Smith Richardson Foundation, Inc.

Connecticut
Registered In
04/07/1987
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction

Company Summary

Smith Richardson Foundation, Inc. at 60 Jesup Rd, Westport, Ct 06880 lists Arvid R. Nelson of New Haven, CT and Karla W. Frank of Greensboro, NC as associates.

Registered In
Connecticut
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
Company Type
Non-Stock
Status
Active
Website
Email
******@srf.org
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Paul J. Merle Registered Agent
60 JESUP RD, WESTPORT, CT 06880 205 2425 POST RD, SOUTHPORT, CT 06490
Arvid R. Nelson Officer
113 LINDEN ST, NEW HAVEN, CT 06511
Karla W. Frank Officer
701 GREEN VALLEY RD STE 306, GREENSBORO, NC 27408 874 CREEK CROSSING TRL, WHITSETT, NC 27377
Peter L. Richardson Officer
60 JESUP RD, WESTPORT, CT 06880 1111 SASCO HILL RD, FAIRFIELD, CT 06824
Marin J. Strmecki Officer
11 HEARTHSTONE LN, WILTON, CT 06897 60 JESUP RD, WESTPORT, CT 06880
Ross Hemphill Officer
701 GREEN VALLEY RD STE 306, GREENSBORO, NC 27408 7 CAPTAIN'S PT, GREENSBORO, NC 27455
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60 JESUP RD, WESTPORT, CT 06880 View Map

Financial Information for Smith Richardson Foundation, Inc.

Form 5500

SMITH RICHARDSON FOUNDATION, INC.

701 Green Valley Road Suite 306, Greensboro, Nc 27408 (336) 574-8642 EIN:56-0611550 Plan Admin:Ross Hemphill
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN Plan #001 Participants BOY/EOY35 / 35 Assets BOY/EOY$16,582,738 / $13,350,637 2022 SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN - Plan #001 35 / 35 $16,582,738 / $13,350,637
2022 Plan NameSMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN Plan #003 Participants BOY/EOY22 / 22 Assets BOY/EOY$12,024,051 / $10,181,779 2022 SMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN - Plan #003 22 / 22 $12,024,051 / $10,181,779
2021 Plan NameSMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN Plan #001 Participants BOY/EOY36 / 35 Assets BOY/EOY$15,192,112 / $16,582,738 2021 SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN - Plan #001 36 / 35 $15,192,112 / $16,582,738
2021 Plan NameSMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN Plan #003 Participants BOY/EOY22 / 22 Assets BOY/EOY$10,459,083 / $12,024,051 2021 SMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN - Plan #003 22 / 22 $10,459,083 / $12,024,051
2020 Plan NameSMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN Plan #001 Participants BOY/EOY37 / 36 Assets BOY/EOY$12,521,728 / $15,192,112 2020 SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN - Plan #001 37 / 36 $12,521,728 / $15,192,112
2020 Plan NameSMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN Plan #003 Participants BOY/EOY21 / 22 Assets BOY/EOY$8,548,186 / $10,459,083 2020 SMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN - Plan #003 21 / 22 $8,548,186 / $10,459,083
2019 Plan NameSMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN Plan #001 Participants BOY/EOY38 / 37 Assets BOY/EOY$11,022,607 / $12,521,728 2019 SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN - Plan #001 38 / 37 $11,022,607 / $12,521,728
2019 Plan NameSMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN Plan #003 Participants BOY/EOY23 / 21 Assets BOY/EOY$7,809,386 / $8,548,186 2019 SMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN - Plan #003 23 / 21 $7,809,386 / $8,548,186
Benefit & Retirement Plans based on Form 5500.
Form 990

SMITH RICHARDSON FOUNDATION INC

701 Green Valley Rd STE 306, Greensboro, Nc 27408-7096 EIN:56-0611550 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Private Grantmaking Foundations
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps Contributions$3,114,000 Revenue($54,374,393) Expenses$35,127,481 Assets EOY$517,774,018 Liabilities$27,629,471 2022 $3,114,000 ($54,374,393) $35,127,481 $517,774,018 $27,629,471
2021 # of Emps Contributions$2,409,000 Revenue$88,589,213 Expenses$25,831,581 Assets EOY$606,694,904 Liabilities$27,048,483 2021 $2,409,000 $88,589,213 $25,831,581 $606,694,904 $27,048,483
2020 # of Emps Contributions$2,436,000 Revenue$62,927,641 Expenses$34,989,281 Assets EOY$546,864,432 Liabilities$29,975,643 2020 $2,436,000 $62,927,641 $34,989,281 $546,864,432 $29,975,643
2019 # of Emps Contributions$2,139,000 Revenue$67,839,449 Expenses$27,459,068 Assets EOY$510,236,177 Liabilities$21,285,748 2019 $2,139,000 $67,839,449 $27,459,068 $510,236,177 $21,285,748
Tax Returns based on Form 990 & 990N.
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The following government agencies have contributed data:

Connecticut's Official State Website U.S. Department of Labor Internal Revenue Service
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