Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
RUUD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 081188
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RACINE, WI53408
A Employer identification number

39-1915760
B Telephone number (see instructions)

(262) 884-6907
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,759,775J 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 right arrow.............
3 Interest on savings and temporary cash investments 7,439 7,716  
4 Dividends and interest from securities... 174,334 180,523  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -15,926
b Gross sales price for all assets on line 6a 1,042,722
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
51 51  
12 Total. Add lines 1 through 11........ 165,898 188,290  
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
List of Attached Documents:
// Content
16,325 7,875   8,450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
38,737 38,737   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,263 2,863   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
List of Attached Documents:
// Content
2,078 0   2,078
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,403 49,475   10,528
25 Contributions, gifts, grants paid....... 334,387 334,387
26 Total expenses and disbursements. Add lines 24 and 25 403,790 49,475   344,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -237,892
b Net investment income (if negative, enter -0-) 138,815
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 229,361 125,544 125,544
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 124,623 Click to see attachment
List of Attached Documents:
// Content
138,614 		128,965
b Investments—corporate stock (attach schedule)....... 4,012,754 Click to see attachment
List of Attached Documents:
// Content
3,885,101 		4,170,129
c Investments—corporate bonds (attach schedule)....... 51,464 Click to see attachment
List of Attached Documents:
// Content
55,794 		52,341
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,271,605 Click to see attachment
List of Attached Documents:
// Content
1,243,537 		1,282,796
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,689,807 5,448,590 5,759,775
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,689,807 5,448,590
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 5,689,807 5,448,590
30 Total liabilities and net assets/fund balances (see instructions). 5,689,807 5,448,590
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,689,807
2
Enter amount from Part I, line 27a .....................
2
-237,892
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,451,915
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,325
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,448,590
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
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 1,033,342   1,056,021 -22,679
b 9,380     9,380
c
d
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       -22,679
b       9,380
c
d
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 -13,299
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 1,930
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 1,930
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 1,930
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,400
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 8,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 46
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,424
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,424 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowWI
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowCHRISTOPHER A RUUD Telephone no.right arrow (262) 884-6907

Located atright arrowPO BOX 081188RACINEWI ZIP+4right arrow53408
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHRISTOPHER A RUUD PRESIDENT/TREASURER
1.00 		0 0 0
PO BOX 081188
RACINE,WI53408
CHANTIL F RUUD VICE PRESIDENT
0.10 		0 0 0
PO BOX 081188
RACINE,WI53408
THEODORE O SOKOLY SECRETARY
0.10 		0 0 0
PO BOX 081188
RACINE,WI53408
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
5,497,167
b
Average of monthly cash balances.......................
1b
153,102
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,650,269
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,650,269
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
84,754
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,565,515
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
278,276
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
278,276
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,930
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,930
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
276,346
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
276,346
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
276,346
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
344,915
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
344,915
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 276,346
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 404,227
b From 2019...... 319,449
c From 2020...... 90,762
d From 2021...... 20,411
e From 2022...... 55,560
f Total of lines 3a through e ........ 890,409
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 344,915
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 276,346
e Remaining amount distributed out of corpus 68,569
5 Excess distributions carryover applied to 2023. 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 5 958,978
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		404,227
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		554,751
10 Analysis of line 9:
a Excess from 2019.... 319,449
b Excess from 2020.... 90,762
c Excess from 2021.... 20,411
d Excess from 2022.... 55,560
e Excess from 2023.... 68,569
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CHRISTOPHER A RUUD
CHANTIL F RUUD
THEODORE O SOKOLY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALL SAINTS FOUNDATION - WOW WOMEN OF WORTH

3805 B SPRING STREET
RACINE,WI53405 		N/A PC GENERAL OPERATIONS 20,000

EAA CHAPTER 838 AVIATION SCHOLARSHIP PROGRAM

3333 NORTH GREEN BAY ROAD
RACINE,WI54305 		N/A PC GENERAL OPERATIONS 5,000

FELLOW MORTALS WILDLIFE HOSPITAL

W4632 PALMER RD
LAKE GENEVA,WI53147 		N/A PC GENERAL OPERATIONS 5,000

MAYO CLINIC - ALIX SCHOOL OF MEDICINE

200 1ST ST SW
ROCHESTER,MN55905 		N/A PC GENERAL OPERATIONS 25,000

NAVIGATOR CHURCH - NEW HORIZONS

5550 TECH CENTER DR STE 303
COLORADO SPRINGS,CO80919 		N/A PC GENERAL OPERATIONS 10,000

PEPPERDINE UNIVERSITY

24255 PACIFIC COAST HWY
MALIBU,CA90263 		N/A PC GENERAL OPERATIONS 100,000

PRAIRIE SCHOOL

4050 LIGHTHOUSE DRIVE
WIND POINT,WI53402 		N/A PC GENERAL OPERATIONS 60,000

RACINE ZOO

200 GOOLD ST
RACINE,WI53402 		N/A PC GENERAL OPERATIONS 20,000

UNITED WAY OF RACINE COUNTY

2000 DOMANIK DRIVE
RACINE,WI53404 		N/A PC GENERAL OPERATIONS 20,000

WISCONSIN HUMANE SOCIETY RACINE

4500 W WISCONSIN AVE
MILWAUKEE,WI53208 		N/A PC GENERAL OPERATIONS 50,000

YOUTH FOR CHRIST

3001 CARPENTER AVE
RACINE,WI53403 		N/A PC GENERAL OPERATIONS 19,387
Total .................................right arrow 3a 334,387
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 7,439  
4 Dividends and interest from securities ....     14 174,334  
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 -15,926  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INVESTMENT INCOME 		    01 51  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 165,898 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
165,898
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 15,750 7,875   7,875
BOOKKEEPING FEES 575 0   575

TY 2023 InvestmentsCorpBondsSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Name of Bond End of Year Book Value End of Year Fair Market Value
9000 SH CITIGROUP INC 8,894 9,003
9000 SH WELLS FARGO & CO 9,036 8,553
9000 SH BPCAPITALMARKETSPLC 9,105 8,662
7000 SH ANHEUSER-BUSCHINBEVFINANCEINC 7,870 6,844
12000 SH JPMORGANCHASE&CO 11,852 10,392
9000 SH USBANCORP 9,037 8,887

TY 2023 InvestmentsCorpStockSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Name of Stock End of Year Book Value End of Year Fair Market Value
173 SH ISHARES 20+ YEAR 18,273 17,106
114 SH ISHARES MBS ETF 9,889 10,725
1873 SH ISHARES INC CORE MSCI 99,498 94,736
2168 SH ISHARES TR CORE MSCI EAF 142,665 152,519
260 SH SCHWAB SHORT-TERM US 12,566 12,597
252 SH VANGUARD SMALL CAP VALUE ETF 41,921 45,352
187 SH VANGUARD SMALL CAP GROWTH ETF 41,838 45,211
2366 SH VANGUARD VALUE ETF 326,715 353,717
954 SH VANGUARD GROWTH ETF 242,690 296,580
66 SH VANGUARD SHORT TERM BOND 5,030 10,470
569 SH VANGUARD INTERMEDIATE-TERM 37,875 33,753
26611 SH NUVEEN REAL ASSET INCOME 390,030 311,881
705 SH WOLFSPEED 24,671 30,674
710 SH GRANITESHARES GOLD 14,355 14,477
798 SH INV E S. CO EXCHANGE-TRADED 25,380 31,040
266 SH ISHARES S&P GLBL HEALTH 22,279 23,068
150 SH ISHARES TR S&P GLOBAL 8,984 8,894
644 SH ISHARES 10-20 YEAR 73,641 69,719
267 SH ISH A R. ES MSCI EUROZONE 12,322 12,666
502 SH ISHARES MSCI CHINA 23,937 20,451
933 SH ISHARES EDGE MSCI - INTERNATIONAL 21,399 23,588
361 SH ISHARES INC MSCI 19,131 20,003
40 SH ISH A R. ES GLOBAL INDUSTRIA 4,569 5,097
77 SH JP MORGAN EXCHANGE 20,468 22,321
558 SH JANUS DETROIT STREET TR 28,011 28,067
1804 SH JAN U .S HENDERSON MORTG 80,559 82,876
762 SH QUA D . RATIC INT RTE VO 15,758 15,758
103 SH SECTOR SPDR ENERGY 9,505 8,636
232 SH SPD R . US FINANCIAL SECTOR 7,784 8,723
299 SH VANGUARD VALUE ETF 42,526 44,701
98 SH VANGUARD MSCI EUROPEAN 5,593 6,319
809 SH WISDOMTREE 40,741 40,644
86 SH ISHARES US AEROSPACE ETF 8,933 10,888
184 SH SPDR S&P DIVIDEND ETF 23,350 22,994
79 SH SPDR S&P GLOBAL NATURAL 4,441 4,475
493 SH SPD R . PORTFOLIO S&P 600 19,145 20,795
435 SH COMM SERVICES SELECT 26,524 31,607
120 SH CONSUMER DISCRETIONARY 18,829 21,457
456 SH HEALTH CARE SELECT SPDR 59,123 62,189
349 SH ISH A R. ES 7-10 YEAR 32,413 33,640
524 SH ISHARES 20+ YEAR 54,064 51,813
539 SH ISHARES 3-7 YEAR 63,548 63,133
471 SH ISHARES TREASURY FLOATIN 23,748 23,771
151 SH ISHARES CORE MSCI EUROPE 7,597 8,308
446 SH SECTOR SPDR CONSMRS STPL 32,449 32,125
172 SH SECTOR SPDR UTILITIES 11,527 10,893
293 SH TECHNOLOGY SELECT (SELECT SECTOR SPDR TR) 41,085 56,397
682 SH VANGUARD MSCI PACIFIC 46,015 49,124
1015 SH VANGUARD FTSE ALL WORLD 54,961 56,982
334 SH VANGUARD INTERMDIATE-TERM 28,592 27,148
213 SH VANGUARD LONG-TERM CORP 17,229 17,072
35 SH CHAMPIONXCORPORATION(CHX) 246 1,022
15 SH RAMBUS INC(DEL) (RMBS) 249 1,032
13 SH VERACYTE INCCOM (VCYT) 313 358
6 SH EMCORGROUP INC(EME) 319 1,495
13 SH POWERINTEGRATIONS INC(POWI) 331 1,067
5 SH ICUMEDICAL INC(ICUI) 424 453
11 SH MGE ENERGY INC(MGEE) 428 795
21 SH ENTEGRISINC(ENTG) 434 2,516
1 SH DECKER OUTDOOR CORPORATION (DECK) 462 946
6 SH NORDSON CP (NDSN) 464 1,585
5 SH LANCASTERCOLONYCRP (LANC) 473 831
14 SH CASELLAWASTESYSINCCLA(CWST) 493 1,209
9 SH IRHYTHMTECHNOLOGIESINC(IRTC) 527 963
13 SH XENON PHARMACEUTICALS INC (XENE) 547 599
6 SH SHOCKWAVE MED INC(SWAV) 558 1,106
16 SH OPTION CARE HEALTH INC (OPCH) 566 555
26 SH ACI WORLDWIDE INC (ACIW) 569 796
6 SH ROKU INC COM CL A (ROKU) 572 556
11 SH KNIGHT-SWIFT TRANSN HLDGS CL A (KNX) 573 635
7 SH VERALTO CORP (VLTO) 237 576
15 SH DOLBYCLAACOMSTK(DLB) 591 1,293
14 SH GRACOINC(GGG) 599 1,215
14 SH SKYLINE CORP (SKY) 603 1,040
17 SH ESCO TECHNOLOGIES(ESE) 641 1,990
26 SH CENTRALGARDEN&PETCOCLA(CENTA) 642 1,145
27 SH ADAPTHEALTHCORPCLA(AHCO) 654 197
77 SH MAGNOLIAOIL&GASCORPCLA(MGY) 657 1,645
10 SH RITCHIE BROTHERS AUCTIONEERS(RBA) 658 669
17 SH ARCOSA INC(ACA) 669 1,419
29 SH CBIZ INC(CBZ) 687 1,809
13 SH AMNHEALTHCARESVCSINC(AMN) 691 973
38 SH THE SIMPLY GOOD FOODS COMPANY(SMPL) 699 1,505
9 SH SELECTIVE INSURANCE GROUP (SIGI) 427 922
16 SH ONE GAS INC(OGS) 737 997
37 SH LAZBOYINCORPORATED(LZB) 752 1,366
14 SH BRAZE INC CL A (BRZE) 772 769
20 SH EQT CORPORATION COM NEW (EQT) 776 760
5 SH TOPBUILD CORP COM (BLD) 778 1,871
5 SH ARGENXSEADR(ARGX) 779 1,902
4 SH CURTISS WRIGHT CORP (CW) 784 915
33 SH OUTSET MED INC COM 814 178
17 SH ETSYINCCOM (ETSY) 829 1,405
5 SH NEXSTAR MEDIA GROUP INC 853 784
38 SH JFROG LTD 855 1,315
28 SH ABM INDUSTRIESINCORPORATED(ABM) 864 1,255
18 SH OXFORD INDUSTRIESINC(OXM) 869 1,800
13 SH INARI MEDINC(NARI) 879 860
7 SH MOLINA HEALTHCARE INC(MOH) 931 2,529
20 SH FULLERHB&COMPANY(FUL) 941 1,628
17 SH NVENT ELECTRIC PLC (NVT) 944 998
6 SH KARUNA THERAPEUTICS INC 957 1,899
21 SH COGNEXCORP (CGNX) 958 877
17 SH HYATTHOTELSCORPCOMCLA(H) 959 2,217
61 SH OLD NATL BANCORP IND (ONB) 964 1,023
6 SH ASBURY AUTOMOTIVE GROUP INC (ABG) 971 1,251
17 SH PULTE GROUP INC (PHM) 971 1,793
23 SH ATRICURE INCCOM (ATRC) 975 815
5 SH LINCOLN ELEC HLDGS INC (LECO) 977 1,021
27 SH GIBRALTAR INDUSTRIESINC(ROCK) 980 2,104
17 SH FORWARDAIRCORP (FWRD) 1,003 1,069
21 SH GUARDANTHEALTH INC(GH) 1,015 568
11 SH RAYMOND JAMES FINCL INC (RJF) 1,031 1,227
216 SH RENAISSANCE RE HOLDINGS LTD (RNR) 1,088 989
15 SH PLEXUS CORP (PLXS) 1,034 1,624
22 SH LAKELANDFINCL (LKFN) 1,045 1,463
6 SH WINGSTOP INC (WING) 1,047 1,539
33 SH NYTIMES CL A COMMON(NYT) 1,063 1,617
22 SH AOSMITH CORP (AOS) 1,066 1,814
25 SH COHERENT CORP (COHR) 1,077 1,081
9 SH INSTALLED BLDG PRODS INC (IBP) 1,115 1,576
24 SH KNIFE RIV HLDG CO (KNF) 1,134 1,588
48 SH PEBBLEBROOK HOTEL TR COM (PEB) 1,138 759
23 SH BRINK'SCOMPANYCOM (BCO) 1,138 2,005
20 SH LATTICE SEMICONDUCTOR 1,146 1,380
9 SH SAREPTA THERAPEUTICS INC (SRPT) 1,157 860
14 SH ICF INTL INC(ICFI) 1,159 1,877
16 SH ARES MANAGEMENT CORP CL A (ARES) 1,164 1,903
3 SH HUBBELL INC (HUBB) 1,164 1,137
35 SH TAPESTRY INC (TPR) 1,175 1,292
21 SH SOUTH ST CORP COM (SSB) 1,182 1,773
16 SH STANDEX INTERNATIONAL CORP (SXI) 1,191 2,513
19 SH PERFICIENT INC (PRFT) 1,197 1,251
8 SH REGAL REXNORD CORPORATION (RRX) 1,198 1,184
21 SH IMMUNOCORE HOLDINGS LTD (IMCR) 1,198 1,436
77 SH LEONARDO DRS INC (DRS) 1,206 1,544
26 SH LANTHEUS HODGS INC COM (LNTH) 1,210 1,637
32 SH FEDERAL SIGNAL CORP (FSS) 1,128 2,456
33 SH FORMFACTOR INC (FORM) 1,231 1,384
5 SH LITHIAMOTORS INCA(LAD) 1,239 1,646
20 SH SPRINGWORKS THERAQUETICS INC (SWTX) 1,262 730
129 SH AMICUS THERAPEUTICS INC (FOLD) 1,267 1,831
113SH NEUROCRINE BIOSCIENCES INC(NBIX) 1,268 1,683
25 SH APELLIS PHARMACEUTICALS, INC. (APLS) 1,339 1,476
22 SH BELDEN INC (BDC) 1,343 1,700
17 SH ROYAL CARIBBEAN GROUP COM (RCL) 1,368 2,201
20 SH GODADDYINC. (GDDY) 1,391 2,123
61 SH ELEMENT SOLUTIONS INC (ESI) 1,406 1,419
22 SH BWX TECHNOLOGIES INC COM (BWXT) 1,406 1,688
31 SH INDEPENDENTBKMASS(INDB) 1,407 2,032
15 SH MATERION CORP COM (MTRN) 1,431 1,952
60 SH PLYMOUTH INDL REIT INC (PLYM) 1,439 1,456
26 SH STIFEL FINANCIAL CORPORATION(SF) 1,479 1,823
16 SH BIOMARIN PHARMAC SE (BMRN) 1,507 1,588
20 SH INTEGERHOLDINGSCORP (ITGR) 1,530 1,982
41 SH UNITED BANKSHARES INC W VA (UBSI) 1,538 1,540
16 SH ADDUS HOMECARE CORP COM (ADUS) 1,606 1,486
103 SH CVBFINCLCP (CVBF) 1,606 2,080
46 SH GLACIERBANCORP INCNEW(GBCI) 1,620 1,891
5 SH HUBSPOT, INC. 1,643 2,903
14 SH MODIVCARE INC (MODV) 1,644 616
32 SH GITLAB INC CLASS A 1,681 2,015
6 SH MONGODB INC CL A (MDB) 1,718 2,453
35 SH POTLATCHDELTIC CORP (PCH) 1,742 1,719
5 SH TYLER TECHNOLOGIES INC (TYL) 1,763 2,091
40 SH COMMERCEBANCSHARES(CBSH) 1,807 2,136
46 SH AVIENTCORPORATION(AVNT) 1,829 1,912
22 SH DANAHERCORPORATION(DHR) 1,885 5,089
384 SH MITSUBISHI UFJ FINCL GRP ADS(MUFG) 1,886 3,306
86 SH CADENCE BANK (CADE) 1,937 2,539
48 SH LENNARCORPORATION(LEN) 1,966 7,154
17 SH AMERIPRISEFINCL INC(AMP) 2,089 6,457
14 SH MARTINMARIETTAMATERIALS(MLM) 2,285 6,985
75 SH MICROCHIPTECHNOLOGYINC(MCHP) 2,511 6,764
17 SH PARKER HANNIFIN CORP (PH) 2,581 7,832
36 SH QUALCOMM INC(QCOM) 2,625 5,207
25 SH MICROSOFT CORP (MSFT) 2,675 9,401
46 SH RPM INC(RPM) 2,690 5,135
51 SH ALCONINC(ALC) 2,751 3,984
50 SH EQUITYLIFESTYLEPROPERTIES(ELS) 2,795 3,518
19 SH ANSYSINC(ANSS) 2,849 6,895
16 SH GENLDYNAMICSCORP (GD) 2,861 4,155
162 SH COTERRA ENERGY INC (CTRA) 2,872 4,134
31 SH CULLENFROSTBANKERSINC(CFR) 2,944 3,363
26 SH PNC FINL SVCS GP (PNC) 3,034 4,026
57 SH SONY CORP ADR (SONY) 3,067 5,357
70 SH COCACOLACO(KO) 3,284 4,125
112 SH CORTEVAINC(CTVA) 3,293 5,367
37 SH MEDTRONICPLCSHS(MDT) 3,435 3,048
31 SH OSHKOSH CORP (OSK) 3,437 3,361
104 SH U S BANCORP COM NEW (USB) 3,453 4,501
17 SH LOWES COMPANIES INC (LOW) 3,503 3,703
15 SH CONSTELLATION BRANDS INC CL A (STZ) 3,557 3,626
19 SH AMGENINC(AMGN) 3,662 5,472
45 SH SYSCO CORP (SYY) 3,700 3,300
9 SH TELEDYNE TECH INC (TDY) 3,752 3,984
28 SH PROCTER&GAMBLE(PG) 3,754 4,103
15 SH ADOBEINC(ADBE) 3,757 8,949
39 SH MERCK AND CO INC NEW COM (MRK) 3,782 4,284
20 SH AUTODESK INC DELAWARE (ADSK) 3,857 4,870
43 SH CAPITALONEFINANCIALCORP (COF) 3,887 5,638
48 SH XYLEM INC COM (XYL) 3,947 5,489
36 SH ATMOS ENERGY CP (ATO) 3,969 4,172
275 SH MICHELIN COMPAGNIE GENERALE DE(MGDDY) 3,975 4,930
63 SH XCEL ENERGY INC (XEL) 4,200 3,900
29 SH CROWN CASTLE INTL CORP (CCI) 4,613 3,341
48 SH BLACKSTONE INC 5,356 6,284
24 SH HONEYWELL INTL INC (HON) 5,516 5,033
25 SH ECOLAB INC (ECL) 6,427 7,710
6028 SH AMERICANBEACAHLTARGETRISKY(AHTYX)) 69,168 63,593
6330 SH BLACKROCKBATS:SERIESCPTF (BRACX) 67,354 58,043
9149 SH BLACKROCKBATS:SERIESMPTF (BRAMX) 85,921 77,038
770 SH BLACKROCK BATS: SERIES S PTF (BRASX) 7,086 7,022
828 SH COHEN AND STEERS GLB RLTY FOC I (CSSPX) 40,109 43,065
3220 SH DIAMOND HILL LONG-SHORT I (DHLSX) 80,047 86,712
8162 SH BLACKSTONEALTMULT-STRAT INST(BXMIX) 84,583 86,023
3769 SH EDGEWOODGROWTH INSTL (EGFIX) 93,790 164,864
1313 SH GQGPARTNERSEMRGMKTSEQINS(GQGIX) 159,868 208,048
9399 SH HARDINGLOEVNERINTLEQTYINST(HLMIX) 257,887 243,912
6929 SH KOPERNIKGLBALLCAP INSTL (KGGIX) 57,669 80,728
27794 SH LORD ABBETT SHT DURATION INC I (LLDYX) 110,781 107,005
5536 SH LOOMISSAYLESBOND INST(LSBDX) 71,392 64,438

TY 2023 InvestmentsGovtObligationsSch
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
US Government Securities - End of Year Book Value:

138,614
US Government Securities - End of Year Fair Market Value:

128,965
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
9655 SH BLACKSTONE REAL ESTATE AT COST 103,502 138,344
15336 SH BLACKSTONE PRIVATE AT COST 396,000 386,951
1531 SH VANGUARDTTLSTKMKTETF (VTI) AT COST 333,759 363,184
1872 SH VANGUARD INTLEQUITYINDEXFD(VEU) AT COST 109,312 105,095
244 SH IRONWOOD INSTIT MS LLC AT COST 300,964 289,222

TY 2023 OtherDecreasesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Description Amount
PRIOR PERIOD COST BASIS ADJUSTMENTS 3,325


TY 2023 OtherExpensesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 2,078 0   2,078


TY 2023 OtherIncomeSchedule2
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 51 51 51


TY 2023 OtherProfessionalFeesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 38,737 38,737   0


TY 2023 TaxesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,863 2,863   0
FEDERAL EXCISE TAX 1,000 0   0
FEDERAL ESTIMATED TAX 8,400 0   0