Civic Intelligence

Charles D Richardson Memorial Fund Trust Services of America Inc.

990 • Fiscal year 2019 • EIN 95-6020708

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization ProfileN/A
PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$10,244

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

44th percentile

1.0%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$800,369

Up $8,208 (+1.0%) from 2018

Net Assets

Up

$800,369

Up $8,208 (+1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin77th percentile

Revenue

Down

$39,382

Down $25,845 (-40%) from 2018

Expenses

Up

$31,173

Up $1,464 (+4.9%) from 2018

Net Income

Down

$8,209

Down $27,309 (-77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $678,888Liabilities 2011: $0Net Assets 2011: $678,8882011Assets 2012: $689,682Liabilities 2012: $0Net Assets 2012: $689,6822012Assets 2013: $730,958Liabilities 2013: $0Net Assets 2013: $730,9582013Assets 2014: $739,866Liabilities 2014: $0Net Assets 2014: $739,8662014Assets 2015: $749,908Liabilities 2015: $0Net Assets 2015: $749,9082015Assets 2016: $741,962Liabilities 2016: $0Net Assets 2016: $741,9622016Assets 2017: $756,643Liabilities 2017: $0Net Assets 2017: $756,6432017Assets 2018: $792,161Liabilities 2018: $0Net Assets 2018: $792,1612018Assets 2019: $800,369Liabilities 2019: $0Net Assets 2019: $800,3692019Assets 2020: $812,953Liabilities 2020: $0Net Assets 2020: $812,9532020Assets 2021: $848,415Liabilities 2021: $0Net Assets 2021: $848,4152021Assets 2022: $857,764Liabilities 2022: $0Net Assets 2022: $857,7642022Assets 2023: $866,539Liabilities 2023: $0Net Assets 2023: $866,5392023

Highlighted filing

2019

Assets$800,369
Liabilities$0
Net Assets$800,369
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $30,986Expenses 2011: $20,146Net Income 2011: $10,8402011Revenue 2012: $29,403Expenses 2012: $20,654Net Income 2012: $8,7492012Revenue 2013: $61,320Expenses 2013: $20,032Net Income 2013: $41,2882013Revenue 2014: $31,932Expenses 2014: $22,998Net Income 2014: $8,9342014Revenue 2015: $33,620Expenses 2015: $23,523Net Income 2015: $10,0972015Revenue 2016: $19,090Expenses 2016: $27,041Net Income 2016: -$7,9512016Revenue 2017: $40,547Expenses 2017: $25,854Net Income 2017: $14,6932017Revenue 2018: $65,227Expenses 2018: $29,709Net Income 2018: $35,5182018Revenue 2019: $39,382Expenses 2019: $31,173Net Income 2019: $8,2092019Revenue 2020: $44,502Expenses 2020: $31,920Net Income 2020: $12,5822020Revenue 2021: $63,804Expenses 2021: $28,342Net Income 2021: $35,4622021Revenue 2022: $46,272Expenses 2022: $36,922Net Income 2022: $9,3502022Revenue 2023: $42,030Expenses 2023: $32,980Net Income 2023: $9,0502023

Highlighted filing

2019

Revenue$39,382
Expenses$31,173
Net Income$8,209
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.0
Gross Receipts
$221,005
Mission and Program Overview

Mission

To support the childrens hospital society of los angeles

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$792,161$800,369▲ $8,208
Investments in Publicly Traded Securities$766,074$777,671▲ $11,597
Savings and Temporary Cash Investments$26,087$22,698▼ $3,389
Total Assets$792,161$800,369▲ $8,208
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$792,161$800,369▲ $8,208
Total Liabilities and Net Assets / Fund Balance$792,161$800,369▲ $8,208
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust N aTrusteeFT$10,244$10,244
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$39,382
Other Revenue
$0
Change in Net Assets
$8,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,596
Salaries, Compensation, and Employee Benefits$10,244
Other Expenses$3,333
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,596--$17,596
Current Officers, Directors, Trustees, and Key Employees-$10,244-$10,244
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$17,596$13,577$0$31,173
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Childrens Hospital Society of Los AngelesLos Angeles, CA501(c)(3)General Support$17,596
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of form 990 is sent to the trustee for review and comments”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual acknowledgement by trustee”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Charles D Richardson Memorial Fund
EIN
95-6020708
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trust Officer
Phone
3126306000
Signed
2020-04-27

Organization Details

Formed
1929
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Prior period cost adjustment”

Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE CHILDRENS HOSPITAL SOCIETY OF LOS ANGELES
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NORTHERN TRUST NA
IRS990/BooksInCareOfDetail/PhoneNum03126306000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 803878
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060680
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0792161
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0800369
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010244
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010244
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt017596
IRS990/CYInvestmentIncomeAmt039382
IRS990/CYOtherExpensesAmt03333
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08209
IRS990/CYSalariesCompEmpBnftPaidAmt010244
IRS990/CYTotalExpensesAmt031173
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt039382
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANT PAID TO SUPPORTED ORGANIZATION - CHILDRENS HOSPITAL SOCIETY - LA
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt017596
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0NORTHERN TRUST N A
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010244
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01929
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt07742
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt017596
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017596
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017596
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0189365
IRS990/GrossReceiptsAmt0221005
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt031640
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031640
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0766074
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0777671
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0181623
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE CHILDRENS HOSPITAL SOCIETY OF LOS ANGELES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0792161
IRS990/NetAssetsOrFundBalancesEOYAmt0800369
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07742
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07742
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX ON INVESTMENT
IRS990/OtherExpensesGrp/Desc1CA FRANCHISE TAX BOARD
IRS990/OtherExpensesGrp/Desc2IL AG FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0808
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215
IRS990/OtherExpensesGrp/TotalAmt0808
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/OtherExpensesGrp/TotalAmt215
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018128
IRS990/PYInvestmentIncomeAmt065227
IRS990/PYOtherExpensesAmt03420
IRS990/PYRevenuesLessExpensesAmt035518
IRS990/PYSalariesCompEmpBnftPaidAmt08161
IRS990/PYTotalExpensesAmt029709
IRS990/PYTotalRevenueAmt065227
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt08209
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026087
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022698
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Lines 2 and 3 of Section D of Part IV of this Schedule A are designed to elicit confirmation that the supporting organization satisfies the two elements of the "responsiveness test," i.e., that the trustees of the supporting organization and its supported charity(ies) have a close and continuous relationship (Treasury Regulation Section 1.509(a)-4(i)(3)(ii)), and that, as a result of
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1that relationship, the supported charity(ies) have a significant voice in the operation of the supporting organization (Treasury Regulation Section 1.509(a)-4(i)(3)(iii)).We believe this organization meets the responsiveness test described under Treasury Regulation Section 1.509(a)-4(i)(3). The Charles Richardson Memorial Fund (the "Memorial Fund") is a supporting
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2organization described in IRC Section 501(c)(3). It is a trust and was established under the terms of the last Will and Testament of Mattie Richardson as a perpetual trust. She died on January 12, 1938. The Will requires that the Memorial Fund is created for the exclusive benefit of the Childrens Hospital of Los Angeles. All of the net income shall be paid out to the Hospital each year to be
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3used for charitable purposes prescribed or permitted by the Articles and/or By Laws, for the benefit of the children in the hospital. The trust is in perpetuity and distribution of the assets is not anticipated.The Northern Trust Company, a bank, is the sole successor trustee of the Memorial Fund. The sole purpose of the Memorial Fund is to support the Childrens Hospital of Los Angeles.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Representatives of the trustee and an officer of the hospital have annual conference calls during which they discuss the trustees investment performance and policies. The officer of the hospital is given the opportunity to ask questions regarding the investments and distributions. The terms of the distributions are determined by the trust document. Northern Trust provides the officer of the hospital
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5with monthly investment statements and the information required under Treasury Regulation Section 1.509(a)-4(i)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6The Charles Richardson Memorial Fund (the Memorial Fund) fulfills the integral part test of Treasury Regulation Section 1.509(a)-4(i)(5)(i)(B), which provides that certain old supporting organizations that meet the requirements of Treasury Regulation Section 1.509(a)-4(i)(9), are not required to meet either the distribution requirement or the attentiveness requirement. The
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7Memorial Fund was created in 1938 and has been dedicated to making distributions of all of its net income to the Childrens Hospital of Los Angeles, a charitable organization described under 509(a)(1) in perpetuity.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt8For this reason, the Memorial Fund meets the five requirements of Treasury Regulation Section 1.509(a)-4(i)(9):
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt91. The Memorial Fund is wholly charitable and benefits only a qualified charity and would have qualified for an estate tax charitable deduction.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt102.The Memorial Fund was created and irrevocable in 1938, prior to November 20, 1970.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt113. The Memorial Fund must distribute all net income to the Childrens Hospital of Los Angeles annually.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt124.The trustee does not have discretion to choose another supported charity. The amounts distributed to the charity are fixed and not subject to fiduciary discretion.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt135. Northern is the sole successor trustee of the Memorial Fund and is not a disqualified person within the meaning of Code Section 4946(a) (other than by virtue of its status as a trustee).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2 & 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2 & 3 Cont'd
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 2 & 3 CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 2 & 3 CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION D, LINE 2 & 3 CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART IV, SECTION D, LINE 2 & 3 CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7PART V, CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc8PART V, CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc9PART V, CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc10PART V, CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc11PART V, CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc12PART V, CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13PART V, CONT'D
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951690977
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt017596
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHILDRENS HOSPITAL - LA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt017596
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt017596
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDRENS HOSPITAL SOCIETY OF LOS ANGELES
IRS990ScheduleI/RecipientTable/RecipientEIN0951690977
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04650 SUNSET BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090027
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR PERIOD COST ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CHILDRENS HOSPITAL SOCIETY OF LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951690977
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04650 SUNSET BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090027
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0792161
IRS990/TotalAssetsEOYAmt0800369
IRS990/TotalAssetsGrp/BOYAmt0792161
IRS990/TotalAssetsGrp/EOYAmt0800369
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013577
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017596
IRS990/TotalFunctionalExpensesGrp/TotalAmt031173
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0792161
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0800369
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt017596
IRS990/TotalReportableCompFromOrgAmt010244
IRS990/TotalRevenueGrp/ExclusionAmt039382
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039382
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0792161
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0800369
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES D RICHARDSON MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0956020708
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090F336DF14D2CA6039E64E067734B7E4EE72610E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0909EB59173ABBCF96139B86672CC85787ED77421
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.95.148.1
ReturnHeader/ReturnTs02020-05-06T19:00:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$800,369
Liabilities
$0
Net assets
$800,369
Revenue
$39,382
Expenses
$31,173
Net income
$8,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.67$0.00$8.67$0.42$0.33$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.00$8.58$0.46$0.37$0.09
2021Summary only. Only limited summary data is available for this year.$8.48$0.00$8.48$0.64$0.28$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.00$8.13$0.45$0.32$0.13
2019Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.39$0.31$0.08
2018Summary only. Only limited summary data is available for this year.$7.92$0.00$7.92$0.65$0.30$0.36
2017Summary only. Only limited summary data is available for this year.$7.57$0.00$7.57$0.41$0.26$0.15
2016Summary only. Only limited summary data is available for this year.$7.42$0.00$7.42$0.19$0.27$0.08
2015Summary only. Only limited summary data is available for this year.$7.50$0.00$7.50$0.34$0.24$0.10
2014Summary only. Only limited summary data is available for this year.$7.40$0.00$7.40$0.32$0.23$0.09
2013Summary only. Only limited summary data is available for this year.$7.31$0.00$7.31$0.61$0.20$0.41
2012Summary only. Only limited summary data is available for this year.$6.90$0.00$6.90$0.29$0.21$0.09
2011Summary only. Only limited summary data is available for this year.$6.79$0.00$6.79$0.31$0.20$0.11