THOMAS RUTHERFOORD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS RUTHERFOORD FOUNDATION (EIN 20-2057953)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349100005
- Schema version
- 2014v5.0
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T07:51:15-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 7037864343 | 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 | 7037864343 | PhoneNum |
| Signature | 2015-11-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,224,166 | 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 | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $361,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $361,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $872,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,172,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $872,993 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $325,652 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $325,652 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,559,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,559,932 | 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 |
| Legal Fees Rev And Expnss | $176 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $176 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $159,545 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,469 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $192 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $793 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,701 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $937,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $937,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,136,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,002,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $423,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,439,063 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $803,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,476,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,476,456 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,495,901 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,408,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,956,565 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,147,997 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,525,918 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,494,341 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,534,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,990,623 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,296,804 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,982,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,401,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,224,166 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,694 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,676 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $1,514 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,514 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $8,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,190 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,974,327 | UnrestrictedBOYAmt |
| Unrestricted EOY | $18,397,562 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,974,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,397,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,982,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,401,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,974,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $423,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,397,562 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,397,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (209 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 4000 VANGUARD FTSE EUROPE ETF | P | 2014-10-21 | $209,679 | $229,943 | -$20,264 | -$20,264 | |
| 5512.679 VIRTUS EMERGING MKTS OPPOR-I | P | 2014-02-11 | $50,000 | $56,946 | -$6,946 | -$6,946 | 2013-03-07 |
| 157000 JPM ENHANCED BETA DAILY RETURN NOTE LNKD TO JBACDJST | P | 2014-11-21 | $142,525 | $168,180 | -$25,655 | -$25,655 | |
| 60000 JPM LEV CONT BUFF EQ WTI | P | 2014-12-08 | $41,910 | $60,000 | -$18,090 | -$18,090 | 2014-09-26 |
| 9333.333 PIMCO COMMODITYPL STRAT-P | P | 2014-05-01 | $105,000 | $102,293 | $2,707 | $2,707 | 2013-02-27 |
| 4488.33 ABERDEEN ASIA-PAC XJ-INST EQUITY FUND | P | 2014-02-12 | $50,000 | $55,957 | -$5,957 | -$5,957 | |
| 9942.466 ABERDEEN ASIA-PAC XJ-INST EQUITY FUND | P | 2014-03-12 | $112,648 | $119,043 | -$6,395 | -$6,395 | |
| 100000 DB MARKET PLUS SX5E | P | 2014-03-19 | $0 | $0 | |||
| 100000 DB MARKET PLUS SX5E | P | 2014-03-19 | $115,805 | $100,000 | $15,805 | $15,805 | 2012-09-14 |
| 10040.161 DREYFUS EMG MKT DEBT LOC C-I | P | 2014-01-23 | $135,542 | $150,000 | -$14,458 | -$14,458 | 2011-06-23 |
| 100000 GS 100%PP CNY NOTE | P | 2014-05-27 | $104,157 | $104,617 | -$460 | -$460 | 2012-05-18 |
| 771.367 JPM LARGE CAP GRWTH FD - SEL | P | 2014-06-06 | $25,000 | $16,623 | $8,377 | $8,377 | 2011-06-23 |
| 130000 SG CONT BUFF EQ SPX | P | 2014-10-01 | $149,500 | $130,000 | $19,500 | $19,500 | 2013-09-13 |
| 26084.253 VICTORY DIVERSIFIED STOCK-1 | P | 2014-03-04 | $568,115 | $422,491 | $145,624 | $145,624 | |
| 2627.451 JPM UNCONSTRAINED DEBT FD | P | 2014-10-22 | $26,800 | $27,357 | -$557 | -$557 | |
| 612.143 MATTHEWS ASIA DIVIDEND-INS | P | 2014-03-17 | $9,164 | $9,225 | -$61 | -$61 | 2013-02-01 |
| 713.689 NUVEEN GLOBAL INFRASTRUCT-I | P | 2014-01-14 | $7,351 | $6,916 | $435 | $435 | 2013-01-07 |
| 706.699 NUVEEN GLOBAL INFRASTRUCT-I | P | 2014-01-15 | $7,279 | $6,843 | $436 | $436 | |
| 705.335 NUVEEN GLOBAL INFRASTRUCT-I | P | 2014-01-16 | $7,272 | $6,823 | $449 | $449 | |
| 746.537 NUVEEN GLOBAL INFRASTRUCT-I | P | 2014-01-17 | $7,689 | $7,212 | $477 | $477 | 2013-01-08 |
| 7903 TORTOISE MLP & PIPELINE-INS | P | 2014-06-20 | $14,852 | $10,294 | $4,558 | $4,558 | 2012-10-16 |
| 1517.847 GATEWAY FUND-Y | P | 2014-03-17 | $43,942 | $38,402 | $5,540 | $5,540 | 2010-09-15 |
| 1303.506 HARBOR HIGH YIELD BOND-INST | P | 2014-01-06 | $14,130 | $14,378 | -$248 | -$248 | 2010-09-15 |
| 1857.251 JPM STRAT INC OPP FD | P | 2014-02-19 | $22,157 | $22,108 | $49 | $49 | |
| 2397.019 JPM STRAT INC OPP FD | P | 2014-02-20 | $28,620 | $28,309 | $311 | $311 | 2010-11-19 |
| 106.828 MATTHEWS ASIA DIVIDEND-INS | P | 2014-03-17 | $1,599 | $1,472 | $127 | $127 | 2010-09-15 |
| 1117.542 TRP INST FLOATING RATE-F | P | 2014-10-22 | $11,276 | $11,634 | -$358 | -$358 | |
| 1232.213 TRP INST FLOATING RATE-F | P | 2014-10-29 | $12,470 | $12,827 | -$357 | -$357 | 2011-04-13 |
| 5000 AMERICAN AXLE & MFG INC | P | 2014-07-07 | $5,490 | $5,358 | $132 | $132 | |
| 14000 AMERIGAS FINANCE LLC COR | P | 2014-07-07 | $15,512 | $15,314 | $198 | $198 | |
| 9000 CCO HLDGS LLC/CAP CORP | P | 2014-07-07 | $9,709 | $9,653 | $56 | $56 | |
| 8000 CENTURY LINK INC | P | 2014-07-07 | $8,360 | $8,078 | $282 | $282 | |
| 2000 CIT GROUP INC | P | 2014-07-07 | $2,153 | $2,150 | $3 | $3 | 2014-03-18 |
| 6000 CLEAR CHANNEL WORLDWIDE | P | 2014-07-07 | $6,454 | $6,255 | $199 | $199 | |
| 9000 CROWN CASTLE INTL CORP | P | 2014-07-07 | $9,368 | $8,920 | $448 | $448 | 2014-01-13 |
| 6000 CST BRANDS INC | P | 2014-07-07 | $6,023 | $5,905 | $118 | $118 | |
| 2000 LAMAR MEDIA CORP | P | 2014-07-07 | $2,147 | $2,120 | $27 | $27 | 2014-02-24 |
| 6000 LEVEL 2 FINANCING INC | P | 2014-07-07 | $6,534 | $6,563 | -$29 | -$29 | 2014-06-02 |
| 3000 MERITAGE HOMES CORP | P | 2014-07-07 | $3,293 | $3,308 | -$15 | -$15 | 2014-04-21 |
| 13000 PEABODY ENERGY CORP | P | 2014-07-07 | $13,040 | $13,104 | -$64 | -$64 | |
| 6000 RENGENCY ENERGY PARTNERS | P | 2014-07-07 | $6,541 | $6,465 | $76 | $76 | 2014-04-15 |
| 7000 T-MOBILE USA INC | P | 2014-07-07 | $7,637 | $7,565 | $72 | $72 | |
| 13000 UNITED RENTALS NORTH AM | P | 2014-07-07 | $13,917 | $14,018 | -$101 | -$101 | |
| 10000 ACCESS MIDSTREAM PARTNER | P | 2014-07-07 | $10,525 | $9,793 | $732 | $732 | |
| 5000 ADT CORP | P | 2014-07-07 | $4,638 | $4,413 | $225 | $225 | 2013-10-07 |
| 3000 AES CORPORATION | P | 2014-07-07 | $3,497 | $3,510 | -$13 | -$13 | |
| 4000 ALLIANT TECHSYSTEMS INC | P | 2014-07-07 | $4,322 | $4,325 | -$3 | -$3 | 2013-12-17 |
| 5000 ARCELORMITTAL | P | 2014-07-07 | $5,620 | $5,538 | $82 | $82 | 2014-04-04 |
| 4000 CATAMARAN CORP | P | 2014-07-07 | $4,060 | $4,050 | $10 | $10 | 2014-04-21 |
| 3000 CB STEEL DYNAMICS INC | P | 2014-07-07 | $3,205 | $3,273 | -$68 | -$68 | |
| 5000 CCO HLDGS LLC/CAP CORP | P | 2014-07-07 | $5,394 | $5,088 | $306 | $306 | 2013-08-21 |
| 6000 CENTURYLINK INC | P | 2014-07-07 | $6,270 | $5,903 | $367 | $367 | 2013-11-20 |
| 12000 CINEMARK USA INC | P | 2014-07-07 | $12,337 | $11,358 | $979 | $979 | |
| 5000 CLEARWATER PAPER CORP | P | 2014-07-07 | $5,250 | $5,413 | -$163 | -$163 | 2013-07-22 |
| 8000 CONCHO RESOURCES INC | P | 2014-07-07 | $8,801 | $8,755 | $46 | $46 | |
| 7000 CONTINENTAL RESOURCES | P | 2014-07-07 | $7,615 | $7,201 | $414 | $414 | 2013-11-18 |
| 10000 DAVITA INC | P | 2014-06-24 | $10,513 | $10,600 | -$87 | -$87 | 2013-07-11 |
| 8000 DONNELLEY (RR) & SONS | P | 2014-07-07 | $9,080 | $8,570 | $510 | $510 | |
| 3000 FELCOR LODGING LP | P | 2014-07-07 | $3,192 | $3,220 | -$28 | -$28 | |
| 4000 HOLOGIC INC | P | 2014-07-07 | $4,241 | $4,225 | $16 | $16 | |
| 2000 NATIONSTAR MORT/CAP CORP | P | 2014-03-07 | $1,890 | $1,935 | -$45 | -$45 | 2013-07-02 |
| 4000 NATIONSTAR MORT/CAP CORP | P | 2014-03-06 | $3,740 | $3,975 | -$235 | -$235 | 2013-07-30 |
| 5000 OMNICARE INC | P | 2014-07-07 | $5,416 | $5,563 | -$147 | -$147 | |
| 10000 PRECISION DRILLING CORP | P | 2014-07-07 | $10,700 | $10,788 | -$88 | -$88 | |
| 3000 PVH CORP | P | 2014-07-07 | $2,963 | $2,978 | -$15 | -$15 | |
| 5000 QEP RESOURCES INC | P | 2014-07-07 | $5,631 | $5,385 | $246 | $246 | |
| 15000 ROYAL BK SCOTLND GRP PLC | P | 2014-07-07 | $16,343 | $16,520 | -$177 | -$177 | |
| 2000 SALLY HOLDINGS/SALLY CAP | P | 2014-07-07 | $2,135 | $2,065 | $70 | $70 | 2013-07-18 |
| 5000 HOLL BROS FINANCE CORP | P | 2014-07-07 | $5,450 | $5,300 | $150 | $150 | 2013-10-29 |
| 3000 WPX ENERGY INC | P | 2014-07-07 | $3,203 | $3,068 | $135 | $135 | 2013-11-19 |
| 15000 AES CORPORATION | P | 2014-07-07 | $17,483 | $16,150 | $1,333 | $1,333 | |
| 3000 AIRCASTLE LTD | P | 2014-07-07 | $3,330 | $3,178 | $152 | $152 | |
| 2000 AIRCASTLE LTD | P | 2014-07-07 | $2,332 | $2,185 | $147 | $147 | 2012-08-13 |
| 10000 ALLBRITTON COMMUNICATION | P | 2014-07-31 | $10,467 | $10,150 | $317 | $317 | 2010-10-19 |
| 5000 ALLIANT TECHSYSTEMS INC | P | 2014-07-07 | $5,403 | $5,488 | -$85 | -$85 | 2012-11-15 |
| 10000 AMC NETWORKS INC | P | 2014-07-07 | $11,179 | $11,490 | -$311 | -$311 | |
| 1000 AMERICAN INTL GROUP | P | 2014-07-21 | $1,386 | $853 | $533 | $533 | 2011-12-19 |
| 9000 AMERICAN INTL GROUP | P | 2014-07-15 | $12,541 | $8,323 | $4,218 | $4,218 | |
| 5000 AMERIGAS PART FIN CORP | P | 2014-07-07 | $5,375 | $4,900 | $475 | $475 | 2011-12-01 |
| 5000 AMKOR TECHNOLOGIES INC | P | 2014-07-07 | $5,340 | $4,925 | $415 | $415 | 2012-07-23 |
| 3000 ARCELORITTAL | P | 2014-07-07 | $3,841 | $3,461 | $380 | $380 | 2012-11-14 |
| 17000 ARCELORMITTAL | P | 2014-07-07 | $19,108 | $17,574 | $1,534 | $1,534 | |
| 20000 BALL CORP | P | 2014-07-07 | $21,320 | $21,855 | -$535 | -$535 | |
| 10000 BANK OF AMERICA CORP | P | 2014-07-07 | $10,509 | $9,466 | $1,043 | $1,043 | 2012-01-17 |
| 15000 BE AEROSPACE INC | P | 2014-07-07 | $16,331 | $15,525 | $806 | $806 | |
| 15000 CABLEVISION SYSTEMS CORP | P | 2014-07-07 | $16,975 | $16,330 | $645 | $645 | |
| 5000 CB STEEL DYNAMICS INC | P | 2014-07-07 | $5,341 | $5,525 | -$184 | -$184 | 2012-11-06 |
| 7000 CCO HLDGS LLC CAP CORP | P | 2014-07-07 | $7,372 | $7,140 | $232 | $232 | 2011-06-16 |
| 2000 CCO HLDGS LLC CAP CORP | P | 2014-07-07 | $2,158 | $1,990 | $168 | $168 | 2012-01-11 |
| 1000 CCO HLDGS LLC CAP CORP | P | 2014-07-07 | $1,079 | $995 | $84 | $84 | 2012-01-11 |
| 5000 CELANESE US | P | 2014-07-07 | $5,057 | $5,105 | -$48 | -$48 | |
| 10000 CF INDUSTRIES INC | P | 2014-07-07 | $12,210 | $12,700 | -$490 | -$490 | 2012-11-02 |
| 10000 CHESAPEASKE ENERGY CORP | P | 2014-07-07 | $11,207 | $10,175 | $1,032 | $1,032 | 2010-12-10 |
| 4000 CHESAPEAK MISTREAM PT | P | 2014-07-07 | $4,392 | $3,930 | $462 | $462 | 2012-06-06 |
| 20000 CIT GROUP INC | P | 2014-07-07 | $21,476 | $20,140 | $1,336 | $1,336 | |
| 2000 COMMERCIAL METALS CO | P | 2014-07-07 | $2,289 | $2,185 | $104 | $104 | 2013-06-20 |
| 8000 COMMERCIAL METALS CO | P | 2014-07-07 | $7,844 | $7,709 | $135 | $135 | |
| 15000 CONSOL ENERGY INC | P | 2014-07-07 | $16,166 | $16,658 | -$492 | -$492 | |
| 25000 CONSTELLATION BRANDS INC | P | 2014-07-07 | $28,633 | $27,420 | $1,213 | $1,213 | 2010-10-22 |
| 5000 CONTINENTAL RESOURCES | P | 2014-07-07 | $5,439 | $5,074 | $365 | $365 | 2013-06-05 |
| 4000 COVANTA HOLDING CORP | P | 2014-07-07 | $4,382 | $4,335 | $47 | $47 | |
| 6000 COVANTA HOLDING CORP | P | 2014-07-07 | $6,526 | $6,180 | $346 | $346 | |
| 15000 CROWN AMER/CAP CORP III | P | 2014-07-07 | $16,133 | $16,263 | -$130 | -$130 | |
| 10000 D R HORTON INC | P | 2014-07-07 | $10,565 | $10,000 | $565 | $565 | 2010-10-19 |
| 5000 DELPHI CORP | P | 2014-07-07 | $5,571 | $5,325 | $246 | $246 | 2013-06-24 |
| 5000 DEVELOPERS DIVERSIFIED R | P | 2014-07-07 | $6,296 | $5,700 | $596 | $596 | 2010-12-02 |
| 4000 DINEEQUITY INC | P | 2014-07-07 | $4,271 | $4,450 | -$179 | -$179 | 2012-07-02 |
| 20000 DISH DBS CORP | P | 2014-07-07 | $23,730 | $21,800 | $1,930 | $1,930 | 2010-10-19 |
| 5000 ENDO PHARMACEUT HLDGS INC | P | 2014-04-04 | $5,406 | $5,478 | -$72 | -$72 | |
| 25000 ENERGY TRANSFER EQUITY | P | 2014-07-07 | $28,851 | $26,969 | $1,882 | $1,882 | 2010-10-19 |
| 5000 FELCOR LODGING LP | P | 2014-07-07 | $5,320 | $5,294 | $26 | $26 | 2012-07-26 |
| 20000 FRONTIER COMMUNICATIONS | P | 2014-07-07 | $23,377 | $22,650 | $727 | $727 | 2010-10-21 |
| 25000 GMAC | P | 2014-07-07 | $31,938 | $28,383 | $3,555 | $3,555 | |
| 5000 GRAPHIC PACKAGING INTL | P | 2014-07-07 | $5,129 | $4,988 | $141 | $141 | 2013-06-05 |
| 2000 HARRAHS OPERATING CO INC | P | 2014-03-04 | $2,035 | $2,035 | $0 | $0 | 2011-09-29 |
| 2000 HARRAHS OPERATING CO INC | P | 2014-03-05 | $1,982 | $2,028 | -$46 | -$46 | |
| 1000 HARRAHS OPERATING CO INC | P | 2014-03-10 | $960 | $1,010 | -$50 | -$50 | 2011-10-05 |
| 20000 HARTFORD FINL SVCS GRP | P | 2014-07-07 | $23,758 | $21,000 | $2,758 | $2,758 | 2010-10-20 |
| 20000 HCA INC | P | 2014-04-02 | $20,906 | $22,500 | -$1,594 | -$1,594 | 2010-10-19 |
| 10000 HEALTH MANAGEMENT ASSOCIATION | P | 2014-01-28 | $11,181 | $10,300 | $881 | $881 | 2010-10-19 |
| 5000 HOLOGIC INC | P | 2014-07-07 | $5,302 | $5,470 | -$168 | -$168 | |
| 5000 INTELSAT JACKSON HLDG | P | 2014-07-07 | $5,387 | $5,188 | $199 | $199 | 2012-05-14 |
| 15000 INTL LEASE FINANCE CORP | P | 2014-07-07 | $18,540 | $15,581 | $2,959 | $2,959 | |
| 9000 IRON MOUNTAIN INC | P | 2014-07-07 | $9,430 | $10,058 | -$628 | -$628 | 2010-10-22 |
| 21000 JARDEN CORP | P | 2014-07-07 | $23,875 | $22,981 | $894 | $894 | |
| 1000 JARDEN CORP | P | 2014-07-07 | $1,060 | $1,073 | -$13 | -$13 | 2013-06-06 |
| 5000 KEY ENERGY SERVICES INC | P | 2014-07-07 | $5,207 | $5,128 | $79 | $79 | |
| 10000 LAMAR MEDIA CORP | P | 2014-07-07 | $10,736 | $11,073 | -$337 | -$337 | |
| 8000 LEAR CORP | P | 2014-07-07 | $8,624 | $8,780 | -$156 | -$156 | 2010-10-20 |
| 10000 LENNAR CORPORATION | P | 2014-07-07 | $10,370 | $9,450 | $920 | $920 | 2010-10-20 |
| 30000 LIMITED BRANDS INC | P | 2014-07-07 | $36,693 | $35,625 | $1,068 | $1,068 | |
| 15000 MERRILL LYNCH & CO | P | 2014-07-07 | $17,601 | $17,123 | $478 | $478 | |
| 15000 METROPCS WIRELESS INC | P | 2014-07-07 | $15,736 | $15,938 | -$202 | -$202 | 2010-10-20 |
| 20000 MGM RESORTS INTL | P | 2014-07-07 | $22,256 | $20,748 | $1,508 | $1,508 | 2010-10-20 |
| 10000 NEWFIELD EXPLORATION CO | P | 2014-07-07 | $10,276 | $10,750 | -$474 | -$474 | 2010-10-19 |
| 15000 NEWFIELD EXPLORATION CO | P | 2014-07-07 | $15,865 | $15,919 | -$54 | -$54 | |
| 5000 NOKIA CORP | P | 2014-07-07 | $5,395 | $4,913 | $482 | $482 | 2013-06-17 |
| 15000 NRG ENERGY INC | P | 2014-07-07 | $16,388 | $15,294 | $1,094 | $1,094 | |
| 5000 OMNICARE INC | P | 2014-07-07 | $5,416 | $5,581 | -$165 | -$165 | |
| 20000 PIONEER NATURAL RESOURCE | P | 2014-07-07 | $22,657 | $21,650 | $1,007 | $1,007 | 2010-10-20 |
| 10000 PRIDE INTERNATIONAL INC | P | 2014-07-07 | $12,662 | $12,200 | $462 | $462 | 2010-10-22 |
| 5000 PVH CORP | P | 2014-07-07 | $4,938 | $5,005 | -$67 | -$67 | |
| 20000 QEP RESOURCES INC | P | 2014-07-07 | $20,706 | $19,861 | $845 | $845 | |
| 9000 RANGE RESOURCES CORP | P | 2014-07-07 | $9,711 | $9,720 | -$9 | -$9 | |
| 5000 REGAL CINEMAS CORP | P | 2014-03-11 | $5,354 | $5,640 | -$286 | -$286 | |
| 4000 ROYAL BANK SCOTLAND GRP PLC | P | 2014-06-23 | $4,084 | $4,159 | -$75 | -$75 | |
| 11000 ROYAL BANK SCOTLAND GRP PLC | P | 2014-06-24 | $11,209 | $10,846 | $363 | $363 | |
| 5000 ROYAL BANK SCOTLAND GRP PLC | P | 2014-07-07 | $5,448 | $5,340 | $108 | $108 | 2013-05-14 |
| 16000 ROYAL CARIBBEAN CRUISES | P | 2014-07-07 | $17,774 | $17,285 | $489 | $489 | |
| 2000 RRI ENERGY INC | P | 2014-03-12 | $2,010 | $1,858 | $152 | $152 | 2010-10-18 |
| 2000 RRI ENERGY INC | P | 2014-03-17 | $2,010 | $1,855 | $155 | $155 | 2010-10-18 |
| 2000 RRI ENERGY INC | P | 2014-03-19 | $2,008 | $1,855 | $153 | $153 | 2010-10-18 |
| 3000 PRI ENERGY INC | P | 2014-03-20 | $3,000 | $2,783 | $217 | $217 | 2010-10-18 |
| 6000 PRI ENERGY INC | P | 2014-07-07 | $6,375 | $5,565 | $810 | $810 | 2010-10-18 |
| 5000 SALLY HOLDINGS/SALLY CAP | P | 2014-07-07 | $5,338 | $5,295 | $43 | $43 | |
| 2000 SEAGATE TECHNOLOGY HDDH | P | 2014-07-07 | $2,238 | $2,080 | $158 | $158 | 2011-03-16 |
| 15000 SERVICE CORP INTL | P | 2014-07-07 | $16,820 | $15,975 | $845 | $845 | 2010-10-22 |
| 2000 SESI LLC | P | 2014-07-07 | $2,138 | $2,135 | $3 | $3 | 2013-06-06 |
| 3000 SESI LLC | P | 2014-07-07 | $3,387 | $3,323 | $64 | $64 | 2013-06-05 |
| 10000 SMITHFIELD FOODS INC | P | 2014-07-07 | $11,518 | $10,475 | $1,043 | $1,043 | 2011-09-20 |
| 20000 SPRINT NEXTEL CORP | P | 2014-07-07 | $23,355 | $22,000 | $1,355 | $1,355 | 2010-10-20 |
| 10000 STARZ LLC/STARZ FIN CORP | P | 2014-07-07 | $10,419 | $10,438 | -$19 | -$19 | 2013-04-18 |
| 5000 TENET HEALTHCARE CORP | P | 2014-07-07 | $5,554 | $5,400 | $154 | $154 | 2012-07-19 |
| 15000 UNITED RENTALS NORTH AM | P | 2014-04-14 | $16,561 | $16,763 | -$202 | -$202 | 2010-10-19 |
| 4000 UNITED STATES STEEL CORP | P | 2014-07-07 | $4,380 | $4,093 | $287 | $287 | 2011-06-09 |
| 2000 US TEEL CORP | P | 2014-07-07 | $2,207 | $2,091 | $116 | $116 | |
| 10000 VULCAN MATERIALS | P | 2014-07-07 | $11,813 | $10,938 | $875 | $875 | 2012-05-14 |
| 3000 WEYERHAEUSER CO | P | 2014-01-08 | $3,639 | $3,368 | $271 | $271 | 2010-10-20 |
| 2000 WEYERHAEUSER CO | P | 2014-01-09 | $2,424 | $2,245 | $179 | $179 | 2010-10-20 |
| 5000 WEYERHAEUSER CO | P | 2014-01-10 | $6,091 | $5,590 | $501 | $501 | 2010-10-19 |
| 10000 WINDSTREAM CORP | P | 2014-07-07 | $11,530 | $11,050 | $480 | $480 | |
| 5000 WPX ENERGY INC | P | 2014-07-07 | $5,364 | $5,363 | $1 | $1 | 2012-09-11 |
| 10000 WYNN LAS VEGAS LLC CORP | P | 2014-07-07 | $10,928 | $10,975 | -$47 | -$47 | 2012-03-16 |
| 4000 ZAYO GROUP LLC/ZYO CAP | P | 2014-07-07 | $4,365 | $4,500 | -$135 | -$135 | 2013-04-05 |
| 150000 BARC PHOENIX AUTO-CALL BMY | P | 2014-09-24 | $150,000 | $150,000 | $0 | $0 | 2014-06-05 |
| 150000 GS PHOENIX AUTO-CALL HAL | P | 2014-04-29 | $150,000 | $150,000 | $0 | $0 | 2014-01-10 |
| 150000 JPM PHOENIX AUTO-CALL YUM | P | 2014-01-28 | $150,000 | $150,000 | $0 | $0 | 2013-10-11 |
| 150000 JPM PHOENIX AUTO-CALL BA | P | 2014-06-03 | $100,000 | $100,000 | $0 | $0 | 2014-02-11 |
| 150000 BARC BRENT ARN | P | 2014-04-16 | $165,000 | $150,000 | $15,000 | $15,000 | 2013-04-05 |
| 100000 CS REN AAPL | P | 2014-01-22 | $89,429 | $100,000 | -$10,571 | -$10,571 | 2012-10-19 |
| 150000 DB QARN BRL/JPY | P | 2014-05-15 | $150,000 | $150,000 | $0 | $0 | 2013-05-03 |
| 125000 GS MXN STEP UP NOTE | P | 2014-07-07 | $131,250 | $125,000 | $6,250 | $6,250 | 2013-06-21 |
| 150000 JPM PHOENIX AUTO-CALL CAT | P | 2014-01-29 | $150,000 | $150,000 | $0 | $0 | 2013-01-11 |
| 1965 HONDA MOTOR CO LTD | P | 2014-01-23 | $76,605 | $74,621 | $1,984 | $1,984 | 2013-01-25 |
| 1850 MOSAIC CO NEW | P | 2014-09-10 | $85,089 | $86,270 | -$1,181 | -$1,181 | 2013-10-23 |
| 955 MOSAIC CO NEW | P | 2014-09-10 | $43,924 | $45,029 | -$1,105 | -$1,105 | 2013-11-26 |
| 710 SCRIPPS NTWK INTERACTIV CLASS | P | 2014-09-11 | $55,729 | $53,574 | $2,155 | $2,155 | 2014-05-13 |
| .06 OUTFRONT MEDIA INC | P | 2014-12-31 | $2 | $2 | $0 | $0 | 2014-07-25 |
| 190 CALIFORNIA RES CORP | P | 2014-12-01 | $1,296 | $1,372 | -$76 | -$76 | 2013-04-08 |
| 420 CF INDUSTRIES HOLDINGS | P | 2014-09-10 | $105,186 | $82,489 | $22,697 | $22,697 | 2013-07-31 |
| 265HESS CORPORATION | P | 2014-10-29 | $22,070 | $19,623 | $2,447 | $2,447 | 2013-04-02 |
| 840 HESS CORPORATION | P | 2014-10-29 | $69,959 | $60,305 | $9,654 | $9,654 | 2013-04-08 |
| 2025 INTEL CORP | P | 2014-05-08 | $53,248 | $51,654 | $1,594 | $1,594 | 2012-01-09 |
| 1035 NISOURCE INC HOLDING CO | P | 2014-07-31 | $39,421 | $23,826 | $15,595 | $15,595 | 2012-01-23 |
| 240 NISOURCE INC HOLDING CO | P | 2014-08-01 | $9,061 | $5,525 | $3,536 | $3,536 | 2012-01-23 |
| 240 NISOURCE INC HOLDING CO | P | 2014-08-08 | $8,899 | $5,525 | $3,374 | $3,374 | 2012-01-23 |
| 4750 OCCIDENTAL PETE CORP | P | 2014-12-01 | $37,223 | $37,991 | -$768 | -$768 | 2013-04-08 |
| 1150 SCRIPPS NTWK INTERACTIV CLASS | P | 2014-09-11 | $90,265 | $83,221 | $7,044 | $7,044 | 2013-07-12 |
| 855 TOYOTA MOTOR CP | P | 2014-04-10 | $89,283 | $68,375 | $20,908 | $20,908 | 2011-04-04 |
| 271.25 TRIBUNE PUBLISHING CO | P | 2014-08-05 | $5,855 | $3,465 | $2,390 | $2,390 | 2013-02-04 |
| 443.75 TRIBUNE PUBLISHING CO | P | 2014-08-05 | $9,578 | $5,856 | $3,722 | $3,722 | 2013-03-06 |
| 1950 WISDOMTREE JPN HDGD | P | 2014-01-06 | $96,501 | $73,848 | $22,653 | $22,653 | 2013-01-03 |
| 2040 CENTERPOINT ENERGY INC | P | 2014-07-31 | $49,805 | $30,357 | $19,448 | $19,448 | 2010-01-20 |
| 1800 COCA COLA COMPANY | P | 2014-07-25 | $73,712 | $51,057 | $22,655 | $22,655 | 2008-05-13 |
| 315 ONE GAS INC | P | 2014-07-25 | $11,996 | $3,669 | $8,327 | $8,327 | 2010-08-17 |
| 2350 VODAFONE GROUP ADR | P | 2014-01-22 | $92,283 | $58,274 | $34,009 | $34,009 | 2010-09-10 |
| .12 HALYARD HEALTH INC | P | 2014-11-03 | $5 | $3 | $2 | $2 | 2008-09-09 |
| 1909023 Global Access Hedge Fund LTD | P | 2014-10-27 | $2,294,931 | $1,929,023 | $365,908 | $365,908 | |
| Capital Gains Dividends | P | $141,739 | $141,739 | $141,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $872,993 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $932,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,416,965 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $944,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,015,306 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $485,631 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,120,318 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,976 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,279,740 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.012591 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $204,807 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,783,189 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054136 | DistributionYr5Rt |
| Total Distribution | 0.189859 | TotalDistributionRt |
| Average Distribution | 0.037972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,064,230 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $761,879 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,391 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $776,270 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,002,935 | 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 | $14,391 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,449 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,449 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,058 | OverpaymentAmt |
| Applied To ES Tax | $16,058 | 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 | 7033541616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 P Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | 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 | 3333 P Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | 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 | $937,355 | 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 | $19,068,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,301,690 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,369,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,369,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,064,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,003,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,003,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,391 | TotalTaxAmt |
| Distributable Before Adj | $988,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $988,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $988,821 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,002,935 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,002,935 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,391 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $988,544 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $988,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $965,712 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $705 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,002,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $965,712 | AppliedToYear1Amt |
| Applied To Prior Years | $705 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,518 | 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 | $952,303 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alliance Francaise | ||||||
| 2142 Wyoming Ave NW | Washington | DC | 20008 | Other public charity | To fund charitable activities. | $1,000 |
| Anacosia Gracious Arts Program (AGAP) | ||||||
| 4630 Alabama Avenue SE | Washington | DC | 20019 | Other public charity | To fund charitable activities. | $300 |
| Aspen Art Museum | ||||||
| 637 E Hyman Ave | Aspen | CO | 81611 | Other public charity | To fund charitable activities. | $15,000 |
| Aspen Music Festival | ||||||
| 225 Music School Road | Aspen | CO | 81611 | Other public charity | To fund charitable activities. | $17,000 |
| Audubon Leadership Circle | ||||||
| PO Box 34 | Audubon | NJ | 08106 | Other public charity | To fund charitable activities. | $2,500 |
| Bishop John T Walker School | ||||||
| 3640 Martin Luther King Jr Ave SE | Washington | DC | 20032 | Other public charity | To fund charitable activities. | $50,600 |
| Buffalo Bill Historical Center | ||||||
| 720 Sheridan Avenue | Cody | WY | 82414 | Other public charity | To fund charitable activities. | $2,500 |
| Classical AMerican Homes Preservation Trust | ||||||
| 67 E 93rd Street | New York | NY | 10128 | Other public charity | To fund charitable activities. | $1,000 |
| Children's Law Center Inc | ||||||
| 616 H Street NW Suite 300 | Washington | DC | 20001 | Other public charity | To fund charitable activities. | $1,500 |
| Christ Church Georgetown | ||||||
| 3116 O Street NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $25,500 |
| Citizen's Association of Georgetown | ||||||
| 1365 Wisconsin Avenue NW Suite 200 | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $1,250 |
| Collegiate Directions Inc | ||||||
| 4833 Rugby Avenue Suite 301 | Bethesda | MD | 20814 | Other public charity | To fund charitable activities. | $55,000 |
| French Heritage Society | ||||||
| 14 East 60th Street Suite 605 | New York | NY | 10022 | Other public charity | To fund charitable activities. | $16,500 |
| George Washington University | ||||||
| 45155 Research Place 155 | Ashburn | VA | 20147 | Other public charity | To fund charitable activities. | $75,000 |
| Georgetown Garden Tour | ||||||
| 3313 P Street NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $500 |
| Georgetown Senior Citizens Center | ||||||
| 2104 Lincoln Street | Georgetown | SC | 29440 | Other public charity | To fund charitable activities. | $475 |
| Go Bo Fund for Georgetown Hospital | ||||||
| 3800 Reservoir Road NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $5,000 |
| Hollins University | ||||||
| PO Box 9707 | Roanoke | VA | 240201707 | Other public charity | To fund charitable activities. | $10,000 |
| JHU Heart and Vascular | ||||||
| 600 N Wolfe St | Baltimore | MD | 21287 | Other public charity | To fund charitable activities. | $15,000 |
| Light of Healing Hope Foundation | ||||||
| 2801 New Mexico Ave NW Apt 1224 | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $1,000 |
| Massachusetts General Hospital | ||||||
| 55 Fruit St | Boston | MA | 02114 | Other public charity | To fund charitable activities. | $17,500 |
| Mdecins Sans Frontires | ||||||
| 333 7th Avenue | New York | NY | 10001 | Other public charity | To fund charitable activities. | $5,000 |
| National Gallery of Art | ||||||
| 2000B South Club Drive | Landover | MD | 20785 | Other public charity | To fund charitable activities. | $10,000 |
| National Geographic Society | ||||||
| 1145 17th Street NW | Washington | DC | 200364688 | Other public charity | To fund charitable activities. | $113,524 |
| National Museum of Women in the Arts | ||||||
| 1250 New York Avenue NW | Washington | DC | 200053970 | Other public charity | To fund charitable activities. | $5,000 |
| Philips Collection | ||||||
| 1600 21st Street NW | Washington | DC | 20009 | Other public charity | To fund charitable activities. | $85,000 |
| Piedmont Land Convervancy | ||||||
| 1515 W Cornwallis Dr 205 | Greensboro | NC | 27408 | Other public charity | To fund charitable activities. | $1,000 |
| Planned Parenthood Federation of America | ||||||
| 434 West 33rd Street | New York | NY | 10001 | Other public charity | To fund charitable activities. | $5,000 |
| RELMA | ||||||
| 483 Great House Road | Stratford | VA | 22558 | Other public charity | To fund charitable activities. | $8,766 |
| SOME | ||||||
| 71 O Street NW | Washington | DC | 20001 | Other public charity | To fund charitable activities. | $3,000 |
| Salisbury School | ||||||
| 251 Canaan Road | Salisbury | CT | 06068 | Other public charity | To fund charitable activities. | $100,695 |
| Salvation Army | ||||||
| PO Box 629 | Alexandria | VA | 22313 | Other public charity | To fund charitable activities. | $5,000 |
| Share Our Strength | ||||||
| 1703 M Street NW Suite 700 | Washington | DC | 20036 | Other public charity | To fund charitable activities. | $2,000 |
| St Albans School | ||||||
| Mount St Albans | Washington | DC | 20016 | Other public charity | To fund charitable activities. | $5,000 |
| Stratford Hall | ||||||
| 483 Great House Road | Stratford | VA | 22558 | Other public charity | To fund charitable activities. | $152,000 |
| Student Conservation Association | ||||||
| PO Box 550 | Charlestown | NH | 036030550 | Other public charity | To fund charitable activities. | $2,500 |
| Sulgrave Club Endowment Fund | ||||||
| 1801 Massachusetts Avenue NW | Washington | DC | 20036 | Other public charity | To fund charitable activities. | $2,509 |
| Teach for America | ||||||
| 1411 K Street NW | Washington | DC | 20005 | Other public charity | To fund charitable activities. | $25,000 |
| THE ARC | ||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | Other public charity | To fund charitable activities. | $10,000 |
| The Aspen Institute | ||||||
| PO Box 222 | Queenstown | MD | 21658 | Other public charity | To fund charitable activities. | $17,000 |
| The Georgetown Club | ||||||
| 1530 Wisconsin Ave NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $1,786 |
| The Nature Conservancy | ||||||
| 4245 N Fairfax Drive | Arlington | VA | 22203 | Other public charity | To fund charitable activities. | $10,000 |
| The Washington Chorus | ||||||
| 4301 Connecticut Ave NW 360 | Washington | DC | 20008 | Other public charity | To fund charitable activities. | $2,000 |
| Trap Hill Fire Department | ||||||
| 765 Bold Road | Fairdale | WV | 25839 | Other public charity | To fund charitable activities. | $200 |
| Trust for the National Mall | ||||||
| PO Box 96475 | Washington | DC | 200906475 | Other public charity | To fund charitable activities. | $5,000 |
| Tudor Place Foundation | ||||||
| 1644 31st Street NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $5,000 |
| VA Historical Society | ||||||
| 428 N Boulevard | Richmond | VA | 23220 | Other public charity | To fund charitable activities. | $500 |
| Virginia Athletics Foundation | ||||||
| PO Box 400833 | Charlottesville | VA | 22904 | Other public charity | To fund charitable activities. | $7,000 |
| Virginia Foundation for Independent Colleges | ||||||
| 8010 Ridge Road Suite B | Richmond | VA | 22329 | Other public charity | To fund charitable activities. | $25,000 |
| Wadsworth-Sulgrave Historic Preservation Foundation | ||||||
| 1801 Massachusetts Avenue NW | Washington | DC | 20036 | Other public charity | To fund charitable activities. | $2,500 |
| Washington Antiques Show | ||||||
| 29 Grant Circle NW | Washington | DC | 20011 | Other public charity | To fund charitable activities. | $1,250 |
| WETA | ||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | Other public charity | To fund charitable activities. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $937,355 | 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 | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,259 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325,652 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $872,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,559,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,559,932 | 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 | $25,935 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,935 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Thomas Rutherfoord Foundation is electing per Code Section 53.4942(a)-3(a) to apply excess distributions for 2014 to prior years to the extent that undistributed income existed for those years. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $2,525,918 | EOYBookValueAmt |
| EOYFMV | $2,494,341 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $1,408,755 | EOYBookValueAmt |
| EOYFMV | $1,956,565 | 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 | $12,990,623 | BookValueAmt |
| EOYFMV | $14,296,804 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $176 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $176 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Auto Expense | $140 | $0 | $0 |
| Office Expense | $1,069 | $0 | $0 |
| Gifts | $4,633 | $0 | $0 |
| Meals | $6,859 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $325,652 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $325,652 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $325,652 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment management | $120,076 | $120,076 | $0 |
| Asset management | $39,469 | $0 | $39,469 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes paid on investments | CategoryTxt |
| Amt | $793 | Amt |
| Net Investment Income | $793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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