RUGGLES FAMILY FOUDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUGGLES FAMILY FOUDATION (EIN 26-6381931)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2026-01-22
- IRS object ID
- 202640229349100704
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-22T15:19:34-06:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266381931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUGGLES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BESSEMER TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUGG | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BARRY | PersonNm |
| Person Title | CORP-TRUSTEE | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2025-12-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| 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 | $39,929,872 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,854,823 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $772,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $772,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,384,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,067,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,384,693 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,011,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,156,791 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,338 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,884 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,442 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,311 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $88,847 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $88,847 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,432 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $329,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $261,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,444,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,444,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,773,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $261,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,486,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,237,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,895,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $697,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $446,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $446,724 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $5,060 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $20,244,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,272,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,283,026 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,109,508 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,359,508 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,029,826 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,697,211 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,884,108 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,170,296 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,753,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,963,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,929,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $29,753,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,963,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,753,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,963,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,753,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,963,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,753,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,237,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,991,636 | SubtotalAmt |
| Other Decreases | $28,437 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,963,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,033,724 | $1,097,156 | -$63,432 | -$63,432 |
| PUBLICLY TRADED SECURITIES | P | $2,068,760 | $1,420,675 | $648,085 | $648,085 |
| PASSTHROUGH | P | -$4,502 | -$4,502 | ||
| PASSTHROUGH | P | $72,068 | $72,068 | ||
| PUBLICLY TRADED SECURITIES | P | $1,156,469 | $1,052,606 | $103,863 | $103,863 |
| PUBLICLY TRADED SECURITIES | P | $78,331 | $98,205 | -$19,874 | -$19,874 |
| PUBLICLY TRADED SECURITIES | P | $55,500 | $81,535 | -$26,035 | -$26,035 |
| CAPITAL GAINS DIVIDENDS | P | $674,520 | $674,520 | $674,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,384,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $33,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $541 | EsPenaltyAmt |
| Overpayment | $18,114 | OverpaymentAmt |
| Applied To ES Tax | $18,114 | 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 | FL | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BESSEMER TRUST | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 LAKEVIEW AVE SUITE 1400 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BESSEMER TRUST COMPANY OF FLORIDA | ||||||||
| 180 LAKEVIEW AVE STE 1400 | WEST PALM BEACH | FL | 33401 | CO-TRUSTEE | 40.00 | $115,338 | $0 | $0 |
| RUDY L RUGGLES JR CO BTFL | ||||||||
| 180 LAKEVIEW AVE STE 1400 | WEST PALM BEACH | FL | 33401 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| LESLIE R RYLEE CO BTFL | ||||||||
| 180 LAKEVIEW AVE STE 1400 | WEST PALM BEACH | FL | 33401 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| WHITNEY R SAVIGNANO CO BTFL | ||||||||
| 180 LAKEVIEW AVE STE 1400 | WEST PALM BEACH | FL | 33401 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 |
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 | $37,873,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $518,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,392,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,392,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $575,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,816,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,890,838 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,890,838 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,345 | TotalTaxAmt |
| Distributable Before Adj | $1,864,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,864,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,864,493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,486,442 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,486,442 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,864,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,013,508 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $905,815 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $783,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $249,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,259,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,212,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,486,442 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,864,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $621,949 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,834,059 | 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 | $1,013,508 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,820,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $905,815 | ExcessFromYear4Amt |
| Excess From Year3 | $783,249 | ExcessFromYear3Amt |
| Excess From Year2 | $249,543 | ExcessFromYear2Amt |
| Excess From Year1 | $1,259,995 | ExcessFromYear1Amt |
| Excess From Current Year | $621,949 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADIA CENTER | ||||||||
| PO BOX 583 | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| ACT A CONTEMPORARY THEATRE OF CT | ||||||||
| 39 OLD QUARRY RD | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 | |
| AMERICAN PHYSICAL SOCIETY | ||||||||
| 1 PHYSICS ELLIPSE DR | COLLEGE PARK | MD | 20740 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| AMERICANS FOR OXFORD INC | ||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE SUITE 2 | BOSTON | MA | 02129 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BELLISINI ACADEMY | ||||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BERKSHIRE WALDORF SCHOOL | ||||||||
| 35 W PLAIN ROAD | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | GERNERAL PURPOSE | $30,000 | |
| BEVERLY BOOTSTRAPS | ||||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| BEVERLY HOSPITAL ANNUAL FUND | ||||||||
| 500 CUMMINGS CENTER SUITE 6500 | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOOK TRUST | ||||||||
| 191 UNIVERSITY BLVD SUITE 527 | DENVER | CO | 80206 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| BOZEMAN DEACONESS FOUNDATION | ||||||||
| 931 HIGHLAND BLVD | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| BOZEMAN PUBLIC LIBRARY FOUNDATION | ||||||||
| 626 E MAIN STREET | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| BOZEMAN SUMMIT SCHOOL | ||||||||
| 3001 WEST VILLARD STREET | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BOZEMAN SYMPHONY ORCHESTRA | ||||||||
| 402 EAST MAIN STREET SUITE 202 | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| CENTER FOR WOMEN AND ENTERPRISE | ||||||||
| 34 SCHOOL STREET SUITE 700 | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CHARLES RIVER MUSEUM OF INDUSTRY & INNOVATION | ||||||||
| 154 MOODY STREET | WATHAM | MA | 02453 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| CITY HARVEST INC | ||||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CLEAN AIR TASK FORCE | ||||||||
| 114 STATE STREET | BOSTON | MA | 02109 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| COMMONWEALTH SHAKESPEARE COMPANY | ||||||||
| 101 ARCH STREET 8TH FL | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| DESTIN HARVEST | ||||||||
| 625 HARBOR BLVD STE 9 | DESTIN | FL | 32541 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| DIGNITY MATTERS | ||||||||
| PO BOX 72 | WAYLAND | MA | 01778 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| EAGLE MOUNT | ||||||||
| 3901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ESPERANZA ACADEMY | ||||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| FOOD BANK OF NEW YORK CITY | ||||||||
| PO BOX 470 | HARTSDALE | NY | 10530 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| FOOD LINK INC | ||||||||
| 175 BRATTLE STREET | ARLINGTON | MA | 02476 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| FOUNDATIONS FOR GLACIER AND ENVIRONMENTAL RESEARCH | ||||||||
| 4616 25TH AVE NE SUITE 302 | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FOUNDERS HALL | ||||||||
| 193 DANBURY ROAD | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $28,600 | |
| FRIENDS OF THE GALLATIN NATIONAL | ||||||||
| P O BOX 6799 | BOZEMAN | MT | 59771 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| FRONTLINE JOURNALISM FUND | ||||||||
| WGBH ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| GALLATIN VALLEY PHEASANTS FOREVER | ||||||||
| P O BOX 4220 | BOZEMAN | MT | 59772 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 20073 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| GIRLS INC | ||||||||
| 50 HIGH STREET | LYNN | MA | 01902 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| GO PROJECT | ||||||||
| 50 COOPER SQUARE 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| GRACE CHURCH SCHOOL | ||||||||
| 86 FOURTH AVENUE | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| GRANITE BACKCOUNTRY ALLIANCE | ||||||||
| PO BOX 2854 | NORTH CONWAY | NH | 03860 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 S BAY | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| GVSHP | ||||||||
| 232 EAST 11TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| HUDSON GUILD | ||||||||
| 441 W 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| J CRAIG VENTER INSTITUTE | ||||||||
| 9704 MEDICAL CENTER DRIVE | ROCKVILLE | MD | 20850 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |
| LAND'S SAKE FARM | ||||||||
| 27 CRESCENT STREET | EWESTON | MA | 02493 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| LOON PRESERVATION COMMITTEE | ||||||||
| P O BOX 604 | MOULTONBOROUGH | NH | 03254 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| LOVELANE SPECIAL NEEDS PROGRAM INC | ||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | ||||||||
| 19 NEEDHAM STREET | NEWTON | MA | 02461 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 100 CAMBRIDGE STREET SUITE 1310 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| MULTI-SERVICE EATING DISORDERS | ||||||||
| 288 WALNUT STREET | NWTON | MA | 02460 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 6633 CLARK ST | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| NPR | ||||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |
| PBS | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $45,000 | |
| PLUMMER YOUTH PROMISE | ||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $400,000 | |
| PREBLE STREET | ||||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 1 SCIENCE PARK | ORUBCETIB | NJ | 08544 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| PROTECT OUR WINTERS | ||||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| REGIONAL HOSPICE | ||||||||
| 30 MILESTONE ROAD | DANBURY | CT | 068105114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ROOT | ||||||||
| 35 CONGRESS STREET | SALEM | MA | 01970 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| RUDY RUGGLES JR FAMILY FUND - BESSEMER GIVING FUND | ||||||||
| C/O BESSEMER TRUST 100 WOODBRIDGE | WOODBRIDGE | NJ | 07095 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | CENTER DRIVE |
| SCARBOROUGH LAND TRUST | ||||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| SIGMA XI THE SCIENTIFIC | ||||||||
| 3200 CHAPEL HILL NELSON HIGHWAY | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| SOCIETY FOR SCIENCE | ||||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| SQUAM LAKES ASSOCIATION | ||||||||
| 534 US ROUTE 3 | HOLDERNESS | NH | 03245 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| SQUAM LAKES NATURAL SCIENCE CENTER | ||||||||
| P O BOX 173 | HOLDERNESS | NH | 03245 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 324 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ST PETER'S CHURCH | ||||||||
| 320 BOSTON POST ROAD | WESTON | MA | 02493 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $14,000 | |
| THE CENTER FOR GRIEVING CHILDREN | ||||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| THE CHARLIE FUND | ||||||||
| 8033 SUNSET BLVD 881 | LOS ANGELES | CA | 90046 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| THE HOME FOR THE LITTLE WANDERERS | ||||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 | |
| THE JOEY FUND | ||||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02141 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| THE MENTOR GROUP | ||||||||
| 160 COMMONWEALTH | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| THE MORGAN LIBRARY & MUSEUM | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE NEW SCHOOL | ||||||||
| 66 WEST 12TH ST | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| THE SEEING EYE INC | ||||||||
| P O BOX 375 | MORRISTOWN | NJ | 07963 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||||
| 263 W 86TH STREET | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| THE WINSOR SCHOOL | ||||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| TROUT UNLIMITED | ||||||||
| 1777 NORTH KENT STREET | ARLINGTON | VA | 22209 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| TYLER G FOUNDATION | ||||||||
| 157 TRADD STREET | CHARLESTON | SC | 29401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 110 UR DRIVE | RICHMOND | VA | 23173 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 | |
| WASHINGTON SQUARE PARK CONSERVANCY | ||||||||
| PO BOX 1624 | NEW YORK | NY | 10276 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WATCH CDC | ||||||||
| 24 CRESCENT STREET | WALTHAM | MA | 02453 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVENUE THIRD FLOOR | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $13,000 | |
| WESTON NEWS INC | ||||||||
| PO BOX 428 | WESTON | MA | 02493 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| WOMEN IN NEED -WIN | ||||||||
| 1 STATE STREET FL 18 | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WOODWELL CLIMATE RESEARCH CENTER | ||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,444,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $772,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,384,693 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,156,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,156,791 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CLAT B ART V RUTH C RUGGLES TR | ||||||
| 1 | C/O BESSEMER TR COMPANY OF FLORIDA | WEST PALM BEACH | FL | 33401 | $3,733,147 | Yes (X) |
| CLAT C ART V RUTH C RUGGLES TR | ||||||
| 2 | C/O BESSEMER TR COMPANY OF FLORIDA | WEST PALM BEACH | FL | 33401 | $3,121,676 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 784929.24 OW FIXED INCOME FUND | BondNm |
| EOY Book Value | $8,359,508 | EOYBookValueAmt |
| EOYFMV | $8,029,826 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 153292.28 OW CREDIT INCOME FUND | $1,321,214 | $1,211,009 |
| 617122.10 OW LARGE CAP STRATEGIES FD | $9,653,028 | $11,996,853 |
| 299759.89 OW SMALL & MIDCAP STRAT FD | $4,975,773 | $4,811,146 |
| 602.00 TAKE-2 INTERACTIVE | $77,148 | $140,458 |
| 138.00 SPOTIFY TECHNOLOGY SA | $82,442 | $84,729 |
| 1946.00 ALPHABET INC CLASS C | $130,902 | $313,091 |
| 475.00 META PLATFORMS INC | $110,995 | $260,775 |
| 1794.00 AMAZON.COM INC | $198,945 | $330,849 |
| 44.00 O'REILLY AUTO INC NEW | $52,227 | $62,268 |
| 331.00 HILTON WORLDWIDE HOLDINGS | $39,579 | $74,633 |
| 45.00 MERCADOLIBRE INC | $56,106 | $104,888 |
| 1162.00 WALMART INC | $58,439 | $113,004 |
| 164.00 COSTCO WHSL CORP NEW | $111,406 | $163,098 |
| 1471.00 ALIMENTATION COUCHE-TARD I | $72,887 | $76,584 |
| 1427.00 CONOCOPHILLIPS | $111,759 | $127,174 |
| 2660.00 SCHLUMBERGER LTD | $145,288 | $88,445 |
| 390.00 FISERV INC | $60,602 | $71,982 |
| 1847.00 BROOKFIELD CORPORATION | $83,999 | $99,128 |
| 230.00 MSCI INC | $136,207 | $125,375 |
| 793.00 VISA INC | $173,271 | $273,981 |
| 4048.00 BANK OF AMERICA CORP | $132,545 | $161,434 |
| 226.00 S&P GLOBAL INC. | $93,353 | $113,011 |
| 852.00 JPMORGAN CHASE & CO | $129,331 | $208,416 |
| 217.00 CORPAY INC | $80,044 | $70,605 |
| 917.00 INTERCONTINENTAL EXCHG INC | $102,562 | $154,028 |
| 481.00 APOLLO GLOBAL MANAGEMENT I | $74,452 | $65,646 |
| 454.00 DANAHER CORP | $100,932 | $90,495 |
| 148.00 INTUITIVE SURGICAL | $70,703 | $76,338 |
| 358.00 CENCORA INC | $58,867 | $104,775 |
| 706.00 ABBVIE INC | $147,693 | $137,740 |
| 173.00 MCKESSON CORP | $94,300 | $123,312 |
| 932.00 BOSTON SCIENTIFIC CORP | $90,141 | $95,874 |
| 408.00 UNITEDHEALTH GROUP INC | $187,799 | $167,867 |
| 199.00 THERMO FISHER SCIENTIFIC | $106,941 | $85,371 |
| 902.00 HOWMET AEROSPACE INC | $39,405 | $124,999 |
| 265.00 NORTHROP GRUMMAN CORP | $125,463 | $128,922 |
| 171.00 BUILDERS FIRSTSOURCE INC | $34,192 | $20,456 |
| 1036.00 TRANSUNION | $68,468 | $85,946 |
| 1345.00 COPART INC | $50,232 | $82,085 |
| 1472.00 ASHTEAD GROUP | $94,159 | $78,292 |
| 195.00 EATON CORP PLC | $38,424 | $57,402 |
| 1793.00 APPLE INC | $250,123 | $381,012 |
| 137.00 ASML HOLDING | $85,113 | $90,758 |
| 282.00 GARTNER INC CL A | $110,452 | $118,744 |
| 3257.00 NVIDIA CORP | $101,376 | $354,752 |
| 1397.00 MICROSOFT CORP | $447,207 | $552,178 |
| 335.00 MOTOROLA SOLUTIONS INC | $93,163 | $147,530 |
| 47.00 SERVICENOW INC | $37,449 | $44,885 |
| 1246.00 FORTINET INC | $87,691 | $129,284 |
| 776.00 MARVELL TECHNOLOGY INC | $32,829 | $45,295 |
| 405.00 APPLIED MATERIALS | $68,796 | $61,037 |
| 541.00 BROADCOM INC | $87,421 | $104,126 |
| 30.00 CONSTELLATION SOFTWARE | $79,128 | $107,838 |
| 853.00 CRH PLC | $60,686 | $81,393 |
| 238.00 SHERWIN-WILLIAMS CO | $80,270 | $83,994 |
| 322.00 PROLOGIS INC | $39,497 | $32,908 |
| 436.00 CBRE GROUP INC | $57,289 | $53,270 |
| 1064.00 AMEREN CORP | $91,014 | $105,591 |
| 1533.00 NEXTERA ENERGY INC | $114,226 | $102,527 |
| 442.00 LIVE NATION ENTERTMNT INC | $39,974 | $58,542 |
| 470.00 WYNDHAM HOTELS & RESORTS | $40,148 | $40,091 |
| 798.00 DOLLARAMA INC | $54,040 | $98,207 |
| 433.00 LIGHT & WONDER INC. | $40,311 | $36,969 |
| 756.00 BJ'S WHOLESALE CLUB HOLDIN | $52,394 | $88,875 |
| 1336.00 US FOODS HOLDING CORP | $57,644 | $87,721 |
| 177.00 SPDR S&P OIL & GAS EXPLORA | $23,838 | $19,595 |
| 592.00 TRADEWEB MARKETS INC | $50,135 | $81,873 |
| 20.00 PARTNERS GROUP HOLDING AG | $30,612 | $26,106 |
| 415.00 SPDR S&P REGIONAL BK ETF | $27,534 | $22,463 |
| 1060.00 NASDAQ INC. | $55,445 | $80,782 |
| 1129.00 RYAN SPECIALTY HOLDNGS INC | $54,987 | $73,960 |
| 379.00 STERIS PLC | $75,488 | $85,176 |
| 184.00 MEDPACE HOLDINGS | $60,326 | $56,743 |
| 629.00 COOPER COS INC/THE | $54,339 | $51,370 |
| 204.00 STRAUMANN HOLDING AG | $24,272 | $24,920 |
| 133.00 IDEXX LABS CORP | $58,287 | $57,542 |
| 2598.00 AVANTOR INC | $64,904 | $33,748 |
| 691.00 UL SOLUTIONS INC | $38,158 | $39,518 |
| 1154.00 CORE & MAIN INC | $56,102 | $60,792 |
| 1059.00 API GROUP CORP | $40,388 | $40,061 |
| 371.00 CLEAN HARBORS INC | $63,927 | $79,371 |
| 354.00 BWX TECHNOLOGIES INC | $33,379 | $38,628 |
| 203.00 CARLISLE COS | $64,143 | $77,034 |
| 615.00 BOOZ ALLEN HAMILTON HLDGS | $80,096 | $73,812 |
| 134.00 SAIA INC COM | $49,513 | $32,696 |
| 239.00 EQUIFAX INC | $44,243 | $62,171 |
| 40.00 ASM INTERNATIONAL NV | $18,717 | $19,347 |
| 4317.00 CCC INTELLIGENT SOLUTIONS | $47,543 | $39,975 |
| 694.00 BENTLEY SYSTEMS INC | $31,844 | $29,835 |
| 391.00 CDW CORP/DE | $71,427 | $62,778 |
| 482.00 KEYSIGHT TECHNOLOGIES INC | $75,349 | $70,082 |
| 391.00 ENTEGRIS INC | $50,355 | $30,935 |
| 206.00 NICE LTD ADR | $39,597 | $32,106 |
| 198.00 MANHATTAN ASSOCIATES INC | $41,700 | $35,123 |
| 199.00 SBA COMMUNICATIONS CORP | $42,501 | $48,436 |
| 330.00 UTILITIES SELECT SECT SPDR | $23,246 | $26,037 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTF HEDGE FUND | Desc |
| BOY Book Value | $3,697,211 | BOYBookValueAmt |
| EOY Book Value | $3,884,108 | EOYBookValueAmt |
| EOYFMV | $4,170,296 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING/PRIOR PERIOD ADJ/ROC | $6,142 |
| PASSIVE ACTIVITY LOSS | $22,295 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PARTNERSHIP EXPENSES | CategoryTxt |
| Amt | $93,311 | Amt |
| Net Investment Income | $93,311 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $2,078 | $1,188 | $0 | $0 |
| FOREIGN TAX PSHIP | $1,244 | $1,244 | $0 | $0 |
| EXCISE TAX ESTIMATE | $12,000 | $0 | $0 | $0 |
| EXCISE TAX BAL DUE | $12,994 | $0 | $0 | $0 |