2024-09-13T09:30:03-05:00 2023-12-31 351307701 Kruggel Lawton & Company LLC 317 W Franklin St Elkhart IN 46516 990PF 2023-01-01 320037914 The Ruthmere Foundation RUTH 5742640330 302 E Beardsley Ave Elkhart IN 46514 George Freese Treasurer 5742640330 2024-09-06 1 1 Gabriel Vervynckt P02099725 5742642247 2024-09-06 2023 2024-08-08 14:25:15Z X 11500968 X 977170 234665 234665 234665 230043 5347642 230043 0 97621 0 97621 1539499 464708 332286 101600 0 0 101600 275097 0 0 275097 29282 0 0 0 2307 1154 0 1153 23853 11927 0 11926 35303 28914 0 6389 30334 0 0 30334 10713 0 0 38812 0 0 38812 12273 0 0 12273 10693 0 0 10693 356495 0 50897 305598 926762 41995 50897 793875 4285 4285 931047 41995 50897 798160 608452 422713 281389 29246 175378 175378 78263 288165 288165 8065505 8290780 8290780 564283 250171 324825 314112 314112 1562954 2432533 2432533 10060793 11500968 11500968 0 0 X 8567692 9146744 1493101 2354224 10060793 11500968 10060793 11500968 10060793 608452 832208 11501453 485 11500968 Publicly Traded Securities P 5303070 5117599 185471 185471 Capital Gains Dividends P 44572 44572 44572 230043 0 5876 0 5876 0 5876 8838 0 0 0 8838 0 2962 2962 0 0 0 0 0 0 0 0 1 0 0 1 1 IN 1 1 0 0 0 1 www.ruthmere.org Ruthmere Headquarters 5742640330 302 E Beardsley Ave Elkhart IN 46514 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Edward A Beardsley 302 E Beardsley Ave Elkhart IN 46514 President 2.00 0 0 0 James A Bridenstine 302 E Beardsley Ave Elkhart IN 46514 First Vice President 0.10 0 0 0 Janet Evanega Rieckhoff 302 E Beardsley Ave Elkhart IN 46514 Second Vice President 0.50 0 0 0 George E Freese 302 E Beardsley Ave Elkhart IN 46514 Treasurer 8.00 0 0 0 Todd Zeiger 302 E Beardsley Ave Elkhart IN 46514 Secretary 0.50 0 0 0 Robert J Deputy 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Joan Beardsley Norris 302 E Beardsley Ave Elkhart IN 46514 Director 0.10 0 0 0 Gregory A Kil 302 E Beardsley Ave Elkhart IN 46514 Director 0.10 0 0 0 Karen Cittadine 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Ann Knoll 302 E Beardsley Ave Elkhart IN 46514 Director 0.10 0 0 0 Michael J Church 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Jackson W Beck 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Colter Cody Combs 302 E Beardsley Ave Elkhart IN 46514 Director 0.10 0 0 0 Thomas Myers 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Bill Burton 302 E Beardsley Ave Elkhart IN 46514 Director 0.10 0 0 0 Constance Fulmer 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Dan Tychonievich 302 E Beardsley Ave Elkhart IN 46514 Director 0.10 0 0 0 William Firstenberger 302 E Beardsley Ave Elkhart IN 46514 Executive Director 40.00 84000 2600 15000 NONE 0 NONE 0 Ruthmere Museum and Havilah Beardsley House 798160 0 7801518 325120 2024049 10150687 0 0 10150687 152260 9998427 499921 X 798160 0 798160 2006-11-29 X 281389 173064 365371 148368 968192 239181 147104 310565 126113 822963 798160 866965 896027 612623 3173775 6136 11892 4285 3635 25948 792024 855073 891742 608988 3147827 0 0 333281 299401 296912 184791 1114385 0 0 0 0 X Greater Elkhart Chamber of Commerce PO Box 428 418 S Main Street Elkhart IN 465150428 None Chamber of Commerce Exempt Purpose of Organization 785 First Presbyterian Church 200 E Beardsley Ave Elkhart IN 46514 None PC Exempt Purpose of Organization 3000 WNIT Public Television PO Box 7034 South Bend IN 466347034 None Public Television Exempt Purpose of Organization 500 4285 0 Photography/Video Fees 100 Weddings 1680 Gift Shop 3242 Ruthmere Museum Tours 17189 Fundraising 45257 Programs/Concerts 19113 11040 14 234665 14 18 230043 0 464708 97621 562329 13 Preservation of the Ruthmere Museum, Havilah Beardsley House and their collections for display and associated programming. 0 0 0 0 0 0 0 0 0 0 X X 1 Community Foundation of Elkhart County PO Box 2932 Elkhart IN 46515 243266 X 2 Douglas and Karen Grant 6162 E Elwood St Syracuse IN 46567 54940 X 3 Connie Fulmer 120 W Lexington Ave Elkhart IN 46514 50190 X 4 Steve and Julie Bachman 24832 Walton Dr S Elkhart IN 46517 15215 X 5 Indiana Arts Commission 100 N Senate Ave N505 Indianapolis IN 46204 14348 X 6 Brian and Laurie Smith 70713 Hilltop Dr Union MI 49130 10940 X 7 Bill Deputy Foundation 4200 Middlebury St Elkhart IN 46516 7000 X 8 Marie Smith 68331 George F Smith Ct Edwardsburg MI 49112 7000 X 9 James Rieckhoff PO Box 1504 Elkhart IN 46515 6000 X 10 Celia and Charles Kirk 19538 Ambersood Dr Bristol IN 46507 5040 X 11 Thomas Deputy 9660 Spruance Ct Indianapolis IN 46256 5000 X 12 Stuart and Paula Barb 1107 Greenleaf Blvd Elkhart IN 46514 5000 X 4 58 shares of Apple Common Stock 15215 2023-09-18 Accounting Fees 23853 11927 0 11926 ACCRUED INTEREST FMV 1410 1410 ADOBE SYSTEMS INC FMV 12529 12529 ADVANCED MICRO DEVICES INC FMV 6486 6486 ALPHABET INC FMV 39812 39812 AMAZON.COM INC FMV 34642 34642 American Electric Power Co Inc FMV 6660 6660 AMETEK INC FMV 6266 6266 Amgen Inc FMV 6336 6336 APPLE INC FMV 40624 40624 Arista Networks Inc FMV 6594 6594 AstraZeneca PLC FMV 8823 8823 BAIRD CORE PLUS BOND FUND FMV 286770 286770 BANK OF AMERICA CORP FMV 9293 9293 Becton Dickinson and Co FMV 8778 8778 BERKSHIRE HATHAWAY INC FMV 17476 17476 BlackRock Inc FMV 4871 4871 Boeing Co FMV 10687 10687 BOSTON SCIENTIFIC CORP FMV 7342 7342 BROADCOM INC FMV 16744 16744 CFEC ACCOUNT FUND FMV 2206685 2206685 CHEVRON CORP FMV 6563 6563 Chipotle Mexican Grill Inc FMV 9148 9148 Coca-Cola Co FMV 5186 5186 CONOCOPHILLIPS FMV 7777 7777 Constellation Brands Inc FMV 6527 6527 Copart Inc FMV 6860 6860 Crowdstrike Holdings Inc FMV 9191 9191 CSX Corp FMV 6171 6171 DFA Large Cap International Portfolio FMV 811705 811705 DOLLAR GENERAL CORP FMV 6526 6526 EATON CORP PLC FMV 7465 7465 Eli Lilly & Co FMV 8161 8161 ENTERGY CORP FMV 10928 10928 EOG Resources Inc. FMV 3991 3991 Exxon Mobil Corp FMV 12497 12497 Federated Hermes Gov Tax Mg As FMV 370265 370265 Fedex Corp FMV 5059 5059 Goldman Sachs Financial Square Treasury FMV 21363 21363 Ingersoll Rand Inc FMV 6574 6574 INTUIT INC FMV 7500 7500 ISHARES CORE MSCI EMERGING MARKETS ETF FMV 324268 324268 Jensen Quality Growth Fund Inc FMV 432853 432853 JPMORGAN CHASE & CO FMV 14118 14118 Keurig Dr Pepper Inc FMV 5298 5298 KKR & Co Inc FMV 6048 6048 Linde PLC FMV 7393 7393 Lowe's Cos Inc FMV 7122 7122 MASTERCARD INC FMV 10236 10236 Merck & Co Inc FMV 12101 12101 META PLATFORMS INC FMV 26901 26901 MICROSOFT CORP FMV 63175 63175 Mondelez International Inc FMV 5577 5577 MORGAN STANLEY FMV 6061 6061 Netflix Inc FMV 6329 6329 NIKE INC FMV 6840 6840 Nvidia Corp FMV 16837 16837 ORACLE CORP FMV 7275 7275 PALO ALTO NETWORKS INC FMV 9436 9436 Philip Morris International Inc FMV 5739 5739 PNC Financial Services Group Inc FMV 10220 10220 Procter & Gamble Co FMV 7913 7913 Prologis Inc FMV 8798 8798 S&P GLOBAL INC FMV 11454 11454 Salesforce Inc FMV 10526 10526 ServiceNow Inc FMV 11304 11304 Sherwin-Williams Co FMV 7174 7174 Stryker Corp FMV 9583 9583 Synopsys Inc FMV 10298 10298 TESLA INC FMV 5467 5467 THERMO FISHER SCIENTIFIC INC FMV 16454 16454 TIAA CASH DEPOSIT ACCOUNT FMV 40227 40227 TJK Cos Inc FMV 8349 8349 Uber Technologies Inc FMV 5972 5972 ULTA BEAUTY INC FMV 8330 8330 United States Treasury Note 2.500% 02/28/26 FMV 482695 482695 United States Treasury Note 2.750% 02/15/24 FMV 488456 488456 United States Treasury Note 2.750% 02/28/25 FMV 489335 489335 UnitedHealth Group Inc FMV 17900 17900 Vanguard Equity Income Fund FMV 350133 350133 Vanguard Federal Money Market Fund FMV 266235 266235 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND FMV 286232 286232 Vanguard Mid-Cap Growth Index Fund/Open-end FMV 181392 181392 Vanguard Mid-Cap Value Index Fund/Open-end fund FMV 328898 328898 Vanguard Small-Cap Growth Index Fund FMV 68260 68260 Vanguard Small-Cap Value Index Fund FMV 63591 63591 Verisk Analytics Inc FMV 8121 8121 VISA INC FMV 13538 13538 WALMART INC FMV 7725 7725 Welltower Inc FMV 7935 7935 Workday Inc FMV 9662 9662 Zoetis Inc FMV 6711 6711 Legal Fees 2307 1154 0 1153 Elkhart Co Community Foundation 1562954 2432533 2432533 other adjustments on investments 485 Workers Compensations 1334 0 0 1334 Bank Fees 1750 0 0 1750 Dishonesty and Employee Prac Liability 2441 0 0 2441 Museum Restoration 2536 0 0 2536 Miscellaneous 58994 0 0 58994 Dues and Subscriptions 5951 0 0 5951 Public Relations 1851 0 0 1851 Advertising and Promotions 21788 0 0 21788 Office Supplies 18871 0 0 18871 Insurance 40061 0 0 40061 Repairs & Maintenance 45706 0 0 45706 Program Expenses 50897 0 50897 0 Special Projects 104315 0 0 104315 Photography/Video Fees 100 100 Weddings 1680 1680 Gift Shop 3242 3242 Ruthmere Museum Tours 17189 17189 Fundraising 45257 45257 Programs/Concerts 19113 19113 Membership Dues and Assessments 11040 11040 Unrealized Gain 823378 Change in CRUT Value 8455 Accrual to Cash Adjustment 375 Management Fees 35303 28914 0 6389 Taxes 30334 0 0 30334