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Nonprofit · EIN 36-3827049

MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION

Also known as C-O DAVID P STERN

Tax-exempt · DAVENPORT, IA 52801

Financials

$112K$137K2022$126K$126K2023$136K$128K2024
Revenue Expenses · by fiscal year end
Financials of MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$135,952$127,558$8,394$574,820$0$574,820
September 30, 2024990-PF$125,851$126,135-$284$566,426$0$566,426
September 30, 2023990-PF$112,432$136,998-$24,566$566,710$0$566,710
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$111,368
Interest
$16
Net gain from sales of assets
$24,568

Expenses

Grants and similar amounts paid
$125,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$125,500
Excise tax on investment income
$1,889

Balance sheet and other

Total assets, start of year
$566,426
Total assets, end of year
$574,820
Total liabilities, end of year
$0
Net assets, end of year
$574,820
Fair market value of assets
$3,340,458
Qualifying distributions
$125,500
Net investment income
$135,952

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARTIN RICH
435 LAMBIANCE DR UNIT 708, LONGBOAT KEY, FL 34228
PRESIDENT0$0
LOUIS RICH
116 PINTA COURT, LOS GATOS, CA 95030
DIRECTOR0$0
JOHN RICH
2067 THAYER AVE, LOS ANGELES, CA 90025
SECRETARY/TREASURER0$0
ANDREA RICH HESSER
1862 N LEAVITT ST, CHICAGO, IL 60647
DIRECTOR0$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
MARTIN RICH
435 LAMBIANCE DR UNIT 708, LONGBOAT KEY, FL 34228
PRESIDENT0$0
LOUIS RICH
116 PINTA COURT, LOS GATOS, CA 95030
DIRECTOR0$0
JOHN RICH
2067 THAYER AVE, LOS ANGELES, CA 90025
SECRETARY/TREASURER0$0
ANDREA RICH HESSER
1862 N LEAVITT ST, CHICAGO, IL 60647
DIRECTOR0$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
MARTIN RICH
435 LAMBIANCE DR UNIT 708, LONGBOAT KEY, FL 34228
PRESIDENT0$0
LOUIS RICH
116 PINTA COURT, LOS GATOS, CA 95030
DIRECTOR0$0
JOHN RICH
2067 THAYER AVE, LOS ANGELES, CA 90025
SECRETARY/TREASURER0$0
ANDREA RICH HESSER
1862 N LEAVITT ST, CHICAGO, IL 60647
DIRECTOR0$0

Address and contacts

Address (IRS master file)
220 EMERSON PL STE 201, DAVENPORT, IA 52801-1627
In care of
% MARTIN D RICH
Signed the 990-PF
MARTIN RICH, PRESIDENT
Phone
(563) 823-4400
Return prepared by
ROCK RIVER FAMILY OFFICE LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
36-3827049
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$574,820
Income (IRS master file)
$186,311

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$135,952$127,558$574,820XML
990-PFSeptember 2024$125,851$126,135$566,426XML
990-PFSeptember 2023$112,432$136,998$566,710XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3827049).

Questions about MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION

What is the EIN of MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION?
The employer identification number (EIN) of MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION is 36-3827049.
Is MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MARTIN D AND BARBARA H RICH FAMILY CHARITABLE FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $135,952, expenses of $127,558 and total assets of $574,820 at year end.

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