Anne S Richardson Fund Xxxxx3004

CHICAGO, IL EIN: 13-6192516

Anne S Richardson Fund XXXXX3004 is a private foundation based in Chicago, Illinois. Established in 1972, it operates as a 501(c)(3) tax-exempt organization with a single employee. The foundation is managed by J.P. Morgan's private banking division.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$10.4M

+0.0% YoY

Annual Giving

$685K

+12.3% YoY

Grant Count

19

-5.0% YoY

Avg Grant Size

$36K

+18.2% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The fund's mission centers on supporting charitable organizations with particular emphasis on:

  • Eight organizations recommended by the donor
  • Programs in Ridgefield, Connecticut that assist lower-income people or serve broad community interests
  • Programs in Fairfield County, Connecticut that:
    • Promote the independence of women
    • Support the lesbian and gay community
    • Foster youth development
    • Enhance natural beautification of communities through parks or gardens

Grantmaking

The foundation accepts applications from public charities classified under section 501(c)(3) of the IRS.

Grant Range

$5,000–$75,000

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Geographic Focus

Where this funder awards grants

Primary funding areas include:

  • Ridgefield, Connecticut
  • Fairfield County, Connecticut
  • Connecticut
  • New York

Grant Distribution by State

2states

Cities

BridgeportBronxCtGreenwichNew HavenNew LondonNew YorkNorwalkNyRidgefieldStamfordWhite Plains

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending July 2025:

  • Total Assets: $10,429,807
  • Total Revenues: $853,387
  • Total Expenses: $851,842
  • Total Giving: $685,000

Historical Comparison (2024):

  • Total Assets: $10.4 million
  • Total Giving: $610,000
  • Number of Grants: 20

Giving Rate: Approximately 5.8% of assets annually

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$259K$518K$776K$1M20212022202320242025
Metric202520242023
Total Assets$10,429,807$10,428,255$10,823,890
Revenue$853,387$390,960$669,316
Expenses$851,842$770,088$866,371
Qualifying Distributions$761,483$680,361$778,827
Net Investment Income$767,176$301,592$586,244
Distributable Amount$834,056$756,107$680,046

Giving Over Time

Total grant dollars and number of grants per year

$0$178K$355K$533K$710K22 grants202123 grants202222 grants202320 grants202419 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

RIDGEFIELD PLAYHOUSE FOR…$75KBOYS AND GIRLS CLUB OF R…$75KPLANNED PARENTHOOD OF SO…$70KST STEPHENS EPISCOPAL CH…$70KVISITING NURSE ASSOCIATI…$50KNEW YORK PRESBYTERIAN FU…$50KTRUST FOR PUBLIC LAND$45KWOMENS BUSINESS DEVELOPM…$40KTHE RIDGEFIELD LIBRARY A…$40KRidgefield Historical So…$30K

Grant Size Distribution

106 grants across all recorded years

80<$50K26$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Anne S Richardson Fund Xxxxx3004

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Krystal Zec, Vice President (as of December 2024)

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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