RUUD FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RUUD FAMILY FOUNDATION INC (EIN 39-1915760)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201243199349100649
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T12:47:52-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 WEST RESEARCH DRIVE SUITE 200 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391915760 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUUD FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RUUD | NameControl |
| Phone | 2628861900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 WASHINGTON AVENUE | AddressLine1 |
| City | RACINE | City |
| State | WI | State |
| ZIP Code | 53406 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER RUUD | Name |
| Title | PRESIDENT | Title |
| Phone | 2628661900 | Phone |
| Date Signed | 2012-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES J ANDREUCCI | Name |
| PTIN | P00616716 | PTIN |
| Phone | 4144761880 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10265716 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 3893 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3822 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -7591 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 25223 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 9996302 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3822 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 80 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 708 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 788 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22480 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22480 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 23268 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22480 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 9973034 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3822 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19040 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3662589 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3662589 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2855024 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2853920 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 190369 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 163490 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 247746 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3501340 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3501461 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 209409 | TotalAssetsBOY |
| Total Assets EOY | 10182443 | TotalAssetsEOY |
| Total Assets EOYFMV | 10265716 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 209409 | CapitalStockBOY |
| Capital Stock EOY | 10182443 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 209409 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10182443 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 209409 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10182443 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 209409 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 9973034 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 10182443 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10182443 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|
| 175 SH MACK CALI REALTY CORP | 2011-10-19 | 4500 | 6738 | -2238 | -2238 | |
| 68 SH WEB COM GROUP INC COM | 2011-10-19 | 577 | 11810 | -11233 | -11233 | |
| 981.332 SH WELLS FARGO HEALTH CARE FD CL C | 2011-10-19 | 15849 | 14266 | 1583 | 1583 | |
| CAPITAL GAINS DIVIDENDS | 4297 | 4297 | 4297 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -7591 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16925 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 271559 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062325 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19203 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 245300 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.078284 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 25582 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 328287 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.077926 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 393947 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.020307 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 19933 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 351556 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056699 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.295541 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059108 | AverageDistributionRatio |
| Net Noncharitable Assets | 703526 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 41584 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 38 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 41622 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22480 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 76 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 76 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 76 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 76 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | RUUDFOUNDATION@AOL.COM | WebsiteAddress |
| Books In Care Of Person Name | CHRISTOPHER A RUUD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2628861900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 WASHINGTON AVENUE | AddressLine1 |
| City | RACINE | City |
| State | WI | State |
| ZIP Code | 53406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER A RUUD | ||||||||
| 9201 WASHINGTON AVENUE | RACINE | WI | 53406 | PRESIDENT/TREASURER | 1.00 | 0 | 0 | 0 |
| CHANTIL F RUUD | ||||||||
| 9201 WASHINGTON AVENUE | RACINE | WI | 53406 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| THEODORE O SOKOLY | ||||||||
| 9201 WASHINGTON AVENUE | RACINE | WI | 53406 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 549884 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 164356 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 714240 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 714240 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10714 | CashDeemedCharitable |
| Net Noncharitable Assets | 703526 | NetNoncharitableAssets |
| Minimum Investment Return | 35176 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 35176 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 76 | TaxBasedOnInvestmentIncome |
| Total Tax | 76 | TotalTax |
| Distributable Amount Before Adj | 35100 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 35100 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 35100 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22480 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22480 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22480 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35100 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2889 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 9254 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7022 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3427 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 22592 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22480 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22480 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 12620 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 12620 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9972 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9972 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 6545 | ExcessFromYear2 |
| Excess From Year1 | 3427 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER A RUUD | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE PRAIRIE SCHOOL SCHOLARSHIP FUND | |||||||
| 4050 LIGHTHOUSE DRIVE | RACINE | WI | 53402 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $21,480 |
| YOUTH FOR CHRIST | |||||||
| 2322 RAPIDS DR | RACINE | WI | 53404 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22480 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,893 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$7,591 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$3,698 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -3698 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | CHRISTOPHER RUUD | 6800 HOODS CREEK ROAD | FRANKSVILLE | WI | 53126 | 5000000 | X |
| 2 | ALAN RUUD | 9201 WASHINGTON AVE | RACINE | WI | 53406 | 5000000 | X |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (15 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ACE INA HOLDINGS INC NTS | 219394 | 220630 |
| BOEING CAPITAL CORP | 284664 | 284469 |
| BOEING CO NTS B/E | 212207 | 212190 |
| COMCAST CORP NEW NTX | 301706 | 301714 |
| DEVON ENERGY CORP NEW | 116723 | 116671 |
| DUKE ENERGY CORP | 281548 | 281348 |
| GENERAL DYNAMICS CORP | 218236 | 218226 |
| GEORGIA PWR COT NTS | 146312 | 146340 |
| GLAXOSMITHKLINE CAP INC | 216414 | 216446 |
| GOLDMAN SACHS GROUP INC | 282918 | 283704 |
| GOLDMAN SACHS GROUP INC | 213366 | 213566 |
| INTL BUSINESS MACH | 290886 | 289537 |
| KIMBERLY CLARK | 213474 | 213370 |
| PRAXAIR INC B/E | 214202 | 214198 |
| SBC COMMUNICATIONS INC | 289290 | 289052 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESCO GLOBAL REAL ESTATE | 36474 | 29128 |
| ALPINE INTERNATIONAL REAL ESTATE | 41042 | 25790 |
| BOSTON PROPERTIES INC | 10538 | 29880 |
| WELLS FARGO HEALTHCARE | 0 | 0 |
| GILEAD SCIENCES | 19507 | 49116 |
| J2 GLOBAL COMM | 16317 | 33768 |
| MACK CALI REALTY CORP | 0 | 0 |
| T ROWE -MEDIA & TELECOM | 28153 | 60157 |
| VORNADO REALTY TRUST | 11459 | 19907 |
| WEBSITE PROS | 0 | 0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2855024 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2853920 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SUBSCRIPTIONS | 695 | 0 | 0 |
| MISCELLANEOUS | 13 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| CHRISTOPHER RUUD | |||
| 6800 HOODS CREEK ROAD | FRANKSVILLE | WI | 53126 |
| ALAN RUUD | |||
| 9201 WASHINGTON AVE | RACINE | WI | 53406 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $80 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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