TOM AND KIM RUGGIE FAMILY FOUNDATION INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TOM AND KIM RUGGIE FAMILY FOUNDATION INC (EIN 46-1969661)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-08
- IRS object ID
- 201532819349200013
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-08T10:52:23-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593198021 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VESTAL & WILER CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E PINE ST STE 801 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461969661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM & KIM RUGGIE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOM& | BusinessNameControlTxt |
| Phone | 3523432700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 LAKE EUSTIS DRIVE | AddressLine1Txt |
| City | TAVARES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32778 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM RUGGIE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3523432700 | PhoneNum |
| Signature | 2015-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEDRO A HILERA | PreparerPersonNm |
| PTIN | P00638738 | PTIN |
| Phone | 4078434433 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | RUGGIEWEALTH.COM/RUGGIE-CHARITABLE-FDN | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $28,300 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $7,614 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1 | InvestmentIncomeAmt |
| Fundraising Gross Income | $20,685 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $20,685 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $28,300 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $6,450 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,316 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $8 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $802 | OtherExpensesTotalAmt |
| Total Expenses | $8,576 | TotalExpensesAmt |
| Excess Or Deficit For Year | $19,724 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $6,428 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $26,152 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,428 | BOYAmt |
| EOY | $15,486 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,666 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,428 | BOYAmt |
| EOY | $26,152 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,428 | BOYAmt |
| EOY | $26,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE TOM & KIM RUGGIE FAMILY FOUNDATION IS HELPING BUILD "COMMUNITY" THROUGH SUPPORT OF LOCAL PROJECTS THAT STRENGTHEN THE BOND OF FAMILIES, IMPROVE THE QUALITY OF PEOPLE'S LIVES AND ENHANCE OPPORTUNITIES FOR ACCESS TO LIFE-ENRICHING SERVICES SUCH AS HEALTHCARE AND EDUCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDED SUPPORT TO VARIOUS CHARITIES LOCATED IN AND AROUND CENTRAL FLORIDA | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $6,450 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| THOMAS RUGGIE | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIM RUGGIE | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| WADE BOYETTE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATT LEAVITT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID MAUS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA MULHOLLAND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 LAKE EUSTIS DRIVE | AddressLine1Txt |
| City | TAVARES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3523432700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $13,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,614 | CurrentTaxYearAmt |
| Total | $21,114 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $14,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,685 | CurrentTaxYearAmt |
| Total | $35,053 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $27,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,299 | CurrentTaxYearAmt |
| Total | $56,167 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $56,167 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $2 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $2 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $27,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,300 | CurrentTaxYearAmt |
| Total | $56,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE TASTING AND AUCTION | Event1Nm |
| Gross Receipts Event1 | $14,885 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $14,885 | GrossRevenueEvent1Amt |
| Event2 | FESTIVALS OF SPEED | Event2Nm |
| Gross Receipts Event2 | $5,800 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,800 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $20,685 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $20,685 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $20,685 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 1. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: DONATION - MEMORIAL. GRANTEE NAME: THE GREG PADGETT SCHOLARSHIP FOUNDATION. DATE OF GIFT: 01/13/14. AMOUNT GIVEN: 250. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: DONATION - BOWL-A-THON. GRANTEE NAME: JUNIOR ACHIEVEMENT. DATE OF GIFT: 02/14/14. AMOUNT GIVEN: 50. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: DONATION - HOOPS FUND. GRANTEE NAME: MOUNT DORA COMMUNITY TRUST. DATE OF GIFT: 11/14/14. AMOUNT GIVEN: 6,150. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,450. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 566. DESCRIPTION: SPONSORSHIP. AMOUNT: 100. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 136. TOTAL TO FORM 990-EZ, LINE 16: 802. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PORT ART, GEHRIG. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,666. DESCRIPTION: D-OH 500HR ORIGINAL ART. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 7,000. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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