RUESCH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUESCH FAMILY FOUNDATION (EIN 20-1851598)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-01-12
- IRS object ID
- 202630139349100803
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-12T16:01:23-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWY SUITE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201851598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUESCH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUES | BusinessNameControlTxt |
| Phone | 3132221009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482757874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANETTE RUESCH | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 3132221009 | PhoneNum |
| Signature | 2026-01-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2026-01-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,143,947 | FMVAssetsEOYAmt |
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 | $840 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $840 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $327,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $317,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $782,816 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,531,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $782,816 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,111,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,100,753 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,884 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,362 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,362 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,932 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,932 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $18,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,864 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $85,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $658,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $658,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $743,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $658,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $368,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,015,711 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $81,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,695 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $7,463,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,820,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,290,360 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,048,986 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,052,641 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,053,330 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $353,422 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $363,455 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $648,562 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,946,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,388,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,143,947 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,946,658 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,388,088 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,946,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,388,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,946,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,388,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,946,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $368,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $73,396 | OtherIncreasesAmt |
| Subtotal | $10,388,088 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,388,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 13629.738 ANGEL OAK FDS TR MULTI-STRATEGY INCOME F | 2023-03-03 | 2024-04-08 | $115,308 | $116,918 | -$1,610 | -$1,610 |
| 584.795 ANGEL OAK FDS TR MULTI-STRATEGY INCOME F | 2023-03-03 | 2024-06-24 | $5,000 | $4,971 | $29 | $29 |
| 1162.791 ANGEL OAK FDS TR MULTI-STRATEGY INCOME F | 2023-03-03 | 2024-07-11 | $10,000 | $9,884 | $116 | $116 |
| 17383.972 ANGEL OAK FDS TR MULTI-STRATEGY INCOME F | 2023-11-15 | 2024-12-19 | $149,676 | $146,466 | $3,210 | $3,210 |
| 8984.478 COHEN & STEERS PR SECURITIES AND INCOME | 2023-07-26 | 2024-06-14 | $108,173 | $102,589 | $5,584 | $5,584 |
| 1654.26 COHEN & STEERS PR SECURITIES AND INCOME | 2023-07-26 | 2024-06-24 | $20,000 | $18,889 | $1,111 | $1,111 |
| 821.693 COHEN & STEERS PR SECURITIES AND INCOME | 2023-07-26 | 2024-07-11 | $10,000 | $9,377 | $623 | $623 |
| 23250.536 COHEN & STEERS PR SECURITIES AND INCOME | 2024-04-03 | 2024-08-02 | $282,029 | $268,874 | $13,155 | $13,155 |
| 3542.759 COHEN & STEERS PR SECURITIES AND INCOME | 2023-07-26 | 2024-08-02 | $42,974 | $40,408 | $2,566 | $2,566 |
| 12453.603 COHEN & STEERS LOW DURATION PFD INCOME F | 2024-02-26 | 2024-04-02 | $115,071 | $114,706 | $365 | $365 |
| 1. ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITIES FUBD LLC | 2024-01-01 | 2024-12-31 | $1 | $37,306 | -$37,305 | -$37,305 |
| 1. ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITIES FUBD LLC | 2020-01-01 | 2024-12-31 | $50,678 | $1 | $50,677 | $50,677 |
| 4483.188 GMO TR OPPORTUNISTIC INCOME FUND-I | 2023-03-03 | 2024-05-15 | $108,000 | $107,597 | $403 | $403 |
| 1176.207 GMO TR OPPORTUNISTIC INCOME FUND-I | 2024-02-26 | 2024-06-04 | $28,300 | $28,458 | -$158 | -$158 |
| 8110.925 GMO TR OPPORTUNISTIC INCOME FUND-I | 2023-03-03 | 2024-06-04 | $195,149 | $194,662 | $487 | $487 |
| 3108. GLOBAL X FDS ARTIFICIAL ETF | 2023-11-20 | 2024-10-08 | $115,928 | $92,169 | $23,759 | $23,759 |
| 5573. GLOBAL X FDS ARTIFICIAL ETF | 2023-06-16 | 2024-10-08 | $207,873 | $158,088 | $49,785 | $49,785 |
| 991. INVESCO EXCHANGE-TRADED FD TR | 2023-09-28 | 2024-07-25 | $35,814 | $27,698 | $8,116 | $8,116 |
| 6710. INVESCO EXCHANGE-TRADED FD TR | 2023-05-09 | 2024-07-25 | $242,493 | $173,149 | $69,344 | $69,344 |
| 1140. INVESCO EXCHANGE-TRADED FD TR | 2023-09-28 | 2024-07-25 | $54,183 | $47,629 | $6,554 | $6,554 |
| 1517.451 ALLSPRING | 2023-08-04 | 2024-07-11 | $10,000 | $9,605 | $395 | $395 |
| 836. ISHARES EMU INDEX FUND | 2023-05-09 | 2024-02-26 | $40,947 | $38,515 | $2,432 | $2,432 |
| 1045. ISHARES BARCLAYS AGGREGATE BD FD | 2022-07-14 | 2024-02-26 | $101,481 | $106,478 | -$4,997 | -$4,997 |
| 846. ISHARES BARCLAYS AGGREGATE BD FD | 2023-11-15 | 2024-04-03 | $81,969 | $79,503 | $2,466 | $2,466 |
| 3887. ISHARES BARCLAYS AGGREGATE BD FD | 2023-01-04 | 2024-04-03 | $376,613 | $383,211 | -$6,598 | -$6,598 |
| 2382. ISHARES TR 7-10 YR TREAS INDEX FD | 2024-06-04 | 2024-09-26 | $233,572 | $223,265 | $10,307 | $10,307 |
| 565. ISHARES TR-S&P SMALL CAP 600 | 2023-11-20 | 2024-10-08 | $64,821 | $54,557 | $10,264 | $10,264 |
| 244. ISHARES TR-S&P SMALL CAP 600 | 2023-06-28 | 2024-10-08 | $27,993 | $23,831 | $4,162 | $4,162 |
| 177. ISHARES TR-S&P SMALL CAP 600 | 2023-11-20 | 2024-12-03 | $22,356 | $17,087 | $5,269 | $5,269 |
| 1083. ISHARES S&P GLOBAL CONSUMER | 2023-04-26 | 2024-07-25 | $67,155 | $65,106 | $2,049 | $2,049 |
| 456. ISHARES DJ US AEROSPACE & DEFENS | 2023-04-26 | 2024-07-25 | $63,884 | $47,378 | $16,506 | $16,506 |
| 4815. ISHARES TR MSCI CHINA INDEX FUND | 2023-05-09 | 2024-07-25 | $198,277 | $248,556 | -$50,279 | -$50,279 |
| 1739. ISHARES MSCI USA QUALITY FAC | 2024-02-15 | 2024-10-08 | $311,655 | $264,157 | $47,498 | $47,498 |
| 1845. ISHARES MSCI USA QUALITY FAC | 2023-03-14 | 2024-10-08 | $330,652 | $217,523 | $113,129 | $113,129 |
| 3918. ISHARES TR EDGE MSCI INTL | 2019-03-07 | 2024-02-26 | $152,017 | $111,310 | $40,707 | $40,707 |
| 7279. ISHARES TR EDGE MSCI INTL | 2023-11-20 | 2024-10-08 | $295,301 | $259,638 | $35,663 | $35,663 |
| 9522. ISHARES TR EDGE MSCI INTL | 2022-04-08 | 2024-10-08 | $386,297 | $349,086 | $37,211 | $37,211 |
| 936. J P MORGAN EXCHANGE TRADED FD | 2021-12-14 | 2024-02-26 | $52,865 | $53,189 | -$324 | -$324 |
| 2021. J P MORGAN EXCHANGE TRADED FD | 2023-05-09 | 2024-07-25 | $113,679 | $107,503 | $6,176 | $6,176 |
| 2732. JANUS DETROIT STR TR | 2024-04-08 | 2024-08-07 | $138,346 | $137,976 | $370 | $370 |
| 2278. JANUS DETROIT STR TR | 2024-04-08 | 2024-09-26 | $115,863 | $115,220 | $643 | $643 |
| 561.167 PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 | 2022-11-17 | 2024-06-24 | $5,000 | $4,803 | $197 | $197 |
| 1116.071 PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 | 2022-11-17 | 2024-07-11 | $10,000 | $9,552 | $448 | $448 |
| 13754.568 PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 | 2023-08-21 | 2024-10-22 | $124,479 | $117,465 | $7,014 | $7,014 |
| 1131.222 RIVERNORTH / DOUBLELINE STRATEGIC INCOME FUND - I | 2023-11-10 | 2024-07-11 | $10,000 | $9,243 | $757 | $757 |
| 100. SPDR GOLD TRUST | 2019-07-26 | 2024-07-29 | $21,937 | $13,387 | $8,550 | $8,550 |
| 1002. SPDR GOLD TRUST | 2019-07-26 | 2024-10-08 | $242,178 | $134,133 | $108,045 | $108,045 |
| 969. SPDR INDEX SHS FDS S&P NORTH S&P | 2024-07-25 | 2024-11-11 | $53,487 | $54,031 | -$544 | -$544 |
| 857. SPDR INDEX SHS FDS S&P NORTH S&P | 2023-09-28 | 2024-11-11 | $47,305 | $47,983 | -$678 | -$678 |
| 6305.17 TCW TOTAL RETURN BOND FUND CL I | 2024-08-02 | 2024-12-05 | $50,000 | $51,387 | -$1,387 | -$1,387 |
| 10848.715 TCW TOTAL RETURN BOND FUND CL I | 2024-08-02 | 2024-12-12 | $85,271 | $88,417 | -$3,146 | -$3,146 |
| 2258. VANGUARD FTSE ALL WORLD EX-US | 2016-10-13 | 2024-12-03 | $135,770 | $104,073 | $31,697 | $31,697 |
| 1419. VANGUARD FTSE EUROPE ETF | 2022-10-06 | 2024-07-25 | $95,666 | $73,560 | $22,106 | $22,106 |
| 180. VANGUARD S&P 500 ETF | 2019-02-25 | 2024-12-03 | $99,720 | $46,425 | $53,295 | $53,295 |
| 154. VANGUARD MID-CAP VIPERS | 2024-10-08 | 2024-12-03 | $43,602 | $40,439 | $3,163 | $3,163 |
| 396. VANGUARD TOTAL STOCK MKT VIPERS EXCHANGE TRADED SHARES | 2015-03-18 | 2024-12-03 | $118,759 | $42,804 | $75,955 | $75,955 |
| 2295. WISDOMTREE EMERGING MARKETS | 2023-11-20 | 2024-02-15 | $93,361 | $90,204 | $3,157 | $3,157 |
| 5226. WISDOMTREE EMERGING MARKETS | 2023-01-20 | 2024-02-15 | $212,594 | $208,267 | $4,327 | $4,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $782,816 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,118 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,118 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,118 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,165 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,165 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $254 | EsPenaltyAmt |
| Overpayment | $8,793 | OverpaymentAmt |
| Applied To ES Tax | $8,793 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8774051091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 WEST LAFAYETTE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (true) | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEANETTE WEAVER RUESCH CO COMERICA | ||||||
| 411 W LAFAYETTE | DETROIT | MI | 48226 | CHAIR/PRESIDENT | 3 | $0 |
| MATTHEW RUESCH CO COMERICA BANK | ||||||
| 411 W LAFAYETTE | DETROIT | MI | 48226 | SECETARY/ TREASURER | 3 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVE 26TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMEN | ServiceTypeTxt |
| Compensation | $55,884 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,188,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,311,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,311,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,126,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $606,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $606,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,118 | TotalTaxAmt |
| Distributable Before Adj | $592,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $592,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $592,231 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $658,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $658,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $592,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $283,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,384 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $243,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $750,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $658,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $592,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,769 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $815,925 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $815,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $283,160 | ExcessFromYear4Amt |
| Excess From Year3 | $85,384 | ExcessFromYear3Amt |
| Excess From Year2 | $138,293 | ExcessFromYear2Amt |
| Excess From Year1 | $243,319 | ExcessFromYear1Amt |
| Excess From Current Year | $65,769 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL SYMPHONY ORCHESTRA | ||||||||
| PO BOX 58100 | Washington | DC | 20037 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $50,000 | |
| WASHINGTON JESUIT ACADEMY | ||||||||
| 500 VARNUM ST NW | Washington | DC | 20017 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $18,000 | |
| THE ARC FOUNDATION OF THE UNITED STATES | ||||||||
| 1825 K STREET NW | Washington | DC | 20006 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $35,000 | |
| MEDSTAR HEALTH | ||||||||
| 3800 RESERVOIR RD NW | Washington | DC | 20007 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $100,000 | GEORGTOWN UNIVERSITY HOSPITAL |
| AMERICAN POPS ORCHESTRA | ||||||||
| 3244 38TH ST NW | Washington | DC | 20016 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $25,000 | |
| NATIONAL CATHOLIC REPORTER | ||||||||
| 115 E ARMOUR BLVD | KANSAS CITY | MO | 641111203 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $30,000 | |
| WHITE HOUSE HISTORICAL ASSOCIATION | ||||||||
| 1450 PENNSYLVANIA AVE NW | Washington DC | WA | 20006 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $35,000 | |
| POTOMAC COMMUNITY RESOURCES | ||||||||
| 9200 KENTSDALE DRIVE | POTOMAC | MD | 20854 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $15,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 300 WHITEHAVEN STREET NW SUITE 300 | WASHINGTON | DC | 200571253 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $50,000 | OFFICE OF GIFT ADMINISTRATION |
| GONZAGA COLLEGE HIGH SCHOOL | ||||||||
| 19 EYE STREET NW | WASHINGTON | DC | 20001 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $250,000 | |
| JOHN F KENNEDY CENTER FOR THE PREFORMING | ||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $50,000 | ARTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $658,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $840 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $782,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,111,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,111,096 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $2,052,641 | EOYBookValueAmt |
| EOYFMV | $2,053,330 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $7,820,297 | EOYBookValueAmt |
| EOYFMV | $9,290,360 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS RENAISSANCE FUND II LLC AL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $363,455 | BookValueAmt |
| EOYFMV | $648,562 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSE (NON-DEDUCTIBLE | $18,864 | $18,864 | $0 |
| FROM PARTNERSHIP/S-CORP | $20 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN CASH & REPORTABLE INCOME | Desc |
| Amt | $73,396 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $55,884 | Amt |
| Net Investment Income | $55,884 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $739 | $739 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $5,227 | $5,227 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,966 | $1,966 | $0 |
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