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
Thomas A & Sharon K Ruder Foundation
 
% Thomas A Ruder
Number and street (or P.O. box number if mail is not delivered to street address)3000 E MORGAN AVE PO Box 2482 STE S
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EVANSVILLE, IN477280482
A Employer identification number

35-2063035
B Telephone number (see instructions)

(812) 479-5551
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$3,057,460J 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) 54,486
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 95,793 95,793  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 102,557
b Gross sales price for all assets on line 6a 1,040,229
7 Capital gain net income (from Part IV, line 2)... 102,557
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
-2,183    
12 Total. Add lines 1 through 11........ 250,653 198,350  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
49      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,846      
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
552    
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
548      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,995 0   0
25 Contributions, gifts, grants paid....... 154,654 154,654
26 Total expenses and disbursements. Add lines 24 and 25 159,649 0   154,654
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 91,004
b Net investment income (if negative, enter -0-) 198,350
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......... 89,208 994 994
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)   115,629 115,629
b Investments—corporate stock (attach schedule)....... 2,693,013 Click to see attachment
List of Attached Documents:
// Content
2,507,296 		2,679,250
c Investments—corporate bonds (attach schedule)....... 9,930 Click to see attachment
List of Attached Documents:
// Content
259,930 		261,587
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)..........      
14 Land, buildings, and equipment: basis right arrow2,759
Less: accumulated depreciation (attach schedule) right arrow1,655 1,655 Click to see attachment
List of Attached Documents:
// Content
1,104 		 
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,793,806 2,884,953 3,057,460
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
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,793,806 2,884,953
29 Total net assets or fund balances (see instructions)..... 2,793,806 2,884,953
30 Total liabilities and net assets/fund balances (see instructions). 2,793,806 2,884,953
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
2,793,806
2
Enter amount from Part I, line 27a .....................
2
91,004
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
143
4
Add lines 1, 2, and 3 ..........................
4
2,884,953
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,884,953
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 B RILEY FINL P 2023-12-20 2023-12-21
b BNY MELLON CORP P 2022-08-08 2023-03-10
c DOW INC P 2022-09-13 2023-01-12
d FIRST FINL BK P 2023-05-31 2023-12-11
e FRANCHISE GRP PERPTL P 2023-01-31 2023-08-22
JACKSON FINL INC P 2022-07-22 2023-03-13
JACKSON FINL INC P 2022-09-07 2023-03-13
KENVUE INC P 2023-07-27 2023-08-25
KEYCORP P 2023-01-25 2023-05-04
KNIFE RIVER HLDG P 2022-06-10 2023-06-09
MBIA INC P 2022-08-08 2023-02-22
MS PFD E PERPTL P 2023-01-12 2023-05-31
NRG ENERGY INC P 2023-01-25 2023-10-03
NEOGEN CORP P 2022-08-26 2023-01-30
NET LEASE OFFICE PPTYS P 2023-11-02 2023-11-07
NET LEASE OFFICE PPTYS P 2023-11-02 2023-12-13
RADIAN GROUP P 2023-01-25 2023-05-04
VICI PROPERTIES INC P 2022-05-02 2023-03-28
VITESSE ENERGY P 2023-07-21 2023-08-24
UBS GROUP AG P 2022-04-18 2023-01-20
CITIGROUP INC P 2021-04-19 2023-05-04
CITIGROUP INC P 2021-07-14 2023-05-04
DOW INC P 2021-10-06 2023-01-12
FIDELITY NATL INFO SVCS P 2020-11-11 2023-02-10
KEYCORP P 2021-02-11 2023-05-04
KEYCORP P 2022-02-17 2023-05-04
MDU RESOURCES GRP P 2022-06-10 2023-07-26
MICROSOFT CORP P 2019-07-26 2023-01-25
MICROSOFT CORP P 2019-10-31 2023-01-25
MICROSOFT CORP P 2021-02-22 2023-01-25
MICROSOFT CORP P 2021-02-22 2023-01-25
PEOPLES BANCORP P 2022-04-12 2023-12-18
PRICE TR ROWE GRP P 2022-08-29 2023-09-06
PROCTER GAMBLE CO P 2017-05-05 2023-01-18
STATE STREET CORP P 2018-04-24 2023-02-01
STATE STREET CORP P 2019-04-30 2023-02-01
VICI PROPERTIES INC P 2022-01-03 2023-03-28
ASSURED GUARANTY P 2020-02-19 2023-07-19
ASSURED GUARANTY P 2021-05-10 2023-07-19
ASSURED GUARANTY P 2022-03-04 2023-07-19
(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 13,980   13,834 146
b 19,084   17,512 1,572
c 11,612   9,714 1,898
d 75,000   75,000  
e 12,500   11,065 1,435
18,481   13,401 5,080
18,481   15,348 3,133
5   5  
6,866   14,404 -7,538
5,179   4,075 1,104
13,440   11,420 2,020
12,635   12,700 -65
18,791   16,304 2,487
13,406   13,955 -549
3   3  
241   149 92
11,761   10,635 1,126
15,683   14,764 919
11,535   11,893 -358
201,460   167,161 34,299
8,973   14,440 -5,467
13,459   20,341 -6,882
17,418   17,420 -2
7,472   14,268 -6,796
8,583   18,930 -10,347
8,583   26,320 -17,737
11,135   9,265 1,870
71,408   42,014 29,394
80,274   48,227 32,047
6,710   6,585 125
89,141   87,481 1,660
9,982   9,020 962
11,116   11,855 -739
29,247   17,260 11,987
9,155   10,085 -930
27,464   20,147 7,317
31,366   29,884 1,482
59,300   46,640 12,660
29,650   24,513 5,137
29,650   29,635 15
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       146
b       1,572
c       1,898
d        
e       1,435
      5,080
      3,133
       
      -7,538
      1,104
      2,020
      -65
      2,487
      -549
       
      92
      1,126
      919
      -358
      34,299
      -5,467
      -6,882
      -2
      -6,796
      -10,347
      -17,737
      1,870
      29,394
      32,047
      125
      1,660
      962
      -739
      11,987
      -930
      7,317
      1,482
      12,660
      5,137
      15
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 2 102,557
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 46,801
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 2,757
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 2,757
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 2,757
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,080
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 3080 7 3,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1
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 10 322
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow322 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowIN
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowNONE
14
The books are in care ofright arrowTHOMAS A RUDER Telephone no.right arrow (812) 479-5551

Located atright arrow3000 E MORGAN AVE STE CEVANSVILLEIN ZIP+4right arrow477114484
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 arrow2021, 2020, 2019, 2018
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
THOMAS A RUDER PRESIDENT
004.00 		0    
PO BOX 2482
EVANSVILLE,IN47728
SHARON K RUDER SECRETARY
002.00 		0    
PO BOX 2482
EVANSVILLE,IN47728
BRYAN A RUDER VICE PRESIDENT
002.00 		0    
PO BOX 2075
EVANSVILLE,IN47728
Robert C Kozsan TREASURER
002.00 		0    
PO BOX 2482
Evansville,IN47728
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  
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 arrow  
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 N/A 0
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
2,920,604
b
Average of monthly cash balances.......................
1b
4,678
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,925,282
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
 
3
Subtract line 2 from line 1d.........................
3
2,925,282
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
43,879
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,881,403
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
144,070
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
144,070
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,757
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,757
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
141,313
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
141,313
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
141,313
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
154,654
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
154,654
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 7 141,313
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 9,994
b From 2019...... 2,515
c From 2020...... 32,981
d From 2021...... 8,560
e From 2022...... 14,259
f Total of lines 3a through e ........ 68,309
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 154,654
a Applied to 2022, but not more than line 2a  
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 2023 distributable amount..... 141,313
e Remaining amount distributed out of corpus 13,341
5 Excess distributions carryover applied to 2023.    
(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 81,650
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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 ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		9,994
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		71,656
10 Analysis of line 9:
a Excess from 2019.... 2,515
b Excess from 2020.... 32,981
c Excess from 2021.... 8,560
d Excess from 2022.... 14,259
e Excess from 2023.... 13,341
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).)
THOMAS A RUDER
SHARON K RUDER
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.
NA
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THOMAS A RUDER
PO BOX 2482
EVANSVILLE,IN477280482
(812) 479-5551
bThe form in which applications should be submitted and information and materials they should include:
NO FORMAL APPLICATION PROCESS
cAny submission deadlines:
NO FORMAL DEADLINE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO FORMAL RESTRICTIONS
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

USI Foundation

8600 University Blvd
Evansville,IN47712 		    Education 1,000

Big Blue Booster

320 SE Martin Luther King Blvd
Evansville,IN47713 		    General Fund 100

EVSC Foundation

951 Walnut St
Evansville,IN47713 		    Education 1,000

Youth Resources Inc

PO Box 718
Evansville,IN47705 		    Education 50

Vanderburgh Cmnty Foundation

123 NW 4th St Ste 32
Evansville,IN47708 		    General Fund 100

UE Foundation

1800 Lincoln Ave
Evansville,IN47714 		    Education 11,000

Evansville Junior Football

901 S Barker Ave
Evansville,IN47712 		    General Fund 1,500

UE Foundation

1800 Lincoln Ave
Evansville,IN47714 		    General Fund 604

Boys Scouts of America

3501 E Lloyd Express Way
Evansville,IN47715 		    General Fund 1,500

IVY Tech Foundation

50 W Fall Creek Park
Indianapolis,IN46208 		    Education 1,000

Hope of Evansville

612 SE 4th St
Evansville,IN47713 		    General Fund 2,000

Voices Incorp

2425 Highway 41
Evansville,IN47714 		    General Fund 3,000

EVSC Foundation

951 Walnut St
Evansville,IN47713 		    Education 10,000

Hanover College

PO Box 108
Hanover,IN47724 		    Education 15,000

Ark Crisis Center

415 Lincoln Ave
Evansville,IN47713 		    General Fund 10,000

US Ski Foundation

PO Box 100
Park City,UT84060 		    General Fund 200

UE Foundation

1800 Lincoln Ave
Evansville,IN47714 		    Education 1,000

USI Foundation

8600 University Blvd
Evansville,IN47712 		    Education 1,000

YWCA

118 Vine St
Evansville,IN47708 		    General Fund 1,000

Evansville African American Museum

579 S Garvin St
Evansville,IN47713 		    General Fund 20,000

Big Brother Big Sister SW In

320 SE Martin Luther
Evansville,IN47713 		    General Fund 5,000

Meals on Wheels

3700 Bellemeade Ave
Evansville,IN47714 		    General Fund 500

Hanover College

PO Box 108
Hanover,IN47724 		    Education 68,100
Total .................................right arrow 3a 154,654
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 95,793  
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 .....       2,183  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 102,557  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   196,167  
13Total. Add line 12, columns (b), (d), and (e)..................
13
196,167
(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: 23017665
Software Version: 23.1.0.0
Part VI Line 7 - Tax Paid with the Original Return: 3,080


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
2023
Name of the organization
Thomas A & Sharon K Ruder Foundation
 
Employer identification number

35-2063035
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Thomas A & Sharon K Ruder Foundation
  		Employer identification number
35-2063035
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
Thomas A Ruder
3000 E Morgan Ave
 
Evansville, IN47711

$ 51,405


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Sharon K Ruder
3000 E Morgan Ave
 
Evansville, IN47711

$ 1,081


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Sharon K Ruder
3000 E Morgan Ave
 
Evansville, IN47711

$ 0


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
Stifel Charitable
501 N Brodway St
 
St Louis, IN63102

$ 2,000


(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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Thomas A & Sharon K Ruder Foundation
  		Employer identification number

35-2063035
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Thomas A & Sharon K Ruder Foundation
  		Employer identification number

35-2063035
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) (2023)
Additional Data


Software ID: 23017665
Software Version: 23.1.0.0

TY 2023 AccountingFeesSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes

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

TY 2023 DepreciationSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
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
MACBOOK PRO MID 2012 2013-03-23 1,994 3,590            
HP Elite Book x360 G7 2020-12-16 2,760 1,104 Straight Line 0000000005.000000000000 552      

TY 2023 InvestmentsCorpBondsSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Name of Bond End of Year Book Value End of Year Fair Market Value
APPALACHIAN POWER SR NT 037735CM7 7.00 2038-04-01 9,930 11,587
MORGAN STANLEY BANK CD 61690U3B4 5.25 2024-03-15 100,000 100,000
STEARNS BANK CD 857894J42 5.40 2024-03-22 150,000 150,000

TY 2023 InvestmentsCorpStockSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
3000 shares of BANK AMERICA CORP BAC 88,580 101,010
1200 shares of CISCO SYSTEMS CSCO 64,064 60,624
2400 shares of PFIZER INC PFE 83,080 69,096
314 shares of AMERICAN INTL GROUP AIG 19,391 21,274
600 shares of BAXTER INTL BAX 30,094 23,196
1700 shares of MERCK CO INC MRK 110,314 185,334
600 shares of CARLYLE GROUP CG 21,392 24,414
3800 shares of INTEL CORP INTC 169,600 190,950
12 shares of APPLE INC AAPL 2,155 2,310
211 shares of VANGUARD MID CAP ETF VO 32,971 49,087
350 shares of AMGEN INC AMGN 70,292 100,807
300 shares of BERKSHIRE HATHAWAY CL BRK B 53,109 106,998
600 shares of GILEAD SCIENCE GILD 44,903 48,606
475 shares of ORACLE CORP ORCL 38,278 50,079
200 shares of VANGUARD LARGE CAP ETF VV 19,516 43,630
2000 shares of HUNTINGTON BANCSHARES HBAN 26,150 25,440
250 shares of VANGUARD MID CAP GROWTH ETF VOT 30,572 54,893
600 shares of BANK NEW YORK MELLON BK 31,648 31,230
400 shares of BRISTOL MYERS SQUIBB CO BMY 26,576 20,524
1100 shares of CNA FINANCIAL CNA 47,299 46,541
900 shares of WELLS FARGO WFC 42,540 44,298
200 shares of WP CAREY WPC 16,569 12,962
600 shares of UGI CORP UGI 19,302 14,760
3432 shares of TRUIST FINANCIAL CORP TFC 178,991 126,709
200 shares of WILLIAMS COS WMB 7,145 6,966
800 shares of OCCIDENTAL PETROLEUM OXY 51,056 47,768
500 shares of HEWLETT PACKARD ENTERPRISE HPE 8,200 8,490
100 shares of GLOBAL PAYMENTS GPN 19,220 12,700
500 shares of HARTFORD FINANCIAL HIG 28,505 40,190
500 shares of FIDELITY NATIONAL FINL FNF 23,520 25,510
500 shares of PNC FINANCIAL SERVICE PNC 71,902 77,425
500 shares of NORTHWEST BANCSHARES NWBI 6,170 6,240
1000 shares of NISOURCE INC NI 29,945 26,550
200 shares of MEDTRONIC PLC MDT 21,715 16,476
500 shares of INVESCO SP 500 GARP SPGP 52,568 58,824
400 shares of SPDR SP MID CAP 400 ETF MDY 125,321 202,952
600 shares of SCHWAB US DIVIDEND EQUITY ETF SCHD 42,838 45,678
200 shares of VANGUARD MID CAP VALUE ETF VOE 17,780 29,002
100 shares of VANGUARD VALUE ETF VTV 25,679 29,900
800 shares of CITIZENS FINANCIAL CFG 33,015 26,512
400 shares of FIFTH THIRD BANCORP FITB 14,016 13,796
1000 shares of FIRST HORIZON CORP FHN 18,369 14,160
1800 shares of LINCOLN NATIONAL LNC 104,879 48,546
300 shares of METLIFE MET 18,463 19,839
1570 shares of ORGANONA OGN 53,070 22,639
3000 shares of WESTERN UNION CO WU 57,825 35,760
500 shares of PACIFIIC GAS ELEC PFD PCG.A 9,665 10,405
500 shares of ELANCO ANIMAL HEALTH ELAN 7,694 7,450
100 shares of ABBVIE INC ABBV 14,291 15,497
1000 shares of EASTERN BANKSHARES EBC 14,500 14,200
200 shares of EVERSOURCE ENERGY ES 14,826 12,344
500 shares of FEDERATED HERMES INC FHI 21,333 16,930
100 shares of GOLDMAN SACHS GS 34,698 38,577
795 shares of KENVUE INC KVUE 17,178 17,117
500 shares of KRAFT HEINZ KHC 20,170 18,490
82 shares of MICROSOFT CORP 30,287 30,835
1000 shares of OLD NATIONAL BANCORP ONB 17,170 16,890
700 shares of ASSURED GUARANTY AGO 51,990 52,381
500 shares of ELLINGTON FINL CUML PFD SER B EFC.B 9,995 9,825
700 shares of FIRST HORIZON PFD SER C FHN.C 15,987 16,443
300 shares of JACKSON FINL PFD SER A JXN.A 6,433 7,572
1000 shares of KEYCORP PFD SER H KEY.L 21,450 21,460
300 shares of MIDLAND STATE BANCORP PFD MSBIP 7,715 7,290
800 shares of NISOURCE INC PERPT PFD NI.B 19,220 19,968
1600 shares of PACIFIC GAS ELEC PFD SER D PCG.D 26,047 27,182
500 shares of SYNCHRONY FINL PFD SER A SYF.A 9,770 8,625
300 shares of TRIUMPH FIN PERPTL PFD TFINP 7,370 6,345
40 shares of US BANCORP PFD SER A USB.A 30,920 32,729

TY 2023 LandEtcSchedule2
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
HP ELITE BOOK X360 G7 2,759 1,655 1,104  


TY 2023 LegalFeesSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 49      


TY 2023 OtherExpensesSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
US Post Office 69      
Office Expense 479      


TY 2023 OtherIncomeSchedule2
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Return of CAPITAL WPC WMB PCG.A PCG.D -2,336    
NLOP Net Lease Office Property Spin Off from WPC Carey 153    


TY 2023 OtherIncreasesSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Description Amount
NLOP WPC ACTUAL 142.89 143


TY 2023 OtherProfessionalFeesSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


TY 2023 SubstantialContributorsSch
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Name Address
THOMAS A RUDER PO BOX 2482
EVANSVILLE,IN477280482
SHARON K RUDER PO BOX 2482
EVANSVILLE,IN477280482


TY 2023 TaxesSchedule
Name:
Thomas A & Sharon K Ruder Foundation
EIN:
35-2063035
Software ID:
23017665
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 5      
Federal Taxes Prior Year 761      
Federal Current Year Tax Payments 3,080