RUGGLES FAMILY FOUDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RUGGLES FAMILY FOUDATION (EIN 26-6381931)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2018-01-25
- IRS object ID
- 201820259349100302
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-25T11:08:14-06:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | 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 |
| 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 | BESSEMER TRUST 1225 FRANKLIN AVE | 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 | 2018-01-25 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.35.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-25 | IPDt |
| IP Tm | 11:47:30 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3B995E20AF7E6202DDDE6C7E1E87FA0BAEB2F0D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3B995E20AF7E6202DDDE6C7E1E87FA0BAEB2F0D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,963,279 | 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 | $2,388,596 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,655 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,430,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,159 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,585 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,412 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,173 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,192,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,192,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,199,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,195,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,230,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,747 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $793,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $600,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $600,676 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,684,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,109,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,362,603 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,477,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,710,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,963,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,477,433 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,710,240 | 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 | $2,477,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,710,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,477,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,710,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,477,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,230,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,837 | OtherIncreasesAmt |
| Subtotal | $3,710,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,710,240 | 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 | $22,655 | GrossSalesPriceAmt |
| Gain Or Loss | $22,655 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,655 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,655 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $826,625 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,660,902 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.497696 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,011,349 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $984,529 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.027241 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $876,957 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $471,384 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.860388 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $653,658 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $481,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.358524 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $320,030 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $300,132 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.066297 | DistributionYr5Rt |
| Total Distribution | 5.810146 | TotalDistributionRt |
| Average Distribution | 1.162029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,798,871 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,252,369 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $377 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,252,746 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,195,373 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $755 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $755 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $624 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,624 | TotalPaymentsAndCreditsAmt |
| Overpayment | $869 | OverpaymentAmt |
| Applied To ES Tax | $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 | 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | 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 |
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 | ||||||||
| 630 FIFTH AVENUE | NEW YORK | NY | 10111 | CO-TRUSTEE | 40.00 | $6,585 | $0 | $0 |
| RUDY L RUGGLES JR | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| LESLIE R RYLEE | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| WHITNEY R SAVIGNANO | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | 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 | $2,214,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $627,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,841,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,841,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,798,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $755 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $755 | TotalTaxAmt |
| Distributable Before Adj | $139,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,189 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,195,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,195,373 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,195,373 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $305,023 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $629,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $853,388 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $962,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $744,153 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,494,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,195,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,056,184 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,550,471 | 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 | $305,023 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,245,448 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $629,600 | ExcessFromYear4Amt |
| Excess From Year3 | $853,388 | ExcessFromYear3Amt |
| Excess From Year2 | $962,123 | ExcessFromYear2Amt |
| Excess From Year1 | $744,153 | ExcessFromYear1Amt |
| Excess From Current Year | $1,056,184 | 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 |
|---|---|---|---|---|---|---|---|
| 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 | $20,000 |
| BEVERLY HOSPITAL ANNUAL FUND | |||||||
| 500 CUMMINGS CENTER SUITE 6500 | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| BOZEMAN DEACONESS FOUNDATION | |||||||
| 931 HIGHLAND BLVD STE 3200 | BOZEMAN | MT | 59711 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 |
| BOZEMAN PUBLIC LIBRARY | |||||||
| 626 E MAIN STREET | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| BOZEMAN SUMMIT SCHOOL | |||||||
| 3001 WEST VILLARD STREET | BOZEMAN | MT | 59718 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| BRIGHAM AND WOMEN'S HOSPITAL ANNUAL FUND | |||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| CHARLES RIVER MUSEUM OF INDUSTRY & INNOVATION | |||||||
| 154 MOODY STREET | WATHAM | MA | 02453 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 3300 GOLF ROAD | BROOKFIELD | IL | 60513 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| DREAMYARD PROJECT | |||||||
| 1085 WASHINGTON AVENUE GROUND FL | BRONX | NY | 10456 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 |
| EAGLE MOUNT BOZEMAN | |||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| 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 | $15,000 |
| FOUNDERS HALL | |||||||
| 193 DANBURY ROAD | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 |
| FRIENDS OF THE GALLATIN NATIONAL FOREST AVALANCHE CENTER | |||||||
| PO BOX 130 | BOZEMAN | MT | 59771 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 |
| FRIENDS OF THE MASS GENERAL CANCER CENTER | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| GALLATIN VALLEY PHEASANTS FOREVER | |||||||
| PO BOX 4220 | BOZEMAN | MT | 59772 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 |
| GCS CAPITAL CAMPAIGN | |||||||
| 86 FOURTH AVENUE | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 |
| GEORGETOWN UNIVERSITY | |||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 20073 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| 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 | $4,000 |
| HUDSON GUILD | |||||||
| 441 W 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| J CRAIG VENTER INSTITUTE | |||||||
| 9704 MEDICAL CENTER DRIVE | ROCKVILLE | MD | 20850 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 |
| KIPPMA | |||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| 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 | $10,000 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| NEWBERRY LIBRARY | |||||||
| 60 WEST WALTON STREET | CHICAGO | IL | 60657 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 6633 CLARK ST | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| ORGANIZATION FOR TROPICAL STUDIES | |||||||
| 410 SWIFT AVENUE | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $70,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| 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 |
| RIDGEFIELD LIBRARY | |||||||
| 472 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 501 GEORGE STREET SUITE A | NEW HAVEN | CT | 06511 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| ROOM TO GROW | |||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| SCARBOROUGH LAND TRUST | |||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| ST PAUL'S SCHOOL | |||||||
| 324 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| ST PETER'S CHURCH | |||||||
| 320 BOSTON POST ROAD | WESTON | MA | 02493 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $11,000 |
| 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 COSTANTINO SAVIGNANO ENDOWMENT FUND FOR ALLERGY AND ASTHMA RESEARCH | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| THE EXTRAORDINARY NEEDS FUND | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| 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 | $50,000 |
| THE MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| THE PLUMMER HOME FOR BOYS INC | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| THE VINCENT CLUB | |||||||
| 71 BRIMMER STREET | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| 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 | $15,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| 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 | $5,000 |
| 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 | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,192,000 | 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 | $19,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,159 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,159 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CLAT A ART V RUTH C RUGGLES TR | |||||||
| 1 | C/O BESSEMER TRUST COMPANY 630 FIFT | NEW YORK | NY | 10111 | $748,318 | Yes (X) | |
| CLAT B ART V RUTH C RUGGLES TR | |||||||
| 2 | C/O BESSEMER TRUST COMPANY 630 FIFT | NEW YORK | NY | 10111 | $526,110 | Yes (X) | |
| CLAT C ART V RUTH C RUGGLES TR | |||||||
| 3 | C/O BESSEMER TRUST COMPANY 630 FIFT | NEW YORK | NY | 10111 | $663,160 | Yes (X) | |
| CLAT A ART V RUTH C RUGGLES TR | |||||||
| 4 | C/O BESSEMER TRUST COMPANY 630 FIFT | NEW YORK | NY | 10111 | $451,008 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | OW LARGE CAP STRATEGIES FD | NoncashPropertyDesc |
| Fair Market Value | $451,008 | FairMarketValueAmt |
| Received | 2017-01-10 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 53,948.477 SHS OF OW ALL CAP COPE FUND | $750,975 | $816,240 |
| 97,230.332 SHS OF OW LARGE CAP STRATEGIES FD | $1,235,963 | $1,345,667 |
| 41,039.618 SHS OF OW SMALL & MIDCAP STRAT FD | $633,766 | $675,922 |
| 67,021.056 SHS OF OW STRATEGIC OPPTYS FUND | $488,860 | $524,774 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJUSTMENT | $1 |
| ADJUSTMENT TO REFLECT DIFF BETWEEN BOOK/TAX BASIS OF DONATED SECURITIES | $1,836 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2015 EXTENSION | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |