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
RUDD FOUNDATION CO LRICO SERVICES LLC
 
% DARRELL SWANK
Number and street (or P.O. box number if mail is not delivered to street address)2416 EAST 37TH STREET NORTH
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS672193538
A Employer identification number

88-6059216
B Telephone number (see instructions)

(316) 847-4844
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$23,270,128
J 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) 6,888,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 235,667 235,667  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 332,159
b Gross sales price for all assets on line 6a 1,897,993
7 Capital gain net income (from Part IV, line 2)... 318,131
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)....... -147,913 -165  
12 Total. Add lines 1 through 11........ 7,307,913 553,633  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 270,131     292,142
14 Other employee salaries and wages...... 77,230     77,230
15 Pension plans, employee benefits....... 12,459     12,459
16a Legal fees (attach schedule)......... 2,418 0 0 2,418
b Accounting fees (attach schedule)....... 20,712 2,071 0 18,641
c Other professional fees (attach schedule).... 51,070 49,794 0 1,276
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 17,854 453 0 17,101
19 Depreciation (attach schedule) and depletion... 16,650    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,554     9,554
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 87,780 899   86,881
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 565,858 53,217 0 517,702
25 Contributions, gifts, grants paid....... 1,569,518 1,569,518
26 Total expenses and disbursements. Add lines 24 and 25 2,135,376 53,217 0 2,087,220
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,172,537
b Net investment income (if negative, enter -0-) 500,416
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......... 378,881 688,494 688,494
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)....... 2,671,909 Click to see attachment7,301,389 8,913,245
c Investments—corporate bonds (attach schedule)....... 1,141,406 Click to see attachment1,435,510 1,429,925
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,880,331 Click to see attachment7,766,206 12,214,664
14 Land, buildings, and equipment: basis bullet42,000
Less: accumulated depreciation (attach schedule) bullet18,200 61,450 23,800 23,800
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,133,977 17,215,399 23,270,128
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) Click to see attachment836,318 Click to see attachment782,381
23 Total liabilities (add lines 17 through 22)......... 836,318 782,381
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........... 11,297,659 16,433,018
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)..... 11,297,659 16,433,018
30 Total liabilities and net assets/fund balances (see instructions). 12,133,977 17,215,399
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
11,297,659
2
Enter amount from Part I, line 27a .....................
2
5,172,537
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
16,470,196
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
37,178
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,433,018
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 P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d PUBLICLY TRADED SECURITIES 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 132,579   120,420 12,159
b 748,161   456,007 292,154
c 900,138   872,530 27,608
d 82,087   95,877 -13,790
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       12,159
b       292,154
c       27,608
d       -13,790
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 2 318,131
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  
3 Add lines 1 and 2........................... 3 6,956
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,956
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,989
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,489
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,533
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,533 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? Click to see attachment....................
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 changesClick to see attachment....
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.Click to see attachment
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)
    bulletKS
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletWWW.RUDDFOUNDATION.ORG
    14
    The books are in care ofbulletDARRELL SWANK Telephone no.bullet (316) 847-4844

    Located atbullet2416 EAST 37TH STREET NORTHWICHITAKS ZIP+4bullet672193538
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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
     
    No
    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
     
    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
    Yes
     
    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
     
    No
    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)
    Yes
     
    (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
     
    No
    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
    SAMANTHA L RUDD TRUSTEE
    4.0
    25,000 0 0
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    ANDREA B SKIBELL TRUSTEE
    4.0
    25,000 0 0
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    DARRELL D SWANK TRUSTEE/PRESIDENT
    4.0
    20,000 0 0
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    STEVEN KAY TRUSTEE
    4.0
    20,000 0 0
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    PATRICK RONEY TRUSTEE
    4.0
    20,000 0 0
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    ANGIE GREGORY SECRETARY
    4.0
    0 0 0
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    CORRINE ROBERTS PROGRAM DIRECTOR
    40.0
    160,131 7,104 600
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    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
    DANIELLE SUTTER PROG. MGR.- ALUM REL
    40.0
    22,011 2,517 250
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    ALMA HIDALGO-BLANKINSHIP PROG MGR - OUTREACH
    40.0
    55,219 2,838 550
    2416 EAST 37TH STREET NORTH
    WICHITA,KS672193538
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    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
    10,615,991
    b
    Average of monthly cash balances.......................
    1b
    447,554
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,466,602
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,530,147
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    22,530,147
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    337,952
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    22,192,195
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,109,610
    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
    1,109,610
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,956
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,956
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,102,654
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    28,778
    5
    Add lines 3 and 4............................
    5
    1,131,432
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,131,432
    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 1,131,432
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 422,732
    d From 2019...... 684,969
    e From 2020...... 905,478
    f Total of lines 3a through e ........ 2,013,179
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,087,220
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 1,131,432
    e Remaining amount distributed out of corpus 955,788
    5 Excess distributions carryover applied to 2021.    
    (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 2,968,967
    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......
     
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    2,968,967
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 422,732
    c Excess from 2019.... 684,969
    d Excess from 2020.... 905,478
    e Excess from 2021.... 955,788
    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).)
    LESLIE RUDD
    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 e-mail address of the person to whom applications should be addressed:
    DARRELL SWANK
    2416 E 37TH ST N
    WICHITA,KS672193538
    (316) 847-4844
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETE A DONATION REQUEST FORM OR LETTER AND PROOF OF 501(C)(3) STATUS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    Abbell
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 8,637
    Babcock
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 8,708
    Barradas
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,006
    Barreno
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 5,729
    Beesley
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 1,807
    Bergmann
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 4,672
    Bernritter
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 4,670
    Bishop
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 1,261
    Bittner
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 21,712
    Brock
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 11,693
    Brummer
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,760
    Burns
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 14,608
    Burroughs
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 21,532
    Byrd
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,096
    Castanon
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 23,393
    Chard
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 8,930
    Chauncey
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 12,934
    Cleary
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 13,590
    Coleman
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 12,408
    Combes
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,788
    Cookson
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 11,023
    Crawford
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 546
    Darrah
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 3,900
    De Loera
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 13,878
    Dial
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 19,227
    Dorzweiler
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,261
    Doudna
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 4,230
    Eden
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 8,037
    Farney
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 8,184
    Fleckenstein
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 3,363
    Flesner
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 10,570
    Forkenbrock
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 3,563
    Foster
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 12,067
    Gonzalez-Morales
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 14,570
    Granillo
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 24,174
    Guereque
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 7,548
    Haberer
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 7,334
    Hagen
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 5,043
    Helmer
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 24,439
    Hensley
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 4,603
    Herrenbruck
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,792
    Hinman
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 4,866
    Hollingsworth
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 11,491
    Hull
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 10,628
    Jacome-Banuelos
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 2,016
    James
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 735
    Jimenez
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 13,842
    Keith
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 21,782
    Keith
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 20,594
    Kentner
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 12,636
    Kogler
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 4,939
    Krohn
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 11,495
    Landwehr
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 13,990
    Lee
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,268
    Leedy
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 17,160
    Lovett
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 11,589
    Maydew
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 11,495
    McClain
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,834
    McGivney
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 13,076
    Meiers
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 16,291
    Michaelis
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 15,274
    Michel
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 23,895
    Miner
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 15,569
    Mong
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 10,286
    Moore
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 12,074
    Mosqueda
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 14,415
    Murphy
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,243
    Nevarez-Saenz
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 20,531
    Nguyen
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 4,132
    Nightingale
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 16,048
    Noyes
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,251
    O'Brien
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 12,622
    O'Donnell
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 14,783
    Owens
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,382
    Phanivong
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 17,729
    Ramirez
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 20,278
    Reed
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 219
    Rempel
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,416
    Rodehorst
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 13,650
    Rodriguez-Morales
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 10,930
    Rowden
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 16,700
    Salazar
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 7,690
    Sandy
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 19,285
    Shaner
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 2,659
    Showalter
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 12,538
    Sull
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 988
    Thomison
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 8,378
    Throckmorton
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 3,362
    Tran
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 16,897
    Tyler
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 21,277
    Uribe-Olivares
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 19,354
    Valverde
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 4,538
    Vargas
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 13,669
    Vega
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 567
    Wagner
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 8,689
    Weaver
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 16,066
    Whitsitt
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 6,205
    Williams
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 9,391
    Young
    2416 EAST 37TH STREET NORTH
    WICHITA,KS67219
    NONE I SCHOLARSHIP 5,525
    Guild of Sommeliers Education Foundation
    PO Box 2735
    Petaluma,CA94953
    NONE PC GENERAL DONATION 50,000
    Boys & Girls Club of St Helena & Calistoga
    1420 Tainter Street
    Saint Helena,CA94574
    NONE PC GENERAL DONATION 10,000
    Duke University
    2200 W Main Street Ste 710
    Durham,NC277084010
    NONE PC GENERAL DONATION 250,000
    League 42 Foundation
    PO Box 20026
    Wichita,KS67208
    NONE PC GENERAL DONATION 50,000
    Napa Valley Vine Trail Coalition
    3299 Claremont Way 4
    Napa,CA94558
    NONE PC GENERAL DONATION 25,000
    UJA Federation of New York
    130 E 59th St
    New York,NY100221302
    NONE PC GENERAL DONATION 112,000
    Jewish Federation of Greater Dallas
    7800 Northaven Road
    Dallas,TX75230
    NONE PC GENERAL DONATION 5,000
    The Washington Institute for Near East Policy
    1111 19th Street NW Suite 500
    Washington,DC20036
    NONE PC GENERAL DONATION 10,000
    Chris Klug Foundation
    PO Box 64
    Aspen,CO81612
    NONE PC GENERAL DONATION 3,000
    Total .................................bullet 3a 1,569,518
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
             
    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 ............
        18 332,159  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINVESTMENT INCOME - LEXIN CELEBRATION
    531390 53,847 01 90  
    bINVESTMENT INCOME - LEXIN NY 815 INVESTORS 531390 -190,696 01 1,566  
    cINVESTMENT INCOME - KAEF7 531390 -38,851 01 -1,821  
    dINVESTMENT INCOME - LEXIN NASSAU 531390 -826 01    
    eGRANT RECOVERIES         398
    f401K REFUNDS         28,380
    12 Subtotal. Add columns (b), (d), and (e) .. -176,526 567,661 28,778
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    419,913
    (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.)
    11B RETURN OF UNUSED GRANT FUNDS
    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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    RUDD FOUNDATION CO LRICO SERVICES LLC
     
    Employer identification number

    88-6059216
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    RUDD FOUNDATION CO LRICO SERVICES LLC
     
    Employer identification number
    88-6059216
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    LESLIE G RUDD LIVING TRUST
    2416 EAST 37TH STREET NORTH
     
    WICHITA, KS67219

    $ 6,800,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    DARRELL SWANK
    2416 EAST 37TH STREET NORTH
     
    WICHITA, KS67219

    $ 67,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    JEFF SEIDEL
    2416 EAST 37TH STREET NORTH
     
    WICHITA, KS67219

    $ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    RUDD FOUNDATION CO LRICO SERVICES LLC
     
    Employer identification number

    88-6059216
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    RUDD FOUNDATION CO LRICO SERVICES LLC
     
    Employer identification number

    88-6059216
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 20,712 2,071 0 18,641

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

    TY 2021 DepreciationSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    2019 FORD EXPLORER 2019-03   2021-11   35,028 21,000     14,028  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS: FIXED INCOME 1,435,510 1,429,925

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS: EQUITY 2,280,278 3,732,930
    CHARLES SCHWAB 5,021,111 5,180,315

    TY 2021 InvestmentsOtherSchedule2
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LEXIN CELEBRATION LLC AT COST 48 800,000
    LEXIN NY 815 INVESTORS LP AT COST 208,705 2,100,000
    KAYNE ANDERSON ENERGY FUND VII AT COST 196,264 437,616
    GOLDMAN SACHS: OTHER AT COST 225,646 238,026
    LEXIN NASSAU AT COST 1,978,543 2,079,000
    ADVANCED RESEARCH ALPHA FUND AT COST 5,157,000 6,560,022

    TY 2021 LegalFeesSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,418     2,418


    TY 2021 OtherDecreasesSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Description Amount
    UNREALIZED GAIN/LOSS 37,178


    TY 2021 OtherExpensesSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 899 899    
    AUTO EXPENSES 7,061     7,061
    BOOKS & PERIODICALS 45     45
    DUES & SUBSCRIPTIONS 2,144     2,144
    PAYROLL PROCESSING 2,017     2,017
    POSTAGE & DELIVERY 958     958
    SUPPLIES 3,822     3,822
    TELEPHONE 1,783     1,783
    MARKETING & ADVERTISING 9,534     9,534
    PROGRAM EXPENSES 50,764     50,764
    EDUCATION & TRAINING 1,144     1,144
    RECRUITING 202     202
    INSURANCE 4,470     4,470
    SOFTWARE LICENSES 2,679     2,679
    WORKERS COMPENSATION 258     258


    TY 2021 OtherIncomeSchedule2
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT INCOME - LEXIN CELEBRATION 53,937 90  
    INVESTMENT INCOME - LEX NY 815 INVESTORS -189,130 1,566  
    INVESTMENT INCOME - KAEF7 -40,672 -1,821  
    INVESTMENT INCOME - LEXIN NASSAU -826    
    GRANT RECOVERIES 398    
    401K REFUND 28,380    


    TY 2021 OtherLiabilitiesSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Description Beginning of Year - Book Value End of Year - Book Value
    LEXIN CELEBRATION COMMERCIAL 836,318 782,381


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 49,794 49,794 0 0
    CONSULTING FEES 1,276 0 0 1,276


    TY 2021 SubstantialContributorsSch
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Name Address
    LESLIE G RUDD LIVING TRUST 2416 EAST 37TH STREET NORTH
    WICHITA,KS67219


    TY 2021 TaxesSchedule
    Name:
    RUDD FOUNDATION CO LRICO SERVICES LLC
    EIN:
    88-6059216
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 453 453 0 0
    STATE INCOME TAX 300 0 0 0
    PAYROLL TAXES 17,101 0 0 17,101