RUTH DUP LORD CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RUTH DUP LORD CHARITABLE TR (EIN 47-6814522)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-31
IRS object ID
201702439349100600
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-31T09:09:23-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line16 DONROSS DRAddressLine1Txt
CityWESTERLYCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02891ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476814522EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUTH DU P LORD CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O 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
Signature2017-09-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID HEACOCKPreparerPersonNm
PTINP00542463PTIN
Phone4012127378PhoneNum
Preparation2017-08-29PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id9EA193DE37FB7C3EF22C56D666BD74A22C9A51EFAtSubmissionCreationDeviceId
At Submission Filing Device Id9EA193DE37FB7C3EF22C56D666BD74A22C9A51EFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
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$2,628InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,628InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$2,628TotalRevAndExpnssAmt
Total Net Invst Incm$2,628TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$520LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,889AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,409TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$392,327ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$392,327ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$394,736TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$392,327TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$392,108ExcessRevenueOverExpensesAmt
Net Investment Income$2,628NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,266,346CashBOYAmt
Cash EOY$874,238CashEOYAmt
Total Assets BOY$1,266,346TotalAssetsBOYAmt
Total Assets EOY$874,238TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,266,346UnrestrictedBOYAmt
Unrestricted EOY$874,238UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,266,346TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$874,238TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,266,346TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$874,238TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,266,346TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$392,108ExcessRevenueOverExpensesAmt
Subtotal$874,238SubtotalAmt
Tot Net Ast Or Fund Balances EOY$874,238TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$724,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,608,675NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.450495DistributionYr1Rt
Total Distribution0.450495TotalDistributionRt
Average Distribution0.450495AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$26NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$392,327QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$26InvestmentIncomeExciseTaxAmt
Subtotal$26SubtotalAmt
Tax Based On Investment Income$26TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1TotalPaymentsAndCreditsAmt
Tax Due$25TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
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 DONROSSAddressLine1Txt
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAULINE LORD
PO BOX 250EAST LYMECT06333TRUSTEE000.00$0$0$0
HENRY LORD
PO BOX 250EAST LYMECT06333TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

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
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$26TaxBasedOnInvestmentIncomeAmt
Total Tax$26TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$392,327ExpensesAndContributionsAmt
Qualifying Distributions$392,327QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$26PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$392,301AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$644,304ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$644,304TotalExcessDistributionCyovAmt
Qualifying Distributions$392,327QualifyingDistributionsAmt
Remaining Distri From Corpus$392,327RemainingDistriFromCorpusAmt
Total Corpus$1,036,631TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,036,631ExcessDistriCyovToNextYrAmt
Excess From Year1$644,304ExcessFromYear1Amt
Excess From Current Year$392,327ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350ORG
20 JAY STREETBROOKLYNNY11201JOBS$10,000
AMERICAN FARMLAND TRUST
1150 CONSTITUTION AVE NWWASHINGTONDC20036CONSERVATION$6,000SUITE 600
BOCA GRANDE PRESERVATION ASSOC
150 GILCRIST AVEBOCA GRANDEFL33921PRESERVATION$20,000
BRIDGE REPERTORY THEATER
270 THIRD ST 305CAMBRIDGEMA02142ARTS$15,000
CENTER FOR CHILDRENS ADVOCACY
2074 PARK STREETHARTFORDCT06106LEGAL SERVICES$15,000
CITIZENS QUALITY SICKLE CELL CARE
370 OSGOOD AVENUENEW BRITAINCT06053HEALTH$1,327
COLCHESTER LAND TRUST
PO BOX 93COLCHESTERCT06415CONSERVATION$25,000
CORPORATE ACCOUNTABILITY INT'L
10 MILL STREET 610BOSTONMA02108CORPORATE OVERSITE$15,000
CREATIVE ARTS WORKSHOP
10 AUDUBON STREETNEW HAVENCT06510ARTS$2,500
FONKOSE USA
1718 CONNECTICUT AVE NWWASHINGTONDC20009HAITI POVERTY$7,500SUITE 201
HASBRO CHILDRENS HOSPITAL
PO BOX HPROVIDENCERI02903HOSPITAL$6,000
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202HUNGER$10,000
INTERNATIONAL FESTIVAL ARTS
195 CHURCH STREETNEW HAVENCT06510ARTS$7,000
LEAP
31 JEFFERSON STNEW HAVENCT06511EDUCATION$7,500
LONG WHARF THEATER
222 SARGENT DRIVENEW HAVENCT06511ARTS$20,000
NATURE CONSERVANCY
2500 MAITLAND CENTER PWYMAITLANDFL32751CONSERVATION$20,000
NEPSCC
ONE BOSTON MEDICAL CENTERBOSTONMA02118HEALTH$2,500
NEW ENGLAND FORESTRY FOUNDATION
32 FOSTER STREETLITTLETONMA01460CONSERVATION$65,000
PLANNED PARENTHOOD
345 WHITNEY AVENEW HAVENCT06511HEALTH$5,000
PLOUGHSHARES FUND
1100 VERMONT AVE 300WASHINGTONDC20005PEACE$15,000
SAVE THE SOUND
142 TEMPLE STNEW HAVENCT06510CONSERVATION$15,000
SOLAR YOUTH
53 WAYFARER STNEW HAVENCT06515JOBS$5,000
STREAM OF DREAMS INC
6457 CHURCH STREETDOUGLASVILLEGA30134SOCIAL DEVELOPEMENT$10,000
TAHIRICH JUSTICE CENTER
6402 ARLINGTON BLVDFALLS CHURCHVA22042JUSTICE$2,000
TEACH DEV INC
PO BOX 21803CLEVELANDOH44121EDUCATION$5,000
THE LIDE HAITI FOUNDATION
5737 KANAN ROADAGOURA HILLSCA91301POVERTY$5,000
THE RON FINDLEY PROJECT
4501 EXPOSITION BLVDLOS ANGLESCA90016NUTRITION$1,000
TRUST FOR PUBLIC LANDS
101 MONTGOMERY STSAN FRANCISCOCA94104CONSERVATION$10,000
WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVEST LOUISMO63130EDUCATION$4,000
WINTERTHUR MUSEUM
5105 KENNETI PLACEWINTERTHURDE19735MUSEUM$10,000
YALE UNIVERSITY CHILD STUDY CENTER
PO BOX 7611NEW HAVENCT06519EDUCATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$392,327TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,628RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,628RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,628TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,889Amt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$520LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
BANK FEES

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