Nonprofit · EIN 91-6023230
W R RUST TRUST
Tax-exempt · TACOMA, WA 98415
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $298,492 | $288,752 | $9,740 | $5,722,222 | $0 | $5,722,222 |
| December 31, 2023 | 990-PF | $477,647 | $473,260 | $4,387 | $5,712,482 | $0 | $5,712,482 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,740
- Dividends
- $106,959
- Net gain from sales of assets
- $181,793
Expenses
- Grants and similar amounts paid
- $288,752
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $288,752
- Excise tax on investment income
- $4,014
Balance sheet and other
- Total assets, start of year
- $5,712,482
- Total assets, end of year
- $5,722,222
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,722,222
- Fair market value of assets
- $5,877,353
- Qualifying distributions
- $288,752
- Net investment income
- $288,752
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TORY GREEN PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| EVAN BOULANGER PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| NICK RAJACICH MD PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| ERIN SHARGREN PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| GLORIA MAYER PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| JODI HERCHOLD PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| PETER BRAUN PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| CARLYN ROY PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| CHRISTIAN MATTSON PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| STEPHANIE ACIERNO MD PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| AMY BETTESWORTH PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| BOB COOPER MD PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| JAHMAD CANLEY PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| GUILLERMO CHACON DDS PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| TOM FALSKOW PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICK HERMANSON PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| MONICA NAMES KING PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| TUAN NGO PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| RANDI POWELL-JOHNSON PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| CEFE QUESADA PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| WENDY STRICHERZ PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| TAMMY HALL PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| KIMBERLY GOLOB PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| LINDA MARES TITUS PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| PER MOERKESETH PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| JANICE SUTTER PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TORY GREEN PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| EVAN BOULANGER PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| NICK RAJACICH MD PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| ERIN SHARGREN PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| GLORIA MAYER PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| JODI HERCHOLD PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| PETER BRAUN PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| CARLYN ROY PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| CHRISTIAN MATTSON PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| STEPHANIE ACIERNO MD PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| AMY BETTESWORTH PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| BOB COOPER MD PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| JAHMAD CANLEY PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| GUILLERMO CHACON DDS PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| TOM FALSKOW PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| RICK HERMANSON PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| MONICA NAMES KING PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| TUAN NGO PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| ANGELA OSBORNE PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| RANDI POWELL-JOHNSON PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| CEFE QUESADA PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| ROSE STANEK NORBE PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| WENDY STRICHERZ PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
| TAMMY HALL PO BOX 5296 MS-1313, TACOMA, WA 98415 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5296, TACOMA, WA 98415-0296
- In care of
- % WELLS FARGO BANK
- Signed the 990-PF
- ALICIA CHAPMAN, EXECUTIVE DIRECTOR
- Phone
- (253) 403-1264
- Return prepared by
- DP&C
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-6023230
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,722,222
- Income (IRS master file)
- $298,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $298,492 | $288,752 | $5,722,222 | XML |
| 990-PF | December 2023 | $477,647 | $473,260 | $5,712,482 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 91-6023230).
Questions about W R RUST TRUST
- What is the EIN of W R RUST TRUST?
- The employer identification number (EIN) of W R RUST TRUST is 91-6023230.
- Is W R RUST TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to W R RUST TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W R RUST TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W R RUST TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did W R RUST TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of W R RUST TRUST?
- The 990-PF for the year ended December 31, 2024 lists 26 people; 0 received compensation from the organization.
- How much revenue does W R RUST TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $298,492, expenses of $288,752 and total assets of $5,722,222 at year end.
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All nonprofits in TACOMA · Washington · Philanthropy, voluntarism and grantmaking foundations