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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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) 354-1616
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,200,226J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments 902 902  
4 Dividends and interest from securities... 289,490 289,490  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 640,319
b Gross sales price for all assets on line 6a 6,149,508
7 Capital gain net income (from Part IV, line 2)... 1,140,319
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)....... Click to see attachment 439,095 439,095  
12 Total. Add lines 1 through 11........ 1,369,806 1,869,806  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,100 0   14,100
c Other professional fees (attach schedule).... Click to see attachment 109,963 78,690   31,273
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,139 7,741   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,009 0   1,009
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,211 86,431   46,382
25 Contributions, gifts, grants paid....... 885,355 885,355
26 Total expenses and disbursements. Add lines 24 and 25 1,024,566 86,431   931,737
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 345,240
b Net investment income (if negative, enter -0-) 1,783,375
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.........      
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)....... 8,031,589 Click to see attachment9,643,231 12,498,480
c Investments—corporate bonds (attach schedule)....... 1,961,866 Click to see attachment2,149,421 2,242,216
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,540,066 Click to see attachment8,052,908 6,459,530
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) 19,533,521 19,845,560 21,200,226
Liabilities 17 Accounts payable and accrued expenses.......... 500 1,600
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 30,958  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment16,394 Click to see attachment52,057
23 Total liabilities (add lines 17 through 22)......... 47,852 53,657
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 19,485,669 19,791,903
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 19,485,669 19,791,903
30 Total liabilities and net assets/fund balances (see instructions). 19,533,521 19,845,560
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,485,669
2
Enter amount from Part I, line 27a .....................
2
345,240
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,830,909
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
39,006
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,791,903
Form 990-PF (2020)
Form 990-PF (2020)
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 BRISTOL-MYERS SQUIBB RTS P 2019-11-21 2020-07-01
b EXPEDIA GROUP INC. P 2019-12-05 2020-07-01
c SPDR GOLD SHARES ETF P 2019-11-01 2020-07-28
d A T & T INC P   2020-07-28
e AMERICAN WATER WORKS P   2020-07-01
BRISTOL-MYERS SQUIBB P 2019-01-31 2020-07-10
COMCAST CORP P   2020-07-01
LIBERTY GLOBAL INC P 2017-05-25 2020-07-01
MERCK & CO. INC. P 2018-02-07 2020-07-01
MONDELEZ INTL P 2014-06-11 2020-07-01
MURPHY USA INC P 2014-01-27 2020-07-01
NEXSTAR MEDIA GROUP P 2018-12-19 2020-07-01
NIELSEN HOLDINGS PLC P   2020-07-01
OUTFRONT MEDIA INC P 2014-12-16 2020-07-01
OUTFRONT MEDIA INC P   2020-07-01
PEPSICO INC P 2011-04-29 2020-07-28
SCRIPPS E W CO P   2020-07-01
THE COCA-COLA CO P   2020-07-01
VERIZON COMMUNICATN P 2017-03-22 2020-07-01
ALCON INC P 2008-10-10 2020-01-02
CHEVRON CORP P   2020-07-01
JOHNSON & JOHNSON P 2008-10-10 2020-07-28
KIMBERLY CLARK CORP P   2020-07-01
MICROSOFT CORP P   2020-07-01
NOVARTIS AG P 2008-10-10 2020-07-01
PEPSICO INC P   2020-07-28
SPDR GOLD SHARES ETF P 2019-07-02 2020-07-28
JPM CORE BND FD P 2019-12-31 2020-05-13
JPM CORE BND FD P 2019-12-31 2020-06-25
PIMCO HIGH YIELD FUND P 2020-05-19 2020-11-05
SIX CIRCLES ULTR SHRT DUR P 2019-11-20 2020-11-02
VANGUARD TTL INTL BND P 2019-09-24 2020-09-11
VANGUARD TTL INTL BND P   2020-09-22
FIDELITY 500 INDEX P   2020-03-17
ISHARES 7-10 YEAR TREASURY P 2019-02-22 2020-05-13
ISHARES MSCI EAFE ETF P 2017-05-26 2020-03-30
ISHARES MSCI EAFE ETF P 2017-05-26 2020-05-04
ISHARES MSCI EAFE ETF P   2020-10-20
ISHARES CORE MSCI EAFE EFT P   2020-03-09
JPM CORE BOND FD P   2020-06-25
JPM CORE BOND FD P 2019-04-11 2020-09-11
JPM CORE BOND FD P   2020-09-22
JPM CORE BOND FD P   2020-11-02
JPM GL RES ENH IDX FD P   2020-06-25
OAKMARK INTERNATIONAL P 2013-08-02 2020-02-14
PARNASSAS CORE EQUITY P 2012-06-26 2020-02-14
PRIMECAP ODYSSEY STOCK FUND P 2013-12-04 2020-05-04
VANGUARD TTL INTL BND P 2017-04-12 2020-09-22
VANGUARD TTL INTL BND P   2020-11-02
JPM LARGE CAP GROW FD P 2011-06-23 2020-09-11
FIDELITY SECS FD P 2019-11-01 2020-04-06
FIDELITY SECS FD P 2019-11-01 2020-05-11
FIDELITY SECS FD P   2020-06-08
HARTFORD CORE EQUITY P   2020-03-09
HARTFORD CORE EQUITY P 2019-05-08 2020-03-16
HARTFORD CORE EQUITY P 2020-05-26 2020-10-07
HEALTH CARE SELECT SECTOR P   2020-10-07
ISHARES S&P 100 ETF P   2020-12-03
ISHARES SHORT-TERM CORPORATE P 2019-10-10 2020-03-23
ISHARES SHORT-TERM CORPORATE P   2020-03-23
ISHARES SHORT-TERM CORPORATE P   2020-03-24
ISHARES SHORT-TERM CORPORATE P   2020-03-24
ISHARES 3-7 YEAR TREASURY P 2020-03-09 2020-03-13
ISHARES 3-7 YEAR TREASURY P 2020-03-16 2020-06-09
ISHARES 3-7 YEAR TREASURY P   2020-06-16
ISHARES 3-7 YEAR TREASURY P   2020-06-29
ISHARES 3-7 YEAR TREASURY P   2020-08-17
JPM INTERM T/F BD FD P   2020-08-20
JPM INTERM T/F BD FD P   2021-08-21
JPM INTERM T/F BD FD P   2020-12-04
JPM INTERM T/F BD FD P   2020-12-09
JPM INTERM T/F BD FD P 2020-03-25 2020-12-10
JPM INTERM T/F BD FD P 2020-03-25 2020-12-11
JPM INTERM T/F BD FD P 2020-03-25 2020-12-15
JPM INTERM T/F BD FD P 2020-03-25 2020-12-16
JPM INTERM T/F BD FD P 2020-03-25 2020-12-21
JPM INTERM T/F BD FD P 2020-06-25 2020-12-22
LORD ABBETT SHRT DUR INC P 2020-06-04 2020-11-18
MAINSTAY HI YLD CORP BND P 2019-11-12 2020-03-09
MATTHEW ASIAN GR & INC P 2019-11-06 2020-05-26
MFS MUNI HIGH INCOME P   2020-04-14
MFS MUNI HIGH INCOME P 2019-06-17 2020-05-13
MTRPLTN WST TTL RTRN BND P 2019-08-27 2020-03-25
PEAR TREE POL FRGN VAL P   2020-02-27
SPDR NUVEEN BLOOMBERG BARCLAYS P 2020-03-13 2020-05-06
SPDR NUVEEN BLOOMBERG BARCLAYS P 2020-03-13 2020-05-07
VANGUARD DIVIDEND APPREC ETF P   2020-01-08
VANGUARD DIVIDEND APPREC ETF P   2020-03-09
VANGUARD DIVIDEND APPREC ETF P 2019-10-04 2020-03-16
VANGUARD DIVIDEND APPREC ETF P 2019-10-04 2020-05-11
VANGUARD DIVIDEND APPREC ETF P 2019-10-04 2020-06-09
VANGUARD DIVIDEND APPREC ETF P 2019-10-04 2020-06-29
DOUBLELINE TTL RTRN BND P   2020-06-04
FEDERATED INST HI YLD BND P 2015-11-23 2020-02-28
FEDERATED INST HI YLD BND P 2015-11-30 2020-03-06
FEDERATED INST HI YLD BND P 2015-11-23 2020-03-09
HARTFORD CORE EQUITY P   2020-10-07
JH II STRAT INC OPPORT P 2017-05-02 2020-02-28
JH II STRAT INC OPPORT P 2017-05-02 2020-03-20
LORD ABBETT SHRT DUR INC P   2020-09-10
LORD ABBETT SHRT DUR INC P   2020-11-18
MFS MUNI HIGH INCOME P 2018-01-10 2020-05-13
MFS MUNI HIGH INCOME P   2020-09-09
MTRPLTN WST TTL RTRN BND P   2020-12-01
MUZINICH LOW DURAT P   2020-03-05
MUZINICH LOW DURAT P 2017-07-18 2020-03-11
NUVEEN PREFERRED SECURIT P   2020-06-08
PIMCO DYNAMIC BOND P 2015-08-07 2020-06-12
T ROWE PR INST FLOAT RT P 2012-07-25 2020-02-28
T ROWE PR INST FLOAT RT P   2020-03-06
T ROWE PR INST FLOAT RT P 2015-08-14 2020-03-11
T ROWE PR INST FLOAT RT P 2015-08-14 2020-03-13
T ROWE PR INST FLOAT RT P 2015-08-14 2020-03-17
T ROWE PR INST FLOAT RT P   2020-03-19
VANGUARD DIVIDEND APPREC ETF P 2018-11-15 2020-06-29
VANGUARD DIVIDEND APPREC ETF P 2018-11-15 2020-07-06
BLCKRCK HI YLD BND PORT P 2011-08-08 2020-02-28
BLCKRCK HI YLD BND PORT P 2011-08-08 2020-03-06
BLCKRCK HI YLD BND PORT P   2020-03-09
DOUBLELINE TTL RTRN BND P 2011-11-21 2020-03-26
DOUBLELINE TTL RTRN BND P 2011-11-21 2020-04-09
DOUBLELINE TTL RTRN BND P   2020-06-04
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 34,350   32,718 1,632
b 47,587   60,253 -12,666
c 29,330   22,757 6,573
d 94,232   126,627 -32,395
e 125,152   24,663 100,489
61,593   51,233 10,360
124,298   105,916 18,382
70,884   99,509 -28,625
71,883   51,549 20,334
65,130   47,277 17,853
103,815   36,737 67,078
51,459   51,418 41
59,421   102,230 -42,809
10   17 -7
50,692   111,101 -60,409
109,859   55,109 54,750
8,583   19,359 -10,776
87,654   87,583 71
80,302   72,462 7,840
13,033   5,953 7,080
68,591   61,122 7,469
128,195   48,807 79,388
122,643   49,789 72,854
366,910   46,066 320,844
101,499   42,774 58,725
100,877   44,295 56,582
7,149   5,167 1,982
92,044   89,401 2,643
14,187   13,568 619
197,650   184,088 13,562
104,384   104,072 312
62,452   63,367 -915
82,798   83,348 -550
162,250   179,438 -17,188
112,688   96,760 15,928
81,554   112,244 -30,690
90,493   108,082 -17,589
131,044   119,497 11,547
88,901   105,112 -16,211
60,813   56,597 4,216
105,422   97,143 8,279
105,924   96,945 8,979
102,729   94,273 8,456
612,977   593,831 19,146
102,773   106,992 -4,219
316,228   175,000 141,228
92,530   71,285 21,245
129,241   120,740 8,501
106,012   98,710 7,302
208,726   81,922 126,804
5,647   8,036 -2,389
2,585   3,288 -703
1,142   1,292 -150
6,222   6,695 -473
5,378   6,350 -972
5,331   4,670 661
25,887   22,784 3,103
18,863   16,686 2,177
8,014   8,590 -576
13,202   14,030 -828
13,026   13,617 -591
16,471   17,277 -806
11,531   11,678 -147
30,286   30,235 51
11,724   11,666 58
11,897   11,764 133
34,979   33,023 1,956
10,930   10,637 293
10,946   10,580 366
12,628   12,161 467
6,322   6,032 290
3,695   3,482 213
3,663   3,449 214
7,620   7,175 445
3,904   3,673 231
4,190   3,942 248
4,067   3,826 241
18,627   18,316 311
3,179   3,342 -163
3,973   4,608 -635
6,071   6,447 -376
3,712   4,029 -317
8,847   9,045 -198
15,846   17,900 -2,054
11,628   11,592 36
11,444   11,341 103
12,015   11,733 282
5,950   6,403 -453
5,670   6,727 -1,057
6,030   6,255 -225
2,932   2,832 100
7,943   8,143 -200
32,495   33,648 -1,153
3,058   2,957 101
3,005   2,924 81
3,019   3,039 -20
6,986   5,789 1,197
2,991   3,000 -9
18,003   20,552 -2,549
24,641   25,644 -1,003
19,125   19,670 -545
2,125   2,251 -126
6,146   6,106 40
43,753   41,609 2,144
3,274   3,299 -25
3,012   3,123 -111
5,737   5,850 -113
6,151   6,419 -268
3,029   3,145 -116
6,068   6,362 -294
2,982   3,212 -230
3,365   3,720 -355
3,333   3,863 -530
3,433   4,258 -825
3,914   3,617 297
16,516   14,675 1,841
3,157   3,128 29
3,022   3,014 8
5,906   6,017 -111
6,238   6,785 -547
2,791   2,983 -192
26,917   28,273 -1,356
112,348     112,348
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       1,632
b       -12,666
c       6,573
d       -32,395
e       100,489
      10,360
      18,382
      -28,625
      20,334
      17,853
      67,078
      41
      -42,809
      -7
      -60,409
      54,750
      -10,776
      71
      7,840
      7,080
      7,469
      79,388
      72,854
      320,844
      58,725
      56,582
      1,982
      2,643
      619
      13,562
      312
      -915
      -550
      -17,188
      15,928
      -30,690
      -17,589
      11,547
      -16,211
      4,216
      8,279
      8,979
      8,456
      19,146
      -4,219
      141,228
      21,245
      8,501
      7,302
      126,804
      -2,389
      -703
      -150
      -473
      -972
      661
      3,103
      2,177
      -576
      -828
      -591
      -806
      -147
      51
      58
      133
      1,956
      293
      366
      467
      290
      213
      214
      445
      231
      248
      241
      311
      -163
      -635
      -376
      -317
      -198
      -2,054
      36
      103
      282
      -453
      -1,057
      -225
      100
      -200
      -1,153
      101
      81
      -20
      1,197
      -9
      -2,549
      -1,003
      -545
      -126
      40
      2,144
      -25
      -111
      -113
      -268
      -116
      -294
      -230
      -355
      -530
      -825
      297
      1,841
      29
      8
      -111
      -547
      -192
      -1,356
      112,348
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 1,140,319
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 24,789
c All other domestic foundations enter 1.39% 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 24,789
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 24,789
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 31
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 13,540
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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) 518-6136

    Located atbullet4333 N Ocean Boulevard Unit BS2Gulf StreamFL ZIP+4bullet33483
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    4333 N Ocean Boulevard Unit BS2
    Gulf Stream,FL33483
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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. 885,355
    2  
    3  
    4  
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    19,637,363
    b
    Average of monthly cash balances.......................
    1b
    156,919
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,794,282
    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
    19,794,282
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    296,914
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,497,368
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    974,868
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    974,868
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    24,789
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,789
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    950,079
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    950,079
    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
    950,079
    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
    931,737
    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
    931,737
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    931,737
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 950,079
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 923,233
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 931,737
    a Applied to 2019, but not more than line 2a 923,233
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 8,504
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		941,575
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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 (2020)
    Form 990-PF (2020)
    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
    Alleghany Co Rescue Squad
    61 Trojan Ave
    Sparta,NC28675     		  PC To fund charitable activities. 1,500
    Alleghany Memorial Hospital Foundation
    233 Doctors St
    Sparta,NC28675     		  PC To fund charitable activities. 2,500
    American Friends of the Louvre
    305 East 47th Street
    New York,NY10017     		  PC To fund charitable activities. 2,000
    American Horticultural Society
    7931 East Boulevard Drive
    Alexandria,VA22308     		  PC To fund charitable activities. 1,500
    Aspen Art Museum
    637 E Hyman Ave
    Aspen,CO81611     		  PC To fund charitable activities. 1,000
    Aspen Music Festival and School
    225 Music School Road
    Aspen,CO81611     		  PC To fund charitable activities. 20,000
    Bethesda-by-the-Sea
    141 South County Road
    Palm Beach,FL33480     		  PC To fund charitable activities. 2,500
    Bishop Walker School for Boys
    3640 Martin Luther King Jr Ave SE
    Washington,DC20032     		  PC To fund charitable activities. 5,000
    Blair House Restoration
    PO Box 27208
    Washington,DC20038     		  PC To fund charitable activities. 1,000
    Boys & Girls Clubs of Palm Beach
    800 Northpoint Pkwy 204
    West Palm Beach,FL33407     		  PC To fund charitable activities. 55,000
    Buffalo Bill Center
    720 Sheridan Avenue
    Cody,WY82414     		  PC To fund charitable activities. 20,000
    Caddy Fund of Gulf Stream Golf Club
    2401 N Ocean Blvd
    Gulf Stream,FL33483     		  PC To fund charitable activities. 2,500
    CAG
    1058 30th St NW
    Washington,DC20007     		  PC To fund charitable activities. 500
    Charities Aid Foundation
    225 Reinekers Lane Suite 375
    Alexandria,VA22314     		  PC To fund charitable activities. 94,500
    Cherry Lane Volunteer Fire Department
    8878 US-21
    Glade Valley,NC28627     		  PC To fund charitable activities. 500
    Christ Church of Georgetown
    3116 O Street NW
    Washington,DC20007     		  PC To fund charitable activities. 25,000
    Collegiate Directions
    4833 Rugby Avenue Suite 301
    Bethesda,MD20814     		  PC To fund charitable activities. 2,500
    Concord University
    1000 Vermillion St
    Athens,WV24712     		  PC To fund charitable activities. 2,500
    French Heritage Society
    14 East 60th Street Suite 605
    New York,NY10022     		  PC To fund charitable activities. 10,000
    Friends of the US Botanic Garden
    PO Box 23796
    Washington,DC20026     		  PC To fund charitable activities. 1,000
    Fund for the Endowment of the Diplomatic Relation Rooms
    7501 Wisconsin Ave Ste 1103
    Bethesda,MD20814     		  PC To fund charitable activities. 1,000
    Garden Club of America
    14 East 60th Street
    New York,NY10022     		  PC To fund charitable activities. 1,000
    George Washington's Mount Vernon
    3200 Mount Vernon Memorial Highway
    Mount Vernon,VA22121     		  PC To fund charitable activities. 25,000
    Georgetown Heritage
    1000 Potomac St NW Ste 122
    Washington,DC20007     		  PC To fund charitable activities. 500
    Gerald D Hines College of Architecture and Design
    4200 Elgin Street
    Houston,TX77204     		  PC To fund charitable activities. 2,500
    Healthnet Foundation Inc
    33 River Street 3
    Chagrin Falls,OH44022     		  PC To fund charitable activities. 2,000
    Hollins University
    PO Box 9707
    Roanoke,VA240201707     		  PC To fund charitable activities. 25,000
    House of Ruth
    5 Thomas Cir NW
    Washington,DC20005     		  PC To fund charitable activities. 2,000
    International Campaign for Tibet
    1825 Jefferson Pl NW
    Washington,DC20036     		  PC To fund charitable activities. 2,000
    Jamestown Yorktown Foundation
    2110 Jamestown Rd
    Williamsburg,VA23185     		  PC To fund charitable activities. 2,500
    Kennedy Center
    2700 F St NW
    Washington,DC20566     		  PC To fund charitable activities. 4,000
    Massachusetts General Hospital
    55 Fruit St
    Boston,MA02114     		  PC To fund charitable activities. 15,000
    McPherson Foundation
    9103 Woodmore Center Drive
    Glenarden,MD20706     		  PC To fund charitable activities. 2,000
    Medecins Sans Frontieres
    333 7th Ave
    New York,NY10001     		  PC To fund charitable activities. 5,000
    Mountain Rescue Aspen
    37925 CO-82
    Aspen,CO81611     		  PC To fund charitable activities. 1,400
    National Audubon Society
    1200 18th Street NW
    Washington,DC20036     		  PC To fund charitable activities. 10,000
    National Gallery of Art
    2000 S Club Dr
    Hyattsville,MD20785     		  PC To fund charitable activities. 5,000
    National Geographic
    1145 17th Street NW
    Washington,DC200364688     		  PC To fund charitable activities. 100,000
    National Museum for Women in the Arts
    1250 New York Avenue NW
    Washington,DC200053970     		  PC To fund charitable activities. 20,000
    No Kid Hungry
    1030 15th St NW
    Washington,DC20005     		  PC To fund charitable activities. 2,500
    Northern Neck Conservatory
    8327 Mary Ball Rd
    Lancaster,VA22503     		  PC To fund charitable activities. 500
    Oak Neck Conservatory
    310 N Commerce Street
    Madisonville,TX77864     		  PC To fund charitable activities. 500
    One East 60th St Fund
    1 E 60th St
    New York,NY10022     		  PC To fund charitable activities. 2,000
    Preservation Foundation of Palm Beach
    311 Peruvian Ave
    Palm Beach,FL33480     		  PC To fund charitable activities. 25,000
    Restoration Housing
    1116 B Main Street Suite B
    Roanoke,VA24015     		  PC To fund charitable activities. 2,500
    Roaring Gap Church
    45 Rhododendron Road
    Roaring Gap,NC28668     		  PC To fund charitable activities. 5,000
    Roaring Gap Foundation
    PO BOX 129
    Roaring Gap,NC28668     		  PC To fund charitable activities. 10,000
    Salisbury School
    251 Canaan Road
    Salisbury,CT06068     		  PC To fund charitable activities. 95,000
    Salvation Army
    PO Box 629
    Alexandria,VA22313     		  PC To fund charitable activities. 2,500
    St Albans School
    Mount St Albans
    Washington,DC20016     		  PC To fund charitable activities. 5,000
    Stratford Hall
    483 Great House Road
    Stratford,VA22558     		  PC To fund charitable activities. 10,250
    The Aspen Institute
    PO Box 222
    Queenstown,MD21658     		  PC To fund charitable activities. 10,000
    The Cornell Lab of Ornithology
    159 Sapsucker Woods Rd
    Ithaca,NY14850     		  PC To fund charitable activities. 2,500
    The Light of Healing Hope Foundation
    2801 New Mexico Ave NW Apt 1224
    Washington,DC20007     		  PC To fund charitable activities. 1,500
    The Metropolitan Club
    1700 H ST NW
    Washington,DC200064601     		  PC To fund charitable activities. 2,000
    The Phillips Collection
    1600 21st Street NW
    Washington,DC20009     		  PC To fund charitable activities. 117,500
    The Society of the Four Arts
    24 Arts Plaza
    Palm Beach,FL33480     		  PC To fund charitable activities. 50,000
    The White House Historical Association
    740 Jackson Pl NW
    Washington,DC20006     		  PC To fund charitable activities. 1,000
    Tudor Place Foundation
    1644 31st Street NW
    Washington,DC20007     		  PC To fund charitable activities. 1,000
    US Against Alzheimers
    2 Wisconsin Circle Suite 700
    Chevy Chase,MD20815     		  PC To fund charitable activities. 10,000
    Virginia Athletics Foundation
    PO Box 400833
    Charlottesville,VA22904     		  PC To fund charitable activities. 8,000
    Virginia Foundation for Independent Colleges
    8010 Ridge Road Suite B
    Richmond,VA22329     		  PC To fund charitable activities. 5,000
    Virginia Gentlemen Foundation
    596A S Birdneck Rd
    Virginia Beach,VA23451     		  PC To fund charitable activities. 31,705
    Virginia Museum of History
    428 N Arthur Ashe Blvd
    Richmond,VA23220     		  PC To fund charitable activities. 500
    Virginia Society of Ornithology
    PO Box 5994
    Williamsburg,VA23188     		  PC To fund charitable activities. 2,500
    Virginia Western Community College Educational Foundation
    3094 Colonial Ave SW
    Roanoke,VA24015     		  PC To fund charitable activities. 2,500
    WETA DC
    3939 Campbell Avenue
    Arlington,VA22206     		  PC To fund charitable activities. 2,000
    Total .................................bullet 3a 885,355
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 902  
    4 Dividends and interest from securities....     14 289,490  
    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.....     14 439,095  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 640,319  
    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 1,369,806 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,369,806
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 14,100 0   14,100

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Dyson Capital Advisors
    EIN:
    20-2057953
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Liquidation of investment   Purchased 2020-01     500,000 Cost 0 -500,000  

    TY 2020 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
    Fixed Income 2,149,421 2,242,216

    TY 2020 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
    Equities 9,643,231 12,498,480

    TY 2020 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
    Cash and Sweep Accounts AT COST 347,369 347,369
    Private equities AT COST 3,311,801 1,620,838
    Hedge funds AT COST 1,202,241 1,299,826
    Investment funds FMV 3,191,497 3,191,497

    TY 2020 OtherDecreasesSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Dyson Capital Advisors
    EIN:
    20-2057953
    Description Amount
    Unrealized loss on investment funds tracked at FMV 39,006


    TY 2020 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
    Phone/Internet 1,009 0   1,009


    TY 2020 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
    Alternative Asset Distributions 396,243 396,243 396,243
    Passthrough income from investment funds 39,509 39,509 39,509
    Foreign exchange gain 1,274 1,274 1,274
    Other investment income 2,069 2,069 2,069


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Dyson Capital Advisors
    EIN:
    20-2057953
    Description Beginning of Year - Book Value End of Year - Book Value
    Checking account overdraft 16,394 52,057


    TY 2020 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 78,690 78,690   0
    Asset management 31,273 0   31,273


    TY 2020 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 7,741 7,741   0
    Federal income tax 6,398 0   0