Paul F Rutledge Trust

Private foundation · Grantmaker Overland Park, KS EIN: 85-6067214

Paul F Rutledge Trust is a private foundation, based in Overland Park, KS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $179K in total assets. In 2025, it awarded 8 grants totaling $4K. Net investment income was $5K.

Key facts about Paul F Rutledge Trust

In short: Paul F Rutledge Trust gave $4K across 8 grants in 2025 (avg $555.75), mostly in New Mexico. Source: 2025 IRS Form 990-PF.

EIN
85-6067214
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$4,446
Grants made (2025)
8
Average grant
$556
Median grant
$675
Total assets
$178,863
Primary geography
New Mexico (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$179K

-0.6% YoY

Annual Giving

$4K

-43.2% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$555.75

-36.0% YoY

Under IRS private-foundation payout rules, Paul F Rutledge Trust reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.

How Paul F Rutledge Trust gives

  • Giving fell 61% from 2022 to 2025. Method
  • In 2025 it paid out 54% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 8 itemized 2025 grant dollars.

States

Cities

Sante FeSanta Fe

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K8 grants20208 grants20217 grants20228 grants20239 grants20248 grants2025

From 2020 to 2025, annual grant giving ranged from $4K (2025) to $15K (2021). In 2025 it made 8 grants totaling $4K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Cancer Foundation for New Mexico: $763 across 2 grantsCancer Foundation for NewMexico$763 · 2 grantsFood Depot: $758Food Depot$758Solace Sexual Assault Services: $675Solace Sexual Assault Services$675Kitchen Angels: $675Kitchen Angels$675Reunity Resources: $675Reunity Resources$675St Elizabeth Shelter: $675St Elizabeth Shelter$675Villa Therese Free Clinic: $225Villa Therese Free Clinic$225

The largest 2025 recipient was Cancer Foundation for New Mexico ($763 across 2 grants). Together the top 7 received $4K.

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 40 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Food Depot Sante Fe, NMGeneral Financial Support$758
Solace Sexual Assault Services Sante Fe, NMGeneral Financial Support$675
Kitchen Angels Sante Fe, NMGeneral Financial Support$675
Reunity Resources Sante Fe, NMGeneral Financial Support$675
St Elizabeth Shelter Sante Fe, NMGeneral Financial Support$675
Cancer Foundation for New Mexico Sante Fe, NMGeneral Financial Support$538
Cancer Foundation for New Mexico Sante Fe, NMGeneral Financial Support$225
Villa Therese Free Clinic Sante Fe, NMGeneral Financial Support$225

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K202020212022202320242025
Metric202520242023
Total Assets$178,863$179,905$181,571
Revenue$9,974$10,196$9,741
Expenses$10,601$14,046$13,201
Qualifying Distributions$5,846$9,221$8,478
Net Investment Income$5,321$5,517$5,018
Distributable Amount$10,861$10,446$9,884

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 20, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)

Frequently asked questions about Paul F Rutledge Trust

How much does Paul F Rutledge Trust give each year?

Paul F Rutledge Trust gave $4K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 9 grants.

What is Paul F Rutledge Trust's typical grant size?

Paul F Rutledge Trust's median grant in 2025 was $675, and its average grant was $556, across 8 grants on its 2025 IRS Form 990-PF.

Where does Paul F Rutledge Trust give grants?

Paul F Rutledge Trust gives mostly in New Mexico: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sante Fe, NM (8 grants).

Does Paul F Rutledge Trust give general operating support?

Yes: 100% of Paul F Rutledge Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Paul F Rutledge Trust's largest grantees?

Paul F Rutledge Trust's largest 2025 grantees include Cancer Foundation for New Mexico ($763 across 2 grants), Food Depot ($758) and Solace Sexual Assault Services ($675), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.

How large is Paul F Rutledge Trust?

Paul F Rutledge Trust reported $179K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).

What is Paul F Rutledge Trust's EIN?

Paul F Rutledge Trust's EIN (Employer Identification Number) is 85-6067214. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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