Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
Thomas Rutherfoord Foundation
c/o Dyson Capital Advisors

Number and street (or P.O. box number if mail is not delivered to street address)201 N Union Street No 300   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Alexandria, VA22314
A Employer identification number

20-2057953
B Telephone number (see instructions)

(703) 786-4343
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,224,166
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 28 28  
4 Dividends and interest from securities...... 361,259 361,259  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 872,993
b Gross sales price for all assets on line 6a 8,172,107
7 Capital gain net income (from Part IV, line 2)... 872,993
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 325,652 325,652  
12 Total. Add lines 1 through 11........ 1,559,932 1,559,932  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 176 0   176
b Accounting fees (attach schedule)....... 25,935 0   25,935
c Other professional fees (attach schedule).... 159,545 120,076   39,469
17 Interest............... 192 0   0
18 Taxes (attach schedule) (see instructions)... 793 793   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,701 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 199,342 120,869   65,580
25 Contributions, gifts, grants paid........ 937,355 937,355
26 Total expenses and disbursements. Add lines 24 and 25 1,136,697 120,869   1,002,935
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 423,235
b Net investment income (if negative, enter -0-) 1,439,063
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 803,975 1,476,456 1,476,456
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,495,901 Click to see attachment1,408,755 1,956,565
c Investments—corporate bonds (attach schedule)........ 1,147,997 Click to see attachment2,525,918 2,494,341
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 14,534,662 Click to see attachment12,990,623 14,296,804
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,982,535 18,401,752 20,224,166
Liabilities 17 Accounts payable and accrued expenses.......... 6,694 2,676
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,514 1,514
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 8,208 4,190
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 17,974,327 18,397,562
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 17,974,327 18,397,562
31 Total liabilities and net assets/fund balances (see instructions).. 17,982,535 18,401,752
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 17,974,327
2 Enter amount from Part I, line 27a..................... 2 423,235
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 18,397,562
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 18,397,562
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 4000 VANGUARD FTSE EUROPE ETF P   2014-10-21
b 5512.679 VIRTUS EMERGING MKTS OPPOR-I P 2013-03-07 2014-02-11
c 157000 JPM ENHANCED BETA DAILY RETURN NOTE LNKD TO JBACDJST P   2014-11-21
d 60000 JPM LEV CONT BUFF EQ WTI P 2014-09-26 2014-12-08
e 9333.333 PIMCO COMMODITYPL STRAT-P P 2013-02-27 2014-05-01
4488.33 ABERDEEN ASIA-PAC XJ-INST EQUITY FUND P   2014-02-12
9942.466 ABERDEEN ASIA-PAC XJ-INST EQUITY FUND P   2014-03-12
100000 DB MARKET PLUS SX5E P   2014-03-19
100000 DB MARKET PLUS SX5E P 2012-09-14 2014-03-19
10040.161 DREYFUS EMG MKT DEBT LOC C-I P 2011-06-23 2014-01-23
100000 GS 100%PP CNY NOTE P 2012-05-18 2014-05-27
771.367 JPM LARGE CAP GRWTH FD - SEL P 2011-06-23 2014-06-06
130000 SG CONT BUFF EQ SPX P 2013-09-13 2014-10-01
26084.253 VICTORY DIVERSIFIED STOCK-1 P   2014-03-04
2627.451 JPM UNCONSTRAINED DEBT FD P   2014-10-22
612.143 MATTHEWS ASIA DIVIDEND-INS P 2013-02-01 2014-03-17
713.689 NUVEEN GLOBAL INFRASTRUCT-I P 2013-01-07 2014-01-14
706.699 NUVEEN GLOBAL INFRASTRUCT-I P   2014-01-15
705.335 NUVEEN GLOBAL INFRASTRUCT-I P   2014-01-16
746.537 NUVEEN GLOBAL INFRASTRUCT-I P 2013-01-08 2014-01-17
7903 TORTOISE MLP & PIPELINE-INS P 2012-10-16 2014-06-20
1517.847 GATEWAY FUND-Y P 2010-09-15 2014-03-17
1303.506 HARBOR HIGH YIELD BOND-INST P 2010-09-15 2014-01-06
1857.251 JPM STRAT INC OPP FD P   2014-02-19
2397.019 JPM STRAT INC OPP FD P 2010-11-19 2014-02-20
106.828 MATTHEWS ASIA DIVIDEND-INS P 2010-09-15 2014-03-17
1117.542 TRP INST FLOATING RATE-F P   2014-10-22
1232.213 TRP INST FLOATING RATE-F P 2011-04-13 2014-10-29
5000 AMERICAN AXLE & MFG INC P   2014-07-07
14000 AMERIGAS FINANCE LLC COR P   2014-07-07
9000 CCO HLDGS LLC/CAP CORP P   2014-07-07
8000 CENTURY LINK INC P   2014-07-07
2000 CIT GROUP INC P 2014-03-18 2014-07-07
6000 CLEAR CHANNEL WORLDWIDE P   2014-07-07
9000 CROWN CASTLE INTL CORP P 2014-01-13 2014-07-07
6000 CST BRANDS INC P   2014-07-07
2000 LAMAR MEDIA CORP P 2014-02-24 2014-07-07
6000 LEVEL 2 FINANCING INC P 2014-06-02 2014-07-07
3000 MERITAGE HOMES CORP P 2014-04-21 2014-07-07
13000 PEABODY ENERGY CORP P   2014-07-07
6000 RENGENCY ENERGY PARTNERS P 2014-04-15 2014-07-07
7000 T-MOBILE USA INC P   2014-07-07
13000 UNITED RENTALS NORTH AM P   2014-07-07
10000 ACCESS MIDSTREAM PARTNER P   2014-07-07
5000 ADT CORP P 2013-10-07 2014-07-07
3000 AES CORPORATION P   2014-07-07
4000 ALLIANT TECHSYSTEMS INC P 2013-12-17 2014-07-07
5000 ARCELORMITTAL P 2014-04-04 2014-07-07
4000 CATAMARAN CORP P 2014-04-21 2014-07-07
3000 CB STEEL DYNAMICS INC P   2014-07-07
5000 CCO HLDGS LLC/CAP CORP P 2013-08-21 2014-07-07
6000 CENTURYLINK INC P 2013-11-20 2014-07-07
12000 CINEMARK USA INC P   2014-07-07
5000 CLEARWATER PAPER CORP P 2013-07-22 2014-07-07
8000 CONCHO RESOURCES INC P   2014-07-07
7000 CONTINENTAL RESOURCES P 2013-11-18 2014-07-07
10000 DAVITA INC P 2013-07-11 2014-06-24
8000 DONNELLEY (RR) & SONS P   2014-07-07
3000 FELCOR LODGING LP P   2014-07-07
4000 HOLOGIC INC P   2014-07-07
2000 NATIONSTAR MORT/CAP CORP P 2013-07-02 2014-03-07
4000 NATIONSTAR MORT/CAP CORP P 2013-07-30 2014-03-06
5000 OMNICARE INC P   2014-07-07
10000 PRECISION DRILLING CORP P   2014-07-07
3000 PVH CORP P   2014-07-07
5000 QEP RESOURCES INC P   2014-07-07
15000 ROYAL BK SCOTLND GRP PLC P   2014-07-07
2000 SALLY HOLDINGS/SALLY CAP P 2013-07-18 2014-07-07
5000 HOLL BROS FINANCE CORP P 2013-10-29 2014-07-07
3000 WPX ENERGY INC P 2013-11-19 2014-07-07
15000 AES CORPORATION P   2014-07-07
3000 AIRCASTLE LTD P   2014-07-07
2000 AIRCASTLE LTD P 2012-08-13 2014-07-07
10000 ALLBRITTON COMMUNICATION P 2010-10-19 2014-07-31
5000 ALLIANT TECHSYSTEMS INC P 2012-11-15 2014-07-07
10000 AMC NETWORKS INC P   2014-07-07
1000 AMERICAN INTL GROUP P 2011-12-19 2014-07-21
9000 AMERICAN INTL GROUP P   2014-07-15
5000 AMERIGAS PART FIN CORP P 2011-12-01 2014-07-07
5000 AMKOR TECHNOLOGIES INC P 2012-07-23 2014-07-07
3000 ARCELORITTAL P 2012-11-14 2014-07-07
17000 ARCELORMITTAL P   2014-07-07
20000 BALL CORP P   2014-07-07
10000 BANK OF AMERICA CORP P 2012-01-17 2014-07-07
15000 BE AEROSPACE INC P   2014-07-07
15000 CABLEVISION SYSTEMS CORP P   2014-07-07
5000 CB STEEL DYNAMICS INC P 2012-11-06 2014-07-07
7000 CCO HLDGS LLC CAP CORP P 2011-06-16 2014-07-07
2000 CCO HLDGS LLC CAP CORP P 2012-01-11 2014-07-07
1000 CCO HLDGS LLC CAP CORP P 2012-01-11 2014-07-07
5000 CELANESE US P   2014-07-07
10000 CF INDUSTRIES INC P 2012-11-02 2014-07-07
10000 CHESAPEASKE ENERGY CORP P 2010-12-10 2014-07-07
4000 CHESAPEAK MISTREAM PT P 2012-06-06 2014-07-07
20000 CIT GROUP INC P   2014-07-07
2000 COMMERCIAL METALS CO P 2013-06-20 2014-07-07
8000 COMMERCIAL METALS CO P   2014-07-07
15000 CONSOL ENERGY INC P   2014-07-07
25000 CONSTELLATION BRANDS INC P 2010-10-22 2014-07-07
5000 CONTINENTAL RESOURCES P 2013-06-05 2014-07-07
4000 COVANTA HOLDING CORP P   2014-07-07
6000 COVANTA HOLDING CORP P   2014-07-07
15000 CROWN AMER/CAP CORP III P   2014-07-07
10000 D R HORTON INC P 2010-10-19 2014-07-07
5000 DELPHI CORP P 2013-06-24 2014-07-07
5000 DEVELOPERS DIVERSIFIED R P 2010-12-02 2014-07-07
4000 DINEEQUITY INC P 2012-07-02 2014-07-07
20000 DISH DBS CORP P 2010-10-19 2014-07-07
5000 ENDO PHARMACEUT HLDGS INC P   2014-04-04
25000 ENERGY TRANSFER EQUITY P 2010-10-19 2014-07-07
5000 FELCOR LODGING LP P 2012-07-26 2014-07-07
20000 FRONTIER COMMUNICATIONS P 2010-10-21 2014-07-07
25000 GMAC P   2014-07-07
5000 GRAPHIC PACKAGING INTL P 2013-06-05 2014-07-07
2000 HARRAHS OPERATING CO INC P 2011-09-29 2014-03-04
2000 HARRAHS OPERATING CO INC P   2014-03-05
1000 HARRAHS OPERATING CO INC P 2011-10-05 2014-03-10
20000 HARTFORD FINL SVCS GRP P 2010-10-20 2014-07-07
20000 HCA INC P 2010-10-19 2014-04-02
10000 HEALTH MANAGEMENT ASSOCIATION P 2010-10-19 2014-01-28
5000 HOLOGIC INC P   2014-07-07
5000 INTELSAT JACKSON HLDG P 2012-05-14 2014-07-07
15000 INTL LEASE FINANCE CORP P   2014-07-07
9000 IRON MOUNTAIN INC P 2010-10-22 2014-07-07
21000 JARDEN CORP P   2014-07-07
1000 JARDEN CORP P 2013-06-06 2014-07-07
5000 KEY ENERGY SERVICES INC P   2014-07-07
10000 LAMAR MEDIA CORP P   2014-07-07
8000 LEAR CORP P 2010-10-20 2014-07-07
10000 LENNAR CORPORATION P 2010-10-20 2014-07-07
30000 LIMITED BRANDS INC P   2014-07-07
15000 MERRILL LYNCH & CO P   2014-07-07
15000 METROPCS WIRELESS INC P 2010-10-20 2014-07-07
20000 MGM RESORTS INTL P 2010-10-20 2014-07-07
10000 NEWFIELD EXPLORATION CO P 2010-10-19 2014-07-07
15000 NEWFIELD EXPLORATION CO P   2014-07-07
5000 NOKIA CORP P 2013-06-17 2014-07-07
15000 NRG ENERGY INC P   2014-07-07
5000 OMNICARE INC P   2014-07-07
20000 PIONEER NATURAL RESOURCE P 2010-10-20 2014-07-07
10000 PRIDE INTERNATIONAL INC P 2010-10-22 2014-07-07
5000 PVH CORP P   2014-07-07
20000 QEP RESOURCES INC P   2014-07-07
9000 RANGE RESOURCES CORP P   2014-07-07
5000 REGAL CINEMAS CORP P   2014-03-11
4000 ROYAL BANK SCOTLAND GRP PLC P   2014-06-23
11000 ROYAL BANK SCOTLAND GRP PLC P   2014-06-24
5000 ROYAL BANK SCOTLAND GRP PLC P 2013-05-14 2014-07-07
16000 ROYAL CARIBBEAN CRUISES P   2014-07-07
2000 RRI ENERGY INC P 2010-10-18 2014-03-12
2000 RRI ENERGY INC P 2010-10-18 2014-03-17
2000 RRI ENERGY INC P 2010-10-18 2014-03-19
3000 PRI ENERGY INC P 2010-10-18 2014-03-20
6000 PRI ENERGY INC P 2010-10-18 2014-07-07
5000 SALLY HOLDINGS/SALLY CAP P   2014-07-07
2000 SEAGATE TECHNOLOGY HDDH P 2011-03-16 2014-07-07
15000 SERVICE CORP INTL P 2010-10-22 2014-07-07
2000 SESI LLC P 2013-06-06 2014-07-07
3000 SESI LLC P 2013-06-05 2014-07-07
10000 SMITHFIELD FOODS INC P 2011-09-20 2014-07-07
20000 SPRINT NEXTEL CORP P 2010-10-20 2014-07-07
10000 STARZ LLC/STARZ FIN CORP P 2013-04-18 2014-07-07
5000 TENET HEALTHCARE CORP P 2012-07-19 2014-07-07
15000 UNITED RENTALS NORTH AM P 2010-10-19 2014-04-14
4000 UNITED STATES STEEL CORP P 2011-06-09 2014-07-07
2000 US TEEL CORP P   2014-07-07
10000 VULCAN MATERIALS P 2012-05-14 2014-07-07
3000 WEYERHAEUSER CO P 2010-10-20 2014-01-08
2000 WEYERHAEUSER CO P 2010-10-20 2014-01-09
5000 WEYERHAEUSER CO P 2010-10-19 2014-01-10
10000 WINDSTREAM CORP P   2014-07-07
5000 WPX ENERGY INC P 2012-09-11 2014-07-07
10000 WYNN LAS VEGAS LLC CORP P 2012-03-16 2014-07-07
4000 ZAYO GROUP LLC/ZYO CAP P 2013-04-05 2014-07-07
150000 BARC PHOENIX AUTO-CALL BMY P 2014-06-05 2014-09-24
150000 GS PHOENIX AUTO-CALL HAL P 2014-01-10 2014-04-29
150000 JPM PHOENIX AUTO-CALL YUM P 2013-10-11 2014-01-28
150000 JPM PHOENIX AUTO-CALL BA P 2014-02-11 2014-06-03
150000 BARC BRENT ARN P 2013-04-05 2014-04-16
100000 CS REN AAPL P 2012-10-19 2014-01-22
150000 DB QARN BRL/JPY P 2013-05-03 2014-05-15
125000 GS MXN STEP UP NOTE P 2013-06-21 2014-07-07
150000 JPM PHOENIX AUTO-CALL CAT P 2013-01-11 2014-01-29
1965 HONDA MOTOR CO LTD P 2013-01-25 2014-01-23
1850 MOSAIC CO NEW P 2013-10-23 2014-09-10
955 MOSAIC CO NEW P 2013-11-26 2014-09-10
710 SCRIPPS NTWK INTERACTIV CLASS P 2014-05-13 2014-09-11
.06 OUTFRONT MEDIA INC P 2014-07-25 2014-12-31
190 CALIFORNIA RES CORP P 2013-04-08 2014-12-01
420 CF INDUSTRIES HOLDINGS P 2013-07-31 2014-09-10
265HESS CORPORATION P 2013-04-02 2014-10-29
840 HESS CORPORATION P 2013-04-08 2014-10-29
2025 INTEL CORP P 2012-01-09 2014-05-08
1035 NISOURCE INC HOLDING CO P 2012-01-23 2014-07-31
240 NISOURCE INC HOLDING CO P 2012-01-23 2014-08-01
240 NISOURCE INC HOLDING CO P 2012-01-23 2014-08-08
4750 OCCIDENTAL PETE CORP P 2013-04-08 2014-12-01
1150 SCRIPPS NTWK INTERACTIV CLASS P 2013-07-12 2014-09-11
855 TOYOTA MOTOR CP P 2011-04-04 2014-04-10
271.25 TRIBUNE PUBLISHING CO P 2013-02-04 2014-08-05
443.75 TRIBUNE PUBLISHING CO P 2013-03-06 2014-08-05
1950 WISDOMTREE JPN HDGD P 2013-01-03 2014-01-06
2040 CENTERPOINT ENERGY INC P 2010-01-20 2014-07-31
1800 COCA COLA COMPANY P 2008-05-13 2014-07-25
315 ONE GAS INC P 2010-08-17 2014-07-25
2350 VODAFONE GROUP ADR P 2010-09-10 2014-01-22
.12 HALYARD HEALTH INC P 2008-09-09 2014-11-03
1909023 Global Access Hedge Fund LTD P   2014-10-27
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 209,679   229,943 -20,264
b 50,000   56,946 -6,946
c 142,525   168,180 -25,655
d 41,910   60,000 -18,090
e 105,000   102,293 2,707
50,000   55,957 -5,957
112,648   119,043 -6,395
      0
115,805   100,000 15,805
135,542   150,000 -14,458
104,157   104,617 -460
25,000   16,623 8,377
149,500   130,000 19,500
568,115   422,491 145,624
26,800   27,357 -557
9,164   9,225 -61
7,351   6,916 435
7,279   6,843 436
7,272   6,823 449
7,689   7,212 477
14,852   10,294 4,558
43,942   38,402 5,540
14,130   14,378 -248
22,157   22,108 49
28,620   28,309 311
1,599   1,472 127
11,276   11,634 -358
12,470   12,827 -357
5,490   5,358 132
15,512   15,314 198
9,709   9,653 56
8,360   8,078 282
2,153   2,150 3
6,454   6,255 199
9,368   8,920 448
6,023   5,905 118
2,147   2,120 27
6,534   6,563 -29
3,293   3,308 -15
13,040   13,104 -64
6,541   6,465 76
7,637   7,565 72
13,917   14,018 -101
10,525   9,793 732
4,638   4,413 225
3,497   3,510 -13
4,322   4,325 -3
5,620   5,538 82
4,060   4,050 10
3,205   3,273 -68
5,394   5,088 306
6,270   5,903 367
12,337   11,358 979
5,250   5,413 -163
8,801   8,755 46
7,615   7,201 414
10,513   10,600 -87
9,080   8,570 510
3,192   3,220 -28
4,241   4,225 16
1,890   1,935 -45
3,740   3,975 -235
5,416   5,563 -147
10,700   10,788 -88
2,963   2,978 -15
5,631   5,385 246
16,343   16,520 -177
2,135   2,065 70
5,450   5,300 150
3,203   3,068 135
17,483   16,150 1,333
3,330   3,178 152
2,332   2,185 147
10,467   10,150 317
5,403   5,488 -85
11,179   11,490 -311
1,386   853 533
12,541   8,323 4,218
5,375   4,900 475
5,340   4,925 415
3,841   3,461 380
19,108   17,574 1,534
21,320   21,855 -535
10,509   9,466 1,043
16,331   15,525 806
16,975   16,330 645
5,341   5,525 -184
7,372   7,140 232
2,158   1,990 168
1,079   995 84
5,057   5,105 -48
12,210   12,700 -490
11,207   10,175 1,032
4,392   3,930 462
21,476   20,140 1,336
2,289   2,185 104
7,844   7,709 135
16,166   16,658 -492
28,633   27,420 1,213
5,439   5,074 365
4,382   4,335 47
6,526   6,180 346
16,133   16,263 -130
10,565   10,000 565
5,571   5,325 246
6,296   5,700 596
4,271   4,450 -179
23,730   21,800 1,930
5,406   5,478 -72
28,851   26,969 1,882
5,320   5,294 26
23,377   22,650 727
31,938   28,383 3,555
5,129   4,988 141
2,035   2,035 0
1,982   2,028 -46
960   1,010 -50
23,758   21,000 2,758
20,906   22,500 -1,594
11,181   10,300 881
5,302   5,470 -168
5,387   5,188 199
18,540   15,581 2,959
9,430   10,058 -628
23,875   22,981 894
1,060   1,073 -13
5,207   5,128 79
10,736   11,073 -337
8,624   8,780 -156
10,370   9,450 920
36,693   35,625 1,068
17,601   17,123 478
15,736   15,938 -202
22,256   20,748 1,508
10,276   10,750 -474
15,865   15,919 -54
5,395   4,913 482
16,388   15,294 1,094
5,416   5,581 -165
22,657   21,650 1,007
12,662   12,200 462
4,938   5,005 -67
20,706   19,861 845
9,711   9,720 -9
5,354   5,640 -286
4,084   4,159 -75
11,209   10,846 363
5,448   5,340 108
17,774   17,285 489
2,010   1,858 152
2,010   1,855 155
2,008   1,855 153
3,000   2,783 217
6,375   5,565 810
5,338   5,295 43
2,238   2,080 158
16,820   15,975 845
2,138   2,135 3
3,387   3,323 64
11,518   10,475 1,043
23,355   22,000 1,355
10,419   10,438 -19
5,554   5,400 154
16,561   16,763 -202
4,380   4,093 287
2,207   2,091 116
11,813   10,938 875
3,639   3,368 271
2,424   2,245 179
6,091   5,590 501
11,530   11,050 480
5,364   5,363 1
10,928   10,975 -47
4,365   4,500 -135
150,000   150,000 0
150,000   150,000 0
150,000   150,000 0
100,000   100,000 0
165,000   150,000 15,000
89,429   100,000 -10,571
150,000   150,000 0
131,250   125,000 6,250
150,000   150,000 0
76,605   74,621 1,984
85,089   86,270 -1,181
43,924   45,029 -1,105
55,729   53,574 2,155
2   2 0
1,296   1,372 -76
105,186   82,489 22,697
22,070   19,623 2,447
69,959   60,305 9,654
53,248   51,654 1,594
39,421   23,826 15,595
9,061   5,525 3,536
8,899   5,525 3,374
37,223   37,991 -768
90,265   83,221 7,044
89,283   68,375 20,908
5,855   3,465 2,390
9,578   5,856 3,722
96,501   73,848 22,653
49,805   30,357 19,448
73,712   51,057 22,655
11,996   3,669 8,327
92,283   58,274 34,009
5   3 2
2,294,931   1,929,023 365,908
141,739     141,739
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -20,264
b       -6,946
c       -25,655
d       -18,090
e       2,707
      -5,957
      -6,395
      0
      15,805
      -14,458
      -460
      8,377
      19,500
      145,624
      -557
      -61
      435
      436
      449
      477
      4,558
      5,540
      -248
      49
      311
      127
      -358
      -357
      132
      198
      56
      282
      3
      199
      448
      118
      27
      -29
      -15
      -64
      76
      72
      -101
      732
      225
      -13
      -3
      82
      10
      -68
      306
      367
      979
      -163
      46
      414
      -87
      510
      -28
      16
      -45
      -235
      -147
      -88
      -15
      246
      -177
      70
      150
      135
      1,333
      152
      147
      317
      -85
      -311
      533
      4,218
      475
      415
      380
      1,534
      -535
      1,043
      806
      645
      -184
      232
      168
      84
      -48
      -490
      1,032
      462
      1,336
      104
      135
      -492
      1,213
      365
      47
      346
      -130
      565
      246
      596
      -179
      1,930
      -72
      1,882
      26
      727
      3,555
      141
      0
      -46
      -50
      2,758
      -1,594
      881
      -168
      199
      2,959
      -628
      894
      -13
      79
      -337
      -156
      920
      1,068
      478
      -202
      1,508
      -474
      -54
      482
      1,094
      -165
      1,007
      462
      -67
      845
      -9
      -286
      -75
      363
      108
      489
      152
      155
      153
      217
      810
      43
      158
      845
      3
      64
      1,043
      1,355
      -19
      154
      -202
      287
      116
      875
      271
      179
      501
      480
      1
      -47
      -135
      0
      0
      0
      0
      15,000
      -10,571
      0
      6,250
      0
      1,984
      -1,181
      -1,105
      2,155
      0
      -76
      22,697
      2,447
      9,654
      1,594
      15,595
      3,536
      3,374
      -768
      7,044
      20,908
      2,390
      3,722
      22,653
      19,448
      22,655
      8,327
      34,009
      2
      365,908
      141,739
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 872,993
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 932,775 19,416,965 0.048039
2012 944,950 19,015,306 0.049694
2011 485,631 19,120,318 0.025399
2010 204,976 16,279,740 0.012591
2009 204,807 3,783,189 0.054136
2 Total of line 1, column (d) ...................... 2 0.189859
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.037972
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 20,064,230
5 Multiply line 4 by line 3....................... 5 761,879
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 14,391
7 Add lines 5 and 6......................... 7 776,270
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,002,935
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 14,391
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,391
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,391
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 30,449
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,449
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 16,058
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet16,058 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletThomas D Rutherfoord Jr Telephone no.bullet (703) 354-1616
    Located atbullet3333 P Street NWWashingtonDC ZIP+4bullet20007
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    Thomas D Rutherfoord Trustee
    2.00
    0 0 0
    3333 P Street NW
    Washington,DC20007
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Made contributions to charitable organizations listed in part XV. 937,355
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,068,087
    b
    Average of monthly cash balances.......................
    1b
    1,301,690
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,369,777
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    20,369,777
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    305,547
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,064,230
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,003,212
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,003,212
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    14,391
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,391
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    988,821
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    988,821
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    988,821
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,002,935
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,002,935
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    14,391
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    988,544
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 988,821
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 965,712
    b Total for prior years:2012, 20, 20 705
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,002,935
    a Applied to 2013, but not more than line 2a 965,712
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment705
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 36,518
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    952,303
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Alliance Francaise
    2142 Wyoming Ave NW
    Washington,DC20008
      Other public charity To fund charitable activities. 1,000
    Anacosia Gracious Arts Program (AGAP)
    4630 Alabama Avenue SE
    Washington,DC20019
      Other public charity To fund charitable activities. 300
    Aspen Art Museum
    637 E Hyman Ave
    Aspen,CO81611
      Other public charity To fund charitable activities. 15,000
    Aspen Music Festival
    225 Music School Road
    Aspen,CO81611
      Other public charity To fund charitable activities. 17,000
    Audubon Leadership Circle
    PO Box 34
    Audubon,NJ08106
      Other public charity To fund charitable activities. 2,500
    Bishop John T Walker School
    3640 Martin Luther King Jr Ave SE
    Washington,DC20032
      Other public charity To fund charitable activities. 50,600
    Buffalo Bill Historical Center
    720 Sheridan Avenue
    Cody,WY82414
      Other public charity To fund charitable activities. 2,500
    Classical AMerican Homes Preservation Trust
    67 E 93rd Street
    New York,NY10128
      Other public charity To fund charitable activities. 1,000
    Children's Law Center Inc
    616 H Street NW Suite 300
    Washington,DC20001
      Other public charity To fund charitable activities. 1,500
    Christ Church Georgetown
    3116 O Street NW
    Washington,DC20007
      Other public charity To fund charitable activities. 25,500
    Citizen's Association of Georgetown
    1365 Wisconsin Avenue NW Suite 200
    Washington,DC20007
      Other public charity To fund charitable activities. 1,250
    Collegiate Directions Inc
    4833 Rugby Avenue Suite 301
    Bethesda,MD20814
      Other public charity To fund charitable activities. 55,000
    French Heritage Society
    14 East 60th Street Suite 605
    New York,NY10022
      Other public charity To fund charitable activities. 16,500
    George Washington University
    45155 Research Place 155
    Ashburn,VA20147
      Other public charity To fund charitable activities. 75,000
    Georgetown Garden Tour
    3313 P Street NW
    Washington,DC20007
      Other public charity To fund charitable activities. 500
    Georgetown Senior Citizens Center
    2104 Lincoln Street
    Georgetown,SC29440
      Other public charity To fund charitable activities. 475
    Go Bo Fund for Georgetown Hospital
    3800 Reservoir Road NW
    Washington,DC20007
      Other public charity To fund charitable activities. 5,000
    Hollins University
    PO Box 9707
    Roanoke,VA240201707
      Other public charity To fund charitable activities. 10,000
    JHU Heart and Vascular
    600 N Wolfe St
    Baltimore,MD21287
      Other public charity To fund charitable activities. 15,000
    Light of Healing Hope Foundation
    2801 New Mexico Ave NW Apt 1224
    Washington,DC20007
      Other public charity To fund charitable activities. 1,000
    Massachusetts General Hospital
    55 Fruit St
    Boston,MA02114
      Other public charity To fund charitable activities. 17,500
    Mdecins Sans Frontires
    333 7th Avenue
    New York,NY10001
      Other public charity To fund charitable activities. 5,000
    National Gallery of Art
    2000B South Club Drive
    Landover,MD20785
      Other public charity To fund charitable activities. 10,000
    National Geographic Society
    1145 17th Street NW
    Washington,DC200364688
      Other public charity To fund charitable activities. 113,524
    National Museum of Women in the Arts
    1250 New York Avenue NW
    Washington,DC200053970
      Other public charity To fund charitable activities. 5,000
    Philips Collection
    1600 21st Street NW
    Washington,DC20009
      Other public charity To fund charitable activities. 85,000
    Piedmont Land Convervancy
    1515 W Cornwallis Dr 205
    Greensboro,NC27408
      Other public charity To fund charitable activities. 1,000
    Planned Parenthood Federation of America
    434 West 33rd Street
    New York,NY10001
      Other public charity To fund charitable activities. 5,000
    RELMA
    483 Great House Road
    Stratford,VA22558
      Other public charity To fund charitable activities. 8,766
    SOME
    71 O Street NW
    Washington,DC20001
      Other public charity To fund charitable activities. 3,000
    Salisbury School
    251 Canaan Road
    Salisbury,CT06068
      Other public charity To fund charitable activities. 100,695
    Salvation Army
    PO Box 629
    Alexandria,VA22313
      Other public charity To fund charitable activities. 5,000
    Share Our Strength
    1703 M Street NW Suite 700
    Washington,DC20036
      Other public charity To fund charitable activities. 2,000
    St Albans School
    Mount St Albans
    Washington,DC20016
      Other public charity To fund charitable activities. 5,000
    Stratford Hall
    483 Great House Road
    Stratford,VA22558
      Other public charity To fund charitable activities. 152,000
    Student Conservation Association
    PO Box 550
    Charlestown,NH036030550
      Other public charity To fund charitable activities. 2,500
    Sulgrave Club Endowment Fund
    1801 Massachusetts Avenue NW
    Washington,DC20036
      Other public charity To fund charitable activities. 2,509
    Teach for America
    1411 K Street NW
    Washington,DC20005
      Other public charity To fund charitable activities. 25,000
    THE ARC
    1901 Mississippi Ave SE
    Washington,DC20020
      Other public charity To fund charitable activities. 10,000
    The Aspen Institute
    PO Box 222
    Queenstown,MD21658
      Other public charity To fund charitable activities. 17,000
    The Georgetown Club
    1530 Wisconsin Ave NW
    Washington,DC20007
      Other public charity To fund charitable activities. 1,786
    The Nature Conservancy
    4245 N Fairfax Drive
    Arlington,VA22203
      Other public charity To fund charitable activities. 10,000
    The Washington Chorus
    4301 Connecticut Ave NW 360
    Washington,DC20008
      Other public charity To fund charitable activities. 2,000
    Trap Hill Fire Department
    765 Bold Road
    Fairdale,WV25839
      Other public charity To fund charitable activities. 200
    Trust for the National Mall
    PO Box 96475
    Washington,DC200906475
      Other public charity To fund charitable activities. 5,000
    Tudor Place Foundation
    1644 31st Street NW
    Washington,DC20007
      Other public charity To fund charitable activities. 5,000
    VA Historical Society
    428 N Boulevard
    Richmond,VA23220
      Other public charity To fund charitable activities. 500
    Virginia Athletics Foundation
    PO Box 400833
    Charlottesville,VA22904
      Other public charity To fund charitable activities. 7,000
    Virginia Foundation for Independent Colleges
    8010 Ridge Road Suite B
    Richmond,VA22329
      Other public charity To fund charitable activities. 25,000
    Wadsworth-Sulgrave Historic Preservation Foundation
    1801 Massachusetts Avenue NW
    Washington,DC20036
      Other public charity To fund charitable activities. 2,500
    Washington Antiques Show
    29 Grant Circle NW
    Washington,DC20011
      Other public charity To fund charitable activities. 1,250
    WETA
    3939 Campbell Avenue
    Arlington,VA22206
      Other public charity To fund charitable activities. 5,000
    Total .................................bullet 3a 937,355
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 28  
    4 Dividends and interest from securities....     14 361,259  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     14 325,652  
    8
    Gain or (loss) from sales of assets other than inventory .............
        14 872,993  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,559,932 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,559,932
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 25,935 0   25,935

    TY 2014 AppliedToPriorYearElection
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Election:
    Thomas Rutherfoord Foundation is electing per Code Section 53.4942(a)-3(a) to apply excess distributions for 2014 to prior years to the extent that undistributed income existed for those years.

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate Bonds 2,525,918 2,494,341

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Corporate Stock 1,408,755 1,956,565

    TY 2014 InvestmentsOtherSchedule2
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Other Investments AT COST 12,990,623 14,296,804

    TY 2014 LegalFeesSchedule
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 176 0   176


    TY 2014 OtherExpensesSchedule
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Auto Expense 140 0   0
    Office Expense 1,069 0   0
    Gifts 4,633 0   0
    Meals 6,859 0   0


    TY 2014 OtherIncomeSchedule2
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 325,652 325,652 325,652


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment management 120,076 120,076   0
    Asset management 39,469 0   39,469


    TY 2014 TaxesSchedule
    Name:
    Thomas Rutherfoord Foundation
    c/o Dyson Capital Advisors
    EIN: 20-2057953
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes paid on investments 793 793   0