THE RILEY FOUNDATION

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

FIXED TAX DEFERRED ANNUITY PLAN

2009

640707746

2011-02-08

THE RILEY FOUNDATION

4

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1977-05-01
Business code	622000
Sponsor’s telephone number	6014811430
Plan sponsor’s address	4518 POPLAR SPRINGS DRIVE, MERIDIAN, MS, 39305

Plan administrator’s name and address

Administrator’s EIN	640707746
Plan administrator’s name	THE RILEY FOUNDATION
Plan administrator’s address	4518 POPLAR SPRINGS DRIVE, MERIDIAN, MS, 39305
Administrator’s telephone number	6014811430

Signature of

Role	Plan administrator
Date	2011-02-08
Name of individual signing	ROBERT DEEN
Valid signature	Filed with authorized/valid electronic signature

Agent

Name	Role	Address
William W Simmons	Agent	1724 A 23rd Ave, 1724 A 23rd Ave, Meridian, MS 39301

Director

Name	Role	Address
Tommy Dulaney	Director	4518 Poplar Springs Drive, Meridian, MS 39305
Malcolm Portera	Director	4518 Poplar Springs Drive, Meridian, MS 39305
Marty Davidson	Director	4518 Poplar Springs Drive, Meridian, MS 39305

Treasurer

Name	Role	Address
Tommy Dulaney	Treasurer	4518 Poplar Springs Drive, Meridian, MS 39305

Secretary

Name	Role	Address
Malcolm Portera	Secretary	4518 Poplar Springs Drive, Meridian, MS 39305

Vice President

Name	Role	Address
Malcolm Portera	Vice President	4518 Poplar Springs Drive, Meridian, MS 39305

President

Name	Role	Address
Marty Davidson	President	4518 Poplar Springs Drive, Meridian, MS 39305

Chief Executive Officer

Name	Role	Address
Marty Davidson	Chief Executive Officer	4518 Poplar Springs Drive, Meridian, MS 39305

Filings

Type	Status	Filed Date	Description
Non-Profit Status Report	Filed	2022-03-23	Status Report For THE RILEY FOUNDATION
Amendment Form	Filed	2022-03-14	Amendment For THE RILEY FOUNDATION
Agent Resignation	Filed	2022-03-13	Agent Resignation For R B DEEN JR
Amendment Form	Filed	1998-04-16	Amendment
Amendment Form	Filed	1998-01-20	Amendment
See File	Filed	1985-10-18	See File
Undetermined Event	Filed	1985-01-15	Undetermined Event
Name Reservation Form	Filed	1985-01-11	Name Reservation

Tax Exempt

EIN

Type of Organization

Exempt Organization Status

Address

Ruling Date

64-0707746

Corporation

Unconditional Exemption

4518 POPLAR SPRINGS DR, MERIDIAN, MS, 39305-2616

1986-02

In Care of Name	% BECKY FARLEY
Group Exemption Number	0000
Subsection	Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility	Contributions are deductible.
Foundation	Private non-operating foundation
Tax Period	2023-12
Asset	50,000,000 to greater
Income	50,000,000 to greater
Filing Requirement	990 - Not required to file (all other)
PF Filing Requirement	990-PF return
Accounting Period	Dec
Asset Amount	81956790
Income Amount	55144544
Form 990 Revenue Amount	-
National Taxonomy of Exempt Entities	-
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	RILEY FOUNDATION
EIN	64-0707746
Tax Period	202212
Filing Type	E
Return Type	990PF
File	View File

Organization Name	RILEY FOUNDATION
EIN	64-0707746
Tax Period	202112
Filing Type	E
Return Type	990PF
File	View File

Organization Name	RILEY FOUNDATION
EIN	64-0707746
Tax Period	201912
Filing Type	E
Return Type	990PR
File	View File

Organization Name	RILEY FOUNDATION
EIN	64-0707746
Tax Period	201812
Filing Type	E
Return Type	990PF
File	View File

Organization Name	RILEY FOUNDATION
EIN	64-0707746
Tax Period	201712
Filing Type	E
Return Type	990PF
File	View File

Organization Name	RILEY FOUNDATION
EIN	64-0707746
Tax Period	201612
Filing Type	E
Return Type	990PF
File	View File

20-6747301

Trust