THOMAS RUTHERFOORD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS RUTHERFOORD FOUNDATION (EIN 20-2057953)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349102663
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T16:08:23-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541342298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kositzka Wicks and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5270 Shawnee Road Suite 250 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202057953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Rutherfoord Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Dyson Capital Advisors | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 7035186136 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Union Street No 300 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas D Rutherfoord | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7035186136 | PhoneNum |
| Signature | 2017-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen G Travis CPA | PreparerPersonNm |
| PTIN | P00158766 | PTIN |
| Phone | 7036422700 | PhoneNum |
| Preparation | 2017-10-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-13 | IPDt |
| IP Tm | 16:13:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8087E3D3B9CB9C66615E08F802550EE4EE946347 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F614BD01473464C519E9B2C4EC7937AD501EFF9B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,720,755 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $284,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,845,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $479,464 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $479,464 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $733,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $763,677 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $212,373 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,162 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,666 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,666 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,508 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,849 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $272,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $887,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $887,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,160,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $938,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$426,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $546,130 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,546,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,225,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,225,952 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,973,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,347,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,664,730 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,897,774 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,930,469 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,863,593 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,859,421 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,228,660 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,966,480 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,276,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,732,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,720,755 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,300 | AccountsPayableBOYAmt |
| Loans From Officers BOY | $151,580 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $37,575 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $154,880 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,575 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,121,734 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,695,082 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,121,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,695,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,276,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,732,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,121,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$426,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,695,082 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,695,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPM CORE BD FD -SEL | P | 2016-03-04 | 2016-09-29 | $300,000 | $292,494 | $7,506 | $7,506 |
| VANGUARD FTSE EUROPE ETF | P | 2015-08-12 | 2016-07-13 | $94 | $110 | -$16 | -$16 |
| VANGUARD FTSE EUROPE ETF | P | 2015-08-12 | 2016-07-13 | $24,904 | $29,059 | -$4,155 | -$4,155 |
| VANGUARD FTSE EUROPE ETF | P | 2015-08-12 | 2016-07-13 | $9,405 | $10,986 | -$1,581 | -$1,581 |
| VANGUARD FTSE EUROPE ETF | P | 2015-08-12 | 2016-07-14 | $12,906 | $14,887 | -$1,981 | -$1,981 |
| VANGUARD FTSE EUROPE ETF | P | 2015-08-12 | 2016-07-14 | $10,373 | $11,975 | -$1,602 | -$1,602 |
| VANGUARD FTSE EUROPE ETF | P | 2015-08-12 | 2016-07-14 | $25,883 | $29,883 | -$4,000 | -$4,000 |
| VANGUARD FTSE EUROPE ETF | P | 2015-08-12 | 2016-07-14 | $7,807 | $9,009 | -$1,202 | -$1,202 |
| GS NOTE OF NOTES EAFE BSKT 2/23/17 | P | 2016-01-29 | 2016-07-14 | $180,475 | $181,170 | -$695 | -$695 |
| DEUTSCHE X-TRACKERS MSCI EAF | P | 2015-08-12 | 2016-09-20 | $34,326 | $38,302 | -$3,976 | -$3,976 |
| DEUTSCHE X-TRACKERS MSCI EAF | P | 2015-08-12 | 2016-09-20 | $28,764 | $32,132 | -$3,368 | -$3,368 |
| DEUTSCHE X-TRACKERS MSCI EAF | P | 2015-08-12 | 2016-09-20 | $20,984 | $23,458 | -$2,474 | -$2,474 |
| DEUTSCHE X-TRACKERS MSCI EAF | P | 2015-08-12 | 2016-09-20 | $19,303 | $21,538 | -$2,235 | -$2,235 |
| DOUBLELINE TOTL RET BND-I | P | 2012-02-07 | 2016-09-29 | $150,000 | $152,464 | -$2,464 | -$2,464 |
| GOLDMAN SACHS STRAT INC-INST | P | 2014-11-19 | 2016-09-19 | $218,057 | $238,838 | -$20,781 | -$20,781 |
| JPM MTGE BACKED SEC FD-SEL | P | 2012-02-07 | 2016-09-29 | $200,000 | $200,699 | -$699 | -$699 |
| JPM SHORT DURATION BD FD-SEL | P | 2016-03-04 | $823,034 | $834,599 | -$11,565 | -$11,565 | |
| BARC EAFE REN MAT 02/18/16 | P | 2015-01-30 | 2016-02-18 | $189,553 | $225,000 | -$35,447 | -$35,447 |
| JOHN HANCOCK L/C EQUITY-I | P | 2016-06-13 | $14,896 | $15,674 | -$778 | -$778 | |
| MATTHEWS ASIA DIVIDEND-INST | P | 2015-07-10 | 2016-06-09 | $7,321 | $7,392 | -$71 | -$71 |
| BMO PYRFORD INTL STOCK-I | P | 2015-05-05 | 2016-06-09 | $4,195 | $4,537 | -$342 | -$342 |
| BMO PYRFORD INTL STOCK-I | P | 2015-05-05 | 2016-06-27 | $6,127 | $7,175 | -$1,048 | -$1,048 |
| BMO PYRFORD INTL STOCK-I | P | 2015-05-05 | 2016-08-19 | $3,132 | $3,313 | -$181 | -$181 |
| BMO PYRFORD INTL STOCK-I | P | 2016-08-22 | $3,016 | $3,182 | -$166 | -$166 | |
| BMO PYRFORD INTL STOCK-I | P | 2015-05-17 | 2016-08-23 | $1,577 | $1,662 | -$85 | -$85 |
| BMO PYRFORD INTL STOCK-I | P | 2015-05-07 | 2016-11-09 | $7,755 | $8,572 | -$817 | -$817 |
| COHEN & STEERS PR SEC&INC-I | P | 2015-02-12 | 2016-08-19 | $1,818 | $1,771 | $47 | $47 |
| COHEN & STEERS PR SEC&INC-I | P | 2015-02-12 | 2016-08-22 | $2,355 | $2,291 | $64 | $64 |
| COHEN & STEERS PR SEC&INC-I | P | 2015-02-12 | 2016-08-23 | $3,235 | $3,145 | $90 | $90 |
| COLUMBIA CONV SECURITIES-Z | P | 2016-01-19 | $25,966 | $30,844 | -$4,878 | -$4,878 | |
| DOUBLELINE TOTL RET BND-I | P | 2012-07-25 | 2016-06-07 | $13,844 | $14,404 | -$560 | -$560 |
| HSBC TOTAL RETURN FD-I | P | 2012-07-09 | 2016-04-21 | $4,949 | $5,136 | -$187 | -$187 |
| HSBC TOTAL RETURN FD-I | P | 2012-07-10 | 2016-04-22 | $5,255 | $5,460 | -$205 | -$205 |
| HSBC TOTAL RETURN FD-I | P | 2012-07-10 | 2016-04-25 | $4,974 | $5,168 | -$194 | -$194 |
| HSBC TOTAL RETURN FD-I | P | 2012-07-09 | 2016-04-26 | $4,706 | $4,884 | -$178 | -$178 |
| HSBC TOTAL RETURN FD-I | P | 2012-07-09 | 2016-04-28 | $2,424 | $2,503 | -$79 | -$79 |
| HSBC TOTAL RETURN FD-I | P | 2012-07-09 | 2016-04-29 | $2,494 | $2,583 | -$89 | -$89 |
| HSBC TOTAL RETURN FD-I | P | 2016-05-02 | $2,888 | $2,991 | -$103 | -$103 | |
| HSBC TOTAL RETURN FD-I | P | 2012-07-10 | 2016-05-03 | $2,538 | $2,645 | -$107 | -$107 |
| HSBC TOTAL RETURN FD-I | P | 2012-07-10 | 2016-05-04 | $2,087 | $2,181 | -$94 | -$94 |
| HARBOR HIGH YIELD BOND-INST | P | 2010-09-15 | 2016-06-06 | $7,445 | $8,397 | -$952 | -$952 |
| HARBOR HIGH YIELD BOND-INST | P | 2010-09-15 | 2016-06-08 | $7,760 | $8,690 | -$930 | -$930 |
| HARBOR HIGH YIELD BOND-INST | P | 2010-09-15 | 2016-11-04 | $7,863 | $8,760 | -$897 | -$897 |
| HARBOR HIGH YIELD BOND-INST | P | 2010-09-15 | 2016-11-14 | $6,693 | $7,518 | -$825 | -$825 |
| HARBOR HIGH YIELD BOND-INST | P | 2010-09-15 | 2016-11-16 | $6,749 | $7,535 | -$786 | -$786 |
| MATTHEWS ASIA DIVIDEND-INST | P | 2010-09-15 | 2016-06-09 | $241 | $202 | $39 | $39 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-27 | 2016-10-24 | $3,774 | $3,809 | -$35 | -$35 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-27 | 2016-10-25 | $4,170 | $4,204 | -$34 | -$34 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2016-10-26 | $4,805 | $4,837 | -$32 | -$32 | |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-15 | 2016-10-27 | $4,298 | $4,328 | -$30 | -$30 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-15 | 2016-10-28 | $4,410 | $4,440 | -$30 | -$30 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-15 | 2016-10-31 | $4,408 | $4,438 | -$30 | -$30 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-15 | 2016-11-01 | $4,425 | $4,461 | -$36 | -$36 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-15 | 2016-11-02 | $4,345 | $4,385 | -$40 | -$40 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-15 | 2016-11-03 | $4,292 | $4,337 | -$45 | -$45 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-15 | 2016-11-04 | $4,497 | $4,544 | -$47 | -$47 |
| RIDGEWORTH SEIX FLOATING-IS | P | 2010-09-15 | 2016-11-07 | $2,954 | $2,985 | -$31 | -$31 |
| DDR CORP | P | 2012-07-18 | 2016-09-29 | $255,094 | $250,000 | $5,094 | $5,094 |
| JPM SHORT DURATION BD FD-SEL | P | 2012-01-30 | 2016-09-29 | $301,105 | $303,589 | -$2,484 | -$2,484 |
| GS PREFERRED SECTOR NOTE 1/27/16 | P | 2015-01-09 | 2016-01-27 | $137,864 | $150,000 | -$12,136 | -$12,136 |
| GS REN JPNK400 5/25/16 | P | 2015-05-08 | 2016-05-25 | $84,102 | $100,000 | -$15,898 | -$15,898 |
| AMERICAN WATER WORKS | P | 2011-01-04 | 2016-08-03 | $26,035 | $8,193 | $17,842 | $17,842 |
| HITACHI LTD ADR | P | 2015-05-15 | 2016-09-02 | $14,398 | $21,246 | -$6,848 | -$6,848 |
| HITACHI LTD ADR | P | 2015-05-18 | 2016-09-02 | $18,478 | $27,481 | -$9,003 | -$9,003 |
| ISHARES MSCI JAPAN ETXXXREVERSE SPLIT | P | 2015-04-17 | 2016-07-14 | $112,634 | $122,155 | -$9,521 | -$9,521 |
| ISHARES MSCI JAPAN ETXXXREVERSE SPLIT | P | 2015-04-01 | 2016-08-12 | $71,103 | $71,972 | -$869 | -$869 |
| ISHARES MSCI JAPAN ETXXXREVERSE SPLIT | P | 2015-04-17 | 2016-08-12 | $45,612 | $47,763 | -$2,151 | -$2,151 |
| MURPHY USA INC | P | 2014-01-27 | 2016-07-29 | $17,448 | $9,055 | $8,393 | $8,393 |
| MURPHY USA INC | P | 2014-01-27 | 2016-08-01 | $14,068 | $7,427 | $6,641 | $6,641 |
| PANASONIC CORP | P | 2015-05-07 | 2016-09-02 | $35,258 | $47,457 | -$12,199 | -$12,199 |
| THE MACERICH COMPANY REIT | P | 2015-07-31 | 2016-09-12 | $98,148 | $96,527 | $1,621 | $1,621 |
| WILLIAMS COMPANIES | P | 2014-03-07 | 2016-02-08 | $1,791 | $6,378 | -$4,587 | -$4,587 |
| WILLIAMS COMPANIES | P | 2010-02-05 | 2016-02-08 | $7,225 | $9,863 | -$2,638 | -$2,638 |
| WILLIAMS COMPANIES | P | 2010-07-23 | 2016-02-08 | $18,392 | $24,563 | -$6,171 | -$6,171 |
| Capital Gains Dividends | P | $120,494 | $120,494 | $120,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,857 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,008,615 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,675,467 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051263 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $988,544 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,064,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049269 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $932,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,416,965 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048039 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $944,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,015,306 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $485,631 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,120,318 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025399 | DistributionYr5Rt |
| Total Distribution | 0.223664 | TotalDistributionRt |
| Average Distribution | 0.044733 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,533,927 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $829,078 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,461 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $834,539 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $938,076 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,312 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,312 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,851 | OverpaymentAmt |
| Applied To ES Tax | $2,851 | 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 | VA | 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 | Thomas D Rutherfoord Jr | IndividualWithBooksNm |
| Phone | 7035186136 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4333 N Ocean Boulevard Unit BS2 | AddressLine1Txt |
| City | Gulf Stream | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33483 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas D Rutherfoord | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4333 N Ocean Boulevard Unit BS2 | AddressLine1Txt |
| City | Gulf Stream | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33483 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | Made contributions to charitable organizations listed in part XV. | Description1Txt |
| Expenses1 | $887,664 | 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 | $16,985,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,830,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,816,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,816,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,533,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $926,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $926,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,461 | TotalTaxAmt |
| Distributable Before Adj | $921,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $921,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $921,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $938,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $938,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,461 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $932,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $921,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $911,969 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $938,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $911,969 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $895,128 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Aspen Music Festival | ||||||||||
| 225 Music School Road | Aspen | CO | 81611 | PC | To fund charitable activities. | $20,000 | ||||
| Bishop John T Walker School | ||||||||||
| 3640 Martin Luther King Jr Ave SE | Washington | DC | 20032 | PC | To fund charitable activities. | $100,000 | ||||
| Buffalo Bill Historical Center | ||||||||||
| 720 Sheridan Avenue | Cody | WY | 82414 | PC | To fund charitable activities. | $2,000 | ||||
| Children's Hearing and Speech Center | ||||||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | PC | To fund charitable activities. | $250 | ||||
| Christ Church Georgetown | ||||||||||
| 3116 O Street NW | Washington | DC | 20007 | PC | To fund charitable activities. | $25,000 | ||||
| Citizen's Association of Georgetown | ||||||||||
| 1365 Wisconsin Avenue NW Suite 200 | Washington | DC | 20007 | PC | To fund charitable activities. | $575 | ||||
| Classical American Homes Preservation Trust | ||||||||||
| 67 E 93rd Street | New York | NY | 10128 | PC | To fund charitable activities. | $2,000 | ||||
| Collegiate Directions Inc | ||||||||||
| 4833 Rugby Avenue Suite 301 | Bethesda | MD | 20814 | PC | To fund charitable activities. | $25,200 | ||||
| French Heritage Society | ||||||||||
| 14 East 60th Street Suite 605 | New York | NY | 10022 | PC | To fund charitable activities. | $15,200 | ||||
| Georgetown Garden Tour | ||||||||||
| 3313 P Street NW | Washington | DC | 20007 | PC | To fund charitable activities. | $1,000 | ||||
| Georgetown Senior Citizens Center | ||||||||||
| 2104 Lincoln Street | Georgetown | SC | 29440 | PC | To fund charitable activities. | $500 | ||||
| Go Bo Fund for Georgetown Hospital | ||||||||||
| 3800 Reservoir Road NW | Washington | DC | 20007 | PC | To fund charitable activities. | $7,000 | ||||
| Historical Society of Washington | ||||||||||
| 801 K St NW | Washington | DC | 20001 | PC | To fund charitable activities. | $100 | ||||
| Hollins University | ||||||||||
| PO Box 9707 | Roanoke | VA | 240201707 | PC | To fund charitable activities. | $23,489 | ||||
| House of Ruth | ||||||||||
| 5 Thomas Cir NW | Washington | DC | 20005 | PC | To fund charitable activities. | $2,000 | ||||
| Massachusetts General Hospital | ||||||||||
| 55 Fruit St | Boston | MA | 02114 | PC | To fund charitable activities. | $75,000 | ||||
| Medicins Sans Frontieres | ||||||||||
| 333 7th Ave | New York | NY | 10001 | PC | To fund charitable activities. | $15,000 | ||||
| Metropolitan Club Foundation | ||||||||||
| 49 Knollwood Road | Elmsford | NY | 10523 | PC | To fund charitable activities. | $2,000 | ||||
| National Geographic Society | ||||||||||
| 1145 17th Street NW | Washington | DC | 200364688 | PC | To fund charitable activities. | $50,000 | ||||
| National Museum of Women in the Arts | ||||||||||
| 1250 New York Avenue NW | Washington | DC | 200053970 | PC | To fund charitable activities. | $5,000 | ||||
| Phillips Collection | ||||||||||
| 1600 21st Street NW | Washington | DC | 20009 | PC | To fund charitable activities. | $65,000 | ||||
| SOME | ||||||||||
| 71 O Street NW | Washington | DC | 20001 | PC | To fund charitable activities. | $3,000 | ||||
| Salisbury School | ||||||||||
| 251 Canaan Road | Salisbury | CT | 06068 | PC | To fund charitable activities. | $35,000 | ||||
| Salvation Army | ||||||||||
| PO Box 629 | Alexandria | VA | 22313 | PC | To fund charitable activities. | $5,000 | ||||
| Share Our Strength | ||||||||||
| 1703 M Street NW Suite 700 | Washington | DC | 20036 | PC | To fund charitable activities. | $2,000 | ||||
| St Albans School | ||||||||||
| Mount St Albans | Washington | DC | 20016 | PC | To fund charitable activities. | $7,500 | ||||
| St John's Episcopal Church | ||||||||||
| 3240 O Street NW | Washington | DC | 20007 | PC | To fund charitable activities. | $500 | ||||
| Stratford Hall | ||||||||||
| 483 Great House Road | Stratford | VA | 22558 | PC | To fund charitable activities. | $105,000 | ||||
| Student Conservation Association | ||||||||||
| PO Box 550 | Charlestown | NH | 036030550 | PC | To fund charitable activities. | $2,000 | ||||
| Sulgrave Club Endowment Fund | ||||||||||
| 1801 Massachusetts Avenue NW | Washington | DC | 20036 | PC | To fund charitable activities. | $2,500 | ||||
| Teach for America | ||||||||||
| 1411 K Street NW | Washington | DC | 20005 | PC | To fund charitable activities. | $25,000 | ||||
| The Aspen Institute | ||||||||||
| PO Box 222 | Queenstown | MD | 21658 | PC | To fund charitable activities. | $25,000 | ||||
| The Washington Chorus | ||||||||||
| 4301 Connecticut Ave NW 360 | Washington | DC | 20008 | PC | To fund charitable activities. | $1,000 | ||||
| Trust for the National Mall | ||||||||||
| PO Box 96475 | Washington | DC | 200906475 | PC | To fund charitable activities. | $5,000 | ||||
| Tudor Place Foundation | ||||||||||
| 1644 31st Street NW | Washington | DC | 20007 | PC | To fund charitable activities. | $3,400 | ||||
| UsAgainstAlzheimer's | ||||||||||
| 2 Wisconsin Circle Suite 700 | Chevy Chase | MD | 20815 | PC | To fund charitable activities | $10,000 | ||||
| Virginia Athletics Foundation | ||||||||||
| PO Box 400833 | Charlottesville | VA | 22904 | PC | To fund charitable activities. | $7,700 | ||||
| Virginia Foundation for Independent Colleges | ||||||||||
| 8010 Ridge Road Suite B | Richmond | VA | 22329 | PC | To fund charitable activities. | $5,000 | ||||
| WETA | ||||||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | PC | To fund charitable activities. | $10,000 | ||||
| Youth Orchestra of the Americas | ||||||||||
| 16th Floor 1001 19th St N | Arlington | VA | 22209 | PC | To fund charitable activities. | $20,000 | ||||
| The Society of the Four Arts | ||||||||||
| 24 Arts Plaza | Palm Beach | FL | 33480 | PC | To fund charitable activities. | $2,500 | ||||
| Roaring Gap Church | ||||||||||
| 45 Rhododendron Road | Roaring Gap | NC | 28668 | PC | To fund charitable activities. | $3,000 | ||||
| The Prince of Wales Foundation | ||||||||||
| 888 17th Street NW Suite 201 | Washington | DC | 20006 | PC | To fund charitable activities. | $69,953 | ||||
| The National Gallery of Art | ||||||||||
| 6th Constitution Ave NW | Washington | DC | 20565 | PC | To fund chartiable activities. | $10,000 | ||||
| Friends of Volta Park | ||||||||||
| 1525 33rd Street NW | Washington | DC | 20007 | PC | To fund charitable activities. | $900 | ||||
| Robert E Lee Memorial Association (RELMA) | ||||||||||
| 483 Great House Road | Stratford | VA | 22558 | PC | To fund charitable activities. | $1,525 | ||||
| Trees for Georgetown | ||||||||||
| 1365 Wisconsin Avenue NW Suite 200 | Washington | DC | 20007 | PC | To fund charitable activities. | $5,000 | ||||
| Basalt High School | ||||||||||
| 600 Southside Drive | Basalt | CO | 81621 | PC | To fund charitable activities. | $5,000 | ||||
| Georgetown Ministry Center | ||||||||||
| 1041 Wisconsin Avenue NW | Washington | DC | 20007 | PC | To fund charitable activities. | $2,000 | ||||
| Life With Cancer | ||||||||||
| 8411 Pennell St | Fairfax | VA | 22031 | PC | To fund charitable activities. | $2,000 | ||||
| Friends of Georgetown Waterfront Park | ||||||||||
| PO Box 3653 | Washington | DC | 20027 | PC | To fund charitable activities. | $1,000 | ||||
| The National Fund for the United States Botanic Garden | ||||||||||
| 245 First Street SW | Washington | DC | 20515 | PC | To fund charitable activities. | $250 | ||||
| Boys & Girls Club of Palm Beach County | ||||||||||
| 800 Northpoint Pkwy 204 | West Palm Beach | FL | 33407 | PC | To fund charitable activities. | $15,000 | ||||
| Florida Coalition for Preservation | ||||||||||
| 4600 North Ocean Blvd Ste 102 | Ocean Ridge | FL | 33435 | PC | To fund charitable activities. | $500 | ||||
| Northern Neck Land Conservancy | ||||||||||
| 8327 Mary Ball Rd | Lancaster | VA | 22503 | PC | To fund charitable activities. | $1,000 | ||||
| One East 60th Street Historical Foundation | ||||||||||
| 1 E 60th St | New York | NY | 10022 | PC | To fund charitable activities. | $1,000 | ||||
| National Jewish Health | ||||||||||
| PO Box 17169 | Denver | CO | 80217 | PC | To fund charitable activities. | $2,500 | ||||
| Phoenix Bikes | ||||||||||
| 4200 S Four Mile Run Drive | Arlington | VA | 22206 | PC | To fund charitable activities. | $2,000 | ||||
| The Great Steward of Scotland's Dumfries House Trust | ||||||||||
| PC | To fund charitable activities. | $17,622 | Dumfries House | Cumnock | UK | KA18 2NJ | ||||
| Haverford College | ||||||||||
| 370 Lancaster Ave | Haverford | PA | 19041 | PC | To fund charitable activities. | $1,000 | ||||
| The Preservation Foundation of Palm Beach | ||||||||||
| 311 Peruvian Ave | Palm Beach | FL | 33480 | PC | To fund charitable activities. | $15,000 | ||||
| Aspen Art Museum | ||||||||||
| 637 E Hyman Ave | Aspen | CO | 81611 | PC | To fund charitable activities. | $16,000 | ||||
| Wadsworth-Sulgrave Historic Preservation Foundation | ||||||||||
| 1801 Massachusetts Avenue NW | Washington | DC | 20036 | PC | To fund charitable activities. | $1,000 | ||||
| Mountain Rescue Aspen | ||||||||||
| 37925 CO-82 | Aspen | CO | 81611 | PC | To fund charitable activities. | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $887,664 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,195 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $479,464 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$29,857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $733,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $733,820 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $18,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $2,930,469 | EOYBookValueAmt |
| EOYFMV | $2,863,593 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $6,347,576 | EOYBookValueAmt |
| EOYFMV | $7,664,730 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,228,660 | BookValueAmt |
| EOYFMV | $5,966,480 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Gifts | $159 | $0 | $0 |
| Meals | $3,582 | $0 | $0 |
| Miscellaneous Expenses | $1,108 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Alternative Asset Distributions | $493,478 | $493,478 | $493,478 |
| Harvest MLP Income Fund LLP | $3,481 | $3,481 | $3,481 |
| Charles Schwab | $370 | $370 | $370 |
| Thyra Ancormax Income Fund | -$18,448 | -$18,448 | -$18,448 |
| Incus Capital Iberia Credit Fund | $583 | $583 | $583 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment management | $212,373 | $212,373 | $0 |
| Asset management | $32,162 | $0 | $32,162 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes paid on investments | CategoryTxt |
| Amt | $3,508 | Amt |
| Net Investment Income | $3,508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments