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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$5,975,712J 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 3,742 3,742  
4 Dividends and interest from securities... 253,080 140,325  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 112,068
b Gross sales price for all assets on line 6a 861,869
7 Capital gain net income (from Part IV, line 2)... 162,063
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
1,143 957  
12 Total. Add lines 1 through 11........ 370,033 307,087  
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
16,676 8,338   8,338
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,950 36,950   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,149 1,149   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
2,320 0   2,320
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,095 46,437   10,658
25 Contributions, gifts, grants paid....... 315,000 315,000
26 Total expenses and disbursements. Add lines 24 and 25 372,095 46,437   325,658
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,062
b Net investment income (if negative, enter -0-) 260,650
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 125,544 122,003 122,003
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) 138,614 Click to see attachment
List of Attached Documents:
// Content
158,836 		158,836
b Investments—corporate stock (attach schedule)....... 4,328,172 Click to see attachment
List of Attached Documents:
// Content
4,934,939 		4,934,939
c Investments—corporate bonds (attach schedule)....... 55,794 Click to see attachment
List of Attached Documents:
// Content
50,483 		50,483
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).......... 800,466 Click to see attachment
List of Attached Documents:
// Content
709,451 		709,451
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) 5,448,590 5,975,712 5,975,712
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........ 5,448,590 5,975,712
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)..... 5,448,590 5,975,712
30 Total liabilities and net assets/fund balances (see instructions). 5,448,590 5,975,712
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
5,448,590
2
Enter amount from Part I, line 27a .....................
2
-2,062
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
529,184
4
Add lines 1, 2, and 3 ..........................
4
5,975,712
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,975,712
Form 990-PF (2024)
Form 990-PF (2024)
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 860,023   699,806 160,217
b 1,846     1,846
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       160,217
b       1,846
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 2 162,063
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 3,623
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 3,623
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 3,623
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,424
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 6,424
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 2,801
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,801 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
5,921,820
b
Average of monthly cash balances.......................
1b
144,560
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,066,380
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,066,380
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,996
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,975,384
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
298,769
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
298,769
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,623
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,623
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
295,146
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
295,146
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
295,146
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
325,658
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
325,658
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 295,146
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 319,449
b From 2020...... 90,762
c From 2021...... 20,411
d From 2022...... 55,560
e From 2023...... 68,569
f Total of lines 3a through e ........ 554,751
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 325,658
a Applied to 2023, 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 2024 distributable amount..... 295,146
e Remaining amount distributed out of corpus 30,512
5 Excess distributions carryover applied to 2024. 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 5 585,263
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		319,449
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		265,814
10 Analysis of line 9:
a Excess from 2020.... 90,762
b Excess from 2021.... 20,411
c Excess from 2022.... 55,560
d Excess from 2023.... 68,569
e Excess from 2024.... 30,512
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 CHARITABLE OPERATION EXPENSES 20,000

EAA CHAPTER 838

3333 NORTH GREEN BAY ROAD
RACINE,WI54305 		N/A PC AVIATION SCHOLARSHIP PROGRAM 5,000

FELLOW MORTALS WILDLIFE HOSPITAL

W4632 PALMER RD
LAKE GENEVA,WI53147 		N/A PC CHARITABLE OPERATION EXPENSES 5,000

MAYO CLINIC - ALIX SCHOOL OF MEDICINE

200 1ST ST SW
ROCHESTER,MN55905 		N/A PC CHARITABLE OPERATION EXPENSES 25,000

NAVIGATOR CHURCH - NEXT STEPS

5550 TECH CENTER DR STE 303
COLORADO SPRINGS,CO80919 		N/A PC CHARITABLE OPERATION EXPENSES 10,000

PEPPERDINE UNIVERSITY

24255 PACIFIC COAST HWY
MALIBU,CA90263 		N/A PC CHARITABLE OPERATION EXPENSES 100,000

PRAIRIE SCHOOL

4050 LIGHTHOUSE DRIVE
WIND POINT,WI53402 		N/A PC CHARITABLE OPERATION EXPENSES 60,000

RACINE ZOO

200 GOOLD ST
RACINE,WI53402 		N/A PC CHARITABLE OPERATION EXPENSES 20,000

UNITED WAY OF RACINE COUNTY

2000 DOMANIK DRIVE
RACINE,WI53404 		N/A PC CHARITABLE OPERATION EXPENSES 20,000

WISCONSIN HUMANE SOCIETY RACINE

4500 W WISCONSIN AVE
MILWAUKEE,WI53208 		N/A PC CHARITABLE OPERATION EXPENSES 50,000
Total .................................right arrow 3a 315,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 3,742  
4 Dividends and interest from securities ....     14 253,080  
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 .....     01 923  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 112,068  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    01 220  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 370,033 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
370,033
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 13,676 6,838   6,838
BOOKKEEPING FEES 3,000 1,500   1,500

TY 2024 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 US BANCORP 9,206 9,206
7000 SH ANHEUSER-BUSCH INBEV FINANCE INC 6,480 6,480
10000 SH BP CAPITAL MARKETS PLC 9,759 9,759
10000 SH WELLS FARGO & CO 9,756 9,756
15000 SH JPMORGANCHASE&CO 15,282 15,282

TY 2024 InvestmentsCorpStockSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Name of Stock End of Year Book Value End of Year Fair Market Value
60 SH PLYMOUTH INDL REIT INC (PLYM) 1,077 1,077
11 SH MATERION CORP COM (MTRN) 1,081 1,081
14 SH INSMED INC (INSM) 959 959
20 SH INDEPENDENT BK MASS (INDB) 1,302 1,302
5 SH CABOT CORP (CBT) 410 410
22 SH BWX TECHNOLOGIES INC COM (BWXT) 2,494 2,494
27 SH STIFEL FINANCIAL CORPORATION(SF) 2,855 2,855
65 SH ELEMENT SOLUTIONS INC (ESI) 1,668 1,668
20 SH GODADDY INC (GDDY) 2,389 2,389
8 SH BILL HOLDINGS INC (BILL) 659 659
17 SH BELDEN INC (BDC) 1,886 1,886
13 SH NEUROCRINE BIOSCIENCES INC(NBIX) 1,743 1,743
13 SH ADVANCED ENERGY IND INC (AEIS) 1,455 1,455
20 SH INTEGER HOLDINGS CORP (ITGR) 2,650 2,650
46 SH UNITED BANKSHARES INC W VA (UBSI) 1,730 1,730
44 SH POTLATCHDELTIC CORP (PCH) 1,741 1,741
22 SH NBT BANCORP (NBTB) 1,067 1,067
3 SH MURPHY USA INC COM (MUSA) 1,357 1,357
13 SH MUELLER INDUS INC (MLI) 1,024 1,024
6 SH MONGODB INC CL A (MDB) 1,397 1,397
32 SH GITLAB INC CLASS A 1,803 1,803
4 SH HUBSPOT, INC. 2,562 2,562
51 SH GLACIER BANCORP INC NEW (GBCI) 2,562 2,562
108 SH CVB FINCL CP (CVBF) 2,312 2,312
16 SH ADDUS HOMECARE CORP COM (ADUS) 2,006 2,006
6 SH VIKING THERAPEUTICS INC (VKTX) 252 252
320 SH VERRA MOBILITY CORPORATION (VRRM) 776 776
106 SH VERIZON COMMUNICATIONS (VZ) 4,239 4,239
17 SH VALVOLINE INC COM (VVV) 611 611
85 SH AMICUS THERAPEUTICS INC (FOLD) 804 804
5 SH TYLER TECHNOLOGIES INC (TYL) 2,883 2,883
9 SH SPROUTS FARMERS MARKET INC (SFM) 1,113 1,113
7 SH INSTALLED BLDG PRODS INC (IBP) 1,153 1,153
4 SH COHERENT CORP (COHR) 412 412
22 SH AOSMITH CORP (AOS) 1,501 1,501
33 SH NY TIMES CL A COMMON (NYT) 1,718 1,718
11 SH WINTRUST FIN CORP (WTFC) 1,346 1,346
6 SH WINGSTOP INC (WING) 1,765 1,765
11 SH KNIFE RIV HLDG CO (KNF) 2,439 2,439
30 SH LAKELAND FINCL (LKFN) 2,074 2,074
27 SH GIBRALTAR INDUSTRIESINC(ROCK) 1,293 1,293
5 SH LINCOLN ELEC HLDGS INC (LECO) 914 914
15 SH PLEXUS CORP (PLXS) 2,351 2,351
5 SH BUILDERS FIRSTSOURCE INC (BLDR) 878 878
29 SH BRINK'S COMPANYCOM (BCO) 2,740 2,740
28 SH FORMFACTOR INC (FORM) 1,236 1,236
22 SH FEDERAL SIGNAL CORP (FSS) 2,020 2,020
17 SH LANTHEUS HODGS INC COM (LNTH) 1,598 1,598
33 SH LEONARDO DRS INC (DRS) 1,071 1,071
15 SH IMMUNOCORE HOLDINGS LTD (IMCR) 620 620
12SH STANDEX INTERNATIONAL CORP (SXI) 2,330 2,330
21 SH SOUTHSTATE CORP COM (SSB) 2,089 2,089
35 SH TAPESTRY INC (TPR) 2,293 2,293
3 SH HUBBELL INC (HUBB) 1,448 1,448
9 SH ICF INTL INC(ICFI) 1,040 1,040
9 SH SAREPTA THERAPEUTICS INC (SRPT) 1,084 1,084
21 SH LATTICE SEMICONDUCTOR (LSSC) 1,195 1,195
28 SH SPRINGWORKS THERAQUETICS INC (SWTX) 1,018 1,018
42 SH COMMERCE BANCSHARES (CBSH) 2,617 2,617
18 SH CONMED CORP (CNMD) 1,237 1,237
31 SH AMERICAN WATER WORKS CO (AWK) 3,870 3,870
61 SH AMER INTL GP INC NEW (AIG) 4,450 4,450
63 SH XCEL ENERGY INC (XEL) 4,254 4,254
275 SH MICHELIN COMPAGNIE GENERALE DE(MGDDY) 4,528 4,528
36 SH ATMOS ENERGY CP (ATO) 5,014 5,014
48 SH XYLEM INC COM (XYL) 5,569 5,569
6 SH ELASTIC N V (ESTC) 604 604
43 SH CAPITAL ONE FINANCIALCORP (COF) 7,668 7,668
39 SH MERCK AND CO INC NEW COM (MRK) 3,909 3,909
15 SH ADOBE INC(ADBE) 6,670 6,670
28 SH PROCTER & GAMBLE (PG) 4,694 4,694
6 SH TEXAS ROADHOUSE INC CL A (TXRH) 1,165 1,165
9 SH TELEDYNE TECH INC (TDY) 4,143 4,143
29 SH BLACKSTONE INC (BX) 5,042 5,042
24 SH HONEYWELL INTL INC (HON) 5,421 5,421
30889 SH LOOMISSAYLESBOND INST(LSBDX) 71,621 71,621
30889 SH LORD ABBETT SHT DURATION INC I (LLDYX) 119,232 119,232
8263 SH KOPERNIK GLB ALL CAP INSTL (KGGIX) 90,651 90,651
10628 SH HARDING LOEVNER INTL EQTY INST (HLMIX) 260,501 260,501
13134 SH GQG PARTNERS EMRG MKTS EQ INS (GQGIX) 217,242 217,242
3123 SH EDGEWOOD GROWTH INSTL (EGFIX) 138,415 138,415
8895 SH BLACKSTONE ALT MULTI-STRAT INST (BXMIX) 95,264 95,264
3412 SH DIAMOND HILL LONG-SHORT I (DHLSX) 92,603 92,603
931 SH COHEN AND STEERS GLB RLTY FOC I (CSSPX) 47,530 47,530
854 SH BLACKROCK BATS: SERIES S PTF (BRASX) 7,851 7,851
10155 SH BLACKROCK BATS:SERIES M PTF (BRAMX) 83,578 83,578
7009 SH BLACKROCK BATS:SERIES C PTF (BRACX) 62,459 62,459
6657 SH AMERICAN BEACAH LTARGETRISKY(AHTYX)) 71,431 71,431
25 SH ECOLAB INC (ECL) 5,858 5,858
7 SH HOULIHAN LOKEY INC CL A (HLI) 1,249 1,249
19 SH AMGEN INC (AMGN) 4,952 4,952
29 SH CONFLUENT INC CLASS A (CFLT) 802 802
15 SH CONSTELLATION BRANDS INC CL A (STZ) 3,315 3,315
3 SH MADRIGAL PHARMACEUTICALS INC (MDGL) 822 822
17 SH PARKER HANNIFIN CORP (PH) 10,813 10,813
75 SH MICROCHIP TECHNOLOGY INC (MCHP) 4,301 4,301
10 SH MARTIN MARIETTA MATERIALS (MLM) 5,629 5,629
54 SH AVIENT CORPORATION (AVNT) 2,193 2,193
17 SH AMERIPRISE FINCL INC (AMP) 9,051 9,051
2 SH LENNOX INTL INC (LII) 1,395 1,395
7 SH PATRICK INDUSTRIES (PATK) 617 617
48 SH LENNAR CORPORATION (LEN) 6,546 6,546
4 SH MODINE MFG CO (MOD) 434 434
384 SH MITSUBISHI UFJ FINCL GRP ADS(MUFG) 4,500 4,500
16 SH DOCUSIGN INC (DOCU) 1,405 1,405
8 SH DECKERS OUTDOOR CORP (DECK) 1,709 1,709
22 SH DANAHER CORPORATION (DHR) 5,050 5,050
91 SH CADENCE BANK (CADE) 3,124 3,124
36 SH QUALCOMM INC(QCOM) 5,530 5,530
19 SH MICROSOFT CORP (MSFT) 7,841 7,841
46 SH RPM INC(RPM) 5,661 5,661
17 SH LOWES COMPANIES INC (LOW) 4,287 4,287
104 SH U S BANCORP COM NEW (USB) 4,974 4,974
31 SH OSHKOSH CORP (OSK) 2,947 2,947
37 SH MEDTRONIC PLC SHS (MDT) 2,956 2,956
112 SH CORTEVAINC(CTVA) 6,380 6,380
70 SH COCA COLA CO (KO) 4,358 4,358
57 SH SONY CORP ADR (SONY) 6,031 6,031
26 SH PNC FINL SVCS GP (PNC) 5,014 5,014
31 SH CULLEN FROST BANKERS INC (CFR) 4,162 4,162
12 SH CRINETICS PHARMACEUTICALS INC (CRNX) 616 616
162 SH COTERRA ENERGY INC (CTRA) 4,137 4,137
16 SH GENL DYNAMICS CORP (GD) 4,216 4,216
19 SH ANSYSINC (ANSS) 6,409 6,409
50 SH EQUITY LIFESTYLE PROPERTIES (ELS) 3,321 3,321
51 SH ALCON INC (ALC) 4,329 4,329
48 SH MATADOR RES CO (MTDR) 2,683 2,683
1531 SH VANGUARD TTL STK MKT ETF (VTI) 443,699 443,699
1949 SH VANGUARD INTLEQUITY INDEX FD (VEU) 111,892 111,892
103 SH OLD NATL BANCORP IND (ONB) 2,236 2,236
299 SH VANGUARD VALUE ETF 59,594 59,594
184 SH SPDR S&P DIVIDEND ETF 24,306 24,306
493 SH SPDR PORTFOLIO S&P 600 22,146 22,146
35 SH SPDR BLOOMBERG 3,200 3,200
232 SH SPDR US FINANCIAL SECTOR 11,213 11,213
103 SH SECTOR SPDR ENERGY 9,505 9,505
762 SH QUADRATIC INT RTE VO 13,518 13,518
1804 SH JANUS HENDERSON MORTG 79,701 79,701
558 SH JANUS DETROIT STREET TR 15,141 15,141
2918 SH SPDR PORTFOLIO SHORT TER 85,025 85,025
435 SH COMM SERVICES SELECT 27,494 27,494
120 SH CONSUMER DISCRETIONARY 28,941 28,941
1015 SH VANGUARD FTSE ALL WORLD 45,756 45,756
682 SH VANGUARD MSCI PACIFIC 54,843 54,843
293 SH TECHNOLOGY SELECT (SELECT SECTOR SPDR TR) 60,688 60,688
1114 SH SPDR US FINANCIAL SECTOR 53,840 53,840
446 SH SECTOR SPDR CONSMRS STPL 26,885 26,885
151 SH ISHARES CORE MSCI EUROPE 9,177 9,177
539 SH ISHARES 3-7 YEAR 62,513 62,513
94 SH ISHARES US BROKER-DEAL 13,545 13,545
524 SH ISHARES 20+ YEAR 35,718 35,718
349 SH ISHARES 7-10 YEAR 32,542 32,542
69 SH ISHARES EXPANDED 6,908 6,908
456 SH HEALTH CARE SELECT SPDR 50,763 50,763
77 SH JP MORGAN EXCHANGE 12,424 12,424
650 SH VANGUARD SHORT-TERM 50,706 50,706
933 SH ISHARES EDGE MSCI - INTERNATIONAL 18,263 18,263
2168 SH ISHARES TR CORE MSCI EAF 131,378 131,378
1873 SH ISHARES INC CORE MSCI 88,976 88,976
173 SH ISHARES 20+ YEAR 11,257 11,257
705 SH WOLFSPEED 19,056 19,056
260 SH SCHWAB SHORT-TERM US 12,704 12,704
252 SH VANGUARD SMALL CAP VALUE ETF 50,324 50,324
187 SH VANGUARD SMALL CAP GROWTH ETF 48,450 48,450
2366 SH VANGUARD VALUE ETF 329,289 329,289
502 SH ISHARES MSCI CHINA 53,177 53,177
267 SH ISHARES MSCI EUROZONE 10,714 10,714
644 SH ISHARES 10-20 YEAR 40,115 40,115
150 SH ISHARES TR S&P GLOBAL 17,795 17,795
266 SH ISHARES S&P GLBL HEALTH 18,312 18,312
710 SH GRANITESHARES GOLD 18,382 18,382
280 SH FIDELITY MSCI INFORMATION 51,766 51,766
172 SH FIDELITY COVINGTON TRUST 16,763 16,763
6617 SH ARES CAPITAL CORP 144,846 144,846
26611 SH NUVEEN REAL ASSET INCOME 322,791 322,791
5110 SH BLACKROCK LIQUIDITY FUND 5,110 5,110
569 SH VANGUARD INTERMEDIATE-TERM 27,417 27,417
954 SH VANGUARD GROWTH ETF 265,144 265,144
6 SH ASBURY AUTOMOTIVE GROUP INC (ABG) 1,351 1,351
101 SH JANUS INTERNATIONAL GROUP INC (JBI) 745 745
20 SH EQT CORPORATION COM NEW (EQT) 907 907
19 SH BRAZE INC CL A (BRZE) 807 807
37 SH LAZBOY INCORPORATED (LZB) 1,612 1,612
16 SH ONE GAS INC(OGS) 1,082 1,082
8 SH SELECTIVE INSURANCE GROUP (SIGI) 768 768
13 SH TIDEWATER INC NEW (TDW) 697 697
3 SH TOPBUILD CORP COM (BLD) 1,031 1,031
38 SH THE SIMPLY GOOD FOODS COMPANY(SMPL) 1,481 1,481
23 SH CENTERSPACE (CSR) 1,492 1,492
26 SH CBIZ INC (CBZ) 2,129 2,129
22 SH ARCOSA INC(ACA) 2,080 2,080
5 SH MANHATTAN ASSOC INC (MANH) 1,447 1,447
77 SH MAGNOLIA OIL & GAS CORP CL A (MGY) 1,806 1,806
64 SH TOTALENERGIES SE SPONSORED ADS (TTE) 3,479 3,479
5 SH ARGENX SE ADR (ARGX) 3,075 3,075
4 SH CURTISS WRIGHT CORP (CW) 1,479 1,479
12 SH HYATT HOTELS CORP COM CL A (H) 1,887 1,887
20 SH FULLER H B & COMPANY (FUL) 1,434 1,434
15 SH INARI MEDINC(NARI) 1,003 1,003
18 SH OXFORD INDUSTRIESINC(OXM) 1,446 1,446
28 SH ABM INDUSTRIES INCORPORATED (ABM) 1,433 1,433
38 SH JFROG LTD 1,118 1,118
13 SH EXPEDIA GROUP INC (EXPE) 2,410 2,410
19 SH EXL SERVICE HLDGS INC (EXLS) 855 855
17 SH ETSY INC COM (ETSY) 939 939
324 SH VANGUARD SCOTTSDALE 26,006 26,006
32 SH CENTRAL GARDEN & PET CO CL A (CENTA) 1,058 1,058
17 SH ESCO TECHNOLOGIES(ESE) 2,265 2,265
10 SH AVIDITY BIOSCIENCES INC (RNA) 284 284
16 SH ENTEGRIS INC (ENTG) 1,584 1,584
11 SH MGE ENERGY INC(MGEE) 1,034 1,034
33 SH IDEAYA BIOSCIENCES INC (IDYA) 1,363 1,363
11 SH ICU MEDICAL INC (ICUI) 1,630 1,630
13 SH POWER INTEGRATIONS INC (POWI) 802 802
5 SH EMCOR GROUP INC(EME) 2,076 2,076
15 SH RAMBUS INC(DEL) (RMBS) 799 799
17 SH PROCORE TECHNOLOGIES INC (PCOR) 1,291 1,291
6 SH PROCEPT BIOROBOTICS CORP (PRCT) 491 491
41 SH CHEWY INC CL A (CHWY) 1,377 1,377
35 SH CHAMPIONX CORPORATION (CHX) 952 952
12 SH CHAMPION HOMES INC (SKY) 1,059 1,059
6 SH NORDSON CP (NDSN) 1,255 1,255
6 SH LANCASTER COLONY CRP (LANC) 1,052 1,052
14 SH CASELLA WASTE SYS INC CL A (CWST) 1,497 1,497
7 SH HAMILTON LANE CL A (HLNE) 1,094 1,094
18 SH HAEMONETICS CORP (HAE) 1,467 1,467
14 SH GRACO INC (GGG) 1,180 1,180
8 SH DOXIMITY INC CL A (DOCS) 420 420
6 SH DORMAN PRODUCTS, INC (DORM) 741 741
15 SH DOLBY CLA A COM STK (DLB) 1,172 1,172
11 SH KNIGHT-SWIFT TRANSN HLDGS CL A (KNX) 612 612
26 SH ACI WORLDWIDE INC (ACIW) 1,350 1,350
18 SH OPTION CARE HEALTH INC (OPCH) 416 416
15 SH XENON PHARMACEUTICALS INC (XENE) 607 607
3 SH APPLIED IND TECH INC (AIT) 721 721

TY 2024 InvestmentsGovtObligationsSch
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
US Government Securities - End of Year Book Value:

158,836
US Government Securities - End of Year Fair Market Value:

158,836
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256 SH IRONWOOD INSTIT MS LLC FMV 318,972 318,972
15336 SH BLACKSTONE PRIVATE FMV 390,479 390,479

TY 2024 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 1,250 0   1,250
DUES & SUBSCRIPTION 1,070 0   1,070


TY 2024 OtherIncomeSchedule2
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 923 957 923
EXCISE TAX REFUND 220   0


TY 2024 OtherIncreasesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Description Amount
PRIOR PERIOD ADJUSTMENT-BRING TO FMV 311,147
UNREALIZED GAIN 218,037


TY 2024 OtherProfessionalFeesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 36,950 36,950   0


TY 2024 TaxesSchedule
Name:
RUUD FAMILY FOUNDATION INC
EIN:
39-1915760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,149 1,149   0