Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE RICH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 2870 PEACHTREE RD 1543
  Room/suite
City or town
ATLANTA
State or province
GA
Country  
ZIP or foreign postal code
30305
A Employer identification number

58-6038037
B Telephone number (see instructions)

4042622266
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$58,978,230J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,302,167 1,302,167  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,228,442
b Gross sales price for all assets on line 6a 3,079,845
7 Capital gain net income (from Part IV, line 2)... 1,228,442
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........ 2,530,609 2,530,609  
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)......... Click to see attachment
List of Attached Documents:
// Content
1,953 0   1,953
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,980 20,250   13,730
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
178,696 79,194   99,502
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,925 16,925   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,304 1,728   576
21 Travel, conferences, and meetings....... 3,014 0   3,014
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,269 9,185   18,084
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 264,141 127,282   136,859
25 Contributions, gifts, grants paid....... 2,133,995 2,133,995
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,398,136 127,282   2,270,854
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 132,473
b Net investment income (if negative, enter -0-) 2,403,327
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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.............   2,277 2,277
2 Savings and temporary cash investments......... 75,608 1,615 1,615
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
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)....... 51,436,013 Click to see attachment
List of Attached Documents:
// Content
51,647,782 		58,970,713
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,580 0 0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
3,625 		Click to see attachment
List of Attached Documents:
// Content
3,625 		Click to see attachment
List of Attached Documents:
// Content
3,625
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,522,826 51,655,299 58,978,230
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 51,522,826 51,655,299
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 51,522,826 51,655,299
30 Total liabilities and net assets/fund balances (see instructions). 51,522,826 51,655,299
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
51,522,826
2
Enter amount from Part I, line 27a .....................
2
132,473
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
51,655,299
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
51,655,299
Form 990-PF (2025)
Form 990-PF (2025)
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 5270.134 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-09-16
b 2671.662 SHS. VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-12-16
c 2780.314 SHS. VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-02-11
d .117 SHS. VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-12-11
e 428.161 SHS. VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-11-12
206.33 SHS. VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-02-21
1239.011 SHS. VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-10-29
112.295 SHS. VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-11-20
198.743 SHS. VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES P   2025-09-08
874.444 SHS. VANGUARD INTERNATIONAL VALUE FUND P   2025-05-07
347.901 SHS. VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES P   2025-05-07
47.003 SHS. VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES P   2025-02-21
2150.275 SHS. VANGUARD CORE BOND FUND ADMIRAL SHARES P   2025-05-07
2184.683 SHS. VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES P   2025-02-04
2138.508 SHS. VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES P   2025-05-06
2503 SHS. VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES P   2025-05-07
4390.383 SHS. VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ADMIRAL SHARES P   2025-05-07
705.836 SHS. VANGUARD TOTAL BOND MKT P   2025-11-17
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 835,000   629,342 205,658
b 435,000   319,335 115,665
c 405,620   331,615 74,005
d 19   14 5
e 70,000   51,177 18,823
29,724   24,610 5,114
203,619   148,095 55,524
17,500   13,422 4,078
31,000   23,733 7,267
35,389   38,158 -2,769
37,758   49,349 -11,591
5,276   6,667 -1,391
38,511   38,945 -434
22,568   23,667 -1,099
22,219   23,156 -937
21,676   24,805 -3,129
86,666   97,515 -10,849
6,896   7,798 -902
775,404     775,404
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       205,658
b       115,665
c       74,005
d       5
e       18,823
      5,114
      55,524
      4,078
      7,267
      -2,769
      -11,591
      -1,391
      -434
      -1,099
      -937
      -3,129
      -10,849
      -902
      775,404
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 1,228,442
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 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 33,406
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 33,406
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 33,406
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 36,430
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,430
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 17,024
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax17,024 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
GA
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 2025 or the taxable year beginning in 2025? 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 addressTHERICHSFOUNDATION.ORG
14
The books are in care ofJOHN L MONTAG Telephone no. (404) 262-2266

Located at2870 PEACHTREE RD 1543ATLANTAGA ZIP+430305
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
L ANTHONY MONTAG TREASURER
1.00 		0 0 0
2870 PEACHTREE RD 1543
ATLANTA,GA30305
DR JULIET ASHER GOLDEN VICE CHAIR/SECRETARY
0.50 		0 0 0
2870 PEACHTREE RD 1543
ATLANTA,GA30305
JOHN L MONTAG CHAIR
2.00 		0 0 0
2870 PEACHTREE RD 1543
ATLANTA,GA30305
TRUDY B KREMER VICE CHAIR
0.50 		0 0 0
2870 PEACHTREE RD 1543
ATLANTA,GA30305
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
KRISTIN HATHAWAY HANSEN GRANT MAKING OVERSIGHT CONSULTANT 71,699
2870 PEACHTREE RD 1543
ATLANTA,GA30305
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
55,690,885
b
Average of monthly cash balances.......................
1b
147,824
c
Fair market value of all other assets (see instructions)................
1c
5,871
d
Total (add lines 1a, 1b, and 1c).......................
1d
55,844,580
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
55,844,580
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
837,669
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,006,911
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,750,346
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,750,346
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
33,406
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
33,406
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,716,940
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,716,940
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
2,716,940
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, line 26, column (d) ..........
1a
2,270,854
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
2,270,854
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,716,940
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 483,655
e From 2024......  
f Total of lines 3a through e ........ 483,655
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,270,854
a Applied to 2024, 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 2025 distributable amount..... 2,270,854
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 446,086 446,086
(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 37,569
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		37,569
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 37,569
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOHN L MONTAG THE RICH FOUNDATION
2870 PEACHTREE RD 1543
ATLANTA,GA30305
(404) 262-2266
INFO@THERICHSFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
1) NORMAL APPLICATION 2) AUTOBIOGRAPHICAL SKETCH 3)LIST OF OTHER GRANTS RECEIVED 4) ESTIMATED EXPENSES
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
OUR ORGANIZATION'S CONTRIBUTIONS ARE DIRECTED TO INITIATIVES WITHIN THE METRO ATLANTA AREA.
Form 990-PF (2025)
Form 990-PF (2025)
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

BEACON GOLLEGE

105 E MAIN STREET
LEESBURG,FL34748 		N/A   BEACON PROMISE CAMPAIGN 5,000

CENTER FOR VISUALLY IMPAIRED

739 W PEACHTREE STREET
ATLANTA,GA30308 		N/A   GENERAL OPERATIONS 50,000

ATLANTA COMMUNITY FOOD BANK

3400 N DESERT DR
EAST POINT,GA30344 		N/A   GENERAL OPERATIONS DUE TO SNAP CUTS 100,000

ATLANTA EDUCATIONAL FOR WABE

740 BISMARK RD
ATLANTA,GA30324 		N/A   SECOND PAYMENT OF TWO PLEDGE COMMITMENT 100,000

ATLANTA HISTORICAL SOCIETY INC

130 W PACES FERRY RD NW
ATLANTA,GA30305 		N/A   SECOND PAYMENT OF A THREE PLEDGE COMMITMENT 100,000

ATLANTA JEWISH FILM SOCIETY INC

1800 PEACHTREE ST NE
ATLANTA,GA30309 		N/A   FIRST PAYMENT OF AN INITIATIVE PLEDGE OF THREE PAYMENTS. 100,000

ATLANTA-FULTON COUNTY LIBRARY FOUNDATION

2231 CAMPBELLTON RD SW
ATLANTA,GA30311 		N/A   GENERAL OPERATIONS 25,000

ATLANTA VOLUNTEER LAWYERS FOUNDATION

352 UNIVERSITY AVE N118
ATLANTA,GA30310 		N/A   GENERAL OPERATIONS 100,000

ATLANTA-FULTON COUNTY ZOO INC

800 CHEROKEE AVE SE
ATLANTA,GA30315 		N/A   THIRD PAYMENT OF THREE PLEDGE COMMITMENT 50,000

CAMP TWIN LAKES

1100 SPRING ST NW 260
ATLANTA,GA30309 		N/A   GENERAL OPERATIONS 100,000

CONCRETE JUNGLE - DOGHEAD FARM

BIRCH STREET SW
ATLANTA,GA30310 		N/A   GENERAL OPERATIONS 50,000

CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION

1575 NORTHEAST EXPY
ATLANTA,GA30341 		N/A   GENERAL OPERATIONS 100,000

CHRIS 180

1030 FAYETTEVILLE RD SE
ATLANTA,GA30316 		N/A   GENERAL OPERATIONS 5,000

FAMILIES FIRST

80 JOSEPH E LOWERY BLVD NW
ATLANTA,GA30314 		N/A   GENERAL OPERATIONS 50,000

EAST LAKE FOUNDATION

2606 ALSTON DR SE
ATLANTA,GA30317 		N/A   GENERAL OPERATIONS 50,000

FERNBANK MUSEUM OF NATURAL HISTORY

767 CLIFTON ROAD
ATLANTA,GA30307 		N/A   GENERAL OPERATIONS 75,000

GEORGIA TECH FOUNDATION

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		N/A   GENERAL OPERATIONS 5,000

GRADY HEALTH FOUNDATION INC

191 PEACHTREE ROAD NE SUITE 820
ATLANTA,GA30303 		N/A   GENERAL OPERATIONS 100,000

JEWISH HOME LIFE COMMUNITIES INC

3150 HOWELL MILL RD NW
ATLANTA,GA30327 		N/A   SECOND PAYMENT OF A TWO PLEDGE COMMITMENT 100,000

KATE'S CLUB

1190 W DRUID HILLS DR NE SUITE T-80
ATLANTA,GA30329 		N/A   GENERAL OPERATIONS 30,000

HILLSIDE INC

690 COURTENAY DR NE
ATLANTA,GA30306 		N/A   FIRST PAYMENT OF A TWO PLEDGE COMMITMENT 75,000

LEVELING THE PLAYING FIELD

1140 CONNECTICUT AVE NW
WASHINGTON,DC20036 		N/A   FIRST PAYMENT OF TWO PLEDGE COMMITMENT 30,000

YOUTH VILLAGES FOUNDATION INC

3 CORPORATE BLVD NE
ATLANTA,GA30329 		N/A   GENERAL OPERATIONS 100,000

OUR HOUSE

173 BOULEVARD NE
ATLANTA,GA30312 		N/A   GENERAL OPERATIONS 25,000

OUT OF HAND THEATER INC

764 MEMORIAL DR SE SUITE 103
ATLANTA,GA30316 		N/A   GENERAL OPERATIONS 25,000

WILLIAM BREMAN JEWISH HERITAGE MUSEUM

1440 SPRING STREET NW
ATLANTA,GA30309 		N/A   BEARING WITNESS PROGRAM 25,000

REFUGEE COFFEE

4170 EAST PONCE DE LEON AVE
CLARKSTON,GA30021 		N/A   GENERAL OPERATIONS 50,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE ST 208
ATLANTA,GA30303 		N/A   ANNUAL MEMBERSHIP 5,620

PIEDMONT HEALTHCARE FOUNDATION

2001 PEACHTREE RD NE
ATLANTA,GA30309 		N/A   GENERAL OPERATIONS 10,000

RESPITE CARE ATLANTA INC

2715 PEACHTREE RD NE
ATLANTA,GA30305 		N/A   GENERAL OPERATIONS 35,000

ROBERT W WOODRUFF ARTS CENTER INC

1280 PEACHTREE ST NE
ATLANTA,GA30309 		N/A   ALLIANCE THEATRE 100,000

ROBERT W WOODRUFF ARTS CENTER INC

1280 PEACHTREE ST NE
ATLANTA,GA30309 		N/A   GENERAL OPERATIONS 150,000

THE CHILDREN'S MUSEUM OF ATLANTA

275 CENTENNIAL OLYMPIC PARK DR NW
ATLANTA,GA30313 		N/A   FINAL PAYMENT OF A TWO YEAR COMMITMENT 53,375

THE DEKALB LIBRARY FOUNDATION

3560 KENSINGTON RD
DECATUR,GA30032 		N/A   GENERAL OPERATIONS 25,000

THE DOGWOOD FESTIVAL

931 MONROE NE SUITE 102 356
ATLANTA,GA30308 		N/A   GENERAL OPERATIONS 25,000

THE TEMPLE-HEBREW BENEVOLENT

1589 PEACHTREE ST NW
ATLANTA,GA30309 		N/A   THIRD PAYMENT OF THREE YEAR PLEDGE 100,000

THE THEATRICAL OUTFIT INC

84 ELLIS STREET NW
ATLANTA,GA30303 		N/A   GENERAL OPERATIONS 5,000
Total ................................. 3a 2,133,995
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 1,302,167  
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 1,228,442  
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 2,530,609 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,530,609
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE RICH FOUNDATION INC
EIN:
58-6038037
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 27,000 20,250   6,750
BOOKKEEPING 6,980 0   6,980

TY 2025 InvestmentsCorpStockSchedule
Name:
THE RICH FOUNDATION INC
EIN:
58-6038037
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD - NOMINEE ACCT. - EQUITY/FIXED INCOME 49,430,125 56,814,095
VANGUARD - NOMINEE ACCT. - SHORT-TERM INVESTMENT -GR 2,217,657 2,156,618

TY 2025 LegalFeesSchedule
Name:
THE RICH FOUNDATION INC
EIN:
58-6038037
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 1,953 0   1,953


TY 2025 OtherAssetsSchedule
Name:
THE RICH FOUNDATION INC
EIN:
58-6038037
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER 2 2 2
REFUND 3,623 3,623 3,623


TY 2025 OtherExpensesSchedule
Name:
THE RICH FOUNDATION INC
EIN:
58-6038037
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 9,786 7,340   2,446
INTERNET AND PHONE/DATA SOFTWARE 16,872 1,681   15,191
PAYROLL SERVICE FEES 175 0   175
MEETINGS 50/50 218 164   54
MEETINGS 50/50 (NON-DEDUCTABLE) 218 0   218


TY 2025 OtherProfessionalFeesSchedule
Name:
THE RICH FOUNDATION INC
EIN:
58-6038037
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODY FEES 14,952 11,214   3,738
INVESTMENT ADVISORY FEES 67,980 67,980   0
CONSULTING FEES 95,764 0   95,764


TY 2025 TaxesSchedule
Name:
THE RICH FOUNDATION INC
EIN:
58-6038037
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 16,925 16,925   0