RUTHMERE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUTHMERE FOUNDATION INC (EIN 32-0037914)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349103025
- Schema version
- 2024v5.2
- 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
- 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 | 2025-11-13T15:00:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 101 S Main Street Suite 200 | AddressLine1Txt |
| City | Elkhart | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-13 | 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 | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,849,900 | 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 | $253,566 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $272,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $272,002 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $272,002 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,175 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $1,175 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,175 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $608,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,828,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $608,745 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $52,238 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $52,238 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,187,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $880,747 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $325,415 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $298,672 | 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 | $298,672 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $104,852 | 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 | $104,852 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,958 | 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 | $5,461 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,731 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,730 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,149 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,574 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,843 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,812 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $34,629 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,699 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $48,711 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $48,711 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,669 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,669 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $15,543 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,543 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $581,046 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $57,346 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $523,700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,188,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $57,346 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,051,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,193,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $57,346 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,057,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $838,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $268,069 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,378 | CashBOYAmt |
| Cash EOY | $46,296 | CashEOYAmt |
| Cash EOYFMV | $46,296 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $288,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,465 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,290,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,439,784 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,439,784 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $511,409 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $178,890 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $314,112 | LandBOYAmt |
| Land EOY | $332,519 | LandEOYAmt |
| Land EOYFMV | $332,519 | LandEOYFMVAmt |
| Other Assets BOY | $2,432,533 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,880,836 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,880,836 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,500,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,849,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,849,900 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,146,744 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,045,921 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,354,224 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,803,979 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,500,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,849,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,500,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,849,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,500,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $394,734 | OtherIncreasesAmt |
| Subtotal | $11,889,924 | SubtotalAmt |
| Other Decreases | $40,024 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,849,900 | 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 | $5,827,998 | $5,219,286 | $608,712 | $608,712 |
| Capital Gains Dividends | P | $33 | $33 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $608,745 | 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 | $11,657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,380 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,723 | OverpaymentAmt |
| Applied To ES Tax | $6,723 | 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 | 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 | 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 |
| Gregory A Kil | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.10 | $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 |
| William Burton | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Constance Fulmer | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Daniel Tychonievich | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.25 | $0 | $0 | $0 |
| Andrew H Beardsley | ||||||||
| 302 E Beardsley Ave | Elkhart | IN | 46514 | Director | 0.10 | $0 | $0 | $0 |
| Rebecca Deptula | ||||||||
| 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 | $87,252 | $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 | $1,057,352 | 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 | $8,260,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,848,196 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,475,298 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,475,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,303,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $565,158 | 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 | $1,057,352 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,057,352 | 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 | $268,069 | CurrentYearAmt |
| Year1 | $281,389 | Year1Amt |
| Year2 | $173,064 | Year2Amt |
| Year3 | $365,371 | Year3Amt |
| Total | $1,087,893 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $227,859 | CurrentYearAmt |
| Year1 | $239,181 | Year1Amt |
| Year2 | $147,104 | Year2Amt |
| Year3 | $310,565 | Year3Amt |
| Total | $924,709 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,057,352 | CurrentYearAmt |
| Year1 | $798,160 | Year1Amt |
| Year2 | $866,965 | Year2Amt |
| Year3 | $896,027 | Year3Amt |
| Total | $3,618,504 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,989 | CurrentYearAmt |
| Year1 | $6,136 | Year1Amt |
| Year2 | $11,892 | Year2Amt |
| Year3 | $4,285 | Year3Amt |
| Total | $28,302 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,051,363 | CurrentYearAmt |
| Year1 | $792,024 | Year1Amt |
| Year2 | $855,073 | Year2Amt |
| Year3 | $891,742 | Year3Amt |
| Total | $3,590,202 | 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 | $376,772 | CurrentYearAmt |
| Year1 | $333,281 | Year1Amt |
| Year2 | $299,401 | Year2Amt |
| Year3 | $296,912 | Year3Amt |
| Total | $1,306,366 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| First Presbyterian Church | |||||||
| 200 E Beardsley Ave | Elkhart | IN | 46514 | None | PC | Exempt Purpose of Organization | $4,000 |
| WNIT Public Television | |||||||
| 300 W Jefferson Blvd | South Bend | IN | 46601 | None | Public Television | Exempt Purpose of Organization | $750 |
| Community Foundation of Elkhart County | |||||||
| 240 E Jackson Blvd 104 | Elkhart | IN | 46516 | None | Community Foundation | Exempt Purpose of Organization | $560 |
| Elkhart Festivals Inc | |||||||
| PO Box 2415 | Elkhart | IN | 465150428 | None | PC | Exempt Purpose of Organization | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,460 | 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 | $650 |
| Weddings | $1,257 |
| Gift Shop | $2,456 |
| Ruthmere Museum Tours | $18,743 |
| Fundraising | $174 |
| Programs/Concerts | $16,117 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,055 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $272,002 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,175 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,786 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $608,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $886,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $47,452 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $934,160 | 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 (8 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 | $139,126 | Yes (X) | |
| Steve and Julie Bachman | |||||||
| 2 | 24832 Walton Dr S | Elkhart | IN | 46517 | $5,536 | Yes (X) | |
| Indiana Arts Commission | |||||||
| 3 | 100 N Senate Ave N505 | Indianapolis | IN | 46204 | $19,140 | Yes (X) | |
| Tom Myers | |||||||
| 4 | 3345 Greenleaf Blvd | Elkhart | IN | 46514 | $8,200 | Yes (X) | |
| Jack and Karen Cittadine | |||||||
| 5 | 2303 Greenleaf Blvd | Elkhart | IN | 46514 | $7,500 | Yes (X) | |
| Indiana Humanities | |||||||
| 6 | 1500 N Delaware St | Indianapolis | IN | 46202 | $6,750 | Yes (X) | |
| Ray and Mary Pat Mathis | |||||||
| 7 | 51515 Winding Waters Lane | Elkhart | IN | 46514 | $6,000 | Yes (X) | |
| Raymond and Teri Stout | |||||||
| 8 | 8513 Raspberry Lane | Charlevoix | MI | 49720 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 6 shares of LAM Research Corporation Common Stock | NoncashPropertyDesc |
| Fair Market Value | $5,536 | FairMarketValueAmt |
| Received | 2024-02-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $13,149 | Amt |
| Net Investment Income | $6,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,574 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (92 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | FMV | $1,448 | $1,448 |
| ALPHABET INC | FMV | $42,971 | $42,971 |
| AMAZON.COM INC | FMV | $38,174 | $38,174 |
| APPLE INC | FMV | $40,318 | $40,318 |
| Arista Networks Inc | FMV | $8,842 | $8,842 |
| BAIRD CORE PLUS BOND FUND | FMV | $212,648 | $212,648 |
| BANK OF AMERICA CORP | FMV | $9,933 | $9,933 |
| BERKSHIRE HATHAWAY INC | FMV | $13,145 | $13,145 |
| Boeing Co | FMV | $7,788 | $7,788 |
| BOSTON SCIENTIFIC CORP | FMV | $6,967 | $6,967 |
| BROADCOM INC | FMV | $20,170 | $20,170 |
| CFEC ACCOUNT FUND | FMV | $2,382,359 | $2,382,359 |
| CHEVRON CORP | FMV | $5,359 | $5,359 |
| Chipotle Mexican Grill Inc | FMV | $6,874 | $6,874 |
| Coca-Cola Co | FMV | $7,783 | $7,783 |
| CONOCOPHILLIPS | FMV | $8,330 | $8,330 |
| Crowdstrike Holdings Inc | FMV | $11,633 | $11,633 |
| CSX Corp | FMV | $3,905 | $3,905 |
| DFA Large Cap International Portfolio | FMV | $662,216 | $662,216 |
| EATON CORP PLC | FMV | $8,297 | $8,297 |
| Eli Lilly & Co | FMV | $14,668 | $14,668 |
| Exxon Mobil Corp | FMV | $8,068 | $8,068 |
| Federated Hermes Gov Tax Mg As | FMV | $367,681 | $367,681 |
| Goldman Sachs Financial Square Treasury | FMV | $18,793 | $18,793 |
| JPMORGAN CHASE & CO | FMV | $11,746 | $11,746 |
| KKR & Co Inc | FMV | $8,135 | $8,135 |
| Linde PLC | FMV | $4,605 | $4,605 |
| Lowe's Cos Inc | FMV | $5,183 | $5,183 |
| MASTERCARD INC | FMV | $10,531 | $10,531 |
| Merck & Co Inc | FMV | $7,163 | $7,163 |
| META PLATFORMS INC | FMV | $31,032 | $31,032 |
| MICROSOFT CORP | FMV | $54,795 | $54,795 |
| Netflix Inc | FMV | $4,457 | $4,457 |
| Nvidia Corp | FMV | $42,033 | $42,033 |
| ORACLE CORP | FMV | $7,665 | $7,665 |
| PALO ALTO NETWORKS INC | FMV | $7,278 | $7,278 |
| Procter & Gamble Co | FMV | $8,718 | $8,718 |
| Salesforce Inc | FMV | $9,027 | $9,027 |
| ServiceNow Inc | FMV | $8,481 | $8,481 |
| Sherwin-Williams Co | FMV | $5,099 | $5,099 |
| TESLA INC | FMV | $10,904 | $10,904 |
| THERMO FISHER SCIENTIFIC INC | FMV | $8,844 | $8,844 |
| TIAA CASH DEPOSIT ACCOUNT | FMV | $42,464 | $42,464 |
| TJK Cos Inc | FMV | $7,611 | $7,611 |
| Uber Technologies Inc | FMV | $7,540 | $7,540 |
| United States Treasury Note 2.500% 02/28/26 | FMV | $490,175 | $490,175 |
| United States Treasury Note 2.750% 02/28/25 | FMV | $488,765 | $488,765 |
| United States Treasury Note 4.000% 01/15/27 | FMV | $497,500 | $497,500 |
| UnitedHealth Group Inc | FMV | $16,693 | $16,693 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | FMV | $216,001 | $216,001 |
| Vanguard Small-Cap Growth Index Fund | FMV | $81,028 | $81,028 |
| Vanguard Small-Cap Value Index Fund | FMV | $83,565 | $83,565 |
| VISA INC | FMV | $12,010 | $12,010 |
| WALMART INC | FMV | $10,390 | $10,390 |
| Welltower Inc | FMV | $6,554 | $6,554 |
| Zoetis Inc | FMV | $5,703 | $5,703 |
| Vanguard Growth ETF | FMV | $831,962 | $831,962 |
| Vanguard Real Estate ETF | FMV | $70,106 | $70,106 |
| Vanguard Value ETF | FMV | $686,004 | $686,004 |
| DFA Emerging Markets Value Portfolio | FMV | $378,843 | $378,843 |
| IShares MSCI EAFE Small-Cap ETF | FMV | $72,293 | $72,293 |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | FMV | $4,007 | $4,007 |
| PGIM High Yield Fund | FMV | $38,757 | $38,757 |
| SPDR Portfolio TIPS ETF | FMV | $62,743 | $62,743 |
| Accenture PLC | FMV | $7,739 | $7,739 |
| American Express Co | FMV | $7,420 | $7,420 |
| American Tower Corp | FMV | $5,319 | $5,319 |
| ASML Holding NV | FMV | $8,317 | $8,317 |
| Blackstone Inc | FMV | $6,724 | $6,724 |
| Cencora Inc | FMV | $7,190 | $7,190 |
| Cisco Systems Inc | FMV | $7,222 | $7,222 |
| Cloudflare Inc | FMV | $5,922 | $5,922 |
| Colgate-Palmolive Co | FMV | $7,182 | $7,182 |
| Danaher Corp | FMV | $8,034 | $8,034 |
| Duke Energy Corp | FMV | $5,279 | $5,279 |
| GE Aerospace Com | FMV | $5,671 | $5,671 |
| Goldman Sachs Group Inc | FMV | $8,017 | $8,017 |
| Johnson & Johnson | FMV | $9,545 | $9,545 |
| Marriott International Inc | FMV | $5,858 | $5,858 |
| MercadoLibre Inc | FMV | $6,802 | $6,802 |
| Motorola Solutions Inc. | FMV | $7,396 | $7,396 |
| Parker Hannifin Corp | FMV | $6,360 | $6,360 |
| Paypal Holdings Inc | FMV | $4,865 | $4,865 |
| Realty Income Corp | FMV | $5,501 | $5,501 |
| The Southern Co | FMV | $6,174 | $6,174 |
| Teck Resources Ltd | FMV | $3,040 | $3,040 |
| Toll Brothers Inc | FMV | $3,779 | $3,779 |
| United Rentals Inc | FMV | $4,227 | $4,227 |
| Vertiv Holdings Co | FMV | $3,522 | $3,522 |
| Wells Fargo & Co | FMV | $7,516 | $7,516 |
| Monday.com Ltd | FMV | $6,357 | $6,357 |
| Spotify Technology SA | FMV | $4,026 | $4,026 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $5,461 | LegalFeesAmt |
| Net Investment Income | $2,731 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,730 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Elkhart Co Community Foundation | Desc |
| BOY Book Value | $2,432,533 | BOYBookValueAmt |
| EOY Book Value | $2,880,836 | EOYBookValueAmt |
| EOYFMV | $2,880,836 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Change in CRUT Value | $1,452 |
| other adjustments on investments | $38,572 |
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 | $2,537 | $0 | $0 | $2,537 |
| Bank Fees | $1,634 | $0 | $0 | $1,634 |
| Dishonesty and Employee Prac Liability | $2,696 | $0 | $0 | $2,696 |
| Museum Restoration | $73 | $0 | $0 | $73 |
| Miscellaneous | $19,877 | $0 | $0 | $19,877 |
| Dues and Subscriptions | $8,374 | $0 | $0 | $8,374 |
| Public Relations | $529 | $0 | $0 | $529 |
| Advertising and Promotions | $19,478 | $0 | $0 | $19,478 |
| Office Supplies | $17,624 | $0 | $0 | $17,624 |
| Insurance | $46,418 | $0 | $0 | $46,418 |
| Repairs & Maintenance | $36,884 | $0 | $0 | $36,884 |
| Program Expenses | $57,346 | $0 | $57,346 | $0 |
| Special Projects | $367,576 | $0 | $0 | $367,576 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Miscellaneous Revenue | $4,786 | $0 | $4,786 |
| Photography/Video Fees | $650 | $650 | |
| Weddings | $1,257 | $1,257 | |
| Gift Shop | $2,456 | $2,456 | |
| Ruthmere Museum Tours | $18,743 | $18,743 | |
| Fundraising | $174 | $174 | |
| Programs/Concerts | $16,117 | $16,117 | |
| Membership Dues and Assessments | $8,055 | $8,055 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gain | $390,973 |
| Accrual to Cash Adjustment | $3,761 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $36,655 | Amt |
| Net Investment Income | $32,843 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,812 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $34,629 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,629 | DisbursementsCharitablePrpsAmt |
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