RUGGLES FAMILY FOUDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUGGLES FAMILY FOUDATION (EIN 26-6381931)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2019-10-01
- IRS object ID
- 201912749349100411
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-01T13:26:05-05:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266381931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUGGLES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BESSEMER TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUGG | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE NO 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BARRY | PersonNm |
| Person Title | CORP-TRUSTEE | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2019-10-01 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.35.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-01 | IPDt |
| IP Tm | 12:30:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 31C83D6B3AD52F3CEA74E9535250557802AD0824 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31C83D6B3AD52F3CEA74E9535250557802AD0824 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,064,786 | 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 | $4,418,210 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,938 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $236,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,276 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,733,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $315,214 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,101 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,734 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,367 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,534,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,534,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,557,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,539,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,176,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,480 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,504,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,359,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,359,316 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,829,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,150,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,705,470 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,334,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,510,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,064,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,334,023 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,510,181 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,334,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,510,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,334,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,510,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,334,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,176,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,510,182 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,510,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $236,276 | GrossSalesPriceAmt |
| Gain Or Loss | $236,276 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $236,276 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,276 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $571,009 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,881,601 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116972 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,195,373 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,798,871 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.427091 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $826,625 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,660,902 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.497696 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,011,349 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $984,529 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.027241 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $876,957 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $471,384 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.860388 | DistributionYr5Rt |
| Total Distribution | 3.929388 | TotalDistributionRt |
| Average Distribution | 0.785878 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,213,362 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,668,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,045 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,671,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,539,667 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $1,869 | OverpaymentAmt |
| Applied To ES Tax | $1,869 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BESSEMER TRUST | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 ROYAL PALM WAY | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BESSEMER TRUST COMPANY OF FLORIDA | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 40.00 | $13,101 | $0 | $0 |
| RUDY L RUGGLES JR CO BTFL | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| LESLIE R RYLEE CO BTFL | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| WHITNEY R SAVIGNANO CO BTFL | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 0.00 | $0 | $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 |
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 | $6,367,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $955,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,323,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,323,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,213,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $360,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $360,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,090 | TotalTaxAmt |
| Distributable Before Adj | $354,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $354,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $354,578 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,539,667 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,539,667 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,539,667 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $354,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $853,388 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $962,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $744,153 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,056,184 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $327,640 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,943,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,539,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $354,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,185,089 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,128,577 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $853,388 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,275,189 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $962,123 | ExcessFromYear4Amt |
| Excess From Year3 | $744,153 | ExcessFromYear3Amt |
| Excess From Year2 | $1,056,184 | ExcessFromYear2Amt |
| Excess From Year1 | $327,640 | ExcessFromYear1Amt |
| Excess From Current Year | $1,185,089 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALIBIS INC | ||||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| BELLESINI ACADEMY | ||||||||
| 94 BRADFORD ST | LAWRENCE | MA | 01840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BEVERLY BOOTSTRAPS | ||||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BEVERLY HOSPITAL ANNUAL FUND | ||||||||
| 500 CUMMINGS CENTER SUITE 6500 | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| BOSTON COLLEGIATE CHARTER SCHOOL | ||||||||
| 215 SYDNEY ST | DORCHESTER | MA | 02125 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| BOZEMAN DEACONESS FOUNDATION | ||||||||
| 931 HIGHLAND BLVD STE 3200 | BOZEMAN | MT | 59711 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| BOZEMAN PUBLIC LIBRARY | ||||||||
| 626 E MAIN STREET | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| BOZEMAN SUMMIT SCHOOL | ||||||||
| 3001 WEST VILLARD STREET | BOZEMAN | MT | 59718 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL ANNUAL FUND | ||||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| CAF AMERICA | ||||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | ATTNCATY WALLACE |
| CENTER FOR WOMEN AND ENTERPRISE | ||||||||
| 34 SCHOOL STREET SUITE 700 | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| CHARLES RIVER MUSEUM OF INDUSTRY & INNOVATION | ||||||||
| 154 MOODY STREET | WATHAM | MA | 02453 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| DREAMYARD PROJECT | ||||||||
| 1085 WASHINGTON AVENUE GROUND FL | BRONX | NY | 10456 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| EAGLE MOUNT BOZEMAN | ||||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| ESPERANZA ACADEMY | ||||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FJC (THE CLIMATE MUSEUM) | ||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| FOUNDERS HALL | ||||||||
| 193 DANBURY ROAD | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $51,300 | |
| FRIENDS OF THE GALLATIN NATIONAL FOREST AVALANCHE CENTER | ||||||||
| PO BOX 130 | BOZEMAN | MT | 59771 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| GALLATIN VALLEY PHEASANTS FOREVER | ||||||||
| PO BOX 4220 | BOZEMAN | MT | 59772 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| GCS CAPITAL CAMPAIGN | ||||||||
| 86 FOURTH AVENUE | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 20073 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| GO PROJECT | ||||||||
| 50 COOPER SQUARE 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION (GVSHP) | ||||||||
| 232 EAST 11TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| HARVARD UNIVERSITY | ||||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| HUDSON GUILD | ||||||||
| 441 W 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| MAKE-A-WISH | ||||||||
| ONE BULFINCH PLACE 2ND FLOOR | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 100 CAMBRIDGE STREET SUITE 1310 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 6633 CLARK ST | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| NPR | ||||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| PLUMMER YOUTH PROMISE | ||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| PREBLE STREET | ||||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 1 SCIENCE PARK | ORUBCETIB | NJ | 08544 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| ROOM TO GROW | ||||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| SCARBOROUGH LAND TRUST | ||||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SILVER HILL HOSPITAL FAMILY | ||||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 324 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,500 | |
| ST PETER'S CHURCH | ||||||||
| 320 BOSTON POST ROAD | WESTON | MA | 02493 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $21,000 | |
| STOREFRONT ACADEMY HARLEM | ||||||||
| 70 EAST 129TH STREET | NEW YORK | NY | 10035 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE FRONTLINE JOURNALISM FUND | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| THE HOME FOR THE LITTLE WANDERERS | ||||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE MENTOR GROUP | ||||||||
| 160 COMMONWEALTH | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $57,500 | |
| THE MORGAN LIBRARY & MUSEUM | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| THE PHILANTHROPY CONNECTION | ||||||||
| 1770 MASSACHUSETTS AVENUE SUITE 222 | CAMBRIDGE | MA | 02140 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| THE WINSOR SCHOOL | ||||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| THE WOMEN'S FUND OF ESSEX COUNTY | ||||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| TROUT UNLIMITED MADISONGALLATIN | ||||||||
| PO BOX 52 | BOZENAB | MT | 59771 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| WASHINGTON SQUARE PARK CONSERVANCY | ||||||||
| PO BOX 1624 | NEW YORK | NY | 10276 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVENUE THIRD FLOOR | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| WELLSPRING HOUSE | ||||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WESTERN CONNECTICUT HEALTH NETWORK FOUNDATION INC | ||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $510,000 | |
| WGBH | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WNET PATRON PROGRAM | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,534,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,938 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $236,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $315,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $315,214 | TotalIncomeProducingActyAmt |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BTFL ET AL COTEES CLAT A ART V RUTH C RUGGLES TR | |||||||
| 1 | C/O 801 BRICKELL AVENUE SUITE 2250 | MIAMI | FL | 33131 | $247,330 | Yes (X) | |
| BTFL ET AL COTEES CLAT B ART V RUTH C RUGGLES TR | |||||||
| 2 | C/O 801 BRICKELL AVENUE SUITE 2250 | MIAMI | FL | 33131 | $228,677 | Yes (X) | |
| BTFL ET AL COTEES CLAT C ART V RUTH C RUGGLES TR | |||||||
| 3 | C/O 801 BRICKELL AVENUE SUITE 2250 | MIAMI | FL | 33131 | $856,795 | Yes (X) | |
| BTFL ET AL COTEES CLAT A ART V RUTH C RUGGLES TR | |||||||
| 4 | C/O 801 BRICKELL AVENUE SUITE 2250 | MIAMI | FL | 33131 | $2,125,000 | Yes (X) | Yes (X) |
| BTFL ET AL COTEES CLAT B ART V RUTH C RUGGLES TR | |||||||
| 5 | C/O 801 BRICKELL AVENUE SUITE 2250 | MIAMI | FL | 33131 | $630,000 | Yes (X) | Yes (X) |
| BTFL ET AL COTEES CLAT C ART V RUTH C RUGGLES TR | |||||||
| 6 | C/O 801 BRICKELL AVENUE SUITE 2250 | MIAMI | FL | 33131 | $120,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | SECURITIES (OWLSX, OWSMX, OWSOX) | $2,125,000 | 2019-01-14 |
| 5 | SECURITIES (OWLSX, OWSMX, OWSOX) | $630,000 | 2019-01-14 |
| 6 | SECURITIES (OWLSX) | $120,000 | 2019-01-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 62,979.183 SHS OF OW ALL CAP CORE FUND | $905,373 | $1,149,999 |
| 235,732.621 SHS OF OW LARGE CAP STRATEGIES FD | $3,025,085 | $3,432,266 |
| 109,393.157 SHS OF OW SMALL & MIDCAP STRAT FD | $1,735,720 | $1,654,024 |
| 328,785.873 SHS OF OW STRATEGIC OPPTYS FUND | $2,484,687 | $2,469,181 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $6,864 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |