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
Thomas Rutherfoord Foundation
c/o Pathstone
Number and street (or P.O. box number if mail is not delivered to street address)201 N Union Street 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Alexandria, VA22314
A Employer identification number

20-2057953
B Telephone number (see instructions)

(703) 518-6124
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$23,682,322J 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 117 117  
4 Dividends and interest from securities... 446,849 446,849  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 786,509
b Gross sales price for all assets on line 6a 3,786,050
7 Capital gain net income (from Part IV, line 2)... 786,509
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 1,453,433 1,453,433  
12 Total. Add lines 1 through 11........ 2,686,908 2,686,908  
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 12,960 0   12,960
c Other professional fees (attach schedule).... Click to see attachment 128,149 93,858   34,291
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 46,318 7,367   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,425 0   1,425
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 188,852 101,225   48,676
25 Contributions, gifts, grants paid....... 892,232 892,232
26 Total expenses and disbursements. Add lines 24 and 25 1,081,084 101,225   940,908
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,605,824
b Net investment income (if negative, enter -0-) 2,585,683
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.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,643,231 Click to see attachment10,429,018 14,700,765
c Investments—corporate bonds (attach schedule)....... 2,149,421 Click to see attachment1,893,302 1,879,804
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,052,908 Click to see attachment8,330,151 7,101,753
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,845,560 20,652,471 23,682,322
Liabilities 17 Accounts payable and accrued expenses.......... 1,600 11,900
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) Click to see attachment52,057 Click to see attachment307,173
23 Total liabilities (add lines 17 through 22)......... 53,657 319,073
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 19,791,903 20,333,398
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 19,791,903 20,333,398
30 Total liabilities and net assets/fund balances (see instructions). 19,845,560 20,652,471
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,791,903
2
Enter amount from Part I, line 27a .....................
2
1,605,824
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,397,727
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,064,329
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,333,398
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 AGNC Investment Corp Reit P 2021-02-11 2021-11-29
b BARON GROWTH INSTL P 2020-07-01 2021-02-12
c BARON GROWTH INSTL P 2020-11-24 2021-02-12
d BLACKROCK EMERGING MKTS INSTL P 2020-07-01 2021-02-12
e BLACKROCK EMERGING MKTS INSTL P 2020-07-16 2021-02-12
BLACKROCK EMERGING MKTS INSTL P 2020-12-07 2021-02-12
DOUBLELINE TOTAL RETURN BOND I P 2020-07-01 2021-02-16
DOUBLELINE TOTAL RETURN BOND I P 2020-07-31 2021-02-16
DOUBLELINE TOTAL RETURN BOND I P 2020-08-31 2021-02-16
DOUBLELINE TOTAL RETURN BOND I P 2020-09-30 2021-02-16
DOUBLELINE TOTAL RETURN BOND I P 2020-10-30 2021-02-16
DOUBLELINE TOTAL RETURN BOND I P 2020-11-30 2021-02-16
DOUBLELINE TOTAL RETURN BOND I P 2020-12-31 2021-02-16
DOUBLELINE TOTAL RETURN BOND I P 2021-01-29 2021-02-16
ISHARES CORE S&P 500 ETF P 2020-07-01 2021-02-12
ISHARES CORE S&P 500 ETF P 2020-07-28 2021-02-12
MATTHEWS ASIA GROWTH INVESTOR P 2020-07-01 2021-02-12
MATTHEWS ASIA GROWTH INVESTOR P 2020-12-16 2021-02-12
MATTHEWS ASIA GROWTH INVESTOR P 2020-12-16 2021-02-12
MATTHEWS ASIA GROWTH INVESTOR P 2020-12-16 2021-02-12
PIMCO ENHANCED SHRT MATURTY ACTV ETF P 2020-07-28 2021-02-16
PIMCO ENHANCED SHRT MATURTY ACTV ETF P 2020-07-28 2021-02-16
PIMCO HIGH YIELD INSTL P 2020-07-01 2021-02-11
PIMCO HIGH YIELD INSTL P 2020-07-31 2021-02-11
PIMCO HIGH YIELD INSTL P 2020-08-31 2021-02-11
PIMCO HIGH YIELD INSTL P 2020-09-30 2021-02-11
PIMCO HIGH YIELD INSTL P 2020-10-30 2021-02-11
PIMCO HIGH YIELD INSTL P 2020-11-30 2021-02-11
PIMCO HIGH YIELD INSTL P 2020-12-31 2021-02-11
PIMCO HIGH YIELD INSTL P 2021-01-29 2021-02-11
TCW EMERGING MARKETS INCOME I P 2020-11-30 2021-11-24
TCW EMERGING MARKETS INCOME I P 2020-12-29 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-01-29 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-02-26 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-03-31 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-04-30 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-05-28 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-06-30 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-07-30 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-08-31 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-09-30 2021-11-24
TCW EMERGING MARKETS INCOME I P 2021-10-29 2021-11-24
VANGUARD FTSE EMERGING MARKETS ETF P 2020-07-01 2021-02-12
VANGUARD MID CAP VALUE ETF P 2020-07-01 2021-02-12
VANGUARD SMALL CAP ETF P 2020-07-01 2021-02-12
TCW EMERGING MARKETS INCOME I P 2020-07-01 2021-11-24
TCW EMERGING MARKETS INCOME I P 2020-07-31 2021-11-24
TCW EMERGING MARKETS INCOME I P 2020-08-31 2021-11-24
TCW EMERGING MARKETS INCOME I P 2020-09-30 2021-11-24
TCW EMERGING MARKETS INCOME I P 2020-11-02 2021-11-24
SPDR GOLD SHARES ETF P 2019-03-25 2021-02-16
SPDR GOLD SHARES ETF P 2019-04-11 2021-02-16
SPDR GOLD SHARES ETF P 2019-07-02 2021-02-16
iShares 20+ Year Treasury Bond ETF P 2020-11-02 2021-04-20
iShares 20+ Year Treasury Bond ETF P   2021-04-20
PGIM HIGH YIELD Q P   2021-04-20
VANGUARD MORTGAGE-BACKED SEC P 2021-05-21 2021-07-23
VANGUARD INT-TERM CORPORATE P 2020-11-02 2021-02-03
iShares 20+ Year Treasury Bond ETF P 2019-09-24 2021-04-20
iShares Core MSCI EMERGING P 2020-10-20 2021-10-26
iShares Core MSCI EMERGING P 2020-10-20 2021-10-26
iShares Core MSCI EMERGING P 2020-10-20 2021-10-26
iShares Core MSCI EMERGING P 2020-10-20 2021-10-26
iShares Core MSCI EMERGING P 2020-10-20 2021-10-26
iShares Core MSCI EMERGING P 2020-10-20 2021-10-26
PGIM HIGH YIELD Q P   2021-05-21
Primecap Odyssey Stock Fund P 2013-12-04 2021-02-03
Primecap Odyssey Stock Fund P 2013-12-04 2021-02-19
Primecap Odyssey Stock Fund P 2013-12-04 2021-04-20
Vanguard TTL INTL BND-ADM P 2018-05-18 2021-02-03
JPMORGAN BETABUILDERS EUROPE ETF P   2021-04-15
JPMORGAN BETABUILDERS JAPAN ETF P   2021-04-15
Blackrock HI YLD BOND PORT P   2021-02-02
Brown ADV SUSTIN GROW-INST P 2020-10-07 2021-05-06
Brown ADV SUSTIN GROW-INST P 2020-10-07 2021-06-07
COHEN & STEER PR SEC&INC P 2020-07-21 2021-02-01
COHEN & STEER PR SEC&INC P 2020-03-13 2021-02-24
FED HER OPP HIGH YIELD BD-R6 P 2021-02-02 2021-10-13
iShares S&P 100 ETF P 2020-07-06 2021-05-25
iShares S&P 100 ETF P   2021-02-25
iShares S&P 100 ETF P 2020-03-25 2021-03-02
iShares 3-7 YEAR TREASURY BOND P   2021-10-14
JPM INCOME FUND - USD - R6 ISIN P   2021-07-19
JPM MTGE BACKED SEC FD - R6 P 2021-04-13 2021-08-26
LORD ABBETT SHRT DUR INC-F3 P 2020-06-04 2021-03-16
LORD ABBETT SHRT DUR INC-F3 P 2020-06-04 2021-03-25
MFS MUNI HIGH INCOME-R6 P 2021-01-08 2021-05-19
MFS MUNI HIGH INCOME-R6 P 2021-01-08 2021-08-04
MTRPLTN WSTTTL RTRN BND-PLN P 2021-08-26 2021-09-07
NUVEEN INTERM DUR MUNI BD-I P 2020-08-17 2021-04-29
NUVEEN INTERM DUR MUNI BD-I P 2020-08-17 2021-04-30
NUVEEN INTERM DUR MUNI BD-I P   2021-05-19
NUVEEN INTERM DUR MUNI BD-I P   2021-05-20
PIMCO DYNAMIC BOND-INST P 2021-02-03 2021-11-04
SCHWAB US DVD EQUITY ETF P 2021-08-26 2021-12-09
SPDR EURO STOXX 50 ETF P 2020-09-10 2021-03-16
SPDR EURO STOXX 50 ETF P   2021-07-19
VANGUARD DIVIDEND APPREC ETF P 2020-12-03 2021-03-10
VANGUARD FTSE EUROPE ETF P 2021-06-21 2021-12-09
VANGUARD INT-TERM CORPORATE P 2021-04-29 2021-08-04
VANGUARD INT-TERM CORPORATE P 2021-04-29 2021-09-07
COHEN & STEER PR SEC&INC-F P 2019-04-15 2021-02-01
COHEN & STEER PR SEC&INC-F P   2021-02-24
COHEN & STEER PR SEC&INC-F P 2020-03-13 2021-05-19
DOUBLELINE TTL RTRN BND-R6 P   2021-04-13
DOUBLELINE TTL RTRN BND-R6 P   2021-04-14
FED HER OPP HIGH YIELD BD-R6 P 2020-09-10 2021-10-13
FED HER OPP HIGH YIELD BD-R6 P   2021-11-04
FIDELITY SECS FD P 2019-10-17 2021-03-02
HARTFORD CORE EQUITY-F P 2019-05-15 2021-02-01
HARTFORD CORE EQUITY-F P   2021-04-07
HARTFORD CORE EQUITY-F P 2019-03-20 2021-05-06
HARTFORD CORE EQUITY-F P 2019-03-20 2021-05-13
HARTFORD CORE EQUITY-F P 2019-03-20 2021-06-07
HARTFORD CORE EQUITY-F P 2019-03-20 2021-06-21
ISHARES US TREASURY BOND ETF P   2021-10-14
LORD ABBETT SHRT DUR INC-F3 P 2020-06-04 2021-08-05
LORD ABBETT SHRT DUR INC-F3 P 2020-06-04 2021-08-26
LORD ABBETT SHRT DUR INC-F3 P   2021-10-13
MATTHEWS ASIAN GR & INC-INST P   2021-04-07
MATTHEWS ASIAN GR & INC-INST P 2019-07-12 2021-05-06
MATTHEWS ASIAN GR & INC-INST P 2019-07-12 2021-06-21
MATTHEWS ASIAN GR & INC-INST P 2019-07-12 2021-07-27
MATTHEWS ASIAN GR & INC-INST P   2021-07-29
MNSTY MCKY H/Y CORP BND-R6 P 2019-11-18 2021-08-04
MNSTY MCKY H/Y CORP BND-R6 P   2021-12-16
MTRPLTN WSTTTL RTRN BND-PLN P   2021-01-08
MTRPLTN WSTTTL RTRN BND-PLN P 2013-10-24 2021-02-25
MTRPLTN WSTTTL RTRN BND-PLN P   2021-09-07
MUZINICH LOW DURAT-SUPR INST P   2021-01-20
MUZINICH LOW DURAT-SUPR INST P 2016-11-04 2021-02-03
PIMCO DYNAMIC BOND-INST P 2015-08-07 2021-10-08
PIMCO DYNAMIC BOND-INST P 2015-08-07 2021-11-04
PIMCO MRTG OPP & BND-INST P   2021-10-08
SPDR EURO STOXX 50 ETF P 2020-06-08 2021-07-19
VANGUARD DIVIDEND APPREC ETF P   2021-03-10
VANGUARD DIVIDEND APPREC ETF P 2018-10-31 2021-08-26
BLCKRCK HI YLD BND PORT-K P 2011-08-11 2021-02-02
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 45,573   44,027 1,546
b 7,202   5,272 1,930
c 4,998   4,365 633
d 15,708   10,331 5,377
e 422   286 136
840   692 148
22,470   22,669 -199
65   66 -1
63   63 0
60   61 -1
60   60 0
60   60 0
63   63 0
52   52 0
58,041   46,122 11,919
272,559   225,024 47,535
15,379   10,172 5,207
468   381 87
523   426 97
4,331   3,532 799
61,274   61,091 183
81,698   81,454 244
82,194   76,545 5,649
320   310 10
293   284 9
301   287 14
326   312 14
294   289 5
335   333 2
279   276 3
302   326 -24
321   353 -32
323   351 -28
311   329 -18
312   323 -11
312   330 -18
310   330 -20
313   333 -20
298   317 -19
298   318 -20
305   315 -10
301   307 -6
18,243   13,039 5,204
153,617   115,109 38,508
23,672   15,869 7,803
75,632   76,383 -751
220   230 -10
239   253 -14
285   294 -9
290   298 -8
74,838   55,572 19,266
41,203   29,919 11,284
27,917   21,995 5,922
70,373   79,931 -9,558
33,344   37,757 -4,413
59,576   54,271 5,305
121,284   121,147 137
102,567   101,845 722
100,032   102,943 -2,911
30,263   26,125 4,138
1,402   1,210 192
54,147   46,695 7,452
36,575   31,570 5,005
79,176   68,365 10,811
46,572   40,205 6,367
368,978   316,135 52,843
112,936   64,031 48,905
236,986   128,431 108,555
95,076   49,139 45,937
101,275   94,689 6,586
28     28
29     29
13,645   12,819 826
421   370 51
2,392   2,082 310
3,666   3,489 177
6,940   6,248 692
3,818   3,837 -19
1,242   1,025 217
12,976   9,214 3,762
6,351   4,195 2,156
53,863   54,094 -231
13,175   13,173 2
6,640   6,640 0
2,962   2,899 63
6,410   6,273 137
2,546   2,514 32
4,605   4,459 146
13,684   13,684 0
13,727   13,627 100
13,876   13,775 101
13,735   13,609 126
14,343   14,158 185
8,825   8,973 -148
5,347   5,338 9
3,100   2,661 439
10,282   10,243 39
3,294   3,189 105
7,919   8,007 -88
6,521   6,368 153
13,879   13,671 208
8,848   8,284 564
9,111   8,375 736
1,707   1,537 170
36,062   36,601 -539
36,622   36,187 435
866   843 23
20,368   19,314 1,054
6,393   6,678 -285
6,489   4,888 1,601
9,718   6,795 2,923
2,056   1,375 681
2,547   1,740 807
2,500   1,671 829
5,240   3,507 1,733
32,595   34,439 -1,844
4,603   4,515 88
6,678   6,551 127
23,548   23,002 546
3,310   2,809 501
1,859   1,552 307
4,674   3,904 770
11,556   10,281 1,275
11,373   8,884 2,489
5,015   4,942 73
3,406   3,405 1
22,879   22,233 646
30,415   30,071 344
64,528   62,710 1,818
15,888   15,829 59
19,247   19,019 228
13,155   13,421 -266
11,283   11,587 -304
13,085   13,384 -299
943   784 159
3,150   2,304 846
5,179   3,345 1,834
10,500   9,854 646
301,738     301,738
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       1,546
b       1,930
c       633
d       5,377
e       136
      148
      -199
      -1
      0
      -1
      0
      0
      0
      0
      11,919
      47,535
      5,207
      87
      97
      799
      183
      244
      5,649
      10
      9
      14
      14
      5
      2
      3
      -24
      -32
      -28
      -18
      -11
      -18
      -20
      -20
      -19
      -20
      -10
      -6
      5,204
      38,508
      7,803
      -751
      -10
      -14
      -9
      -8
      19,266
      11,284
      5,922
      -9,558
      -4,413
      5,305
      137
      722
      -2,911
      4,138
      192
      7,452
      5,005
      10,811
      6,367
      52,843
      48,905
      108,555
      45,937
      6,586
      28
      29
      826
      51
      310
      177
      692
      -19
      217
      3,762
      2,156
      -231
      2
      0
      63
      137
      32
      146
      0
      100
      101
      126
      185
      -148
      9
      439
      39
      105
      -88
      153
      208
      564
      736
      170
      -539
      435
      23
      1,054
      -285
      1,601
      2,923
      681
      807
      829
      1,733
      -1,844
      88
      127
      546
      501
      307
      770
      1,275
      2,489
      73
      1
      646
      344
      1,818
      59
      228
      -266
      -304
      -299
      159
      846
      1,834
      646
      301,738
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 2 786,509
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 35,941
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 35,941
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 24,800
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 24,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 199
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 11,340
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletThomas D Rutherfoord Jr Telephone no.bullet (703) 518-6124

    Located atbullet455 Australian Avenue 3DPalm BeachFL ZIP+4bullet33480
    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
    Yes
     
    If "Yes," list the years bullet2020, 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.) Click to see attachment..............
    2b
     
    No
    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
    Thomas D Rutherfoord Trustee
    2.00     		0 0 0
    455 Australian Avenue 3D
    Palm Beach,FL33480
    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
    22,876,133
    b
    Average of monthly cash balances.......................
    1b
    91,986
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,968,119
    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
    22,968,119
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    344,522
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    22,623,597
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,131,180
    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
    1,131,180
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    35,941
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,941
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,095,239
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,095,239
    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
    1,095,239
    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 1,095,239
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 941,575
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 940,908
    a Applied to 2020, but not more than line 2a 940,908
    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..... 0
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		667
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,095,239
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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).)
    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
    Alleghany Co Rescue Squad
    61 Trojan Ave
    Sparta,NC28675     		  PC To fund charitable activities. 1,000
    Alleghany Memorial Hospital Foundation
    233 Doctors St
    Sparta,NC28675     		  PC To fund charitable activities. 7,500
    American Friends of the Louvre
    305 East 47th Street
    New York,NY10017     		  PC To fund charitable activities. 4,000
    American Research Center in Egypt
    909 North Washington Street Ste 320
    Alexandria,VA22314     		  PC To fund charitable activities. 15,000
    Aspen Art Museum
    637 E Hyman Ave
    Aspen,CO81611     		  PC To fund charitable activities. 1,000
    Aspen Music Festival and School
    225 Music School Road
    Aspen,CO81611     		  PC To fund charitable activities. 72,200
    Audubon Florida
    4500 Biscayne Blvd Suite 350
    Miami,FL33137     		  PC To fund charitable activities. 100,000
    Bath & Tennis Historic Building Preservation Foundation
    1170 South Ocean Blvd
    Palm Beach,FL33480     		  PC To fund charitable activities. 1,000
    Bishop Walker School for Boys
    3640 Martin Luther King Jr Ave SE
    Washington,DC20032     		  PC To fund charitable activities. 5,000
    Boys & Girls Clubs of Palm Beach
    800 Northpoint Pkwy 204
    West Palm Beach,FL33407     		  PC To fund charitable activities. 25,000
    Buffalo Bill Center
    720 Sheridan Avenue
    Cody,WY82414     		  PC To fund charitable activities. 5,000
    Charities Aid Foundation
    225 Reinekers Lane Suite 375
    Alexandria,VA22314     		  PC To fund charitable activities. 25,000
    Cherry Lane Volunteer Fire Department
    8878 US-21
    Glade Valley,NC28627     		  PC To fund charitable activities. 500
    Christ Church of Georgetown
    3116 O Street NW
    Washington,DC20007     		  PC To fund charitable activities. 25,000
    Church of Bethesda-By-The-Sea
    141 S County Rd
    Palm Beach,FL33480     		  PC To fund charitable activities. 2,500
    Citizen's Association of Georgetown
    1365 Wisconsin Avenue NW Suite 200
    Washington,DC20007     		  PC To fund charitable activities. 3,000
    Classical American Homes Preservation Trust
    67 E 93rd Street
    New York,NY10128     		  PC To fund charitable activities. 1,000
    Collegiate Directions
    4833 Rugby Avenue Suite 301
    Bethesda,MD20814     		  PC To fund charitable activities. 2,500
    George Washington's Mount Vernon
    3200 Mount Vernon Memorial Highway
    Mount Vernon,VA22121     		  PC To fund charitable activities. 25,000
    Hollins University
    PO Box 9707
    Roanoke,VA240201707     		  PC To fund charitable activities. 50,000
    International Campaign for Tibet
    1825 Jefferson Pl NW
    Washington,DC20036     		  PC To fund charitable activities. 2,000
    Jamestown Yorktown Foundation
    2110 Jamestown Rd
    Williamsburg,VA23185     		  PC To fund charitable activities. 2,500
    Lighthouse Guild
    250 West 64th Street 6th Floor
    New ork,NY10023     		  PC To fund charitable activities. 1,500
    Mass General Leadership Council for Psychiatry
    125 Nashua Street Suite 540
    Boston,MA02114     		  PC To fund charitable activities. 15,000
    McPherson Foundation
    9103 Woodmore Center Drive
    Glenarden,MD20706     		  PC To fund charitable activities. 2,000
    Medecins Sans Frontieres
    333 7th Ave
    New York,NY10001     		  PC To fund charitable activities. 5,000
    Mountain Rescue Aspen
    37925 CO-82
    Aspen,CO81611     		  PC To fund charitable activities. 1,400
    National Gallery of Art
    2000 S Club Dr
    Hyattsville,MD20785     		  PC To fund charitable activities. 5,000
    National Museum for Women in the Arts
    1250 New York Avenue NW
    Washington,DC200053970     		  PC To fund charitable activities. 20,000
    New York Botanical Garden
    2900 Southern Boulevard
    Bronx,NY10458     		  PC To fund charitable activities. 2,500
    NSCDA
    2715 Q Street NW
    Washington,DC20007     		  PC To fund charitable activities. 1,000
    One East 60th St Fund
    1 E 60th St
    New York,NY10022     		  PC To fund charitable activities. 2,000
    Palm Beach Boys & Girls Club
    800 Northpoint Parkway Suite 204
    West Palm Beach,FL33407     		  PC To fund charitable activities. 15,000
    Preservation Foundation of Palm Beach
    311 Peruvian Ave
    Palm Beach,FL33480     		  PC To fund charitable activities. 39,000
    Restoration Housing
    1116 B Main Street Suite B
    Roanoke,VA24015     		  PC To fund charitable activities. 2,500
    Roaring Gap Church
    45 Rhododendron Road
    Roaring Gap,NC28668     		  PC To fund charitable activities. 2,500
    Roaring Gap Foundation
    PO BOX 129
    Roaring Gap,NC28668     		  PC To fund charitable activities. 4,000
    Royal Drawing School
    19-22 Charlotte Road
    London   EC2A 3SG
    UK     		  PC To fund charitable activities. 70,185
    Salisbury School
    251 Canaan Road
    Salisbury,CT06068     		  PC To fund charitable activities. 25,000
    Salvation Army
    PO Box 629
    Alexandria,VA22313     		  PC To fund charitable activities. 5,000
    St Albans School
    Mount St Albans
    Washington,DC20016     		  PC To fund charitable activities. 5,000
    Stratford Hall
    483 Great House Road
    Stratford,VA22558     		  PC To fund charitable activities. 152,247
    The Aspen Institute
    PO Box 222
    Queenstown,MD21658     		  PC To fund charitable activities. 10,000
    The Cornell Lab of Ornithology
    159 Sapsucker Woods Rd
    Ithaca,NY14850     		  PC To fund charitable activities. 2,500
    The Light of Healing Hope Foundation
    2801 New Mexico Ave NW Apt 1224
    Washington,DC20007     		  PC To fund charitable activities. 1,500
    The Metropolitan Club
    1700 H ST NW
    Washington,DC200064601     		  PC To fund charitable activities. 2,000
    The Phillips Collection
    1600 21st Street NW
    Washington,DC20009     		  PC To fund charitable activities. 50,000
    The Society of the Four Arts
    24 Arts Plaza
    Palm Beach,FL33480     		  PC To fund charitable activities. 46,000
    Tudor Place Foundation
    1644 31st Street NW
    Washington,DC20007     		  PC To fund charitable activities. 1,000
    US Against Alzheimers
    2 Wisconsin Circle Suite 700
    Chevy Chase,MD20815     		  PC To fund charitable activities. 10,000
    Virginia Athletics Foundation
    PO Box 400833
    Charlottesville,VA22904     		  PC To fund charitable activities. 8,000
    Virginia Foundation for Independent Colleges
    8010 Ridge Road Suite B
    Richmond,VA22329     		  PC To fund charitable activities. 5,000
    Virginia Western Community College Educational Foundation
    3094 Colonial Ave SW
    Roanoke,VA24015     		  PC To fund charitable activities. 2,500
    WETA DC
    3939 Campbell Avenue
    Arlington,VA22206     		  PC To fund charitable activities. 2,200
    Total .................................bullet 3a 892,232
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 117  
    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 ............     		    14 786,509  
    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 2,686,908 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,686,908
    (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:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 12,960 0   12,960

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Fixed Income 1,893,302 1,879,804

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Equities 10,429,018 14,700,765

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Cash and Sweep Accounts AT COST 2,059,891 2,059,891
    Private equities AT COST 3,080,972 1,707,763
    Hedge funds AT COST 1,217,764 1,362,575
    Investment funds FMV 1,971,524 1,971,524

    TY 2021 OtherDecreasesSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Description Amount
    Unrealized loss on investment funds tracked at FMV 1,064,329


    TY 2021 OtherExpensesSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Phone/Internet 1,038 0   1,038
    Miscellaneous 387 0   387


    TY 2021 OtherIncomeSchedule2
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Alternative Asset Distributions 55,083 55,083 55,083
    Passthrough income from investment funds 1,396,930 1,396,930 1,396,930
    Other investment income 1,420 1,420 1,420


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Description Beginning of Year - Book Value End of Year - Book Value
    Checking account overdraft 52,057 307,173


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment management 93,858 93,858   0
    Asset management 34,291 0   34,291


    TY 2021 TaxesSchedule
    Name:
    Thomas Rutherfoord Foundation
     
    c/o Pathstone
    EIN:
    20-2057953
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes paid on investments 7,367 7,367   0
    Federal income tax 38,951 0   0