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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$6,794,531J 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 5,585 3,855  
4 Dividends and interest from securities... 165,923 165,923  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 376,783
b Gross sales price for all assets on line 6a 959,121
7 Capital gain net income (from Part IV, line 2)... 377,146
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 298 266  
12 Total. Add lines 1 through 11........ 548,589 547,190  
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 8,663 7,796   866
c Other professional fees (attach schedule).... Click to see attachment 31,275 31,275   0
17 Interest............... 132 132   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,666 3,641   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 6,165 6,165   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,901 49,009   866
25 Contributions, gifts, grants paid....... 341,073 341,073
26 Total expenses and disbursements. Add lines 24 and 25 393,974 49,009   341,939
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 154,615
b Net investment income (if negative, enter -0-) 498,181
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 135,737 698,672 698,672
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) 136,204 Click to see attachment203,170 203,139
b Investments—corporate stock (attach schedule)....... 3,068,146 Click to see attachment3,163,396 4,083,479
c Investments—corporate bonds (attach schedule)....... 426,900 Click to see attachment348,808 312,464
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,514,413 Click to see attachment1,038,745 1,496,777
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) 5,281,400 5,452,791 6,794,531
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........ 5,281,400 5,452,791
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)..... 5,281,400 5,452,791
30 Total liabilities and net assets/fund balances (see instructions). 5,281,400 5,452,791
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
5,281,400
2
Enter amount from Part I, line 27a .....................
2
154,615
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16,776
4
Add lines 1, 2, and 3 ..........................
4
5,452,791
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
5,452,791
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES      
b SPECIAL CREDIT OPPORTUNITY K-1 P    
c ADD BACK UBI LOSS FROM PASSTHROUGH P    
d CAPITAL GAINS DIVIDENDS P    
e
(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 725,377   582,338 143,039
b 185,409     185,409
c 363     363
d 48,335     48,335
e
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       143,039
b       185,409
c       363
d       48,335
e
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 2 377,146
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,925
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 6,925
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 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 25
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,750
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    6,175,790
    b
    Average of monthly cash balances.......................
    1b
    493,296
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,669,086
    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
    6,669,086
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    100,036
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,569,050
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    328,453
    Part X
    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 IX, line 6..................
    1
    328,453
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,925
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,925
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    321,528
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    321,528
    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 XII, line 1 ...
    7
    321,528
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 321,528
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,126,160
    b From 2017...... 624,202
    c From 2018...... 404,227
    d From 2019...... 319,449
    e From 2020...... 90,762
    f Total of lines 3a through e ........ 2,564,800
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 341,939
    a Applied to 2020, 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 2021 distributable amount..... 321,528
    e Remaining amount distributed out of corpus 20,411
    5 Excess distributions carryover applied to 2021. 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 2,585,211
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,126,160
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,459,051
    10 Analysis of line 9:
    a Excess from 2017.... 624,202
    b Excess from 2018.... 404,227
    c Excess from 2019.... 319,449
    d Excess from 2020.... 90,762
    e Excess from 2021.... 20,411
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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     		  PC GENERAL SUPPORT 10,000
    CARTHAGE COLLEGE
    2001 ALFORD PARK DR
    KENOSHA,WI53140     		  PC TELEPATHY PROGRAM SUPPORT 7,500
    CITIZENS UNITED FOR ANIMALS INC
    2566 S KINNICKINNIC AVE
    MILWAUKEE,WI53207     		  PC GENERAL SUPPORT 3,000
    PAIR FOUNDATION
    227 EARLE DRIVE
    GREENVILLE,SC29611     		  PC GENERAL SUPPORT 50,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HWY
    MALIBU,CA90263     		  PC GENERAL FUND 35,000
    PRAIRIE SCHOOL
    4050 LIGHTHOUSE DRIVE
    WIND POINT,WI53402     		  PC GENERAL FUND 64,000
    RACINE ZOO
    200 GOOLD ST
    RACINE,WI53402     		  PC GENERAL SUPPORT 20,000
    SOUTHEASTERN WISCONSIN YOUTH FOR CHRIST
    3001 CARPENTER AVE
    RACINE,WI53403     		  PC GENERAL SUPPORT 31,783
    TEAM PHOENIX-AURORA HEALTH FOUNDATION
    950 N 12TH ST
    MILWAUKEE,WI53233     		  PC GENERAL SUPPORT 9,790
    UNITED WAY OF RACINE COUNTY
    2000 DOMANIK DRIVE
    RACINE,WI53404     		  PC GENERAL SUPPORT 60,000
    WISCONSIN HUMANE SOCIETY RACINE
    4500 W WISCONSIN AVE
    MILWAUKEE,WI53208     		  PC GENERAL SUPPORT 50,000
    Total .................................bullet 3a 341,073
    bApproved for future payment
    CARTHAGE COLLEGE
    2001 ALFORD PARK DR
    KENOSHA,WI53140     		  PC GENERAL SUPPORT 12,500
    Total .................................bullet 3b 12,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 5,585  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 376,783  
    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) .. 0 548,589 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    548,589
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 8,663 7,796   866

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Name of Bond End of Year Book Value End of Year Fair Market Value
    13000 SH CITIGROUP INC 13,060 12,917
    13000 SH WELLS FARGO & CO 13,963 13,666
    13000 SH BPCAPITALMARKETSPLC 13,670 13,975
    6973 SH NUVEEN REAL ASSET INCOME 118,552 112,405
    10000 SH ANHEUSER-BUSCHINBEVFINANCEINC 11,682 12,593
    21000 SH JPMORGANCHASE&CO 22,246 21,247
    13000 SH BANKOFNEWYORKMELLONCORP/THE 13,375 13,125
    13000 SH USBANCORP 13,598 13,810
    9698 SH ABERDEEN INCOME CREDIT 128,662 98,726

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Name of Stock End of Year Book Value End of Year Fair Market Value
    124 SH SONYCORPADR1974NEW(SNE) 6,735 15,674
    69 SH SOUTHSTCORPCOM (SSB) 4,656 5,527
    72 SH SELECTIVEINSURANCEGROUP (SIGI) 3,782 5,900
    27 SH SHOCKWAVEMEDINC(SWAV) 2,637 4,815
    60 SH SEMTECHCORP (SMTC) 2,763 5,336
    30 SH MGEENERGYINC(MGEE) 1,356 2,468
    39 SH STANDEXINTERNATIONALCORP (SXI) 2,831 4,316
    27 SH RITCHIEBROTHERSAUCTIONEERS(RBA) 1,776 1,653
    76 SH STIFELFINANCIALCORPORATION(SF) 4,119 5,352
    196 SH SYNCHRONYFINANCIAL (SYF) 4,257 9,092
    193 SH THEMOSAICCO(HLDGCO)NEW(MOS) 3,494 7,583
    99 SH THESIMPLYGOODFOODSCOMPANY(SMPL) 2,134 4,115
    16 SH TOPBUILDCORPCOM (BLD) 2,489 4,414
    150 SH RAMBUS INC(DEL) (RMBS) 2,474 4,408
    180 SH TWITTER INC(TWTR) 5,274 7,780
    90 SH TYSONFOODS INCCLA(TSN) 7,091 7,844
    17 SH UNIVERSALDISPLAYCORP (OLED) 2,403 2,805
    51 SH USECOLOGYINC(ECOL) 2,523 1,629
    67 SH VERACYTE INCCOM (VCYT) 1,722 2,760
    29 SH SUNCOMMUNITIESINC(SUI) 2,785 6,089
    98 SH RPM INC(RPM) 5,933 9,898
    83 SH QUALCOMM INC(QCOM) 6,053 15,178
    37 SH NOVOCURELTD(NVCR) 2,863 2,778
    25 SH NORDSONCP (NDSN) 2,435 6,382
    37 SH NEUROCRINEBIOSCIENCESINC(NBIX) 3,963 3,151
    25 SH MOLINAHEALTHCARE INC(MOH) 3,441 7,952
    33 SH MOHAWKINDUSTRIESINC(MHK) 2,850 6,012
    805 SH MITSUBISHIUFJFINCLGRPADS(MUFG) 4,460 4,395
    70 SH MICROSOFTCORP (MSFT) 7,491 23,542
    154 SH MICROCHIPTECHNOLOGYINC(MCHP) 5,155 13,407
    297 SH MICHELINCOMPAGNIEGENERALEDE(MGDDY) 7,028 9,739
    53 SH METHODEELECINC(MEI) 1,369 2,606
    76 SH MEDTRONICPLCSHS(MDT) 7,076 7,862
    177 SH MATADORRESCO(MTDR) 3,018 6,535
    31 SH MARTINMARIETTAMATERIALS(MLM) 5,059 13,656
    247 SH MAGNOLIAOIL&GASCORPCLA(MGY) 2,268 4,661
    106 SH NYTIMESCLACOMMON(NYT) 3,524 5,120
    42 SH OXFORD INDUSTRIESINC(OXM) 2,772 4,264
    61 SH PROCTER&GAMBLE(PG) 8,163 9,978
    56 SH POWERINTEGRATIONS INC(POWI) 1,628 5,202
    56 SH PNCFINLSVCSGP (PNC) 6,439 11,229
    35 SH PLEXUSCORP (PLXS) 2,006 3,356
    118 SH PHYSICIANSREALTYTRUST(DOC) 1,658 2,222
    74 SH PHILLIPS66COM (PSX) 7,254 5,362
    152 SH PEBBLEBROOKHOTELTRCOM (PEB) 5,284 3,400
    42 SH PAYPALHLDGSINCCOM (PYPL) 3,637 7,920
    40 SH PARKERHANNIFINCORP (PH) 6,147 12,725
    37 SH ONEGASINC(OGS) 2,165 2,871
    84 SH WALGREENSBOOTSALLIANCEINC(WBA) 6,063 4,381
    122 SH WOLVERINEWORLDWIDE(WWW) 3,131 3,515
    27 SH CONSTELLATION BRANDS INC CL A (STZ) 6,423 6,776
    418 SH COTERRA ENERGY INC (CTRA) 7,686 7,942
    54 SH CROWN CASTLE INTL CORP (CCI) 8,850 11,272
    17 SH DECKER OUTDOOR CORPORATION (DECK) 5,700 6,227
    43 SH ECOLAB INC (ECL) 9,625 10,087
    140 SH ELEMENT SOLUTIONS INC (ESI) 3,365 3,399
    78 SH FORMFACTOR INC (FORM) 3,019 3,566
    43 SH HONEYWELL INTL INC (HON) 9,921 8,966
    9 SH ICON PLC (ICLR) 1,860 2,787
    24 SH INSTALLED BLDG PRODS INC (IBP) 3,137 3,353
    236 SH INVESCO LTD (IVZ) 5,639 5,433
    30 SH JACOBS ENGR GROUP INC (J) 4,041 4,177
    118 SH LANTHEUS HODGS INC COM (LNTH) 3,237 3,409
    66 SH MILLERKNOLL INC (MLKN) 2,919 2,587
    197 SH CADENCE BANK (CADE) 4,819 5,869
    24 SH MODIVCARE INC (MODV) 2,884 3,559
    45 SH OUTSET MED INC COM (OM) 2,141 2,074
    27 SH PERFICIENT INC (PRFT) 1,620 3,491
    59 SH POTLATCHDELTIC CORP (PCH) 3,168 3,553
    118 SH PUBMATIC INC COM CL A (PUBM) 4,457 4,018
    23 SH REGAL REXNORD CORPORATION (RRX) 3,451 3,914
    6 SH RH (RH) 3,088 3,216
    95 SH SELECTQUOTE INC (SLQT) 2,717 861
    46 SH SKYLINE CORP (SKY) 1,980 3,633
    50 SH SPRINGWORKS THERAQUETICS INC (SWTX) 3,859 3,099
    35 SH SYNEOS HEALTH INC (SYNH) 3,556 3,594
    34 SH TTEC HOLDINGS INC (TTEC) 2,816 3,079
    109 SH UNITED BANKSHARES INC W VA (UBSI) 4,321 3,955
    27 SH AENTALIS PHARMACEUTICALS INC (ZNTL) 2,045 2,270
    223 SH DEVON ENERGY CORP NEW (DVN) 5,457 9,823
    7 SH NOMGODB INC CL A (MDB) 2,607 3,705
    105 SH WILLSCOTMOBILMINIHOLDNCLA(WSC) 1,859 4,288
    39 SH BRINKER INTL INC (EAT) 2,713 1,427
    20 SH ASBURY AUTOMOTIVE GROUP INC (ABG) 3,708 3,455
    89 SH XYLEM INCCOM (XYL) 7,359 10,673
    30 SH ZENDESKINC(ZEN) 2,742 3,129
    28861.375 SH AMERICANBEACAHLTARGETRISKY(AHTYX)) 357,492 351,243
    5807.236 SH AMGTIMESSQUARE INTLSMCP I (TQTIX) 87,507 107,550
    10503.739 SH BLACKROCKBATS:SERIESCPTF (BRACX) 114,738 112,285
    13604.808 SH BLACKROCKBATS:SERIESMPTF (BRAMX) 133,233 131,287
    16700.555 SH BLACKSTONEALTMULT-STRAT INST(BXMIX) 173,831 177,026
    4639.896 SH EDGEWOODGROWTH INSTL (EGFIX) 103,748 280,667
    11052.798 SH GQGPARTNERSEMRGMKTSEQINS(GQGIX) 124,577 186,350
    17222.25 SH HARDINGLOEVNERINTLEQTYINST(HLMIX) 393,873 517,873
    14042.866 SH KOPERNIKGLBALLCAP INSTL (KGGIX) 114,354 195,898
    9720.388 SH LOOMISSAYLESBOND INST(LSBDX) 139,253 132,392
    50 SH BELDEN INC (BDC) 3,097 3,287
    32990.884 SH LORDABBETTSHTDURATIONINCF (LDLFX) 138,678 136,912
    34 SH S&P GLOBAL FNLS 2,561 2,722
    39 SH TR S&P GLOBAL 2,436 2,524
    44 SH INC MSCI 2,638 2,668
    59 SH JP MORGAN EXCHANGE 3,365 3,250
    15 SH SELECT SECTOR SPDR TR 2,324 2,608
    57 SH SPDR KBW REGIONAL BANKIN 3,261 4,038
    288 SH VANECK EMERGING MARKETS 6,884 6,454
    21 SH VANGUARD VALUE ETF 2,970 3,089
    381 SH WISDOMTREE 9,566 9,559
    92 SH 1-800-FLOWERS.COM INC (FLWS) 2,864 2,150
    34 SH ADDUS HOMECARE CORP COM (ADUS) 3,445 3,179
    355 SH AMICUS THERAPEUTICS INC (FOLD) 4,988 4,100
    45 SH ARES MANAGEMENT CORP CL A (ARES) 3,347 3,657
    10939.915 SH VANECKEMERGINGMARKETSY(EMRYX) 191,760 190,245
    12 SH LITHIAMOTORS INCA(LAD) 3,477 3,563
    705 SH WOLFSPEED INC (WOLF) 24,672 78,798
    19 SH LANCASTERCOLONYCRP (LANC) 2,585 3,146
    105 SH SPDR BLOOMBERG BARCLAYS 9,607 9,600
    145 SH SCHWAB SHORT-TERM US 7,427 7,373
    125 SH ADAPTHEALTHCORPCLA(AHCO) 3,302 3,058
    32 SH ADOBEINC(ADBE) 8,016 18,146
    125 SH ALCONINC(ALC) 6,897 10,890
    60 SH ALTRA INDLMOTIONCORP (AIMC) 1,617 3,094
    38 SH AMERIPRISEFINCL INC(AMP) 4,695 11,463
    42 SH AMGENINC(AMGN) 8,193 9,449
    32 SH AMNHEALTHCARESVCSINC(AMN) 1,163 3,915
    40 SH ANSYSINC(ANSS) 5,999 16,045
    49 SH ARCOSA INC(ACA) 1,936 2,582
    10 SH ARGENXSEADR(ARGX) 1,558 3,502
    68 SH ARISTANETWORKS INC(ANET) 4,172 9,775
    111 SH ARROWHEADPHARMACEUTICALSINC(ARWR) 2,000 7,359
    61 SH ATRICURE INCCOM (ATRC) 2,772 4,241
    309 SH INVESCO EMERGING MARKETS 8,541 8,142
    184 SH INVESCO PREFERRED ETF 2,655 2,760
    47 SH ISHARES 20+ YEAR 6,748 6,965
    52 SH ISHARES TIPS 6,036 6,718
    337 SH ISHARES MBS ETF 36,051 36,204
    136 SH LENNARCORPORATION(LEN) 5,659 15,798
    82 SH ACI WORLDWIDE INC (ACIW) 1,808 2,845
    175 SH ISHARES INC CORE MSCI 10,586 10,476
    108 SH BERRYGLOBALGROUP INC(BERY) 4,840 7,968
    15 SH BEIGENELTD(BGNE) 2,254 4,064
    257 SH BAUSCHHEALTHCOSINC(BHC) 5,779 7,096
    122 SH AVIENTCORPORATION(AVNT) 5,386 6,826
    362 SH ISHARES TR CORE MSCI EAF 21,279 27,020
    89 SH ABM INDUSTRIESINCORPORATED(ABM) 3,093 3,636
    58 SH AOSMITH CORP (AOS) 2,961 4,979
    418 SH ISHARES INT RATE HDG 9,869 10,379
    9 SH ISHARES TRANSPORTATION 1,575 2,488
    42 SH ISHARES 7-10 YEAR 5,101 4,830
    15 SH ISHARES S&P GLBL HEALTH 862 1,355
    9 SH HEALTH CARE SELECT SPDR 835 1,268
    12 SH ISHARES TR S&P GLOBAL MA 776 1,086
    125 SH GRANITESHARES GOLD 1,602 2,269
    834 SH ISHARES INC CORE MSCI 49,388 49,923
    867 SH ISHARES EDGE MSCI MIN 49,080 54,465
    70 SH XTRACKERS USD HIGH YIELD 2,811 2,789
    150 SH VANGUARD TOTAL INTERNATIONAL 8,293 8,274
    196 SH VANGUARD INTERMEDIATE-TERM 17,983 18,181
    323 SH VANGUARD SHORT TERM BOND 25,918 26,247
    29 SH BLACKLINE INC(BL) 1,980 3,003
    21 SH ISHARES 10-20 YEAR 3,475 3,116
    9 SH ISHARES RS 2000 VALUE 1,310 1,494
    84 SH VANECK VECTORS J.P. 2,416 2,769
    60 SH VANGUARD SMALL CAP VALUE ETF 8,692 10,731
    19 SH VANGUARD SMALL CAP GROWTH ETF 3,305 5,354
    326 SH VANGUARD VALUE ETF 31,413 47,958
    33 SH VANGUARD MSCI EUROPEAN 1,927 2,252
    35 SH SECTOR SPDR ENERGY 1,589 1,943
    55 SH ISHARES MSCI EAFE SMALL 3,109 4,020
    36 SH PIMCO 0-5 YEAR H/Y CORP 3,417 3,568
    68 SH ISHARES INTEREST RATE 6,416 6,508
    247 SH ISHARES EDGE MSCI - INTERNATIONAL 6,553 9,727
    18 SH ISHARES MSCI CHINA 1,166 1,130
    96 SH ISHARES EDGE MSCI - USA 8,146 13,974
    56 SH GRACOINC(GGG) 2,452 4,515
    57 SH GODADDYINC. (GDDY) 4,262 4,837
    114 SH GLACIERBANCORP INCNEW(GBCI) 4,505 6,464
    59 SH GIBRALTAR INDUSTRIESINC(ROCK) 2,553 3,934
    38 SH GENLDYNAMICSCORP (GD) 6,995 7,922
    33 SH GUARDANTHEALTH INC(GH) 2,114 3,301
    56 SH FULLERHB&COMPANY(FUL) 2,667 4,536
    38 SH FORTINET INC(FTNT) 1,741 13,657
    230 SH EXELIXISINC(EXEL) 4,932 4,204
    51 SH FORWARDAIRCORP (FWRD) 3,500 6,176
    174 SH HARSCO CORP (HSC) 2,907 2,908
    82 SH HORACEMANNEDUCATORSCP (HMN) 2,947 3,173
    39 SH LAKELANDFINCL (LKFN) 1,767 3,125
    99 SH LAZBOYINCORPORATED(LZB) 2,339 3,595
    34 SH KAISERALUMINUMCORP (KALU) 2,778 3,194
    167 SH JOHNSONCTLSINTLPLC(JCI) 6,279 13,579
    24 SH JACKHENRY&ASSOCINC(JKHY) 3,216 4,008
    57 SH IRHYTHMTECHNOLOGIESINC(IRTC) 4,244 6,708
    48 SH INTEGERHOLDINGSCORP (ITGR) 3,849 4,108
    35 SH INSPERITYINCCOM (NSP) 3,383 4,134
    78 SH INDEPENDENTBKMASS(INDB) 4,577 6,359
    32 SH INARI MEDINC(NARI) 2,261 2,921
    14 SH ICUMEDICAL INC(ICUI) 2,053 3,323
    44 SH ICF INTL INC(ICFI) 3,735 4,512
    80 SH HYATTHOTELSCORPCOMCLA(H) 5,373 7,672
    72 SH BRINK'SCOMPANYCOM (BCO) 3,339 4,721
    37 SH ETSYINCCOM (ETSY) 1,634 8,101
    63 SH EQUITYLIFESTYLEPROPERTIES(ELS) 2,965 5,523
    88 SH CAPITALONEFINANCIALCORP (COF) 7,804 12,768
    47 SH CARMAXINC(KMX) 4,477 6,121
    46 SH CASELLAWASTESYSINCCLA(CWST) 1,621 3,929
    102 SH CBIZ INC(CBZ) 2,478 3,990
    75 SH CENTRALGARDEN&PETCOCLA(CENTA) 2,378 3,589
    212 SH CHAMPIONXCORPORATION(CHX) 4,043 4,285
    39 SH CHUBBLTD(CB) 5,004 7,539
    81 SH CINCINNATI FINANCIALOHIO(CINF) 5,471 9,228
    34 SH ESCO TECHNOLOGIES(ESE) 1,304 3,060
    174 SH CITIZENSFINANCIALGROUP INC(CFG) 4,348 8,222
    58 SH COGNEXCORP (CGNX) 2,847 4,510
    57 SH ENVISTAHLDGSCORP (NVST) 1,108 2,568
    86 SH ENTEGRISINC(ENTG) 1,305 11,918
    49 SH EMCORGROUP INC(EME) 2,830 6,242
    279 SH ELANCOANIMALHEALTH INC(ELAN) 5,502 7,918
    153 SH COCACOLACO(KO) 7,155 9,059
    60 SH DOLBYCLAACOMSTK(DLB) 3,218 5,713
    55 SH EASTWESTBANCORP (EWBC) 2,796 4,327
    63 SH DANAHERCORPORATION(DHR) 6,110 20,728
    233 SH CVBFINCLCP (CVBF) 4,364 4,989
    62 SH CULLENFROSTBANKERSINC(CFR) 5,697 7,816
    278 SH CORTEVAINC(CTVA) 7,181 13,144
    90 SH COMMERCEBANCSHARES(CBSH) 4,484 6,187
    34 SH DICKSSPORTINGGOODS INC(DKS) 1,220 3,910
    104 SH VANGUARD GROWTH ETF 17,300 33,374

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    US Government Securities - End of Year Book Value:

    203,170
    US Government Securities - End of Year Fair Market Value:

    203,139
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    9655 SH BLACKSTONE REAL ESTATE AT COST 103,502 135,789
    214.553 SH IRONWOOD INSTIT MS LLC AT COST 266,743 274,457
    3383 SH VANGUARDTTLSTKMKTETF (VTI) AT COST 370,926 816,791
    3618 SH VANGUARD INTLEQUITYINDEXFD(VEU) AT COST 177,538 221,711
    810000 SH SPECIAL CREDIT OPPORTUNITIES LP AT COST 120,036 48,029

    TY 2021 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 6,165 6,165   0


    TY 2021 OtherIncomeSchedule2
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 SPECIAL CREDIT OPPORTUNITIES 298 266 298


    TY 2021 OtherIncreasesSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Description Amount
    PRIOR PERIOD COST BASIS ADJUSTMENTS 16,776


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 31,275 31,275   0


    TY 2021 TaxesSchedule
    Name:
    RUUD FAMILY FOUNDATION INC
    EIN:
    39-1915760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,641 3,641   0
    FEDERAL TAXES 3,025 0   0