2025-12-04T19:50:20-08:00 2025-11-30 Charles E Taylor PC 1311-A Dolley Madison Boulevard Sui McLean VA 22101 990PF 2024-12-01 471591625 Ruda Foundation Inc RUDA 7035061405 2406 Barbour Road Falls Church VA 22043 David E Morine President 7037599314 2025-12-04 true true Charles E Taylor P00962235 7035061405 2024 2025-03-06 01:10:19Z X 1300772 X 100000 18649 18649 18649 20481 36973 20481 3726 139130 39130 22375 9349 2401 7308 280 280 354 1025 1025 161 161 11169 2562 8613 38825 38825 49994 2562 47438 89136 36568 22375 9771 652 652 594989 693243 1300120 604760 693895 1300772 0 X 604760 693895 604760 693895 604760 693895 604760 89136 693896 1 693895 226.732 Vanguard Equity Income Fund P 2022-01-01 2024-12-23 20000 16492 3508 3508 Capital Gain Dividends 16973 20481 3726 508 508 508 508 508 X 0 0 false false false false false false false true true VA true false true false false true N/A David E Morine 7037599314 9314 Georgetown Pike Great Falls VA 22066 false false false false true false false false false false false false false false false false false false false false false false David E Morine 9314 Georgtown Pike Great Falls VA 22066 President 1.00 0 1025 Ruth S Morine 9314 Georgetown Pike Great Falls VA 22066 Secretary/Treas 1.00 0 Charles E Taylor 2406 Barbour Road Falls Church VA 22043 Asst Secretary 1.00 9349 NONE NONE 1164741 20819 0 1185560 0 1185560 17783 1167777 58389 58389 508 508 57881 57881 57881 47438 47438 57881 47438 47438 47438 0 57881 David E Morine X Pocono Heritage Land Trust Inc 700 Sarah Street Stroudsburg PA 18360 None PC Protect riparian land in Monroe County 10250 Kezar Lake Watershed Association PO Box 88 Lovell ME 04051 None PC General charitable purposes 1000 Washington National Cathedral 3101 Wisconsin Avenue NW Washington DC 20016 None PC General charitable purposes 500 Truro Conservation Trust PO Box 327 North Truro MA 02652 None PC Land acquisition 250 South Alabama Land Trust 11401 US-98 Fairhope AL 36532 None PC Land acquisition around the Weeks Bay Watershed 3000 Deerfield Academy 7 Boydon Lane Deerfield MA 01342 None General educational purposes 250 Francis Ouimet Scholarship Fund Inc 300 Arnold Palmer Boulevard Norton MA 02766 None PC General charitable purposes 275 Langley High School 6520 Georgetown Pike McLean VA 22101 None GOV Track team support 300 Truro News Inc PO Box 727 Truro MA 02666 None PC General charitable purposes 1000 Cape Fear River Watch 617 Surry Street Wilmington NC 28401 None PC General charitable purposes 10000 Wellesley College 106 Central Street Wellesley MA 02481 None PC General educational purposes 250 Greater Washington Educational Tele 3939 Campbell Avenue Arlington VA 22206 None PC General charitable purposes 250 The Kimberley School Foundationm In 141 Center Street Kimberly ID 83341 None PC General educational purposes 250 Realize Impact 271 Winslow Way East 11548 Bainbridge Island WA 98110 None PC General charitable purposes 6000 Amazon Conservation Team 4211 North Fairfax Drive Arlington VA 22203 None PC General charitable purposes 5000 Deschutes Land Trust 210 NW Irving Street Unit 102 Bend OR 97703 None PC General charitable purposes 250 38825 14 18649 18 20481 39130 39130 false false false false false false false false false false X X 1 Chas Schwab Co Inc Cust fbo DEM 211 Main Street San Francisco CA 94105 40000 X 2 Merrill Lynch Custodian IRA fbo DEM PO Box 43247 Jacksonville FL 32231 40000 X 3 The Lufkin Family Foundation 711 Fifth Avenue 10th Floor New York NY 10022 20000 X Norman Havan Datury, LLC 280 0 0 280 Rounding Difference 1 Postage 11 11 State Incorporation Fee 25 25 Tax Software Preparation Fees 125 125 The $9.64 penalty is imposed because the excise tax was $8 over the $500 threshold below which no penalty is imposed. It is difficult to estimate the exact amount of investment income and the allocation of investment expenses that the foundation will have prior to the end of the foundation's tax year. The foundation needed about $720 more of investment expenses (about 2% of net investment income) than it finally incurred or that much less in investment income. Taxpayer believes that there is reasonable cause to waive this penalty because the penalty exceeds the underpayment that triggered the penalty ($508 - $500 = $8) and the foundation reasonably concluded earlier in the tax year that its net investment income would not exceed the $500 threshold for which it was required to have made estimated excise tax payments. Lufkin Family Foundation 711 Fifth Avenue 10th Floor New York NY 10022 Federal Excise Tax Payment 354