229 550
593   406 187
5,486   1,022 4,464
3,968   762 3,206
5,977   5,831 146
342   351 -9
2,589   2,622 -33
1,969   448 1,521
2,343   1,087 1,256
2,933   2,393 540
3,016   1,337 1,679
5,096   3,422 1,674
4,713   680 4,033
2,133   3,403 -1,270
1,495   1,397 98
3,954   4,387 -433
827   724 103
5,291   6,744 -1,453
1,890   1,230 660
6,360   2,271 4,089
1,524   420 1,104
3,701   1,049 2,652
1,393   1,757 -364
57,263   61,862 -4,599
26,037   28,000 -1,963
641   610 31
1,154   619 535
1,695   1,105 590
1,493   401 1,092
5,640   5,984 -344
6,468   5,134 1,334
1,963   1,856 107
3,065   3,822 -757
1,030   836 194
2,488   581 1,907
7,504   2,259 5,245
2,936   1,443 1,493
2,446   1,951 495
2,217   1,847 370
4,204   3,824 380
656   401 255
3,279   1,375 1,904
5,989   2,363 3,626
1,764   458 1,306
7,790   1,428 6,362
1,513   738 775
4,981   3,012 1,969
12,517   1,428 11,089
6,259   5,230 1,029
3,452   2,849 603
1,297   2,072 -775
2,194   1,404 790
644   694 -50
859   679 180
2,691   2,508 183
2,365   1,563 802
2,091   1,685 406
1,459   1,286 173
3,315   2,150 1,165
988   556 432
635   311 324
5,169   7,245 -2,076
3,237   330 2,907
1,555   1,474 81
3,629   1,544 2,085
7,718   1,700 6,018
1,522   1,326 196
4,923   3,754 1,169
2,779   2,331 448
1,817   1,993 -176
7,786   5,326 2,460
6,498   8,246 -1,748
1,636   2,407 -771
1,674   2,212 -538
3,167   3,015 152
1,541   1,013 528
33   23 10
394   685 -291
885   1,533 -648
559   1,016 -457
681   1,101 -420
750   1,141 -391
271   415 -144
1,049   1,115 -66
4,020   5,873 -1,853
1,148   623 525
721   621 100
1,020   455 565
2,134   1,282 852
3,557   5,799 -2,242
502   138 364
843   177 666
1,615   415 1,200
1,264   259 1,005
860   166 694
2,181   414 1,767
1,300   248 1,052
918   284 634
565   448 117
1,315   679 636
658   340 318
1,314   679 635
759   396 363
9,356   7,134 2,222
116   96 20
8,266   8,628 -362
452   369 83
236   192 44
1,318   1,016 302
1,533   1,173 360
876   638 238
885   626 259
175   28 147
173   28 145
221   167 54
76   74 2
243   27 216
305   243 62
85   74 11
47   17 30
471   142 329
119   125 -6
85   48 37
74   64 10
72   63 9
609   138 471
204   148 56
649   219 430
643   639 4
317   57 260
262   117 145
79   77 2
126   32 94
244   130 114
204   86 118
130   146 -16
861   64 797
41,245   41,101 144
310   61 249
53   49 4
24,787   25,000 -213
34,218   34,084 134
199   161 38
28   23 5
197   161 36
84   69 15
58   46 12
58   46 12
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       445
b       354
c       1,706
d       480
e       1,493
      2,052
      773
      2,303
      1,031
      48
      450
      -3
      -10
      -269
      29
      -1,083
      -5
      -14
      -16
      -813
      9
      44
      23
      -389
      -58
      105
      -39
      61
      3,168
      542
      1,573
      274
      550
      187
      4,464
      3,206
      146
      -9
      -33
      1,521
      1,256
      540
      1,679
      1,674
      4,033
      -1,270
      98
      -433
      103
      -1,453
      660
      4,089
      1,104
      2,652
      -364
      -4,599
      -1,963
      31
      535
      590
      1,092
      -344
      1,334
      107
      -757
      194
      1,907
      5,245
      1,493
      495
      370
      380
      255
      1,904
      3,626
      1,306
      6,362
      775
      1,969
      11,089
      1,029
      603
      -775
      790
      -50
      180
      183
      802
      406
      173
      1,165
      432
      324
      -2,076
      2,907
      81
      2,085
      6,018
      196
      1,169
      448
      -176
      2,460
      -1,748
      -771
      -538
      152
      528
      10
      -291
      -648
      -457
      -420
      -391
      -144
      -66
      -1,853
      525
      100
      565
      852
      -2,242
      364
      666
      1,200
      1,005
      694
      1,767
      1,052
      634
      117
      636
      318
      635
      363
      2,222
      20
      -362
      83
      44
      302
      360
      238
      259
      147
      145
      54
      2
      216
      62
      11
      30
      329
      -6
      37
      10
      9
      471
      56
      430
      4
      260
      145
      2
      94
      114
      118
      -16
      797
      144
      249
      4
      -213
      134
      38
      5
      36
      15
      12
      12
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 2 100,180
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 1,622
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 1,622
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 1,622
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 824
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 824
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 798
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowMD
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 2024 or the taxable year beginning in 2024? 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 arrow  
14
The books are in care ofright arrowMG WG RICHLIN Telephone no.right arrow (410) 537-5447

Located atright arrow901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4right arrow21231
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
W GAR RICHLIN PRESIDENT SECRETARY
0
0    
65 GROVE STREET UNIT 152
WELLESLEY,MA02482
MARGARET G RICHLIN VICE-PRESIDENT TREASURER
0
0    
65 GROVE STREET UNIT 152
WELLESLEY,MA02482
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
978,726
b
Average of monthly cash balances.......................
1b
77,756
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,056,482
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
1,056,482
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,847
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,040,635
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
52,032
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
52,032
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,622
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,622
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
50,410
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
50,410
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
50,410
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
164,667
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) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
164,667
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 50,410
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 43,403
b From 2020...... 40,145
c From 2021...... 81,760
d From 2022...... 66,539
e From 2023...... 39,478
f Total of lines 3a through e ........ 271,325
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 164,667
a Applied to 2023, 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 2024 distributable amount..... 50,410
e Remaining amount distributed out of corpus 114,257
5 Excess distributions carryover applied to 2024. 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 5 385,582
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
43,403
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
342,179
10 Analysis of line 9:
a Excess from 2020.... 40,145
b Excess from 2021.... 81,760
c Excess from 2022.... 66,539
d Excess from 2023.... 39,478
e Excess from 2024.... 114,257
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

MV HEBREW CENTER SUMMER INSTITUTE

130 CENTER ST
VINEYARD HAVEN,MD02568
NONE PC PROGRAM SUPPORT 1,500

MARTHA S VINEYARD COMMUNITY SERVICES

100 FELIX NECK DR
EDGARTOWN,MD02539
NONE PC PROGRAM SUPPORT 1,000

NEWTON WELLESLEY HOSPITAL

2014 WASHINGTON STREET
NEWTON,MA02462
NONE PC PROGRAM SUPPORT 1,000

HOSPICE & PALLIATIVE CARE OF MV

79 BEACH RD
VINEYARD HAVEN,MA02568
NONE PC PROGRAM SUPPORT 1,000

CURE ALZHEIMERS FUND

34 WASHINGTON ST
WELLESLEY HILLS,MA02481
NONE PC PROGRAM SUPPORT 7,500

LEUKEMIA LYMPHOMA SOCIETY

PO BOX 22324
NEW YORK,NY10087
NONE PC PROGRM SUPPORT 5,000

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVE
NORWALK,CT06851
NONE PC PROGRAM SUPPORT 2,500

ST JUDES CHILDRENS HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38105
NONE PC PROGRAM SUPPORT 5,000

SARASOTA MEMORIAL HEALTHCARE

1700 S TAMIAMI TRL
SARASOTA,FL34239
NONE PC PROGRAM SUPPORT 1,000

JHU AND MEDICINE

300 N CHARLES ST
BALTIMORE,MD21218
NONE PC PROGRAM SUPPORT 1,000

RPC FOR ALS JOHNS HOPKINS

855 N WOLFE STREET
BALTIMORE,MD21205
NONE PC PROGRAM SUPPORT 1,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010
NONE PC PROGRAM SUPPORT 10,000

SHERIFFS MEADOW FOUNDATION

57 DAVID AVE
VINEYARD HAVEN,MD02568
NONE PC PROGRAM SUPPORT 1,000

EVERYTOWN FOR GUN SAFETY ACTION FUND

PO BOX 3886
NEW YORK,NY10163
NONE PC PROGRAM SUPPORT 10,000

MARTHAS VINEYARD HOSPITAL

1 HOSPITAL ROAD
OAK BLUFFS,MA02557
NONE PC PROGRAM SUPPORT 5,000

THE AMERICAN INDEPENDENT FOUNDATION

800 MAINE AVE SW STE 500
WASHINGTON,DC20026
NONE PC PROGRAM SUPPORT 30,000

VOTER PARTICIPATION CENTER

1707 L ST NW STE 300
WASHINGTON,DC20036
NONE PC PROGRAM SUPPORT 25,000

OUR AMERICAN FUTURE FOUNDATION

1015 15TH ST NW
WASHINGTON,DC20005
NONE PC PROGRAM SUPPORT 20,000

AMERICAN CANCER SOCIETY

250 WILLIAMS STREET NW
ATLANTA,GA30303
NONE PC PROGRAM SUPPORT 1,000

TRUSTEES OF THE RESERVATIONS

572 ESSEX STREET
BEVERLY,MA01915
NONE PC PROGRAM SUPPORT 1,000

GEORGETOWN UNIVERSITY LAW CENTER

600 NEW JERSEY AVE NW
WASHINGTON,DC20001
NONE PC PROGRAM SUPPORT 500

PLANNED PARENTHOOD FEDERATION

1110 VERMONT AVE NW 300
WASHINGTON,DC20005
NONE PC PROGRAM SUPPORT 3,500

MARTHAS VINEYARD CEREBRAL PALSY CAMP

200 GREENWOOD AVENUE
VINEYARD HAVEN,MA02568
NONE PC PROGRAM SUPPORT 1,000

ROSIES PLACE

889 HARRISON AVENUE
BOSTON,MA02118
NONE PC PROGRAM SUPPORT 500

DANA-FARBER CANCER INSTITUTE

450 BRROKLINE AVE
BOSTON,MA02215
NONE PC PROGRAM SUPPORT 5,000

HABITAT FOR HUMANITY

240 COMMERCIAL STREET
BOSTON,MA02109
NONE PC PROGRAM SUPPORT 500

ISLAND HOUSING TRUST

346 STATE ROAD
VINEYARD HAVEN,MA02568
NONE PC PROGRAM SUPPORT 1,000

CUTANEOUS LYMPHOMA FOUNDATION

31201 CHICAGO RD S STE B201
WARREN,MI48093
NONE PC PROGRAM SUPPORT 5,000

WESLEYAN UNIVERSITY

45 WYLLYS AVENUE
MIDDLETON,CT06459
NONE PC PROGRAM SUPPORT 5,000

FARM NECK FOUNDATION

PO BOX 1656
OAK BLUFFS,MA02557
NONE PC PROGRAM SUPPORT 2,500

MAKE-A-WISH FOUNDATION

5272 RIVER ROAD
BETHESDA,MD20816
NONE PC PROGRAM SUPPORT 1,000

ALZHEIMER ASSOCIATION

225 N MICHIGAN AVE FL 17
CHICAGO,IL606017633
NONE PC PROGRAM SUPPORT 7,500
Total .................................right arrow 3a 163,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 23,035  
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 ............
    18 100,180  
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) ..   123,215  
13Total. Add line 12, columns (b), (d), and (e)..................
13
123,215
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE MIGSIE AND GAR RICHLIN FOUNDATION INC
EIN:
52-2060725
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,167     1,167

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE MIGSIE AND GAR RICHLIN FOUNDATION INC
EIN:
52-2060725
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME MUTUAL FUNDS 149,725 150,163

TY 2024 InvestmentsCorpStockSchedule
Name:
THE MIGSIE AND GAR RICHLIN FOUNDATION INC
EIN:
52-2060725
Name of Stock End of Year Book Value End of Year Fair Market Value
FOREIGN STOCK 56,728 89,593
COMMON STOCK 329,037 691,241

TY 2024 OtherDecreasesSchedule
Name:
THE MIGSIE AND GAR RICHLIN FOUNDATION INC
EIN:
52-2060725
Description Amount
COST BASIS ADJUSTMENT 339


TY 2024 OtherProfessionalFeesSchedule
Name:
THE MIGSIE AND GAR RICHLIN FOUNDATION INC
EIN:
52-2060725
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES-PRIN 5,957 5,957    
OTHER EXPENSE (NON-DEDUCTIBLE 4 4    


TY 2024 TaxesSchedule
Name:
THE MIGSIE AND GAR RICHLIN FOUNDATION INC
EIN:
52-2060725
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 181 181   0