RUTH DUP LORD CHARITABLE TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
RUTH DUP LORD CHARITABLE TR (EIN 47-6814522)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-09
IRS object ID
201822219349100602
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-09T08:37:15-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200059905PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEACOCK & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line170 Mogollon DriveAddressLine1Txt
CitySedonaCityNm
State AbbreviationAZStateAbbreviationCd
ZIP86336ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476814522EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUTH DU PONT LORD CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2CO PAULINE LORDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRUTHBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 250AddressLine1Txt
CityEAST LYMECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06333ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAULINE LORDPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-08-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID HEACOCKPreparerPersonNm
PTINP00542463PTIN
Phone4012127378PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Taxable PFYes (X)Organization501c3TaxablePFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,885InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,885InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,885InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$1,885TotalRevAndExpnssAmt
Total Net Invst Incm$1,885TotalNetInvstIncmAmt
Total Adj Net Incm$1,885TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,525AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,525AccountingFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,525TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,525TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$242,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$242,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$243,575TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,525TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$242,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$241,690ExcessRevenueOverExpensesAmt
Net Investment Income$1,885NetInvestmentIncomeAmt
Adjusted Net Income$360AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$874,238CashBOYAmt
Cash EOY$632,548CashEOYAmt
Total Assets BOY$874,238TotalAssetsBOYAmt
Total Assets EOY$632,548TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$874,238UnrestrictedBOYAmt
Unrestricted EOY$632,548UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$874,238TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$632,548TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$874,238TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$632,548TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$874,238TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$241,690ExcessRevenueOverExpensesAmt
Subtotal$632,548SubtotalAmt
Tot Net Ast Or Fund Balances EOY$632,548TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Tax Due$38TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID HEACOCKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4012127378PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16 DONROSS DRAddressLine1Txt
CityWESTERLYCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02891ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PAULINE LORD
PO BOX 250EAST LYMECT06333Trustee1.00$0
HENRY LORD
PO BOX 250EAST LYMECT06333Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$38DistributableBeforeAdjAmt
Distributable Before Ded$38DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$242,050ExpensesAndContributionsAmt
Qualifying Distributions$242,050QualifyingDistributionsAmt
Adjusted Qualifying Distri$242,050AdjustedQualifyingDistriAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LONG WHARF THEATER
222 SARGENT DRIVENEW HAVENCT06511ART$20,000
CORPORATE ACCOUNTABILITY INTERNATIO
10 MILL STREET 610BOSTONMA02108CORPORATE OVERSITE$10,000
CENTER FOR ARMS CONTROL AND NON PRO
820 1ST NE SUITE LL-180WASHINGTONDC20002ARMS CONTROL$5,000
EARTH JUSTICE
50 CA ST SUITE 5000SAN FRANCISCOCA94111CONSERVATION$10,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104LEGAL SERVICES$10,000
TAHIRICH JUSTICE CENTER
6402 ARLINGTON BLVDFALLS CHURCHVA22042JUSTICE$10,000
NEW ENGLAND FORESTRY FOUNDATIONS
32 FOSTER STLITTLETONMA01460CONSERVATION$20,000
FELLOWSHIP PLACE INC
441 ELM STNEW HAVENCT06511FELLOWSHIP$6,000
INTERNATIONAL FESTIVAL ARTS
195 CHURCH STNEW HAVENCT06510ARTS$5,000
FOOD RECOVERY NETWORK
4321 HARTWICK RD SUITE 316COLLEGE PARKMD20740HUNGER$10,000
CT FUND FOR THE ENVIRONMENT
900 CHAPEL ST UPPER MEZZANINENEW HAVENCT06510ENVIRONMENT$10,000
DEFENDERS OF WILDLIFE
1130 17TH ST NWWASHINGTONDC20036ANIMALS$10,000
UNION FOR CONCERNED SCIENTISTS
2 BRATTLE SQCAMBRIDGEMA02138ENVIRONMENT$5,000
LEAP
31 JEFFERSON STNEW HAVENCT06511EDUCATION$5,000
WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVEST LOUISMO63130EDUCATION$4,050
CITY SEED
1412 N WOLFE STBALTIMOREMD21213HUNGER$10,000
U MASS SAS FACULTY EXCELLENCE FUND
SOUTH COLLEGE 150 HICKS WAYAMHERSTMA01003EDUCATION$2,500
PLOUGHSHARES FUND
1100 VERMONT AVE 300WASHINGTONDC20005PEACE$10,000
MOTE MARINE LAB
1600 KEN THOMPSON PARKWAYSARASOTAFL34236RESEARCH$10,000
CT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVEHARTFORDCT06105ARTS$12,500
CT PUBLIC BROADCASTING
1049 ASYLUM AVEHARTFORDCT06105ARTS$10,000
AMERICAN FARMLAND TRUST
1150 CONSITUTION AVE NWWASHINGTONDC20036CONSERVATION$3,000
CORPORATE ACCOUNTABILITY INTERNATIO
10 MILL ST 610BOSTONMA02108CORPORATE OVERSITE$10,000
SAFE FUTURES
16 JAY STNEW LONDONCT06320VIOLENCE PREVENTION$3,000
COLCHESTER LAND TRUST
PO BOX 93COLCHESTERCT06415CONSERVATION$2,500
TRUST FOR PUBLIC LANDS
101 MONTGOMERY STSAN FRANCISCOCA94104CONSERVATION$10,000
LYME LAND CONSERVATION TRUST INC
13 ENID LANEEAST LYMECT06333CONSERVATION$500
BRIDGE REPERTORY THEATER
270 THIRD STREET 305CAMBRIDGEMA02142ARTS$15,000
LAND TRUST ALLIANCE
1250 H STREET NWWASHINGTONDC20005CONSERVATION$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$242,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,885RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,885RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,885TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,525Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,525AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.