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RUTLEDGE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RUTLEDGE FAMILY FOUNDATION (EIN 81-0861760)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-06-29
IRS object ID
202331809349100723
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-29T15:29:05-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 WOOD AVE SOUTHAddressLine1Txt
CityISELINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08830ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810861760EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RUTLEDGE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THOMAS M RUTLEDGEInCareOfNm
Business Name ControlRUTLBusinessNameControlTxt
Phone5163360217PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1183 BYRAM SHORE ROADAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas RutledgePersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5163360217PhoneNum
Signature2023-06-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstThomasPersonFirstNm
Person LastRutledgePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL SALESPreparerPersonNm
PTINP01770943PTIN
Phone7325164200PhoneNum
Preparation2023-06-06PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$87,179,660FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,850,997ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14,245InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,245InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$15,865,242TotalRevAndExpnssAmt
Total Net Invst Incm$14,245TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$35,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,630,830ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,630,830ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,665,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,630,830TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,199,412ExcessRevenueOverExpensesAmt
Net Investment Income$14,245NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,285,489SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,633,904SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,633,904SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$42,880,787CorporateStockBOYAmt
Corporate Stock EOY$51,792,772CorporateStockEOYAmt
Corporate Stock EOYFMV$82,545,756CorporateStockEOYFMVAmt
Total Assets BOY$52,166,276TotalAssetsBOYAmt
Total Assets EOY$56,426,676TotalAssetsEOYAmt
Total Assets EOYFMV$87,179,660TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$52,166,277AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$56,426,676AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$52,166,277TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,426,676TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,166,277TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,426,676TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$52,166,277TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,199,412ExcessRevenueOverExpensesAmt
Subtotal$63,365,689SubtotalAmt
Other Decreases$6,939,013OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$56,426,676TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$198InvestmentIncomeExciseTaxAmt
Subtotal$198SubtotalAmt
Tax Based On Investment Income$198TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,166EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$9,166TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,968OverpaymentAmt
Applied To ES Tax$8,968AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS M RUTLEDGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5163360217PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1183 BYRAM SHORE ROADAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS M RUTLEDGE
183 BYRAM SHORE ROADGREENWICHCT06830TRUSTEE0.5$0$0$0
KAREN A RUTLEDGE
183 BYRAM SHORE ROADGREENWICHCT06830TRUSTEE0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$100,267,458AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,190,525AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$107,457,983TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$107,457,983AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,611,870CashDeemedCharitableAmt
Net Vl Noncharitable Assets$105,846,113NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,292,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,292,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$198TaxBasedOnInvestmentIncomeAmt
Total Tax$198TotalTaxAmt
Distributable Before Adj$5,292,108DistributableBeforeAdjAmt
Distributable Before Ded$5,292,108DistributableBeforeDedAmt
Distributable As Adjusted$5,292,108DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,630,830ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$4,630,830QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,292,108DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,952ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$750,106ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$960,778ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$63,038ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,775,874TotalExcessDistributionCyovAmt
Qualifying Distributions$4,630,830QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$4,630,830AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$661,278ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$661,278ExcessDistributionCyovAppCYAmt
Total Corpus$1,114,596TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,114,596ExcessDistriCyovToNextYrAmt
Excess From Year3$90,780ExcessFromYear3Amt
Excess From Year2$960,778ExcessFromYear2Amt
Excess From Year1$63,038ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS M RUTLEDGEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHIVES PARTNERSHIP TRUST
CULTURAL EDUCATION CENTER SUITE 9CALBANYNY12230NONESO ITO PROMOTE THE WORK OF THE ORGANIZATION$1,000
AVON OLD FARMS SCHOOL
500 OLD FARMS ROADAVONCT06001NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$10,000
CALIFORNIA UNIVERSITY OF PA
250 UNIVERSITY AVENUE BOX 112CALIFORNIAPA15419NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$1,411,830
GAYLORD SPECIALTY
50 GAYLORD FARM ROADWALLINGFORDCT06492NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$50,000
GEORGE WASHINGTON UNIVERSITY
1918 F ST NWWASHINGTONDC20052NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$50,000
GOD'S LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY10013NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$5,000
GOD'S LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY10013NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$5,000
HORACE MANN SCHOOL
231 WEST 246TH STREETBRONXNY10471NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$3,000
HORACE MANN SCHOOL
231 WEST 246TH STREETBRONXNY10471NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$15,000
HORIZONS AT THE ETHEL WALKER SCHOOL
230 BUSHY HILL ROADSIMSBURYCT06070NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$35,000
HORIZONS AT THE ETHEL WALKER SCHOOL
230 BUSHY HILL ROADSIMSBURYCT06070NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$315,000
INTERVAL HOUSE
PO BOX 340207HARTFORDCT06134NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$10,000
MCEIVR INC
960 MAIN STREETHARTFORDCT06134NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$125,000
MCEIVR INC
960 MAIN STREETHARTFORDCT06134NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$150,000
MCEIVR INC
960 MAIN STREETHARTFORDCT06134NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$200,000
READY CT
350 CHURCH STREETHARTFORDCT06103NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$50,000
RENBROOK SCHOOL INCORPORATED
2865 ALBANY AVENUEWEST HARTFORDCT06117NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$20,000
RENBROOK SCHOOL INCORPORATED
2865 ALBANY AVENUEWEST HARTFORDCT06117NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$1,000,000
RENBROOK SCHOOL INCORPORATED
2865 ALBANY AVENUEWEST HARTFORDCT06117NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$15,000
RHMC OF PITTSBURGH
451 44TH STREET - PENTHOUSE FLOORPITTSBURGHPA15201NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$250,000
THE FOUNDATION FOR CAO
250 UNIVERSITY AVENUE CAMPUS BOX 59CALIFORNIAPA15419NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$250,000
TRIO NEW COLLEGE NETWORK
9 MENLO STREETBRIGHTONMA02135NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$300,000
THE VILLAGE OF FPC
408 LIBERTY STREETCALIFORNIAPA15419NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$10,000
THE VILLAGE OF FPC
408 LIBERTY STREETCALIFORNIAPA15419NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$250,000
YOU GOTTA BELIEVE
3114 MERMAID AVENUEBROOKLYNNY11224NONEPCTO PROMOTE THE WORK OF THE ORGANIZATION$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,630,830TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,245ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,245ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,245TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS M RUTLEDGEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1183 Byram Shore RDAddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,850,997TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
114,440.04 SHS CHARTER COMMUNICATIONS, INC.$9,475,7732021-12-29
19,725 SHS CHARTER COMMUNICATIONS, INC.$6,375,2242021-12-31

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
210,958 SHS CHARTER$51,792,772$82,545,756
COMMUNICATIONS CLASS A

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FMV TO COST BASIS ADJUSTMENT ON DONATED$0
SECURITIES$6,939,013

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX PAYMENTSCategoryTxt
Amt$35,000Amt

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