2014-11-17T10:36:09-06:00 2013-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990PF 2013-01-01 202057953 Thomas Rutherfoord Foundation THOM 7037864343 3333 P Street NW Washington DC 20007 Thomas D Rutherfoord Trustee 7037864343 2014-11-14 1 Stephen G Travis CPA P00158766 7036422700 2013 2015-12-30 17:16:21Z X 19951944 X X 28 28 411376 411376 -108541 5608891 0 193875 193875 496738 605279 0 0 0 10112 0 10112 11175 0 11175 90981 90981 0 694 694 0 1807 0 1807 704 0 704 115473 91675 23798 914113 914113 1029586 91675 937911 -532848 513604 1797377 803975 803975 1554209 1495901 2117513 1056683 1147997 1181376 14099223 14534662 15849080 18507492 17982535 19951944 317 6694 1514 317 8208 X 18507175 17974327 18507175 17974327 18507492 17982535 18507175 -532848 0 17974327 0 17974327 10000 BOISE PAPER HDG CO ISSR P 2013-11-25 11377 10963 414 414 5000 CITYCENTER HLDGS/FINANCE P 2013-11-14 5250 5275 -25 -25 6000 VALASSIS COMMUNICATION P 2013-11-04 5985 5894 91 91 6000 NATIONSTAR MORT/CAP CORP P 2013-10-16 5730 5900 -170 -170 6000 IRON MOUNTAIN INC P 2013-08-23 6585 6705 -120 -120 10000 PINNACLE ENTERTAINMENT P 2013-08-19 10431 10700 -269 -269 8000 CKE RESTAURANTS INC P 2013-07-15 8240 8928 -688 -688 10000 CINEMARK USA INC P 2013-06-24 11204 10560 644 644 20000 RITE AID CORP P 2013-06-24 20590 19420 1170 1170 8000 SEAGATE TECHNOLOGY HDD H P 2013-06-14 9300 8320 980 980 10000 INGLES MARKETS INC P 2013-06-12 10494 10868 -374 -374 2000 FORD MOTOR COMPANY P 2013-06-11 2461 2155 306 306 2000 FORD MOTOR COMPANY P 2013-06-11 2480 2155 325 325 1000 FORD MOTOR COMPANY P 2013-06-10 1226 1078 148 148 2000 FORD MOTOR COMPANY P 2013-06-10 2461 2155 306 306 1000 FORD MOTOR COMPANY P 2013-06-07 1247 1078 169 169 2000 FORD MOTOR COMPANY P 2013-06-07 2502 2155 347 347 1000 US STEEL CORP P 2013-05-24 1048 1048 0 0 10000 CRICKET COMMUNICATIONS INC P 2013-05-15 10388 10500 -112 -112 1000 US STEEL CORP P 2013-05-16 1070 1048 22 22 1000 US STEEL CORP P 2013-05-15 1068 1048 20 20 1000 US STEEL CORP P 2013-05-13 1071 1049 22 22 1000 US STEEL CORP P 2013-05-10 1070 1049 21 21 1000 US STEEL CORP P 2013-05-10 1071 1049 22 22 2000 US STEEL CORP P 2013-05-09 2130 2098 32 32 1000 US STEEL CORP P 2013-05-06 1065 1050 15 15 1000 VALASSIS COMMUNICATION P 2013-05-09 1064 1033 31 31 1000 VALASSIS COMMUNICATION P 2013-05-03 1063 1033 30 30 1000 VALASSIS COMMUNICATION P 2013-05-02 1064 1033 31 31 1000 VALASSIS COMMUNICATION P 2013-05-02 1061 1033 28 28 3000 SUNGARD DATA SYSTEMS INC P 2013-04-10 3255 3225 30 30 2000 SUNGARD DATA SYSTEMS INC P 2013-04-09 2170 2150 20 20 1000 LEAR CORP P 2013-03-26 1030 1098 -68 -68 5000 R.R. DONNELLEY & SONS P 2013-03-14 5325 4643 682 682 2000 SUPERVALU INC P 2013-02-04 2000 2005 -5 -5 1000 SUPERVALU INC P 2013-02-04 999 1003 -4 -4 1000 SUPERVALU INC P 2013-01-31 999 1003 -4 -4 1000 SUPERVALU INC P 2013-01-15 999 1003 -4 -4 20000 CAPITAL ONE CAPITAL IV P 2013-01-02 20000 19910 90 90 125000 MS PHOENIX AUTO-CALL BAC 06/25/14 P 2013-09-24 125000 125000 0 0 100000 JPM PHOENIX AUTO-CALL FCX 09/18/13 P 2013-09-18 100000 100000 0 0 150000 RBC PHOENIX AUTO-CALL F 06/11/14 P 2013-09-10 150000 150000 0 0 150000 JPM PHOENIX AUTO-CALL AAPL 8/7/13 P 2013-08-07 114926 150000 -35074 -35074 200000 HSBC REN CNH 01/28/14 P 2013-07-01 199560 200000 -440 -440 125000 JPM PHOENIX AUTO-CALL BAC 03/12/14 P 2013-06-11 125000 125000 0 0 150000 JPM PHOENIX AUTO-CALL BRCM 3/5/14 P 2013-06-04 150000 150000 0 0 150000 JPM PHOENIX AUTO-CALL BA 02/05/14 P 2013-05-07 150000 150000 0 0 150000 JPM PHOENIX AUTO-CALL OXY 01/29/14 P 2013-04-30 150000 150000 0 0 150000 JPM PHOENIX AUTO-CALL YUM 01/29/14 P 2013-04-30 150000 150000 0 0 100000 DB DUAL DIRECTION BRENT NT 4/05/13 P 2013-04-05 111540 100000 11540 11540 125000 BARC MARKET PLUS PLN NOTE 3/1/13 P 2013-03-01 141250 125000 16250 16250 125000 JPM PHOENIX AUTO-CALL WFC 11/27/13 P 2013-02-26 125000 125000 0 0 150000 JPM PHOENIX AUTO-CALL CAT 10/09/13 P 2013-01-08 150000 150000 0 0 844 SPDR GOLD TRUST P 2013-11-25 101342 140327 -38985 -38985 150000 BNP BRENT LEVERAGED CBEN 11/13/13 P 2013-11-13 150000 150000 0 0 50000 JPM C.O.P DLY LIQUIDITY NT 11/8/13 P 2013-11-08 41805 50000 -8195 -8195 700 SPDR S&P 500 ETF TRUST P 2013-11-05 122998 118545 4453 4453 75000 BARC PARTICIPATING GOLD NOTE P 2013-10-09 55310 75000 -19690 -19690 150000 BNP CONT BUFF EQ SPX 09/18/13 P 2013-09-18 172500 150000 22500 22500 100000 CS AMERICAS MARKET PLUS 8/20/13 P 2013-08-20 111500 103238 8262 8262 29828.109 VIRTUS EMERGING MKTS OPPOR-I P 2013-08-05 295000 308124 -13124 -13124 100000 DB DELTA ONE MSCI WORLD TR 6/19/13 P 2013-06-19 129890 100000 29890 29890 125000 GS CONT BUFF EQ SPX 05/08/13 P 2013-05-08 143750 125000 18750 18750 150000 BARC BREN SPX 04/10/13 P 2013-04-10 167310 150000 17310 17310 60000 JPM BREN EAFE 03/13/13 P 2013-03-13 63285 60000 3285 3285 4583 VANGUARD FTSE EMERGING MARKETS ETF P 2013-03-04 200273 210371 -10098 -10098 29611.479 HIGHBRIDGE DYNAMIC COMM STRG FD P 2013-02-28 405381 600000 -194619 -194619 125000 BARC MARKET PLUS SPX 02/08/13 P 2013-02-08 157507 125000 32507 32507 1350.511 HARBOR HIGH YIELD BOND-INST P 2013-12-19 14545 14896 -351 -351 1697.697 PIMCO EMERGING MARKETS CORPORATE BOND FUND P 2013-11-26 19557 19303 254 254 1763.692 PIMCO EMERGING MARKETS CORPORATE BOND FUND P 2013-11-21 20353 20105 248 248 1687.985 BLACKROCK HIGH YIELD BOND P 2013-11-13 13909 13571 338 338 5428.34 PRUDENTIAL TOTAL RETURN BD-Z P 2013-10-25 77028 79417 -2389 -2389 978.332 PRUDENTIAL TOTAL RETURN BD-Z P 2013-08-05 13726 14341 -615 -615 2421.167 PIMCO EMERGING LOCAL BOND-P P 2013-08-01 23631 26730 -3099 -3099 1360.04 JPM TR I MLT SC INCOME FD - SEL FUND 2130 P 2013-07-03 13682 13682 0 0 1063.032 PRUDENTIAL TOTAL RETURN BD-Z P 2013-06-25 14723 15583 -860 -860 1384.97 JPM TR I MLT SC INCOME FD - SEL FUND P 2013-06-25 13822 13976 -154 -154 1403.929 JPM TR I MLT SC INCOME FD - SEL FUND P 2013-06-19 14292 14274 18 18 684.39 PIMCO EMERGING LOCAL BOND-P P 2013-06-10 7015 7556 -541 -541 686.563 PIMCO EMERGING LOCAL BOND-P P 2013-06-07 7051 7580 -529 -529 1006.674 GATEWAY FUND-Y P 2013-06-07 28358 25469 2889 2889 822.37 GATEWAY FUND - Y P 2013-02-20 22903 20979 1924 1924 682.209 JPM TR I MLT SC INCM SL P 2013-02-20 6979 6972 7 7 1141.838 HSBC FDS TOTAL RETURN I P 2013-02-20 11681 11658 23 23 1367.025 JPM TR I MLT SC INCM SL P 2013-02-07 13971 13971 0 0 2368.287 JPM SHORT DURATION BOND FD P 2013-01-17 26051 25956 95 95 2527.273 JPM SHORT DURATION BOND FD P 2013-01-15 27800 27699 101 101 2521.909 JPM SHORT DURATION BOND FD P 2013-01-11 27741 27640 101 101 349.194 GATEWAY FUND - Y P 2013-01-09 9533 9016 517 517 2473.703 JPM SHORT DURATION BOND FD P 2013-01-09 27186 27194 -8 -8 161.068 GATEWAY FUND - Y P 2013-01-08 4402 4159 243 243 MISCELLANEOUS P 14 -14 -14 740 AIR PROD & CHEMICALS INC P 2011-06-23 2013-02-06 64563 68346 -3783 -3783 490 CLOROX COMPANY P 2011-08-08 2013-10-23 42843 32454 10389 10389 1320 CONSOL ENERGY INC P 2011-07-28 2013-01-25 42332 71713 -29381 -29381 465 DEVON ENERGY CP NEW P 2011-07-19 2013-04-08 25069 37991 -12922 -12922 310 FREEPORT MCMORAN COPP P 2011-06-06 2013-02-04 11060 15647 -4587 -4587 755 FREEPORT MCMORAN COPP P 2011-06-23 2013-02-04 26936 36385 -9449 -9449 920 GENERAL MILLS INC P 2011-04-29 2013-10-23 45950 35585 10365 10365 890 ISHARES CHINA LARGE-CAP P 2012-01-26 2013-03-05 33923 35107 -1184 -1184 1100 KINDER MORGAN INC P 2011-02-17 2013-04-29 42792 33989 8803 8803 410 DEVON ENERGY CP NEW P 2010-02-22 2013-04-08 22104 28837 -6733 -6733 575 MARKET VECTORS ETF P 2011-04-04 2013-04-08 20083 34713 -14630 -14630 560 MARKET VECTORS ETF P 2011-04-18 2013-04-08 19559 33958 -14399 -14399 1037 PROSHS ULTRASHORT NEW P 2013-01-03 52890 57242 -4352 -4352 885 SOUTHWESTERN ENERGY P 2010-12-17 2013-03-18 34004 32169 1835 1835 300 SPDR GOLD TRUST P 2009-08-31 2013-07-12 37101 27916 9185 9185 230 SPDR GOLD TRUST P 2010-04-08 2013-07-12 28444 25850 2594 2594 390 WAL-MART STORES INC P 2008-01-23 2013-07-31 30461 19285 11176 11176 410 WAL-MART STORES INC P 2008-01-30 2013-07-31 32023 20119 11904 11904 350 WAL-MART STORES INC P 2008-03-20 2013-07-31 27337 18267 9070 9070 Section 1256 Contract from ProShares UltraShort Yen PTP P 93 -93 -93 Capital Gains Dividends P 70778 70778 70778 -108541 0 944950 19015306 0.049694 485631 19120318 0.025399 204976 16279740 0.012591 204807 3783189 0.054136 168870 4138104 0.040809 0.182629 0.036526 19416965 709224 5136 714360 937911 X 5136 0 5136 0 5136 35585 35585 30449 30449 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A Thomas D Rutherfoord Jr 7033541616 3333 P Street NW Washington DC 20007 0 0 0 0 0 0 0 0 1 2012 0 2012 0 0 0 0 0 0 0 0 0 0 0 Thomas D Rutherfoord 3333 P Street NW Washington DC 20007 Trustee 2.00 0 0 0 NONE 0 NONE 0 Made contributions to charitable organizations listed in part XV. 914113 0 18101774 1610881 0 19712655 0 0 19712655 295690 19416965 970848 970848 5136 5136 965712 0 965712 0 965712 937911 0 937911 5136 932775 965712 938616 0 0 937911 937911 0 0 0 0 0 0 0 0 0 0 705 965712 0 0 0 X Alleghany County Rescue Squad 61 Trojan Avenue Sparta NC 28675 Other public charity To fund charitable activities. 250 Alleghany Memorial Hospital 223 Doctors Street Sparta NC 28675 Other public charity To fund charitable activities. 5000 American Architectural Foundation 2101 L Street NW Washington DC 20037 Other public charity To fund charitable activities. 6500 Aspen Music Festival 225 Music School Road Aspen CO 81611 Other public charity To fund charitable activities. 12000 Bishop John T Walker School 3640 Martin Luther King Jr Ave SE Washington DC 20032 Other public charity To fund charitable activities. 50000 Blair House Restoration Fund 706 Jackson Street NE Washington DC 200171659 Other public charity To fund charitable activities. 1000 Buffalo Bill Historical Center 720 Sheridan Avenue Cody WY 82414 Other public charity To fund charitable activities. 5000 Cherry Lane Volunteer Fire Department PO Box 162 Roaring Gap NC 28668 Other public charity To fund charitable activities. 1000 Children's Law Center Inc 616 H Street NW Suite 300 Washington DC 20001 Other public charity To fund charitable activities. 1500 Christ Church Georgetown 3116 O Street NW Washington DC 20007 Other public charity To fund charitable activities. 25000 Citizen's Association of Georgetown 1365 Wisconsin Avenue NW Suite 200 Washington DC 20007 Other public charity To fund charitable activities. 1000 Classical American Homes Preservation Trust 69 East 93rd Street New York NY 10128 Private operating fo To fund charitable activities. 1000 Collegiate Directions Inc 4833 Rugby Avenue Suite 301 Bethesda MD 20814 Other public charity To fund charitable activities. 51000 Doctors Without Borders 333 7th Avenue 2nd Floor New York NY 100015004 Other public charity To fund charitable activities. 2500 Episcopal Diocese of Washington Mount St Alban Washington DC 200165094 Other public charity To fund charitable activities. 3500 Fair View Foundation 4548 Rangeview Drive Billings MT 59106 Private operating fo To fund charitable activities. 500 French Heritage Society 14 East 60th Street Suite 605 New York NY 10022 Other public charity To fund charitable activities. 400 French-American Cultural Foundation 4101 Reservoir Road NW Washington DC 20007 Other public charity To fund charitable activities. 2400 Friends of Georgetown Waterfront Park PO Box 3653 Washington DC 20027 Other public charity To fund charitable activities. 1000 Friends of Volta Park 1555 34th Street NW Washington DC 20007 Other public charity To fund charitable activities. 2000 George Washington University 45155 Research Place 155 Ashburn VA 20147 Other public charity To fund charitable activities. 75000 Georgetown Garden Tour 3313 P Street NW Washington DC 20007 Other public charity To fund charitable activities. 1000 Georgetown Ministry Center 1041 Wisconsin Avenue NW Washington DC 20007 Other public charity To fund charitable activities. 500 Go Bo Fund for Georgetown Hospital 3800 Reservoir Road NW Washington DC 20007 Other public charity To fund charitable activities. 4000 Health Network Foundation 33 River Street Chagrin Falls OH 44022 Other public charity To fund charitable activities. 1000 Hollins University PO Box 9707 Roanoke VA 240201707 Other public charity To fund charitable activities. 120250 Jamestown-Yorktown Foundation PO Box 3605 Williamsburg VA 23187 Other public charity To fund charitable activities. 5000 Light of Healing Hope Foundation 2801 New Mexico Ave NW Apt 1224 Washington DC 20007 Other public charity To fund charitable activities. 1000 Meridian International Center 1630 Crescent Place NW Washington DC 20009 Other public charity To fund charitable activities. 1000 Metropolitan Club Preservation Foundation 1700 H Street NW Washington DC 200064601 Other public charity To fund charitable activities. 2000 National Audubon Society 225 Varick Street New York NY 10014 Other public charity To fund charitable activities. 2500 National Gallery of Art 2000B South Club Drive Landover MD 20785 Other public charity To fund charitable activities. 10000 National Geographic Society 1145 17th Street NW Washington DC 200364688 Other public charity To fund charitable activities. 75000 National Museum of Women in the Arts 1250 New York Avenue NW Washington DC 200053970 Other public charity To fund charitable activities. 5000 One East Sixtieth Street Historical Foundation 1 E 60th Street New York NY 10022 Other public charity To fund charitable activities. 1000 Parkinson Foundation of the National Capital Area 8300 Greensboro Drive Suite 800 McLean VA 22102 Other public charity To fund charitable activities. 1000 Philips Collection 1600 21st Street NW Washington DC 20009 Other public charity To fund charitable activities. 64000 Phoenix Bikes 4200 S Four Mile Run Drive Arlington VA 22206 Other public charity To fund charitable activities. 500 Planned Parenthood Federation of America 434 West 33rd Street New York NY 10001 Other public charity To fund charitable activities. 5000 Refugees International 2001 S Street NW Suite 700 Washington DC 20009 Other public charity To fund charitable activities. 1000 Roaring Gap Fund 45 Rhododendron Rd Roaring Gap NC 28668 Other public charity To fund charitable activities. 2500 Robert E Lee Memorial Association 483 Great House Road Stratford VA 22558 Other public charity To fund charitable activities. 176588 SOME 71 O Street NW Washington DC 20001 Other public charity To fund charitable activities. 5000 Salisbury School 251 Canaan Road Salisbury CT 06068 Other public charity To fund charitable activities. 51000 Salvation Army PO Box 629 Alexandria VA 22313 Other public charity To fund charitable activities. 5000 Share Our Strength 1703 M Street NW Suite 700 Washington DC 20036 Other public charity To fund charitable activities. 1000 St Albans School Mount St Albans Washington DC 20016 Other public charity To fund charitable activities. 2700 St John's Community Services 2201 Wisconsin Avenue NW Suite C-150 Washington DC 20007 Other public charity To fund charitable activities. 1250 St John's Episcopal Church 3240 O Street NW Washington DC 20007 Other public charity To fund charitable activities. 175 Student Conservation Association PO Box 550 Charlestown NH 036030550 Other public charity To fund charitable activities. 2500 Sulgrave Club Endowment Fund 1801 Massachusetts Avenue NW Washington DC 20036 Other public charity To fund charitable activities. 1000 Teach for America 1411 K Street NW Washington DC 20005 Other public charity To fund charitable activities. 10000 Texas 4000 for Cancer 901 S Mopac Expressway Bldg 1 Ste 300 Austin TX 78746 Other public charity To fund charitable activities. 250 The Autism Research Centre Douglas House 18b Trumpington Road Cambridge UK CB2 8AH Other public charity To fund charitable activities. 10000 The Aspen Institute PO Box 222 Queenstown MD 21658 Other public charity To fund charitable activities. 16400 The Nature Conservancy 4245 N Fairfax Drive Arlington VA 22203 Other public charity To fund charitable activities. 10000 Trees for Georgetown 1365 Wisconsin Avenue NW Suite 200 Washington DC 20007 Other public charity To fund charitable activities. 1000 Trust for the National Mall PO Box 96475 Washington DC 200906475 Other public charity To fund charitable activities. 2500 Tudor Place Foundation 1644 31st Street NW Washington DC 20007 Other public charity To fund charitable activities. 5100 University of North Carolina PO Box 2688 Chapel Hill NC 27514 Other public charity To fund charitable activities. 5000 University of Virignia 1721 University Avenue Charlottesville VA 22903 Other public charity To fund charitable activities. 15000 Virginia Athletics Foundation PO Box 400833 Charlottesville VA 22904 Other public charity To fund charitable activities. 6850 Virginia Historical Society PO Box 7311 Richmond VA 23221 Other public charity To fund charitable activities. 500 Virginia Foundation for Independent Colleges 8010 Ridge Road Suite B Richmond VA 22329 Other public charity To fund charitable activities. 25000 Washington Chorus 2801 Upton Street NW Washington DC 20008 Other public charity To fund charitable activities. 2000 WETA 3939 Campbell Avenue Arlington VA 22206 Other public charity To fund charitable activities. 7500 914113 0 14 28 14 411376 14 193875 14 -108541 0 496738 0 496738 0 0 0 0 0 0 0 0 0 0 Accounting 11175 0 11175 Corporate Bonds 1147997 1181376 Corporate Stock 1495901 2117513 Other Investments AT COST 14534662 15849080 Legal fees 10112 0 10112 Bank fees 8 0 8 Courier 196 0 196 Dues and subscription 500 0 500 Other Investment Income 182760 182760 182760 Foreign Currency Exchange 11115 11115 11115 Investment fees 90981 90981 0 Foreign Taxes paid on investments 694 694 0