STRATEGY STUDIO / PUBLIC DATA EXPLORER

RAYLIGN WELL-BEING FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
RAYLIGN WELL-BEING FOUNDATION (EIN 20-2029754)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-04
IRS object ID
201111269349100716
Schema version
2010v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-04T10:08:17-00:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line155 Walls DriveAddressLine1
CityFairfieldCity
StateCTState
ZIP Code06824ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202029754EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RayLign FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRAYLNameControl
Phone8008391754Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o Foundation Source 501 SilversidAddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGregory T RogersName
TitlePresidentTitle
Date Signed2011-05-04DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey D HaskellName
Phone8008391754Phone
Date Prepared2011-05-04DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY111478FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2442DividendsRevAndExpnss
Dividends Net Invst Incm2442DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-10478NetGainSaleAssetsRevAndExpnss
Gross Sales Price51058GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses-8035TotalRevenueAndExpenses
Total Net Investment Income2443TotalNetInvestmentIncome
Other Expenses Rev And Expnss2871OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps2871OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2871TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2871TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss32500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps32500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss35371TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps35371TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-43406ExcessOfRevenueOverExpenses
Net Investment Income2443NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY13290SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY27912SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV27912SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY141074InvestmentsCorpStockBOY
Investments Corp Stock EOY83046InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV83566InvestmentsCorpStockEOYFMV
Total Assets BOY154364TotalAssetsBOY
Total Assets EOY110958TotalAssetsEOY
Total Assets EOYFMV111478TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY154364RetainedEarningsBOY
Retained Earnings EOY110958RetainedEarningsEOY
Total Net Assets BOY154364TotalNetAssetsBOY
Total Net Assets EOY110958TotalNetAssetsEOY
Total Liabilities Net Assets BOY154364TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY110958TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY154364TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-43406ExcessOfRevenueOverExpenses
Subtotal110958Subtotal
Total Net Assets Fund Balances EOY110958TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPublicly-traded SecuritiesDescriptionOfAsset
Gross Sales Price51058GrossSalesPrice
Cost Or Other Basis61536CostOrOtherBasis
Gain Or Loss-10478GainOrLoss
Gains Minus Excess Or Losses-10478GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income-10478CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year121601QualifyingDistributionsYear1
Noncharitable Assets Year1131817NoncharitableAssetsYear1
Distribution Ratio Year1000.163871DistributionRatioYear1
Qualifying Distributions Year235466QualifyingDistributionsYear2
Noncharitable Assets Year2185808NoncharitableAssetsYear2
Distribution Ratio Year2000.190874DistributionRatioYear2
Qualifying Distributions Year325602QualifyingDistributionsYear3
Noncharitable Assets Year3229100NoncharitableAssetsYear3
Distribution Ratio Year3000.111750DistributionRatioYear3
Qualifying Distributions Year43638QualifyingDistributionsYear4
Noncharitable Assets Year4218989NoncharitableAssetsYear4
Distribution Ratio Year4000.016613DistributionRatioYear4
Qualifying Distributions Year57580QualifyingDistributionsYear5
Noncharitable Assets Year5202812NoncharitableAssetsYear5
Distribution Ratio Year5000.037375DistributionRatioYear5
Total Distribution Ratio000.520483TotalDistributionRatio
Average Distribution Ratio000.104097AverageDistributionRatio
Net Noncharitable Assets124510NetNoncharitableAssets
Adjusted Noncharitable Assets12961AdjustedNoncharitableAssets
One Percent Net Investment Income24OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One12985AdjNonchrtblAssetsAndOnePct
Qualifying Distributions35371QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax24InvestmentIncomeExciseTax
Subtotal24Subtotal
Tax Based On Investment Income24TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment201EstTaxPaymentsAndOverpayment
Total Credits And Payments201TotalCreditsAndPayments
Tax Paid Original Return201TaxPaidOriginalReturn
Overpayment177Overpayment
Amount Credited To Next Year177AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8008391754BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncometrueProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Dana R Rogers
c/o Foundation Source 501 SilversidWilmingtonDE19809Vice President / Director001.000
Gregory T Rogers
c/o Foundation Source 501 SilversidWilmingtonDE19809President / Director / Secretary001.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities106555AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances19851AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets126406TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets126406AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1896CashDeemedCharitable
Net Noncharitable Assets124510NetNoncharitableAssets
Minimum Investment Return6226MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return6226MinimumInvestmentReturn
Tax Based On Investment Income24TaxBasedOnInvestmentIncome
Total Tax24TotalTax
Distributable Amount Before Adj6202DistributableAmountBeforeAdj
Distributable Amount Before Ded6202DistributableAmountBeforeDed
Distributable Amount As Adjusted6202DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions35371ExpensesAndContributions
Qualifying Distributions35371QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm24OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions35347AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted6202DistributableAmountAsAdjusted
Excess Distri Carryover Year35162ExcessDistriCarryoverYear3
Excess Distri Carryover Year226292ExcessDistriCarryoverYear2
Excess Distri Carryover Year115068ExcessDistriCarryoverYear1
Total Excess Distri Carryover46522TotalExcessDistriCarryover
Qualifying Distributions35371QualifyingDistributions
Applied To Current Year6202AppliedToCurrentYear
Remaining Distri From Corpus29169RemainingDistriFromCorpus
Total Corpus75691TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year75691ExcessDistriCyovToNextYear
Excess From Year35162ExcessFromYear3
Excess From Year226292ExcessFromYear2
Excess From Year115068ExcessFromYear1
Excess From Current Year29169ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDana R RogersContributingManager
Contributing ManagerGregory T RogersContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ACKERMAN INSTITUTE FOR THE FAMILY
149 E 78TH STNEW YORKNY10075N/A509(a)(1)General Unrestricted$30,000
CHILDRENS CANCER RESEARCH FUND
7301 OHMS LN STE 460MINNEAPOLISMN55439N/A509(a)(1)General Unrestricted$350
HABITAT FOR HUMANITY OF COASTAL FAI
1542 BARNUM AVEBRIDGEPORTCT06610N/A509(a)(1)General Unrestricted$150
INSPIRE USA FOUNDATION INC
657 MISSION STSAN FRANCISCOCA94105N/A509(a)(1)General Unrestricted$500
MIDNIGHT RUN INC
97 MAIN STDOBBS FERRYNY10522N/A509(a)(1)General Unrestricted$1,000
PRINCETON CHILD DEVELOPMENT INSTITU
300 COLD SOIL RDPRINCETONNJ08540N/A509(a)(1)General Unrestricted$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year32500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,442ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$10,478ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion-$8,035ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-8035TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (13 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
64 shares of BLDRS INDEX FUNDS TRUST - BLDRS EMERGING MARKETS 5 ADRE17263082
77 shares of CONSUMER STAP SPDR XLP19632257
66 shares of INDUSTRIAL SPDR XLI13972301
333 shares of ISHARE MSCI UK INDEX EWU64735784
95 shares of ISHARES MSCI CANADA INDEX FD EWC24182945
112 shares of ISHARES MSCI PACIFIC EX-JAPAN EPP42665262
769 shares of ISHARES MSCI-JAPAN EWJ90738390
288 shares of ISHARES TRUST RUSSELL 1000 GROWTH INDEX FD IWF1381116491
262 shares of ISHARES TRUST RUSSELL 1000 VALUE INDEX FUND IWD1850616996
56 shares of ISHARES TRUST RUSSELL 2000 VALUE INDEX FUND IWN37773981
69 shares of SELECT SECTOR SPDR UTILITIES XLU26232162
71 shares of SELECT SECTOR SPDR-HEALTH CARE XLV23722237
317 shares of SPRD EURO STOXX 50 ETF FEZ1464111678

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionAdministrative FeesDescription
Revenue And Expenses Per Books2871RevenueAndExpensesPerBooks
Disbursements Charitable Prps2871DisbursementsCharitablePrps