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James Rutlader Charitable Foundation Trust Agreement

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Mutual/Membership Benefit Organizations, Other / Cemeteries, Burial Services (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$9.49k (2024)

Expenses
$10.6k (2024)

Total Assets
$179k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,487
Expenses
$10,583
Net Income
-$1,096
Net Assets
$179,457
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $637
6.7%
Dividends $7,534
79.4%
Sales of Assets $1,316
13.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,006
85.1%
Compensation of Officers* $3,737
35.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $179,457
Total Liabilities $0
Net Assets $179,457
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $3,737 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,547
Expenses
$12,458
Net Income
-$911
Net Assets
$180,552
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $436
3.8%
Dividends $7,199
62.3%
Sales of Assets $3,912
33.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,960
88.0%
Compensation of Officers* $3,505
28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $180,635
Total Liabilities $83
Net Assets $180,552
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $3,505 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$4,451
Expenses
$15,131
Net Income
-$19,582
Net Assets
$181,463
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $54
Dividends $6,070
Sales of Assets -$10,575
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,160
80.4%
Compensation of Officers* $3,981
26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $182,226
Total Liabilities $763
Net Assets $181,463
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $3,981 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,453
Expenses
$12,881
Net Income
$14,572
Net Assets
$201,046
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $8,008
29.2%
Sales of Assets $19,444
70.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,148
78.8%
Compensation of Officers* $4,634
36.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $201,046
Total Liabilities $0
Net Assets $201,046
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $4,634 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,282
Expenses
$14,697
Net Income
-$10,415
Net Assets
$185,463
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
0.7%
Dividends $6,164
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,415
70.9%
Compensation of Officers* $3,966
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $185,464
Total Liabilities $1
Net Assets $185,463
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $3,966 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,593
Expenses
$12,078
Net Income
$53,515
Net Assets
$195,877
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $175
0.3%
Dividends $7,187
11.0%
Sales of Assets $58,231
88.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,490
78.6%
Compensation of Officers* $3,919
32.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $195,878
Total Liabilities $1
Net Assets $195,877
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $3,919 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,435
Expenses
$8,235
Net Income
-$2,800
Net Assets
$142,363
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,236
96.3%
Sales of Assets $199
3.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,903
96.0%
Compensation of Officers* $2,755
33.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,363
Total Liabilities $0
Net Assets $142,363
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $2,755 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,425
Expenses
$12,763
Net Income
-$7,338
Net Assets
$145,163
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,949
> 100%
Sales of Assets -$524
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,474
97.7%
Compensation of Officers* $2,447
19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $145,163
Total Liabilities $0
Net Assets $145,163
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $2,447 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,647
Expenses
$12,030
Net Income
-$6,383
Net Assets
$152,502
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,610
99.3%
Sales of Assets $37
0.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,803
81.5%
Compensation of Officers* $2,303
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $152,502
Total Liabilities $0
Net Assets $152,502
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $2,303 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,012
Expenses
$11,972
Net Income
-$5,960
Net Assets
$157,952
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,012
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,660
80.7%
Compensation of Officers* $2,372
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $157,952
Total Liabilities $0
Net Assets $157,952
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $2,372 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,055
Expenses
$11,953
Net Income
-$5,898
Net Assets
$163,814
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,055
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,604
80.3%
Compensation of Officers* $2,439
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $163,814
Total Liabilities $0
Net Assets $163,814
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $2,439 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,407
Expenses
$11,863
Net Income
-$6,456
Net Assets
$167,596
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $5,405
100.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,590
80.8%
Compensation of Officers* $2,357
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $167,596
Total Liabilities $0
Net Assets $167,596
Compensation
Key Employees and Officers Compensation Other
First Option Bank (Successor Trustee) $2,357 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,602
Expenses
$11,300
Net Income
-$5,698
Net Assets
$176,301
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $5,601
100.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,063
80.2%
Compensation of Officers* $2,304
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $176,302
Total Liabilities $1
Net Assets $176,301

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,494
Expenses
$10,089
Net Income
-$3,595
Net Assets
$182,072
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.1%
Dividends $6,489
99.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,266
81.9%
Compensation of Officers* $1,834
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $182,073
Total Liabilities $1
Net Assets $182,072

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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