2023-11-14T23:42:46-06:00 2022-12-31 John R Anderson 105 W Madison Street Suite 810 Chicago IL 60602 990PF 2022-01-01 475169797 RUTH A CARVER FOUNDATION RUTH 5632994567 116 S ASPEN STREET ASPEN CO 81611 RUTH CARVER PRESIDENT 5632994567 2023-11-14 RUTH CARVER 999009999 0 P01360782 3123761125 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5321746 X X 19115 19115 104528 104528 211119 3100367 211119 334762 334762 0 0 0 1393 1393 0 3945 3945 0 53684 53684 0 13900 2100 0 72922 61122 0 267590 267590 340512 61122 267590 -5750 273640 317531 320558 320558 500 500 500 3631377 3947098 4438514 761106 449796 409901 161963 152273 152273 4871977 4870225 5321746 0 0 X 0 0 0 0 4871977 4870225 4871977 4870225 4871977 4870225 4871977 -5750 4748 4870975 750 4870225 WELLS FARGO SHORT TERM GAINS P 2022-01-01 2022-12-31 812760 966850 -154090 -154090 WELLS FARGO LONG TERM GAINS P 2021-01-01 2022-12-31 1904385 1539785 364600 364600 WELLS FARGO (ASPEN TECHNOLOGY MERGER) P 2016-05-18 2022-05-17 12715 12715 12715 BBT P 2018-06-18 2022-02-22 100000 100000 0 0 CAPITAL ONE P 2019-01-24 2022-08-04 49938 49577 361 361 DOWDUPONT P 2019-12-19 2022-11-18 100000 101817 -1817 -1817 EXPEDIA P 2021-06-24 2022-08-04 69340 81480 -12140 -12140 TOYOTA MOTOR CREDIT P 2019-02-11 2022-08-04 49908 49739 169 169 GCM GROSVENOR GSOCS II CAP GAIN P 2021-12-30 2022-12-31 1117 1117 1117 Capital Gains Dividends P 204 204 204 211119 3804 0 3804 0 3804 5786 0 0 0 5786 0 1982 1982 0 0 0 0 0 0 0 0 0 0 0 0 1 CO 1 0 0 0 0 1 N/A RUTH A CARVER 5632994567 116 S ASPEN STREET ASPEN CO 81611 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RUTH A CARVER 116 S ASPEN STREET ASPEN CO 81611 PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 0 5249126 272217 0 5521343 0 0 5521343 82820 5438523 271926 271926 3804 3804 268122 0 268122 0 268122 267590 0 267590 268122 264461 0 0 267590 264461 0 0 3129 0 0 0 0 0 0 0 0 264993 0 0 0 RUTH A CARVER X BUDDY PROGRAM (4) 110 EAST HALLAM SUITE 125 ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 11240 FRIENDS OF FLORENCE NET 4545 W STREET NW WASHINGTON DC 20007 N/A 501(C)(3) EDUCATIONAL 500 CRESTED BUTTE CENTER FOR THE ARTS (2) 606 SIXTH STREET CRESTED BUTTE CO 81224 N/A 501(C)(3) EDUCATIONAL 3600 A WAY OUT PO BOX 10825 ASPEN CO 81612 N/A 501(C)(3) SOCIAL WELFARE 1000 HIGH COUNTRY CONSERVATION 716 ELK AVENUE CRESTED BUTTE CO 81224 N/A 501(C)(3) ENVIRONMENTAL 1000 ARCHAELOGICAL INSTITUTE OF AMERICA 44 BEACON STREET BOSTON MA 02108 N/A 501(C)(3) EDUCATIONAL 100 ASPEN CENTER FOR ENVIRONMENTAL STUDIES (3) 100 PUPPY SMITH STREET ASPEN CO 81611 N/A 501(C)(3) ENVIRONMENTAL 42500 ASPEN COMMUNITY CHURCH 200 EAST BLEEKER STREET ASPEN CO 81611 N/A 501(C)(3) RELIGIOUS 19310 ASPEN FILM FESTIVAL 113 EAST HALLAM SUITE 103 ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 200 ASPEN HISTORICAL SOCIETY 620 WEST BLEEKER STREET ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 1000 ASPEN INSTITUTE (ANNUAL FUND WINTER) (2) 225 MUSIC SCHOOL ROAD ASPEN CO 81611 N/A 501(C)(3) SOCIAL WELFARE 35000 ASPEN INSTITUTE (ANNUAL FUND) 225 MUSIC SCHOOL ROAD ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 31000 ASPEN INSTITUTE (ASPEN WORDS) 2300 N STREET NW WASHINGTON DC 20036 N/A 501(C)(3) EDUCATIONAL 5000 ASPEN INSTITUTE (SANTOURIAN BENEFIT) 225 MUSIC SCHOOL ROAD ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 1000 ASPEN INSTITUTE (SUMMER TAPESTRY BENEFIT) (2) 225 MUSIC SCHOOL ROAD ASPEN CO 81611 N/A 501(C)(3) GENERAL 5950 ASPEN INSTITUTE SOCIETY OF FELLOWS (PRESIDENT'S SOCIETY) 2300 N STREET NW WASHINGTON DC 20036 N/A 501(C)(3) GENERAL 5000 ASPEN JOURNALISM PO BOX 10101 ASPEN CO 81612 N/A 501(C)(3) EDUCATIONAL 500 ASPEN PUBLIC RADIO 110 EAST HALLAM ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 500 ASPEN SANTA FE BALLET 0245 SAGE WAY ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 5000 CORNELL COLLEGE 600 FIRST STREET SW MOUNT VERNON IA 52314 N/A 501(C)(3) EDUCATIONAL 5000 CORNELL COLLEGE COLLEGE HALL RENOVATION (2 OF 4) 600 FIRST STREET SW MOUNT VERNON IA 52314 N/A 501(C)(3) EDUCATIONAL 25000 CRESTED BUTTE LAND TRUST (2) PO BOX 2224 CRESTED BUTTE CO 81224 N/A 501(C)(3) ENVIRONMENTAL 3390 CRESTED BUTTE MOUNTAIN THEATRE 402 2ND STREET CRESTED BUTTE CO 81224 N/A 501(C)(3) EDUCATIONAL 1050 DANCE ASPEN INITIATIVE (2) 406 EAST HOPKINS AVE UNIT D ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 35000 ENGLISH IN ACTION PO BOX 4856 BASALT CO 81621 N/A 501(C)(3) GENERAL 500 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 N/A 501(C)(3) EDUCATIONAL 1000 REVOLUTIONS SKATING CLUB 0861 MAROON CREEK RD ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 1000 ROCKY MOUNTAIN PUBLIC BROADCASTING 2101 ARAPAHOE ST DENVER CO 80205 N/A 501(C)(3) EDUCATIONAL 1000 ASPEN JUNIOR HOCKEY PO BOX 3390 ASPEN CO 81612 N/A 501(C)(3) EDUCATIONAL 1000 CRITTERS CRUSADERS OF CEDAR RAPIDS PO BOX 10111 CEDAR RAPIDS IA 52410 N/A 501(C)(3) EDUCATIONAL 1500 LAST HOPE ANIMAL RESCUE 1823 16TH AVENUE SW CEDAR RAPIDS IA 52404 N/A 501(C)(3) ANIMAL WELFARE 1500 CRESTED BUTTE MOUNTAIN BIKE ASSOCIATION PO BOX 782 CRESTED BUTTE CO 81224 N/A 501(C)(3) EDUCATIONAL 3000 GREEN OUR PLANET 8020 S RAINBOW BLVD STE 100-620 LAS VEGAS NV 89139 N/A 501(C)(3) ENVIRONMENTAL 3000 INNOCENCE PROJECT 40 WORTH STREET 701 NEW YORK NY 10013 N/A 501(C)(3) SOCIAL WELFARE 3000 CRESTED BUTTE MUSEUM 331 ELK AVENUE CRESTED BUTTE CO 81224 N/A 501(C)(3) EDUCATIONAL 5000 FRIENDS OF THE MAJESTIC THEATRE 606 SIXTH STREET CRESTED BUTTE CO 81224 N/A 501(C)(3) SOCIAL WELFARE 2750 INDEPENDENCE PASS FOUNDATION PO BOX 1700 ASPEN CO 81612 N/A 501(C)(3) EDUCATIONAL 1000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A 501(C)(3) MEDICAL 1000 ROARING FORK CONSERVANCY PO BOX 3349 BASALT CO 81621 N/A 501(C)(3) EDUCATIONAL 500 WILDERNESS WORKSHOP PO BOX 1442 CARBONDALE CO 81623 N/A 501(C)(3) EDUCATIONAL 500 CONNECT 535 SPRUCE STREET ASPEN CO 81611 N/A 501(C)(3) EDUCATIONAL 500 COLORADO ROCKY MOUNTAIN SCHOOL 500 HOLDEN WAY CARBONDALE CO 81623 N/A 501(C)(3) EDUCATIONAL 1000 267590 0 14 19115 14 104528 18 211119 0 334762 0 334762 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 3945 3945 0 50000 FEDERAL REALTY INV TR 6/23 48897 49443 100000 PHILLIPS 66 SR UNSECURED 105173 97542 75000 JP MORGAN CHASE SR UNSECURED 80356 69947 50000 BANK OF AMERICA MD TERM 10/26 54566 48297 75000 PRICELINE SR UNSECURED 80895 69898 75000 MORGAN STANLEY NOTE 11/25 79909 74774 MANAGED BROKER ACCOUNT 3947098 4438514 187 GROSVENOR GSOCS II FMV 152273 152273 NEAL GERBER EISENBERG 1393 1393 0 2021 OUTSTANDING CHECKS CASHED IN 2022 750 2022 INCOME AND EXPENSE BASIS ADJUSTMENTS 748 2022 OUTSTANDING CHECKS CASHED IN 2023 4000 WELLS FARGO FEES 7848 45639 45639 0 GCM GSOCS K-1 EXPENSES 4981 4981 0 WELLS FARGO FEES 7848-ADR FEES 179 179 0 GCM GSOCS K-1 ADDL EXPENSES 2885 2885 0 WELLS FARGO 7848 FOREIGN TAX 2100 2100 0 2022 ESTIMATED EXCISE TAX PAYMENT 1500 0 0 2021 EXTENSION TAX PAYMENT 10300 0 0