Bruce a Fortier Charitable Trust is a private foundation focused on Human Services, based in NAPOLEON, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $441K in total assets. In 2024, it awarded 10 grants totaling $155K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$441K
-25.4% YoY
Annual Giving
$155K
-65.5% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$15K
-65.5% YoY
Under IRS private-foundation payout rules, Bruce a Fortier Charitable Trust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About Bruce a Fortier Charitable Trust
Based on IRS filings
Bruce a Fortier Charitable Trust is a private foundation focused on Human Services, based in NAPOLEON, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $441K in total assets. In 2024, it awarded 10 grants totaling $155K. Net investment income was $14K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $440,559 | $590,585 | $1,022,403 |
| Revenue | $13,774 | $17,449 | $-136,845 |
| Expenses | $163,800 | $449,267 | $199,767 |
| Qualifying Distributions | $154,560 | $448,326 | $110,000 |
| Net Investment Income | $13,774 | $17,449 | — |
| Distributable Amount | $25,201 | $39,477 | $58,642 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lifewise ($110,000), First Presbyterian Church ($10,500), Free Christian Church ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LIFEWISE HILLIARD, OH | OPERATIONAL NEEDS | $110,000 |
| TIANA'S WISH DEFIANCE, OH | TOY DRIVE | $5,000 |
| RAVENS CARE DEFIANCE, OH | SHOES FOR CHILDREN | $5,000 |
| FIRST PRESBYTERIAN CHURCH DEFIANCE, OH | SCHOOL SUPPLIES | $10,500 |
| PHARAOHZ RIDING CLUB DEFIANCE, OH | FUNDRAISER DRIVE | $1,000 |
| UNITED WAY OF DEFIANCE COUNTY DEFIANCE, OH | BACKPACK BUDDIES PROGRAM | $5,000 |
| ABC FOR MADDY ARCHBOLD, OH | FUNDRAISER FOR CHILDHOOD CANCER | $5,000 |
| FREE CHRISTIAN CHURCH CONTINENTAL, OH | VACATION BIBLE SCHOOL | $10,000 |
| DEFIANCE COUNTY GENERAL HEALTH DIST DEFIANCE, OH | CARING CRADLE | $2,060 |
| DEFIANCE CITIZENS IN ACTION DEFIANCE, OH | TOOLS FOR SCHOOL | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WAYNE EICHER | PRESIDENT | 0.25 | — |
| CHARLOTTE WILLIAMS | SECRETARY | 0.25 | — |
| AMANDA VOGELSONG | TREASURER | 0.25 | — |
| LINDSY WYSE | TRUSTEE | 0.25 | — |
| JUSTIN LEWIS | TRUSTEE | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bruce a Fortier Charitable Trust?
Bruce a Fortier Charitable Trust is a private foundation focused on Human Services, based in NAPOLEON, OH. It holds $441K in total assets as of 2024.
How large is Bruce a Fortier Charitable Trust?
As of 2024, Bruce a Fortier Charitable Trust holds $441K in total assets with $14K in annual revenue. It awarded 10 grants totaling $155K in 2024.
Where does Bruce a Fortier Charitable Trust operate?
Bruce a Fortier Charitable Trust has awarded grants in Ohio.
What size grants does Bruce a Fortier Charitable Trust award?
In 2024, Bruce a Fortier Charitable Trust awarded 10 grants totaling $155K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Bruce a Fortier Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bruce a Fortier Charitable Trust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bruce a Fortier Charitable Trust's EIN?
Bruce a Fortier Charitable Trust's EIN (Employer Identification Number) is 86-6621826. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Bruce a Fortier Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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