Nonprofit · EIN 81-0861760
RUTLEDGE FAMILY FOUNDATION
Tax-exempt · GREENWICH, CT 06830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $6,018,429 | $7,649,568 | -$1,631,139 | $43,525,065 | $0 | $43,525,065 |
| November 30, 2024 | 990-PF | -$3,695,138 | $5,842,745 | -$9,537,883 | $45,156,204 | $0 | $45,156,204 |
| November 30, 2023 | 990-PF | $3,983,344 | $5,715,933 | -$1,732,589 | $54,694,087 | $0 | $54,694,087 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $46,390
- Interest
- $58,079
- Net gain from sales of assets
- $5,913,960
Expenses
- Grants and similar amounts paid
- $7,649,568
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $7,649,568
- Excise tax on investment income
- $83,656
Balance sheet and other
- Total assets, start of year
- $45,156,204
- Total assets, end of year
- $43,525,065
- Total liabilities, end of year
- $0
- Net assets, end of year
- $43,525,065
- Fair market value of assets
- $38,494,583
- Qualifying distributions
- $7,649,568
- Net investment income
- $6,018,429
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS M RUTLEDGE 183 BYRAM SHORE ROAD, GREENWICH, CT 06830 | TRUSTEE | 0.5 | $0 |
| KAREN A RUTLEDGE 183 BYRAM SHORE ROAD, GREENWICH, CT 06830 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS M RUTLEDGE 183 BYRAM SHORE ROAD, GREENWICH, CT 06830 | TRUSTEE | 0.5 | $0 |
| KAREN A RUTLEDGE 183 BYRAM SHORE ROAD, GREENWICH, CT 06830 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS M RUTLEDGE 183 BYRAM SHORE ROAD, GREENWICH, CT 06830 | TRUSTEE | 0.5 | $0 |
| KAREN A RUTLEDGE 183 BYRAM SHORE ROAD, GREENWICH, CT 06830 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 183 BYRAM SHORE RD, GREENWICH, CT 06830-6909
- In care of
- % THOMAS M RUTLEDGE
- Signed the 990-PF
- Thomas Rutledge, TRUSTEE
- Phone
- (516) 336-0217
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-0861760
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $43,525,065
- Income (IRS master file)
- $7,912,654
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $6,018,429 | $7,649,568 | $43,525,065 | XML |
| 990-PF | November 2024 | -$3,695,138 | $5,842,745 | $45,156,204 | XML |
| 990-PF | November 2023 | $3,983,344 | $5,715,933 | $54,694,087 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0861760).
Questions about RUTLEDGE FAMILY FOUNDATION
- What is the EIN of RUTLEDGE FAMILY FOUNDATION?
- The employer identification number (EIN) of RUTLEDGE FAMILY FOUNDATION is 81-0861760.
- Is RUTLEDGE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to RUTLEDGE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTLEDGE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTLEDGE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUTLEDGE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of RUTLEDGE FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does RUTLEDGE FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $6,018,429, expenses of $7,649,568 and total assets of $43,525,065 at year end.
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