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Nonprofit · EIN 91-6023230

W R RUST TRUST

Tax-exempt · TACOMA, WA 98415

Financials

$478K$473K2023$298K$289K2024
Revenue Expenses · by fiscal year end
Financials of W R RUST TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$298,492$288,752$9,740$5,722,222$0$5,722,222
December 31, 2023990-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.

NameTitleHours / weekCompensation
TORY GREEN
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
EVAN BOULANGER
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
NICK RAJACICH MD
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
ERIN SHARGREN
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
GLORIA MAYER
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
JODI HERCHOLD
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
PETER BRAUN
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
CARLYN ROY
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
CHRISTIAN MATTSON
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
STEPHANIE ACIERNO MD
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
AMY BETTESWORTH
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
BOB COOPER MD
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
JAHMAD CANLEY
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
GUILLERMO CHACON DDS
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
TOM FALSKOW
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
11 more people on this return
NameTitleHours / weekCompensation
RICK HERMANSON
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
MONICA NAMES KING
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
TUAN NGO
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
RANDI POWELL-JOHNSON
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
CEFE QUESADA
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
WENDY STRICHERZ
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
TAMMY HALL
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
KIMBERLY GOLOB
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
LINDA MARES TITUS
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
PER MOERKESETH
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
JANICE SUTTER
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 24 people
NameTitleHours / weekCompensation
TORY GREEN
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
EVAN BOULANGER
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
NICK RAJACICH MD
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
ERIN SHARGREN
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
GLORIA MAYER
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
JODI HERCHOLD
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
PETER BRAUN
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
CARLYN ROY
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
CHRISTIAN MATTSON
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
STEPHANIE ACIERNO MD
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
AMY BETTESWORTH
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
BOB COOPER MD
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
JAHMAD CANLEY
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
GUILLERMO CHACON DDS
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
TOM FALSKOW
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
RICK HERMANSON
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
MONICA NAMES KING
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
TUAN NGO
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
ANGELA OSBORNE
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
RANDI POWELL-JOHNSON
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
CEFE QUESADA
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
ROSE STANEK NORBE
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
WENDY STRICHERZ
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$0
TAMMY HALL
PO BOX 5296 MS-1313, TACOMA, WA 98415
TRUSTEE1$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$5,722,222
Income (IRS master file)
$298,492

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$298,492$288,752$5,722,222XML
990-PFDecember 2023$477,647$473,260$5,712,482XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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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