RUESCH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RUESCH FAMILY FOUNDATION (EIN 20-1851598)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349101618
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T08:00:29-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 E RIO SALADO PKWY SUITE 800AddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85281ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201851598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUESCH FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUESBusinessNameControlTxt
Phone3132223290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75000AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP482757874ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEANETTE RUESCHPersonNm
Person TitleCHAIRPersonTitleTxt
Phone3132223290PhoneNum
Signature2022-11-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADLEY N SPRONGPreparerPersonNm
PTINP00642561PTIN
Phone8558073423PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,983,694FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$321,829DividendsRevAndExpnssAmt
Dividends Net Invst Incm$302,340DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$575,601NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,485,389GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$575,601CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss-$64,968OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$832,483TotalRevAndExpnssAmt
Total Net Invst Incm$877,962TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$66,397OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$66,397OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$694InterestRevAndExpnssAmt
Interest Net Invst Incm$694InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$7,843TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,843TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$79,944TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79,434TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$695,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$695,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$774,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79,434TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$695,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$57,539ExcessRevenueOverExpensesAmt
Net Investment Income$798,528NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$89,190SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$178,248SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$178,248SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$10,187,084CorporateStockBOYAmt
Corporate Stock EOY$6,954,157CorporateStockEOYAmt
Corporate Stock EOYFMV$9,423,823CorporateStockEOYFMVAmt
Corporate Bonds EOY$2,838,443CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,009,939CorporateBondsEOYFMVAmt
Other Investments EOY$371,684OtherInvestmentsEOYAmt
Other Investments EOYFMV$371,684OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,276,274TotalAssetsBOYAmt
Total Assets EOY$10,342,532TotalAssetsEOYAmt
Total Assets EOYFMV$12,983,694TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,276,274CapitalStockBOYAmt
Capital Stock EOY$10,342,532CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$10,276,274TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,342,532TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,276,274TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,342,532TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,276,274TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$57,539ExcessRevenueOverExpensesAmt
Other Increases$10,090OtherIncreasesAmt
Subtotal$10,343,903SubtotalAmt
Other Decreases$1,371OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,342,532TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
3688.689 SHENKMAN CAPITAL SEMPER MBS TOTAL RETURN2020-05-192021-05-03$34,895$29,620$5,275$5,275
910.194 PINEBRIDGE CHIRON CAPITAL ALLOCATION-I2017-08-012021-07-27$15,000$10,719$4,281$4,281
3355.288 ANGEL OAK FDS TR MULTI-STRATEGY INCOME F2021-02-222021-05-03$34,895$34,895
28422.414 COHEN & STEERS PR SECURITIES AND INCOME2020-11-182021-02-25$405,019$405,019
3985.828 DOUBLELINE LOW DUR BND-R6 CORE FIXED INC2019-03-132021-01-06$45,000$42,888$2,112$2,112
6293.057 DOUBLELINE LOW DUR BND-R6 CORE FIXED INC2019-03-132021-05-03$69,790$67,713$2,077$2,077
3139.013 DOUBLELINE LOW DUR BND-R6 CORE FIXED INC2019-03-132021-06-29$35,000$33,776$1,224$1,224
11291.78 DOUBLELINE LOW DUR BND-R6 CORE FIXED INC2019-03-132021-10-14$125,000$121,500$3,500$3,500
15894.641 DOUBLELINE LOW DUR BND-R6 CORE FIXED INC2020-04-152021-12-02$175,000$171,516$3,484$3,484
3317.015 EATON VANCE FLOATING RATE ADVANTAGE FD C2021-03-262021-05-03$34,895$34,862$33$33
350.852 FPA CRESENT FUND I2020-12-182021-04-30$14,360$11,214$3,146$3,146
5807.4 FPA CRESENT FUND I2019-12-182021-04-30$237,697$186,192$51,505$51,505
2. ISHARES TR DJ TRANSPORTATION AVG2020-06-092021-04-23$532$350$182$182
40. ISHARES S&P LATIN AMER 40 INDEX2021-01-222021-04-23$1,154$1,139$15$15
6648. ISHARES S&P LATIN AMER 40 INDEX2021-01-222021-12-14$152,571$189,329-$36,758-$36,758
23. ISHARES RUSSELL 2000 VALUE2020-11-132021-04-23$3,733$2,691$1,042$1,042
1711. ISHARES RUSSELL 2000 VALUE2021-01-222021-10-18$283,409$220,909$62,500$62,500
511. ISHARES TR-S&P SMALL CAP 6002020-12-152021-06-25$58,499$46,531$11,968$11,968
3409. ISHARES TR-S&P SMALL CAP 6002021-05-032021-07-22$366,796$327,251$39,545$39,545
715. ISHARES S&P GLOBAL MATERIALS2020-06-092021-10-18$63,971$46,139$17,832$17,832
664. ISHARES S&P GLOBAL CONSUMER STAPLES FD I2020-04-162021-01-22$37,688$33,913$3,775$3,775
1802. ISHARES S&P GLOBAL CONSUMER STAPLES FD I2019-03-072021-01-22$102,279$89,229$13,050$13,050
1378. ISHARES TR MSCI CHINA INDEX FUND2019-04-182021-01-22$125,546$86,576$38,970$38,970
696. ISHARES TR MSCI CHINA INDEX FUND2020-04-162021-07-16$54,372$44,535$9,837$9,837
1341. ISHARES TR MSCI CHINA INDEX FUND2021-06-252021-07-22$103,921$111,000-$7,079-$7,079
1533. ISHARES MSCI USA QUALITY FAC2020-04-072021-01-22$179,281$129,876$49,405$49,405
976. ISHARES MSCI USA QUALITY FAC2019-03-072021-01-22$114,141$83,826$30,315$30,315
463. KRANESHARES TR CSI CHINA INTERN2019-03-072021-01-22$41,813$21,233$20,580$20,580
6187.057 LORD ABBETT BOND-DEBENTURE FUND CL F2020-04-092021-05-03$52,343$44,918$7,425$7,425
13142.989 LORD ABBETT BOND-DEBENTURE FUND CL F2021-03-262021-05-12$110,401$110,138$263$263
43329.465 LORD ABBETT BOND-DEBENTURE FUND CL F2020-04-152021-05-12$363,968$315,286$48,682$48,682
3013.385 ALPHACENTRIC INCOME OPPOURTUNITIES FUND2020-05-192021-05-03$34,895$26,993$7,902$7,902
7233.624 PIMCO FDS INCOME FUND2019-03-132021-05-03$87,238$88,594-$1,356-$1,356
11173.184 PRUDENTIAL INVT PORTFOLIOS INC 1 PGIM SHORT DUARATION HIGH Y2021-11-022021-12-02$100,000$100,894-$894-$894
5287.225 RIVERNORTH / DOUBLELINE STRATEGIC INCOME2020-04-152021-02-25$55,146$50,915$4,231$4,231
34242.677 RIVERNORTH / DOUBLELINE STRATEGIC INCOME2019-03-132021-02-25$357,151$339,776$17,375$17,375
111. SPDR BLOOMBERG BARCLAYS KBW REGIONAL BAN2021-01-222021-04-23$7,549$6,416$1,133$1,133
209. SELECT SECTOR SPDR - HEALTH CARE2019-03-072021-01-22$24,622$18,701$5,921$5,921
866. SELECT SECTOR SPDR - HEALTH CARE2019-03-072021-04-12$102,258$77,488$24,770$24,770
430. SELECT SECTOR SPDR - ENERGY2020-04-132021-12-14$23,917$14,508$9,409$9,409
607. AMEX FINANCIAL SELECT INDEX2019-03-072021-01-06$18,574$15,761$2,813$2,813
140. SELECT SECTOR SPDR - INDUSTRIAL2019-03-072021-01-06$12,575$10,406$2,169$2,169
25. SELECT SECTOR SPDR - INDUSTRIAL2019-03-072021-04-23$2,536$1,858$678$678
298. SELECT SECTOR SPDR - UTILITIES2020-04-162021-01-22$18,747$17,527$1,220$1,220
271. SELECT SECTOR SPDR - UTILITIES2019-06-052021-01-22$17,048$16,252$796$796
48932.689 TCW EMERGING MKTS INCOME FD CL I2020-08-252021-02-22$404,184$401,159$3,025$3,025
200. VANGUARD HIGH DIVIDEND YIELD2020-04-152021-01-21$18,872$15,062$3,810$3,810
2116. VANGUARD HIGH DIVIDEND YIELD2019-08-232021-01-21$199,664$171,929$27,735$27,735
4965.243 VANGUARD ULTRA-S/T BOND-ADM2021-02-252021-03-19$100,000$100,149-$149-$149
24781.906 VANGUARD ULTRA-S/T BOND-ADM2021-02-252021-03-26$499,108$499,851-$743-$743
5208.333 VANGUARD ULTRA-S/T BOND-ADM2021-05-132021-05-24$105,000$104,948$52$52
19831.811 VANGUARD ULTRA-S/T BOND-ADM2021-05-132021-11-02$398,619$399,611-$992-$992
2718. VANGUARD FTSE ALL WORLD EX-US INDEX FD2012-12-062021-06-25$174,067$128,260$45,807$45,807
21. VANGUARD FTSE EUROPE ETF2019-06-242021-04-23$1,396$1,153$243$243
1075. WISDOMTREE EMERGING MARKETS HIGH-YIELDIN2021-05-032021-12-02$46,022$48,631-$2,609-$2,609
4927. WISDOMTREE EMERGING MARKETS HIGH-YIELDIN2020-04-152021-12-02$210,932$198,163$12,769$12,769
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
CAPITAL GAIN DIVIDENDS$22,300P
FieldValueIRS element (for citing)
Capital Gain Net Income$575,601CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,100InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,100SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,100TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$13,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$16,840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,740OverpaymentAmt
Applied To ES Tax$5,740AppliedToESTaxAmt
Refund$0RefundAmt

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 StateMDOrgReportOrRegisterStateCd
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 Line1COMERICA BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8774051091PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1411 WEST LAFAYETTEAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
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 CntrctYes (true)PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEANETTE WAEVER RUESCH
411 W LAFAYETTEDETROITMI48226CHAIR/PRESIDENT3$0
MATTHEW RUESCH
411 W LAFAYETTEDETROITMI48226SECETARY/ TREASURER3$0
COMERICA BANK NA
PO BOX 75000DETROITMI482757874TRUSTEE2$5,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,499,050AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$114,464AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,613,514TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,613,514AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$189,203CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,424,311NetVlNoncharitableAssetsAmt
Minimum Investment Return$621,216MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$621,216MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,100TaxBasedOnInvestmentIncomeAmt
Total Tax$11,100TotalTaxAmt
Distributable Before Adj$610,116DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$610,116DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$610,116DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$695,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$695,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$610,116DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$740,588ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$483,897ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,494ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$283,160ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,538,139TotalExcessDistributionCyovAmt
Qualifying Distributions$695,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$610,116AppliedToCurrentYearAmt
Remaining Distri From Corpus$85,384RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,623,523TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$740,588ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$882,935ExcessDistriCyovToNextYrAmt
Excess From Year4$483,897ExcessFromYear4Amt
Excess From Year3$30,494ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$283,160ExcessFromYear1Amt
Excess From Current Year$85,384ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
PANCREATIC CANCER ACTION NETWORK INC
1500 ROSECRANS AVENUE NO 200MANHATTAN BEACHCA90266NONEEXEMPT- PUBLIC CHARISUPPORT OF DAILY OPERATIONS$125,000
WHITE HOUSE HISTORICAL ASSOCIATION
1450 PENNSYLVANIA AVE NWWashington DCWA20006NONEPCSUPPORT$35,000
NATIONAL REHABILITATION HOSPITAL
102 IRVING STREET NWWASHINNGTONDC200102949NONEEXEMPT- PUBLIC CHARISUPPORT OF DAILY OPERATIONS$75,000
VITAL VOICES GLOBAL PARTNERSHIP INC
1625 MASSACHUSETTS AVENUEWASHINGTONDC20036NONEPUBLIC CHARITYSUPPORT OF DAILY OPERATIONS$25,000
POTOMAC COMMUNITY RESOURCES
9200 KENTSDALE DRIVEPOTOMACMD20854NONEPUBLIC CHARITYSUPPORT OF DAILY OPERATIONS$10,000
GEORGETOWN UNIVERSITY
300 WHITEHAVEN STREET NW SUITE 300WASHINGTONDC200571253NONEPUBLIC CHARITYSUPPORT OF DAILY OPERATIONS$150,000OFFICE OF GIFT ADMINISTRATION
JOHN F KENNEDY CENTER FOR THE PREFORMING
2700 F STREET NWWASHINGTONDC20566NONEEXEMPT- PUBLIC CHARISUPPORT OF DAILY OPERATIONS$275,000ARTS
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$695,000TotalGrantOrContriPdDurYrAmt

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$21ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$321,829ExclusionAmt
FieldValueIRS element (for citing)
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 Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$575,601ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
FEDERAL TAX REFUND14$538
PASSIVE LOSS FOR P14-$65,506

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$832,483ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$832,483TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUS CORPORATE BONDSBondNm
EOY Book Value$2,838,443EOYBookValueAmt
EOYFMV$3,009,939EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS CORPORATE STOCKSStockNm
EOY Book Value$6,954,157EOYBookValueAmt
EOYFMV$9,423,823EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUBS RENAISSANCE FD LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$371,684BookValueAmt
EOYFMV$371,684EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROC USED IN SALESDesc
Amt$1,371Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFROM PARTNERSHIP/ S-CORPDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PASSIVE LOSS FOR PARTNERSHIP-$65,506$0
FEDERAL REFUND$538$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
TIMING DIFFERENCE$3,523
DISALLOWED PASSIVE LOSS$6,567

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMNT MNGMNT FEES (NON-DEDCategoryTxt
Amt$66,397Amt
Net Investment Income$66,397NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON QUALIFIED FOR$5,891$5,891$0
FOREIGN TAXES ON NONQUALIFIED$1,952$1,952$0

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