RUTHMERE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUTHMERE FOUNDATION INC (EIN 32-0037914)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349102296
- Schema version
- 2018v3.1
- 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
- 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 | 2019-11-15T11:55:23-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Wacker Dr Ste 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | Secretary | PersonTitleTxt |
| Phone | 5742640330 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.135 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 09:22:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49D5A1596642B6DD837368B1E984A310120BB776 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,670,291 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $176,879 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,424 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,424 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $12,705 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $12,705 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $12,705 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $26,156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,156 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $150,183 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $150,183 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $372,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $171,312 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,500 | 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 | $67,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $176,487 | 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 | $176,487 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,225 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,055 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,027 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,028 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,601 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,601 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $18,763 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,385 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $30,047 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,047 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,878 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,878 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,198 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,198 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $192,336 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $73,260 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $119,076 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $516,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $73,260 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $426,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,575 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $73,260 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $431,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,952 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,052 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,095 | CashBOYAmt |
| Cash EOY | $24,316 | CashEOYAmt |
| Cash EOYFMV | $24,316 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,994 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,952 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $2,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $4,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $2,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,211 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,218 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,218 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $301,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $154,839 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $154,839 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $427,221 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $212,294 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $221,312 | LandBOYAmt |
| Land EOY | $214,927 | LandEOYAmt |
| Land EOYFMV | $214,927 | LandEOYFMVAmt |
| Other Assets BOY | $1,325,389 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,262,039 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,262,039 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,873,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,670,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,670,291 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $789 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,872,915 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,670,248 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,872,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,670,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,873,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,670,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,872,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,773 | OtherIncreasesAmt |
| Subtotal | $1,755,324 | SubtotalAmt |
| Other Decreases | $85,076 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,670,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly Traded Securities | P | $24,020 | $24,020 | $24,020 |
| Capital Gains Dividends | P | $2,136 | $2,136 | $2,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,156 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $203,959 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $424,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.480111 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $496,043 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $634,073 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.782312 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $756,403 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,036,516 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.729755 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $447,978 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,324,319 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.338270 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $472,064 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,403,312 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.336393 | DistributionYr5Rt |
| Total Distribution | 2.666841 | TotalDistributionRt |
| Average Distribution | 0.533368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,557,315 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $830,622 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $300 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $830,922 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $431,077 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $599 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $599 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $599 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $431 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $431 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $168 | TaxDueAmt |
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 | 0 | 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 | 0 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (15 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 | ||||||||
| 6300 N Camelback Manor | Paradise Valley | AZ | 85253 | President | 1.31 | $0 | $0 | $0 |
| Teri L Stout | ||||||||
| 54560 Meadow Bank Lane | Elkhart | IN | 46514 | Vice President | 0.10 | $0 | $0 | $0 |
| Cameron T Combs | ||||||||
| 1903 S Racine Avenue | Chicago | IL | 60608 | Treasurer | 0.10 | $0 | $0 | $0 |
| George E Freese | ||||||||
| 1857 Cobblestone Blvd | Elkhart | IN | 46514 | Secretary | 1.12 | $0 | $0 | $0 |
| Robert B Beardsley | ||||||||
| 2609 NE 14th Avenue Suite 306 | Wilton Manors | FL | 33334 | Director | 0.10 | $0 | $0 | $0 |
| James A Bridenstine | ||||||||
| 218 Monroe Street | Kalamazoo | MI | 49006 | Director | 0.10 | $0 | $0 | $0 |
| Karen Cittadine | ||||||||
| 2303 Greenleaf Blvd | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Arthur J Decio | ||||||||
| 3215 Greenleaf Blvd | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Robert J Deputy | ||||||||
| 22628 Weatherby Lane | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Constance Fulmer | ||||||||
| 120 W Lexington Avenue | Elkhart | IN | 46516 | Director | 0.10 | $0 | $0 | $0 |
| Gregory A Kil | ||||||||
| 1126 Lincolnway East | South Bend | IN | 46601 | Director | 0.10 | $0 | $0 | $0 |
| Joan Beardsley Norris | ||||||||
| 6835 N Pepper Tree Lane | Paradise Valley | AZ | 85253 | Director | 0.10 | $0 | $0 | $0 |
| Lisa Dube'-Scherr | ||||||||
| 509 Green Street | Havre de Grace | MD | 21078 | Director | 0.10 | $0 | $0 | $0 |
| Dorinda Miles Smith | ||||||||
| 833 Linwood Road | Birmingham | AL | 35222 | Director | 0.10 | $0 | $0 | $0 |
| William Firstenberger | ||||||||
| 209 Northern Lites Drive | Middlebury | IN | 46540 | Executive Director | 40.00 | $67,500 | $0 | $0 |
| 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 | $431,077 | 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 | $228,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,323,737 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,581,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,581,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,557,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $431,077 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $431,077 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $431,077 | AdjustedQualifyingDistriAmt |
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 | $77,866 | CurrentYearAmt |
| Year1 | $21,241 | Year1Amt |
| Year2 | $31,704 | Year2Amt |
| Year3 | $51,826 | Year3Amt |
| Total | $182,637 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $66,186 | CurrentYearAmt |
| Year1 | $18,055 | Year1Amt |
| Year2 | $26,948 | Year2Amt |
| Year3 | $44,052 | Year3Amt |
| Total | $155,241 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $431,077 | CurrentYearAmt |
| Year1 | $203,959 | Year1Amt |
| Year2 | $496,762 | Year2Amt |
| Year3 | $757,785 | Year3Amt |
| Total | $1,889,583 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,100 | CurrentYearAmt |
| Year1 | $2,400 | Year1Amt |
| Year2 | $2,625 | Year2Amt |
| Year3 | $2,400 | Year3Amt |
| Total | $11,525 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $426,977 | CurrentYearAmt |
| Year1 | $201,559 | Year1Amt |
| Year2 | $494,137 | Year2Amt |
| Year3 | $755,385 | Year3Amt |
| Total | $1,878,058 | 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 | $51,911 | CurrentYearAmt |
| Year1 | $14,161 | Year1Amt |
| Year2 | $21,136 | Year2Amt |
| Year3 | $34,551 | Year3Amt |
| Total | $121,759 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Presbyterian Church | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Exempt Purpose of Organization | GrantOrContributionPurposeTxt |
| Amt | $4,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (6 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Fundraising | $68,184 |
| Ruthmere Museum Tours | $18,758 |
| Programs/Concerts | $8,619 |
| Weddings | $950 |
| Gift Shop | $370 |
| Return of Capital | $22 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,280 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,288 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,705 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $150,183 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,332 | 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 (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Community Foundation of Elkhart City | ||||||
| 1 | PO Box 2932 | Elkhart | IN | 465152932 | $30,170 | Yes (X) |
| Dorinda M Smith | ||||||
| 2 | 833 Linwood Road | Birmingham | AL | 35222 | $25,000 | Yes (X) |
| Douglas and Barbara Grant | ||||||
| 3 | 6162 E Elwood | Syracuse | IN | 46567 | $25,000 | Yes (X) |
| Raymond M and Teri L Stout Jr | ||||||
| 4 | 54560 Meadowbank Lane | Elkhart | IN | 46514 | $15,000 | Yes (X) |
| Tom and Dottie Arnold | ||||||
| 5 | 54610 Meadowbank Lane | Elkhart | IN | 46514 | $10,500 | Yes (X) |
| Abby Thomas | ||||||
| 6 | 20380 CR 14 | Bristol | IN | 46507 | $5,000 | Yes (X) |
| Bill Deputy Foundation | ||||||
| 7 | 4200 Middlebury Street | Elkhart | IN | 46516 | $5,000 | Yes (X) |
| Amy and Robert Martin | ||||||
| 8 | 15933 CR 129 | Bristol | IN | 46507 | $5,000 | Yes (X) |
| Constance Fulmer | ||||||
| 9 | 120 W Lexington Avenue | Elkhart | IN | 46516 | $5,000 | Yes (X) |
| Douglas and Sharon Beardsley | ||||||
| 10 | 7231 N Ridge 2W | Chicago | IL | 606452033 | $5,000 | Yes (X) |
| George and Katherine Freese | ||||||
| 11 | 1857 Cobblestone Blvd | Elkhart | IN | 46514 | $5,000 | Yes (X) |
| Jack and Karen Cittadine | ||||||
| 12 | 2303 Greenleaf Blvd | Elkhart | IN | 46514 | $5,000 | Yes (X) |
| Jeff and Phid Wells | ||||||
| 13 | 3668 Gordon Road | Elkhart | IN | 465165220 | $5,000 | Yes (X) |
| Welter Foundation | ||||||
| 14 | 66480 High Meadow Court | Edwardsburg | MI | 49112 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $6,055 | Amt |
| Net Investment Income | $3,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,028 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | AT COST | $12,012 | $12,012 |
| ISHARES TR MSCI EMERGING MKTS INDEX | AT COST | $3,906 | $3,906 |
| FDIC VARIABLE RATE DEPOSIT HELD AT KEY BANK | AT COST | $39,476 | $39,476 |
| GEORGE PUTNAM BALANCED FUND CLASS | AT COST | $34,193 | $34,193 |
| GUGGENHEIM TOTAL RETURN BOND FUND | AT COST | $15,600 | $15,600 |
| THE INCOME FUND OF AMERICA CLASS F-2 | AT COST | $6,828 | $6,828 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS | AT COST | $22,255 | $22,255 |
| ISHARES TR MSCI EAFE ETF | AT COST | $5,878 | $5,878 |
| ISHARES TR RUSSELL MID-CAP ETF | AT COST | $4,648 | $4,648 |
| ISHARES TR RUSSELL 2000 ETF | AT COST | $10,043 | $10,043 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Charitable Remainder Unit Trust | $1,190,261 | $1,139,199 | $1,139,199 |
| Elkhart Co Community Foundation | $135,128 | $122,840 | $122,840 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Change in CRUT Value | $51,062 |
| Unrealized Loss | $34,014 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Museum Restoration | $1,196 | $0 | $0 | $1,196 |
| Repairs & Maintenance | $56,890 | $0 | $0 | $56,890 |
| Miscellaneous | $13,363 | $0 | $6,595 | $6,768 |
| Advertising and Promotions | $6,966 | $0 | $0 | $6,966 |
| Insurance | $30,618 | $0 | $0 | $30,618 |
| Program Expenses | $66,665 | $0 | $66,665 | $0 |
| Office Supplies | $13,435 | $0 | $0 | $13,435 |
| Dues and Subscriptions | $1,707 | $0 | $0 | $1,707 |
| Bank Fees | $1,496 | $0 | $0 | $1,496 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Fundraising | $68,184 | $68,184 |
| Ruthmere Museum Tours | $18,758 | $18,758 |
| Programs/Concerts | $8,619 | $8,619 |
| Weddings | $950 | $950 |
| Gift Shop | $370 | $370 |
| Return of Capital | $22 | $22 |
| Membership Dues and Assessments | $53,280 | $53,280 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment to Beginning Assets | Desc |
| Amt | $30,773 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $1,601 | Amt |
| Net Investment Income | $1,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Payroll Taxes | $18,632 | $0 | $0 | $18,632 |
| Real Estate | $131 | $0 | $0 | $131 |
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