2025-11-13T15:00:59-06:00 2024-12-31 351307701 Kruggel Lawton & Company LLC 101 S Main Street Suite 200 Elkhart IN 46516 990PF 2024-01-01 320037914 The Ruthmere Foundation RUTH 5742640330 302 E Beardsley Ave Elkhart IN 46514 George Freese Treasurer 5742640330 2025-11-13 1 1 Gabriel Vervynckt P02099725 5742642247 2025-11-13 2024 2025-03-06 01:10:19Z X 11849900 X 253566 272002 272002 272002 1175 1175 1175 608745 5828031 608745 0 52238 0 52238 1187726 880747 325415 298672 0 0 298672 104852 0 0 104852 24958 0 0 0 5461 2731 0 2730 13149 6575 0 6574 36655 32843 0 3812 34629 0 0 34629 11699 0 0 48711 0 0 48711 12669 0 0 12669 15543 0 0 15543 581046 0 57346 523700 1188044 42149 57346 1051892 5460 5460 1193504 42149 57346 1057352 -5778 838598 268069 175378 46296 46296 288165 150465 150465 8290780 8439784 8439784 511409 178890 314112 332519 332519 2432533 2880836 2880836 11500968 11849900 11849900 0 0 X 9146744 9045921 2354224 2803979 11500968 11849900 11500968 11849900 11500968 -5778 394734 11889924 40024 11849900 Publicly Traded Securities P 5827998 5219286 608712 608712 Capital Gains Dividends P 33 33 33 608745 0 11657 0 11657 0 11657 5880 0 12500 0 18380 0 6723 6723 0 0 0 0 0 0 0 0 0 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 Gregory A Kil 302 E Beardsley Ave Elkhart IN 46514 Director 0.10 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 William Burton 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Constance Fulmer 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Daniel Tychonievich 302 E Beardsley Ave Elkhart IN 46514 Director 0.25 0 0 0 Andrew H Beardsley 302 E Beardsley Ave Elkhart IN 46514 Director 0.10 0 0 0 Rebecca Deptula 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 87252 2600 15000 NONE 0 NONE 0 Ruthmere Museum and Havilah Beardsley House 1057352 0 8260109 366993 2848196 11475298 0 0 11475298 172129 11303169 565158 X 1057352 0 1057352 2006-11-29 X 268069 281389 173064 365371 1087893 227859 239181 147104 310565 924709 1057352 798160 866965 896027 3618504 5989 6136 11892 4285 28302 1051363 792024 855073 891742 3590202 0 0 376772 333281 299401 296912 1306366 0 0 0 0 X First Presbyterian Church 200 E Beardsley Ave Elkhart IN 46514 None PC Exempt Purpose of Organization 4000 WNIT Public Television 300 W Jefferson Blvd South Bend IN 46601 None Public Television Exempt Purpose of Organization 750 Community Foundation of Elkhart County 240 E Jackson Blvd 104 Elkhart IN 46516 None Community Foundation Exempt Purpose of Organization 560 Elkhart Festivals Inc PO Box 2415 Elkhart IN 465150428 None PC Exempt Purpose of Organization 150 5460 0 Photography/Video Fees 650 Weddings 1257 Gift Shop 2456 Ruthmere Museum Tours 18743 Fundraising 174 Programs/Concerts 16117 8055 14 272002 14 1175 14 4786 18 608745 0 886708 47452 934160 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 139126 X 2 Steve and Julie Bachman 24832 Walton Dr S Elkhart IN 46517 5536 X 3 Indiana Arts Commission 100 N Senate Ave N505 Indianapolis IN 46204 19140 X 4 Tom Myers 3345 Greenleaf Blvd Elkhart IN 46514 8200 X 5 Jack and Karen Cittadine 2303 Greenleaf Blvd Elkhart IN 46514 7500 X 6 Indiana Humanities 1500 N Delaware St Indianapolis IN 46202 6750 X 7 Ray and Mary Pat Mathis 51515 Winding Waters Lane Elkhart IN 46514 6000 X 8 Raymond and Teri Stout 8513 Raspberry Lane Charlevoix MI 49720 5000 X 2 6 shares of LAM Research Corporation Common Stock 5536 2024-02-28 Accounting Fees 13149 6575 0 6574 ACCRUED INTEREST FMV 1448 1448 ALPHABET INC FMV 42971 42971 AMAZON.COM INC FMV 38174 38174 APPLE INC FMV 40318 40318 Arista Networks Inc FMV 8842 8842 BAIRD CORE PLUS BOND FUND FMV 212648 212648 BANK OF AMERICA CORP FMV 9933 9933 BERKSHIRE HATHAWAY INC FMV 13145 13145 Boeing Co FMV 7788 7788 BOSTON SCIENTIFIC CORP FMV 6967 6967 BROADCOM INC FMV 20170 20170 CFEC ACCOUNT FUND FMV 2382359 2382359 CHEVRON CORP FMV 5359 5359 Chipotle Mexican Grill Inc FMV 6874 6874 Coca-Cola Co FMV 7783 7783 CONOCOPHILLIPS FMV 8330 8330 Crowdstrike Holdings Inc FMV 11633 11633 CSX Corp FMV 3905 3905 DFA Large Cap International Portfolio FMV 662216 662216 EATON CORP PLC FMV 8297 8297 Eli Lilly & Co FMV 14668 14668 Exxon Mobil Corp FMV 8068 8068 Federated Hermes Gov Tax Mg As FMV 367681 367681 Goldman Sachs Financial Square Treasury FMV 18793 18793 JPMORGAN CHASE & CO FMV 11746 11746 KKR & Co Inc FMV 8135 8135 Linde PLC FMV 4605 4605 Lowe's Cos Inc FMV 5183 5183 MASTERCARD INC FMV 10531 10531 Merck & Co Inc FMV 7163 7163 META PLATFORMS INC FMV 31032 31032 MICROSOFT CORP FMV 54795 54795 Netflix Inc FMV 4457 4457 Nvidia Corp FMV 42033 42033 ORACLE CORP FMV 7665 7665 PALO ALTO NETWORKS INC FMV 7278 7278 Procter & Gamble Co FMV 8718 8718 Salesforce Inc FMV 9027 9027 ServiceNow Inc FMV 8481 8481 Sherwin-Williams Co FMV 5099 5099 TESLA INC FMV 10904 10904 THERMO FISHER SCIENTIFIC INC FMV 8844 8844 TIAA CASH DEPOSIT ACCOUNT FMV 42464 42464 TJK Cos Inc FMV 7611 7611 Uber Technologies Inc FMV 7540 7540 United States Treasury Note 2.500% 02/28/26 FMV 490175 490175 United States Treasury Note 2.750% 02/28/25 FMV 488765 488765 United States Treasury Note 4.000% 01/15/27 FMV 497500 497500 UnitedHealth Group Inc FMV 16693 16693 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND FMV 216001 216001 Vanguard Small-Cap Growth Index Fund FMV 81028 81028 Vanguard Small-Cap Value Index Fund FMV 83565 83565 VISA INC FMV 12010 12010 WALMART INC FMV 10390 10390 Welltower Inc FMV 6554 6554 Zoetis Inc FMV 5703 5703 Vanguard Growth ETF FMV 831962 831962 Vanguard Real Estate ETF FMV 70106 70106 Vanguard Value ETF FMV 686004 686004 DFA Emerging Markets Value Portfolio FMV 378843 378843 IShares MSCI EAFE Small-Cap ETF FMV 72293 72293 iShares J.P. Morgan USD Emerging Markets Bond ETF FMV 4007 4007 PGIM High Yield Fund FMV 38757 38757 SPDR Portfolio TIPS ETF FMV 62743 62743 Accenture PLC FMV 7739 7739 American Express Co FMV 7420 7420 American Tower Corp FMV 5319 5319 ASML Holding NV FMV 8317 8317 Blackstone Inc FMV 6724 6724 Cencora Inc FMV 7190 7190 Cisco Systems Inc FMV 7222 7222 Cloudflare Inc FMV 5922 5922 Colgate-Palmolive Co FMV 7182 7182 Danaher Corp FMV 8034 8034 Duke Energy Corp FMV 5279 5279 GE Aerospace Com FMV 5671 5671 Goldman Sachs Group Inc FMV 8017 8017 Johnson & Johnson FMV 9545 9545 Marriott International Inc FMV 5858 5858 MercadoLibre Inc FMV 6802 6802 Motorola Solutions Inc. FMV 7396 7396 Parker Hannifin Corp FMV 6360 6360 Paypal Holdings Inc FMV 4865 4865 Realty Income Corp FMV 5501 5501 The Southern Co FMV 6174 6174 Teck Resources Ltd FMV 3040 3040 Toll Brothers Inc FMV 3779 3779 United Rentals Inc FMV 4227 4227 Vertiv Holdings Co FMV 3522 3522 Wells Fargo & Co FMV 7516 7516 Monday.com Ltd FMV 6357 6357 Spotify Technology SA FMV 4026 4026 Legal Fees 5461 2731 0 2730 Elkhart Co Community Foundation 2432533 2880836 2880836 Change in CRUT Value 1452 other adjustments on investments 38572 Workers Compensations 2537 0 0 2537 Bank Fees 1634 0 0 1634 Dishonesty and Employee Prac Liability 2696 0 0 2696 Museum Restoration 73 0 0 73 Miscellaneous 19877 0 0 19877 Dues and Subscriptions 8374 0 0 8374 Public Relations 529 0 0 529 Advertising and Promotions 19478 0 0 19478 Office Supplies 17624 0 0 17624 Insurance 46418 0 0 46418 Repairs & Maintenance 36884 0 0 36884 Program Expenses 57346 0 57346 0 Special Projects 367576 0 0 367576 Miscellaneous Revenue 4786 0 4786 Photography/Video Fees 650 650 Weddings 1257 1257 Gift Shop 2456 2456 Ruthmere Museum Tours 18743 18743 Fundraising 174 174 Programs/Concerts 16117 16117 Membership Dues and Assessments 8055 8055 Unrealized Gain 390973 Accrual to Cash Adjustment 3761 Management Fees 36655 32843 0 3812 Taxes 34629 0 0 34629