RUTHMERE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUTHMERE FOUNDATION INC (EIN 32-0037914)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-13
- IRS object ID
- 202402579349100110
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-13T09:30:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351307701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kruggel Lawton & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 W Franklin St | AddressLine1Txt |
| City | Elkhart | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320037914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ruthmere Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 5742640330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 E Beardsley Ave | AddressLine1Txt |
| City | Elkhart | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Freese | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5742640330 | PhoneNum |
| Signature | 2024-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gabriel Vervynckt | PreparerPersonNm |
| PTIN | P02099725 | PTIN |
| Phone | 5742642247 | PhoneNum |
| Preparation | 2024-09-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,500,968 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $977,170 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $234,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,665 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $234,665 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,347,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,043 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $97,621 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $97,621 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,539,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $464,708 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $332,286 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $275,097 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $275,097 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,282 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,307 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,154 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,153 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,853 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,927 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,926 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,914 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,389 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $30,334 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,713 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $38,812 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $38,812 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,273 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,273 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $10,693 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $10,693 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $356,495 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $50,897 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $305,598 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $926,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $50,897 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $793,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,285 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,285 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $931,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $50,897 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $798,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $608,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,713 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $281,389 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,246 | CashBOYAmt |
| Cash EOY | $175,378 | CashEOYAmt |
| Cash EOYFMV | $175,378 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,165 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,065,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,290,780 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,290,780 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $564,283 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $250,171 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $324,825 | LandBOYAmt |
| Land EOY | $314,112 | LandEOYAmt |
| Land EOYFMV | $314,112 | LandEOYFMVAmt |
| Other Assets BOY | $1,562,954 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,432,533 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,432,533 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,060,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,500,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,500,968 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,567,692 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,146,744 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,493,101 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,354,224 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,060,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,500,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,060,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,500,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,060,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $608,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $832,208 | OtherIncreasesAmt |
| Subtotal | $11,501,453 | SubtotalAmt |
| Other Decreases | $485 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,500,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $5,303,070 | $5,117,599 | $185,471 | $185,471 |
| Capital Gains Dividends | P | $44,572 | $44,572 | $44,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,043 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,876 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,838 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,838 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,962 | OverpaymentAmt |
| Applied To ES Tax | $2,962 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.ruthmere.org | WebsiteAddressTxt |
| Individual With Books | Ruthmere Headquarters | IndividualWithBooksNm |
| Phone | 5742640330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 E Beardsley Ave | AddressLine1Txt |
| City | Elkhart | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Edward A Beardsley | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | President | 2.00 | $0 | $0 | $0 |
| James A Bridenstine | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | First Vice President | 0.10 | $0 | $0 | $0 |
| Janet Evanega Rieckhoff | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Second Vice President | 0.50 | $0 | $0 | $0 |
| George E Freese | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Treasurer | 8.00 | $0 | $0 | $0 |
| Todd Zeiger | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Secretary | 0.50 | $0 | $0 | $0 |
| Robert J Deputy | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Joan Beardsley Norris | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Gregory A Kil | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Karen Cittadine | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Ann Knoll | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Michael J Church | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Jackson W Beck | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Colter Cody Combs | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Thomas Myers | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Bill Burton | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Constance Fulmer | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Dan Tychonievich | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| William Firstenberger | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Executive Director | 40.00 | $84,000 | $2,600 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Ruthmere Museum and Havilah Beardsley House | Description1Txt |
| Expenses1 | $798,160 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,801,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,024,049 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,150,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,150,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,998,427 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $798,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $798,160 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-11-29 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $281,389 | CurrentYearAmt |
| Year1 | $173,064 | Year1Amt |
| Year2 | $365,371 | Year2Amt |
| Year3 | $148,368 | Year3Amt |
| Total | $968,192 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,181 | CurrentYearAmt |
| Year1 | $147,104 | Year1Amt |
| Year2 | $310,565 | Year2Amt |
| Year3 | $126,113 | Year3Amt |
| Total | $822,963 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $798,160 | CurrentYearAmt |
| Year1 | $866,965 | Year1Amt |
| Year2 | $896,027 | Year2Amt |
| Year3 | $612,623 | Year3Amt |
| Total | $3,173,775 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,136 | CurrentYearAmt |
| Year1 | $11,892 | Year1Amt |
| Year2 | $4,285 | Year2Amt |
| Year3 | $3,635 | Year3Amt |
| Total | $25,948 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $792,024 | CurrentYearAmt |
| Year1 | $855,073 | Year1Amt |
| Year2 | $891,742 | Year2Amt |
| Year3 | $608,988 | Year3Amt |
| Total | $3,147,827 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $333,281 | CurrentYearAmt |
| Year1 | $299,401 | Year1Amt |
| Year2 | $296,912 | Year2Amt |
| Year3 | $184,791 | Year3Amt |
| Total | $1,114,385 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Greater Elkhart Chamber of Commerce | |||||||
| PO Box 428 418 S Main Street | Elkhart | IN | 465150428 | None | Chamber of Commerce | Exempt Purpose of Organization | $785 |
| First Presbyterian Church | |||||||
| 200 E Beardsley Ave | Elkhart | IN | 46514 | None | PC | Exempt Purpose of Organization | $3,000 |
| WNIT Public Television | |||||||
| PO Box 7034 | South Bend | IN | 466347034 | None | Public Television | Exempt Purpose of Organization | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,285 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (6 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Photography/Video Fees | $100 |
| Weddings | $1,680 |
| Gift Shop | $3,242 |
| Ruthmere Museum Tours | $17,189 |
| Fundraising | $45,257 |
| Programs/Concerts | $19,113 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,040 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,665 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $464,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,621 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $562,329 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | Preservation of the Ruthmere Museum, Havilah Beardsley House and their collections for display and associated programming. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Community Foundation of Elkhart County | |||||||
| 1 | PO Box 2932 | Elkhart | IN | 46515 | $243,266 | Yes (X) | |
| Douglas and Karen Grant | |||||||
| 2 | 6162 E Elwood St | Syracuse | IN | 46567 | $54,940 | Yes (X) | |
| Connie Fulmer | |||||||
| 3 | 120 W Lexington Ave | Elkhart | IN | 46514 | $50,190 | Yes (X) | |
| Steve and Julie Bachman | |||||||
| 4 | 24832 Walton Dr S | Elkhart | IN | 46517 | $15,215 | Yes (X) | |
| Indiana Arts Commission | |||||||
| 5 | 100 N Senate Ave N505 | Indianapolis | IN | 46204 | $14,348 | Yes (X) | |
| Brian and Laurie Smith | |||||||
| 6 | 70713 Hilltop Dr | Union | MI | 49130 | $10,940 | Yes (X) | |
| Bill Deputy Foundation | |||||||
| 7 | 4200 Middlebury St | Elkhart | IN | 46516 | $7,000 | Yes (X) | |
| Marie Smith | |||||||
| 8 | 68331 George F Smith Ct | Edwardsburg | MI | 49112 | $7,000 | Yes (X) | |
| James Rieckhoff | |||||||
| 9 | PO Box 1504 | Elkhart | IN | 46515 | $6,000 | Yes (X) | |
| Celia and Charles Kirk | |||||||
| 10 | 19538 Ambersood Dr | Bristol | IN | 46507 | $5,040 | Yes (X) | |
| Thomas Deputy | |||||||
| 11 | 9660 Spruance Ct | Indianapolis | IN | 46256 | $5,000 | Yes (X) | |
| Stuart and Paula Barb | |||||||
| 12 | 1107 Greenleaf Blvd | Elkhart | IN | 46514 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | 58 shares of Apple Common Stock | NoncashPropertyDesc |
| Fair Market Value | $15,215 | FairMarketValueAmt |
| Received | 2023-09-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $23,853 | Amt |
| Net Investment Income | $11,927 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,926 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (91 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | FMV | $1,410 | $1,410 |
| ADOBE SYSTEMS INC | FMV | $12,529 | $12,529 |
| ADVANCED MICRO DEVICES INC | FMV | $6,486 | $6,486 |
| ALPHABET INC | FMV | $39,812 | $39,812 |
| AMAZON.COM INC | FMV | $34,642 | $34,642 |
| American Electric Power Co Inc | FMV | $6,660 | $6,660 |
| AMETEK INC | FMV | $6,266 | $6,266 |
| Amgen Inc | FMV | $6,336 | $6,336 |
| APPLE INC | FMV | $40,624 | $40,624 |
| Arista Networks Inc | FMV | $6,594 | $6,594 |
| AstraZeneca PLC | FMV | $8,823 | $8,823 |
| BAIRD CORE PLUS BOND FUND | FMV | $286,770 | $286,770 |
| BANK OF AMERICA CORP | FMV | $9,293 | $9,293 |
| Becton Dickinson and Co | FMV | $8,778 | $8,778 |
| BERKSHIRE HATHAWAY INC | FMV | $17,476 | $17,476 |
| BlackRock Inc | FMV | $4,871 | $4,871 |
| Boeing Co | FMV | $10,687 | $10,687 |
| BOSTON SCIENTIFIC CORP | FMV | $7,342 | $7,342 |
| BROADCOM INC | FMV | $16,744 | $16,744 |
| CFEC ACCOUNT FUND | FMV | $2,206,685 | $2,206,685 |
| CHEVRON CORP | FMV | $6,563 | $6,563 |
| Chipotle Mexican Grill Inc | FMV | $9,148 | $9,148 |
| Coca-Cola Co | FMV | $5,186 | $5,186 |
| CONOCOPHILLIPS | FMV | $7,777 | $7,777 |
| Constellation Brands Inc | FMV | $6,527 | $6,527 |
| Copart Inc | FMV | $6,860 | $6,860 |
| Crowdstrike Holdings Inc | FMV | $9,191 | $9,191 |
| CSX Corp | FMV | $6,171 | $6,171 |
| DFA Large Cap International Portfolio | FMV | $811,705 | $811,705 |
| DOLLAR GENERAL CORP | FMV | $6,526 | $6,526 |
| EATON CORP PLC | FMV | $7,465 | $7,465 |
| Eli Lilly & Co | FMV | $8,161 | $8,161 |
| ENTERGY CORP | FMV | $10,928 | $10,928 |
| EOG Resources Inc. | FMV | $3,991 | $3,991 |
| Exxon Mobil Corp | FMV | $12,497 | $12,497 |
| Federated Hermes Gov Tax Mg As | FMV | $370,265 | $370,265 |
| Fedex Corp | FMV | $5,059 | $5,059 |
| Goldman Sachs Financial Square Treasury | FMV | $21,363 | $21,363 |
| Ingersoll Rand Inc | FMV | $6,574 | $6,574 |
| INTUIT INC | FMV | $7,500 | $7,500 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | FMV | $324,268 | $324,268 |
| Jensen Quality Growth Fund Inc | FMV | $432,853 | $432,853 |
| JPMORGAN CHASE & CO | FMV | $14,118 | $14,118 |
| Keurig Dr Pepper Inc | FMV | $5,298 | $5,298 |
| KKR & Co Inc | FMV | $6,048 | $6,048 |
| Linde PLC | FMV | $7,393 | $7,393 |
| Lowe's Cos Inc | FMV | $7,122 | $7,122 |
| MASTERCARD INC | FMV | $10,236 | $10,236 |
| Merck & Co Inc | FMV | $12,101 | $12,101 |
| META PLATFORMS INC | FMV | $26,901 | $26,901 |
| MICROSOFT CORP | FMV | $63,175 | $63,175 |
| Mondelez International Inc | FMV | $5,577 | $5,577 |
| MORGAN STANLEY | FMV | $6,061 | $6,061 |
| Netflix Inc | FMV | $6,329 | $6,329 |
| NIKE INC | FMV | $6,840 | $6,840 |
| Nvidia Corp | FMV | $16,837 | $16,837 |
| ORACLE CORP | FMV | $7,275 | $7,275 |
| PALO ALTO NETWORKS INC | FMV | $9,436 | $9,436 |
| Philip Morris International Inc | FMV | $5,739 | $5,739 |
| PNC Financial Services Group Inc | FMV | $10,220 | $10,220 |
| Procter & Gamble Co | FMV | $7,913 | $7,913 |
| Prologis Inc | FMV | $8,798 | $8,798 |
| S&P GLOBAL INC | FMV | $11,454 | $11,454 |
| Salesforce Inc | FMV | $10,526 | $10,526 |
| ServiceNow Inc | FMV | $11,304 | $11,304 |
| Sherwin-Williams Co | FMV | $7,174 | $7,174 |
| Stryker Corp | FMV | $9,583 | $9,583 |
| Synopsys Inc | FMV | $10,298 | $10,298 |
| TESLA INC | FMV | $5,467 | $5,467 |
| THERMO FISHER SCIENTIFIC INC | FMV | $16,454 | $16,454 |
| TIAA CASH DEPOSIT ACCOUNT | FMV | $40,227 | $40,227 |
| TJK Cos Inc | FMV | $8,349 | $8,349 |
| Uber Technologies Inc | FMV | $5,972 | $5,972 |
| ULTA BEAUTY INC | FMV | $8,330 | $8,330 |
| United States Treasury Note 2.500% 02/28/26 | FMV | $482,695 | $482,695 |
| United States Treasury Note 2.750% 02/15/24 | FMV | $488,456 | $488,456 |
| United States Treasury Note 2.750% 02/28/25 | FMV | $489,335 | $489,335 |
| UnitedHealth Group Inc | FMV | $17,900 | $17,900 |
| Vanguard Equity Income Fund | FMV | $350,133 | $350,133 |
| Vanguard Federal Money Market Fund | FMV | $266,235 | $266,235 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | FMV | $286,232 | $286,232 |
| Vanguard Mid-Cap Growth Index Fund/Open-end | FMV | $181,392 | $181,392 |
| Vanguard Mid-Cap Value Index Fund/Open-end fund | FMV | $328,898 | $328,898 |
| Vanguard Small-Cap Growth Index Fund | FMV | $68,260 | $68,260 |
| Vanguard Small-Cap Value Index Fund | FMV | $63,591 | $63,591 |
| Verisk Analytics Inc | FMV | $8,121 | $8,121 |
| VISA INC | FMV | $13,538 | $13,538 |
| WALMART INC | FMV | $7,725 | $7,725 |
| Welltower Inc | FMV | $7,935 | $7,935 |
| Workday Inc | FMV | $9,662 | $9,662 |
| Zoetis Inc | FMV | $6,711 | $6,711 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,307 | LegalFeesAmt |
| Net Investment Income | $1,154 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,153 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Elkhart Co Community Foundation | Desc |
| BOY Book Value | $1,562,954 | BOYBookValueAmt |
| EOY Book Value | $2,432,533 | EOYBookValueAmt |
| EOYFMV | $2,432,533 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other adjustments on investments | Desc |
| Amt | $485 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Workers Compensations | $1,334 | $0 | $0 | $1,334 |
| Bank Fees | $1,750 | $0 | $0 | $1,750 |
| Dishonesty and Employee Prac Liability | $2,441 | $0 | $0 | $2,441 |
| Museum Restoration | $2,536 | $0 | $0 | $2,536 |
| Miscellaneous | $58,994 | $0 | $0 | $58,994 |
| Dues and Subscriptions | $5,951 | $0 | $0 | $5,951 |
| Public Relations | $1,851 | $0 | $0 | $1,851 |
| Advertising and Promotions | $21,788 | $0 | $0 | $21,788 |
| Office Supplies | $18,871 | $0 | $0 | $18,871 |
| Insurance | $40,061 | $0 | $0 | $40,061 |
| Repairs & Maintenance | $45,706 | $0 | $0 | $45,706 |
| Program Expenses | $50,897 | $0 | $50,897 | $0 |
| Special Projects | $104,315 | $0 | $0 | $104,315 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Photography/Video Fees | $100 | $100 |
| Weddings | $1,680 | $1,680 |
| Gift Shop | $3,242 | $3,242 |
| Ruthmere Museum Tours | $17,189 | $17,189 |
| Fundraising | $45,257 | $45,257 |
| Programs/Concerts | $19,113 | $19,113 |
| Membership Dues and Assessments | $11,040 | $11,040 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gain | $823,378 |
| Change in CRUT Value | $8,455 |
| Accrual to Cash Adjustment | $375 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $35,303 | Amt |
| Net Investment Income | $28,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,389 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $30,334 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,334 | DisbursementsCharitablePrpsAmt |
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