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
RUUD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 081188
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RACINE, WI53408
A Employer identification number

39-1915760
B Telephone number (see instructions)

(262) 884-6907
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$6,359,845J 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 12,565 12,565  
4 Dividends and interest from securities... 110,877 110,877  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 142,171
b Gross sales price for all assets on line 6a 1,565,233
7 Capital gain net income (from Part IV, line 2)... 142,171
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 346 346  
12 Total. Add lines 1 through 11........ 265,959 265,959  
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 8,138 7,324   814
c Other professional fees (attach schedule).... Click to see attachment 26,051 26,051   0
17 Interest............... 406 406   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,040 2,498   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 14,303 12,038   2,265
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,938 48,317   3,079
25 Contributions, gifts, grants paid....... 370,052 370,052
26 Total expenses and disbursements. Add lines 24 and 25 421,990 48,317   373,131
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -156,031
b Net investment income (if negative, enter -0-) 217,642
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......... 326,455 135,737 135,737
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) 0 Click to see attachment136,204 142,792
b Investments—corporate stock (attach schedule)....... 3,186,947 Click to see attachment3,068,146 3,894,333
c Investments—corporate bonds (attach schedule)....... 407,817 Click to see attachment426,900 358,917
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,509,748 Click to see attachment1,514,413 1,828,066
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) 5,430,967 5,281,400 6,359,845
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 5,430,967 5,281,400
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 5,430,967 5,281,400
30 Total liabilities and net assets/fund balances (see instructions). 5,430,967 5,281,400
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
5,430,967
2
Enter amount from Part I, line 27a .....................
2
-156,031
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,464
4
Add lines 1, 2, and 3 ..........................
4
5,281,400
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 29 .
6
5,281,400
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 MERRILL LYNCH ACCT 2700 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
b MERRILL LYNCH ACCT 2700 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
c MERRILL LYNCH ACCT 2701 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
d MERRILL LYNCH ACCT 3679 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
e MERRILL LYNCH ACCT 3679 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
MERRILL LYNCH ACCT 3679 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
MORGAN STANLEY ACCT 5931 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
MORGAN STANLEY ACCT 5931 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
MORGAN STANLEY ACCT 5931 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
SPECIAL CREDIT OPPORTUNITY K-1 P   2020-12-31
MERRILL LYNCH ACCT 2700 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
MERRILL LYNCH ACCT 3679 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
MERRILL LYNCH ACCT 2701 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
MORGAN STANLEY ACCT 5931 - VARIOUS PUBLICLY TRADED SECURITIES P   2020-12-31
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 48,371   46,456 1,915
b 305,510   257,699 47,811
c 55,308   58,162 -2,854
d 107,351   104,854 2,497
e 93,939   82,679 11,260
9,374   6,476 2,898
189,258   187,362 1,896
715,005   600,847 114,158
26,139   14,758 11,381
    55,025 -55,025
    134 -134
30     30
    8,269 -8,269
    341 -341
14,948     14,948
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       1,915
b       47,811
c       -2,854
d       2,497
e       11,260
      2,898
      1,896
      114,158
      11,381
      -55,025
      -134
      30
      -8,269
      -341
      14,948
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 2 142,171
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 3,025
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 3,025
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 3,025
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,200
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 3,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 175
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet175 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 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletWI
    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 addressbulletRUUDFOUNDATION@AOL.COM
    14
    The books are in care ofbulletCHRISTOPHER A RUUD Telephone no.bullet (262) 884-6907

    Located atbulletPO BOX 081188RACINEWI ZIP+4bullet53408
    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
    CHRISTOPHER A RUUD PRESIDENT/TREASURER
    1.00     		0 0 0
    PO BOX 081188
    RACINE,WI53408
    CHANTIL F RUUD VICE PRESIDENT
    0.10     		0 0 0
    PO BOX 081188
    RACINE,WI53408
    THEODORE O SOKOLY SECRETARY
    0.10     		0 0 0
    PO BOX 081188
    RACINE,WI53408
    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  
    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
    5,506,980
    b
    Average of monthly cash balances.......................
    1b
    287,822
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,794,802
    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
    5,794,802
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    86,922
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,707,880
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    285,394
    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
    285,394
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,025
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,025
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    282,369
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    282,369
    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
    282,369
    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
    373,131
    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
    373,131
    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
    373,131
    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 7 282,369
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,011,662
    b From 2016...... 1,126,160
    c From 2017...... 624,202
    d From 2018...... 404,227
    e From 2019...... 319,449
    fTotal of lines 3a through e........ 3,485,700
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 373,131
    a Applied to 2019, but not more than line 2a 0
    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..... 282,369
    e Remaining amount distributed out of corpus 90,762
    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 3,576,462
    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 ..........     		0
    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) ...     		1,011,662
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,564,800
    10 Analysis of line 9:
    a Excess from 2016.... 1,126,160
    b Excess from 2017.... 624,202
    c Excess from 2018.... 404,227
    d Excess from 2019.... 319,449
    e Excess from 2020.... 90,762
    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).)
    CHRISTOPHER A RUUD
    CHANTIL F RUUD
    THEODORE O SOKOLY
    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
    ALL SAINTS FOUNDATION - WOW WOMEN OF WORTH
    3805 B SPRING STREET
    RACINE,WI53405     		NONE PC GENERAL SUPPORT 10,000
    CARTHAGE COLLEGE
    2001 ALFORD PARK DR
    KENOSHA,WI53140     		NONE PC TELEPATHY PROGRAM SUPPORT 25,000
    FIGHT TO END EXPLOITATION
    2310 S GREEN BAY ROADSUITE C PMB
    186
    RACINE,WI53406     		NONE PC GENERAL SUPPORT 5,000
    HEALTH CARE NETWORK
    904 STATE STREET
    RACINE,WI53404     		NONE PC CAPITAL CAMPAIGN TO HELP WITH MOVE TO NEW QUARTERS 25,000
    MILWAUKEE SCHOOL OF ENGINEERING
    1025 N BROADWAY
    MILWAUKEE,WI53202     		NONE PC RUUD SCHOLARSHIPS & GENERAL SUPPORT 37,500
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HWY
    MALIBU,CA90263     		NONE PC GENERAL FUND 30,000
    PRAIRIE SCHOOL
    4050 LIGHTHOUSE DRIVE
    WIND POINT,WI53402     		NONE PC GENERAL FUND 30,000
    RACINE ZOO
    200 GOOLD ST
    RACINE,WI53402     		NONE PC GENERAL SUPPORT 20,000
    SOUTHEASTERN WISCONSIN YOUTH FOR CHRIST
    3001 CARPENTER AVE
    MT PLEASANT,WI53403     		NONE PC GENERAL SUPPORT 24,842
    TEAM PHOENIX-AURORA HEALTH FOUNDATION
    950 N 12TH ST
    MILWAUKEE,WI53233     		NONE PC GENERAL SUPPORT 15,210
    THE NAVIGATOR CHURCH MINISTRIES
    3820 N 30TH ST
    COLORADO SPRINGS,CO80904     		NONE PC GENERAL SUPPORT 12,500
    UNITED WAY OF RACINE COUNTY
    2000 DOMANIK DRIVE
    RACINE,WI53404     		NONE PC GENERAL SUPPORT 60,000
    WISCONSIN HUMANE SOCIETY RACINE
    4500 W WISCONSIN AVE
    MILWAUKEE,WI53208     		NONE PC GENERAL SUPPORT 50,000
    YMCA BRAY CENTER
    924 CENTER ST
    RACINE,WI53403     		NONE PC GENERAL SUPPORT 25,000
    Total .................................bullet 3a 370,052
    bApproved for future payment
    TEAM PHOENIX-AURORA HEALTH FOUNDATION
    950 N 12TH ST
    MILWAUKEE,WI53233     		NONE PC GENERAL SUPPORT 9,790
    Total .................................bullet 3b 9,790
    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 12,565  
    4 Dividends and interest from securities....     14 110,877  
    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.....     14 346  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 142,171  
    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).. 0 265,959 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    265,959
    (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:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 8,138 7,324   814

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Name of Bond End of Year Book Value End of Year Fair Market Value
    9698 SH ABERDEEN INCOME CREDIT 134,733 103,575
    10713 SH NUVEEN REAL ASSET INCOME 184,567 144,197
    6000 SH CVSHEALTHCORP 6,326 6,419
    18000 SH AMERICANEXPRESSCO 18,798 19,492
    12000 SH USBANCORP 12,707 13,271
    13000 SH SHELL INTERNATIONALFINANCEBV 13,835 13,956
    12000 SH BANKOFNEWYORKMELLONCORP/THE 12,443 12,546
    12000 SH BPCAPITALMARKETSPLC 12,680 13,474
    19000 SH JPMORGANCHASE&COFXDTO042030VARTHRAFTR2.52207%/27/20 20,336 20,422
    9000 SH ANHEUSER-BUSCHINBEVFINANCEINC 10,475 11,565

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Name of Stock End of Year Book Value End of Year Fair Market Value
    283 SH INVESCO EMERGING MARKETS 7,837 8,162
    177 SH INVESCO PREFERRED ETF 2,548 2,701
    43 SH ISHARES 20+ YEAR 6,156 6,782
    53 SH ISHARES TIPS 6,126 6,765
    301 SH ISHARES MBS ETF 32,100 33,149
    45 SH ISHARES INC CORE MSCI 2,061 2,792
    402 SH ISHARES TR CORE MSCI EAF 23,825 27,774
    44 SH SCHWAB SHORT-TERM US 2,238 2,261
    74 SH SPDR BLOOMBERG BARCLAYS 6,776 6,772
    87 SH VANECK VECTORS J.P. 2,503 2,793
    19 SH VANGUARD SMALL CAP VALUE ETF 1,935 2,702
    21 SH VANGUARD SMALL CAP GROWTH ETF 3,712 5,621
    398 SH VANGUARD VALUE ETF 37,618 47,346
    176 SH VANGUARD GROWTH ETF 30,047 44,588
    247 SH VANGUARD INTERMEDIATE TERM BOND ETF 21,094 22,934
    248 SH VANGUARD SHORT TERM BOND 19,706 20,646
    117 SH VANGUARD INTERMEDIATE-TERM 10,381 11,365
    144 SH VANGUARD TOTAL INTERNATIONAL 7,939 8,431
    55 SH XTRACKERS USD HIGH YIELD 2,762 2,755
    1273 SH ISHARES TRUST SHS ISHARE 72,064 77,755
    1300 SH ISHARES INC CORE MSCI 76,983 80,652
    167 SH FIRST TRUST LOW DURATION 8,676 8,595
    305 SH GRANITESHARES GOLD 3,916 5,761
    34 SH HEALTH CARE SELECT SPDR 3,156 3,857
    18 SH ISHARES S&P GLBL HEALTH 1,034 1,376
    48 SH ISHARES 7-10 YEAR 5,830 5,758
    25 SH ISHARES IBOXX$ 3,388 3,453
    10 SH ISHARES TRANSPORTATION 1,750 2,205
    475 SH ISHARES INT RATE HDG 11,215 11,853
    38 SH ISHARES TR S&P GLOBAL MA 2,456 3,094
    43 SH ISHARES 10-20 YEAR 7,115 6,846
    63 SH ISHARES MSCI EAFE SMALL 3,561 4,306
    24 SH ISHARES RS 2000 VALUE 2,808 3,162
    177 SH ISHARES EDGE MSCI - USA 14,516 20,569
    58 SH ISHARES MSCI CHINA 3,758 4,696
    273 SH ISHARES EDGE MSCI - INTERNATIONAL 7,242 9,735
    33 SH ISHARES INTEREST RATE 3,044 3,153
    26 SH KRANESHARES CSI CHINA 1,507 1,997
    41 SH PIMCO 0-5 YEAR H/Y CORP 3,892 4,027
    61 SH SECTOR SPDR CONSMRS STPL 3,146 4,114
    17 SH SECTOR SPDR UTILITIES 1,018 1,066
    60 SH SECTOR SPDR ENERGY 2,725 2,274
    37 SH VANGUARD MSCI EUROPEAN 2,161 2,229
    58 SH AOSMITH CORP (AOS) 2,961 3,180
    89 SH ABM INDUSTRIESINCORPORATED(ABM) 3,093 3,368
    39 SH ACCELERONPHARMAINC(XLRN) 3,662 4,990
    206 SH ACI WORLDWIDE INC (ACIW) 5,310 7,917
    106 SH ADAPTHEALTHCORPCLA(AHCO) 2,864 3,981
    32 SH ADOBEINC(ADBE) 8,016 16,004
    28 SH ADVANCEDENERGYIND INC(AEIS) 1,138 2,715
    125 SH ALCONINC(ALC) 6,897 8,248
    69 SH ALLEGIONPUBLTDCO(ALLE) 6,810 8,030
    94 SH ALTRA INDLMOTIONCORP (AIMC) 2,562 5,210
    51 SH AMERIPRISEFINCL INC(AMP) 6,397 9,911
    42 SH AMGENINC(AMGN) 8,193 9,657
    57 SH AMNHEALTHCARESVCSINC(AMN) 2,508 3,890
    40 SH ANSYSINC(ANSS) 5,999 14,552
    51 SH ARCOSA INC(ACA) 1,879 2,801
    10 SH ARGENXSEADR(ARGX) 1,558 2,941
    12 SH ARISTANETWORKS INC(ANET) 2,591 3,487
    111 SH ARROWHEADPHARMACEUTICALSINC(ARWR) 2,000 8,517
    61 SH ATRICURE INCCOM (ATRC) 2,772 3,396
    52 SH AVIENTCORPORATION(AVNT) 2,049 2,095
    180 SH BANCORPSOUTH INC(BXS) 4,338 4,939
    257 SH BAUSCHHEALTHCOSINC(BHC) 5,779 5,346
    15 SH BEIGENELTD(BGNE) 2,254 3,876
    108 SH BERRYGLOBALGROUP INC(BERY) 4,840 6,069
    58 SH BIOMARINPHARMACSE(BMRN) 4,579 5,086
    26 SH BLACKLINE INC(BL) 1,572 3,468
    39 SH BLUEBIRDBIOINC(BLUE) 4,434 1,688
    72 SH BRINK'SCOMPANYCOM (BCO) 3,339 5,184
    69 SH BROOKS-AUTOMATIONINC(BRKS) 1,803 4,682
    418 SH CABOTOIL&GASCORPA(COG) 7,686 6,805
    31 SH CALLONPETECODEL (CPE) 2,806 408
    88 SH CAPITALONEFINANCIALCORP (COF) 7,804 8,699
    48 SH CARDINALHEALTH INC(CAH) 2,229 2,571
    39 SH CARMAXINC(KMX) 3,544 3,684
    25 SH CARTER'S(CRI) 2,431 2,352
    69 SH CASELLAWASTESYSINCCLA(CWST) 2,575 4,275
    98 SH CBIZ INC(CBZ) 2,344 2,608
    75 SH CENTRALGARDEN&PETCOCLA(CENTA) 2,378 2,725
    36 SH CERENCEINC(CRNC) 1,173 3,617
    212 SH CHAMPIONXCORPORATION(CHX) 4,043 3,244
    39 SH CHUBBLTD(CB) 5,004 6,003
    17 SH CHURCHILLDOWNS INC(CHDN) 1,754 3,311
    81 SH CINCINNATI FINANCIALOHIO(CINF) 5,471 7,077
    174 SH CITIZENSFINANCIALGROUP INC(CFG) 4,348 6,222
    153 SH COCACOLACO(KO) 7,155 8,391
    58 SH COGNEXCORP (CGNX) 2,847 4,657
    86 SH COMMERCEBANCSHARES(CBSH) 4,499 5,650
    28 SH CONCENTRIXCORP (CNXC) 1,403 2,764
    278 SH CORTEVAINC(CTVA) 7,181 10,764
    62 SH CULLENFROSTBANKERSINC(CFR) 5,697 5,408
    199 SH CVBFINCLCP (CVBF) 3,680 3,881
    63 SH DANAHERCORPORATION(DHR) 6,110 13,995
    61 SH DICKSSPORTINGGOODS INC(DKS) 2,022 3,429
    60 SH DOLBYCLAACOMSTK(DLB) 3,218 5,828
    98 SH EASTWESTBANCORP (EWBC) 5,047 4,970
    279 SH ELANCOANIMALHEALTH INC(ELAN) 5,502 8,557
    49 SH EMCORGROUP INC(EME) 2,830 4,482
    86 SH ENTEGRISINC(ENTG) 1,305 8,265
    43 SH ENVESTNETINC(ENV) 2,643 3,538
    141 SH ENVISTAHLDGSCORP (NVST) 3,791 4,756
    63 SH EQUITYLIFESTYLEPROPERTIES(ELS) 2,968 3,992
    51 SH ESCOTECHNOLOGIES(ESE) 2,544 5,264
    76 SH ETSYINCCOM (ETSY) 3,663 13,521
    23 SH EVERBRIDGEINC(EVBG) 2,138 3,429
    23 SH EXACTSCIENCESCORP (EXAS) 1,766 3,047
    230 SH EXELIXISINC(EXEL) 4,932 4,616
    48 SH FIBROGENINC(FGEN) 2,099 1,780
    307 SH FIRSTHORIZONCORPORATION(FHN) 3,973 3,917
    38 SH FORTINET INC(FTNT) 1,741 5,644
    27 SH FORTUNEBRANDSHOME&SECINC(FBHS) 1,693 2,314
    46 SH FORWARDAIRCORP (FWRD) 3,050 3,535
    72 SH FULLERHB&COMPANY(FUL) 3,411 3,735
    38 SH GENLDYNAMICSCORP (GD) 6,995 5,655
    69 SH GIBRALTAR INDUSTRIESINC(ROCK) 2,776 4,964
    113 SH GLACIERBANCORP INCNEW(GBCI) 4,319 5,199
    117 SH GLATFELTERCORPORATION(GLT) 2,545 1,916
    57 SH GODADDYINC. (GDDY) 4,262 4,728
    56 SH GRACOINC(GGG) 2,452 4,052
    33 SH GUARDANTHEALTH INC(GH) 2,114 4,253
    29 SH GUIDEWIRESOFTWAREINC(GWRE) 2,116 3,733
    162 SH HARSCOCORP (HSC) 2,723 2,913
    82 SH HORACEMANNEDUCATORSCP (HMN) 2,947 3,447
    52 SH HYATTHOTELSCORPCOMCLA(H) 3,124 3,861
    44 SH ICF INTL INC(ICFI) 3,735 3,271
    16 SH ICUMEDICAL INC(ICUI) 2,562 3,432
    32 SH INARI MEDINC(NARI) 2,261 2,793
    68 SH INDEPENDENTBKMASS(INDB) 3,811 4,967
    35 SH INSPERITYINCCOM (NSP) 3,383 2,850
    48 SH INTEGERHOLDINGSCORP (ITGR) 3,849 3,897
    31 SH IRHYTHMTECHNOLOGIESINC(IRTC) 2,394 7,354
    24 SH JACKHENRY&ASSOCINC(JKHY) 3,216 3,888
    167 SH JOHNSONCTLSINTLPLC(JCI) 6,279 7,781
    73 SH JPMORGANCHASE&CO(JPM) 7,562 9,276
    26 SH KAISERALUMINUMCORP (KALU) 1,865 2,571
    101 SH KNOLL INC(KNL) 2,198 1,483
    134 SH LAZBOYINCORPORATED(LZB) 3,358 5,339
    72 SH LAKELANDFINCL (LKFN) 3,176 3,858
    16 SH LANCASTERCOLONYCRP (LANC) 2,015 2,940
    136 SH LENNARCORPORATION(LEN) 5,659 10,367
    7 SH LITHIAMOTORS INCA(LAD) 1,735 2,049
    56 SH LIVENATIONENTERTAINMENTINC(LYV) 2,291 4,115
    317 SH MAGNOLIAOIL&GASCORPCLA(MGY) 3,175 2,238
    31 SH MARTINMARIETTAMATERIALS(MLM) 5,059 8,803
    230 SH MATADORRESCO(MTDR) 4,237 2,774
    76 SH MEDTRONICPLCSHS(MDT) 7,076 8,903
    85 SH METHODEELECINC(MEI) 2,302 3,254
    30 SH MGEENERGYINC(MGEE) 1,356 2,101
    297 SH MICHELINCOMPAGNIEGENERALEDE(MGDDY) 7,028 7,639
    90 SH MICROCHIPTECHNOLOGYINC(MCHP) 6,026 12,430
    70 SH MICROSOFTCORP (MSFT) 7,491 15,569
    805 SH MITSUBISHIUFJFINCLGRPADS(MUFG) 4,460 3,566
    33 SH MOHAWKINDUSTRIESINC(MHK) 2,850 4,651
    25 SH MOLINAHEALTHCARE INC(MOH) 3,441 5,317
    37 SH NEUROCRINEBIOSCIENCESINC(NBIX) 3,963 3,546
    25 SH NORDSONCP (NDSN) 2,435 5,024
    71 SH NOVARTISAGADR(NVS) 5,449 6,705
    37 SH NOVOCURELTD(NVCR) 2,863 6,402
    106 SH NYTIMESCLACOMMON(NYT) 3,524 5,488
    27 SH OKTA, INCCLA(OKTA) 3,249 6,865
    43 SH ONEGASINC(OGS) 2,708 3,301
    52 SH OXFORD INDUSTRIESINC(OXM) 3,730 3,407
    40 SH PARKERHANNIFINCORP (PH) 6,147 10,896
    10 SH PAYCOMSOFTWAREINC(PAYC) 2,503 4,523
    42 SH PAYPALHLDGSINCCOM (PYPL) 3,637 9,836
    116 SH PEBBLEBROOKHOTELTRCOM (PEB) 4,497 2,181
    64 SH PERFORMANCEFOODGROUPCO(PFGC) 1,421 3,047
    74 SH PHILLIPS66COM (PSX) 7,254 5,176
    181 SH PHYSICIANSREALTYTRUST(DOC) 2,785 3,222
    30 SH PIONEERNATURALRESOURCESCO(PXD) 4,686 3,417
    35 SH PLEXUSCORP (PLXS) 2,006 2,737
    56 SH PNCFINLSVCSGP (PNC) 6,439 8,344
    56 SH POWERINTEGRATIONS INC(POWI) 1,628 4,584
    61 SH PROCTER&GAMBLE(PG) 8,163 8,487
    23 SH PROVIDENCESERVICECORP (PRSC) 2,721 3,188
    56 SH PVHCORPORATION(PVH) 3,017 5,258
    78 SH QTSRLTYTR INCCOMCLA(QTS) 3,223 4,827
    83 SH QUALCOMM INC(QCOM) 6,053 12,644
    45 SH QUALYSINCCOM (QLYS) 3,997 5,484
    98 SH RPM INC(RPM) 5,933 8,896
    150 SH RAMBUS INC(DEL) (RMBS) 2,474 2,619
    33 SH REINSURANCEGROUPOFAMERICA(RGA) 4,109 3,825
    93 SH REVOLVEGROUP INC(RVLV) 2,807 2,899
    27 SH RITCHIEBROTHERSAUCTIONEERS(RBA) 1,776 1,878
    20 SH ROGERSCORP (ROG) 2,226 3,106
    131 SH SEAWORLDENTERTAINMENTINC(SEAS) 3,371 4,138
    72 SH SELECTIVEINSURANCEGROUP (SIGI) 3,782 4,822
    88 SH SEMTECHCORP (SMTC) 4,213 6,344
    27 SH SHOCKWAVEMEDINC(SWAV) 2,637 2,800
    124 SH SONYCORPADR1974NEW(SNE) 6,735 12,536
    63 SH SOUTHSTCORPCOM (SSB) 4,244 4,555
    39 SH STANDEXINTERNATIONALCORP (SXI) 2,831 3,023
    49 SH STIFELFINANCIALCORPORATION(SF) 2,472 2,472
    29 SH SUNCOMMUNITIESINC(SUI) 2,811 4,406
    196 SH SYNCHRONYFINANCIAL (SYF) 4,256 6,803
    28 SH SYNNEXCORP (SNX) 1,146 2,280
    193 SH THEMOSAICCO(HLDGCO)NEW(MOS) 3,494 4,441
    159 SH THESIMPLYGOODFOODSCOMPANY(SMPL) 3,597 4,986
    16 SH TOPBUILDCORPCOM (BLD) 2,489 2,945
    39 SH TRACTORSUPPLYCO(TSCO) 3,293 5,483
    180 SH TWITTER INC(TWTR) 5,274 9,747
    90 SH TYSONFOODS INCCLA(TSN) 7,091 5,800
    17 SH UNIVERSALDISPLAYCORP (OLED) 2,403 3,907
    50 SH USECOLOGYINC(ECOL) 2,493 1,816
    67 SH VERACYTE INCCOM (VCYT) 1,722 3,279
    210 SH VERRAMOBILITYCORPORATION(VRRM) 2,368 2,818
    118 SH VIKINGTHERAPEUTICSINC(VKTX) 1,409 664
    84 SH WALGREENSBOOTSALLIANCEINC(WBA) 6,063 3,350
    161 SH WILLSCOTMOBILMINIHOLDNCLA(WSC) 2,855 3,730
    122 SH WOLVERINEWORLDWIDE(WWW) 3,131 3,813
    235 SH WPXENERGYINC(WPX) 2,939 1,915
    89 SH XYLEM INCCOM (XYL) 7,359 9,059
    25 SH ZENDESKINC(ZEN) 2,005 3,578
    489 SH ZYNGAINC(ZNGA) 2,882 4,826
    25096.373 SH AMERICANBEACAHLTARGETRISKY(AHTYX)) 311,446 319,728
    5721.967 SH AMGTIMESSQUARE INTLSMCP I (TQTIX) 86,002 105,799
    9311.867 SH BLACKROCKBATS:SERIESCPTF (BRACX) 101,515 105,038
    11497.322 SH BLACKROCKBATS:SERIESMPTF (BRAMX) 112,497 114,168
    15626.729 SH BLACKSTONEALTMULT-STRAT INST(BXMIX) 162,558 160,018
    4639.896 SH EDGEWOODGROWTH INSTL (EGFIX) 103,748 240,207
    11554.04 SH GQGPARTNERSEMRGMKTSEQINS(GQGIX) 125,777 207,395
    17222.25 SH HARDINGLOEVNERINTLEQTYINST(HLMIX) 393,873 489,456
    14042.866 SH KOPERNIKGLBALLCAP INSTL (KGGIX) 114,354 183,259
    8821.451 SH LOOMISSAYLESBOND INST(LSBDX) 127,058 119,795
    29429.684 SH LORDABBETTSHTDURATIONINCF (LDLFX) 123,899 123,899
    8826.02 SH VANECKEMERGINGMARKETSY(EMRYX) 154,019 188,259
    1125 SH CREE RESEARCH INC (CREE) 39,369 119,137

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    US Government Securities - End of Year Book Value:

    136,204
    US Government Securities - End of Year Fair Market Value:

    142,792
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    810000 SH SPECIAL CREDIT OPPORTUNITIES LP AT COST 256,344 292,831
    5526 SH BLACKROCK LIQUIDITY FUND AT COST 5,527 5,526
    9655 SH BLACKSTONE REAL ESTATE AT COST 103,502 110,482
    3618 SH VANGUARD INTLEQUITYINDEXFD(VEU) AT COST 177,538 211,146
    3383 SH VANGUARDTTLSTKMKTETF (VTI) AT COST 370,926 658,467
    200.656 SH IRONWOOD INSTIT MS LLC AT COST 250,000 250,000
    283.814 SH SKYBRIDGE MUL-AD SER G ADV AT COST 350,576 299,614

    TY 2020 OtherExpensesSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSE 12,038 12,038   0
    INSURANCE EXPENSE 2,265 0   2,265


    TY 2020 OtherIncomeSchedule2
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FUND DISTRIBUTION 346 346 346


    TY 2020 OtherIncreasesSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Description Amount
    PRIOR PERIOD COST BASIS ADJUSTMENTS 6,464


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 26,051 26,051   0


    TY 2020 TaxesSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,498 2,498   0
    FEDERAL TAXES 542 0   0