Bruce Ronald & Phyllis M Trust
Bruce Ronald & Phyllis M Trust is a private foundation focused on Environment & Animals, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $414K in total assets. In 2025, it awarded 5 grants totaling $22K. Net investment income was $23K.
Bruce Ronald & Phyllis M Trust at a glance
In short: Bruce Ronald & Phyllis M Trust gave $22K across 5 grants in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,000
- +10.0% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $4,400
- -12.0% vs 2024
- Median grant
- $5,000
- Total assets
- $413,832
- -0.1% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bruce Ronald & Phyllis M Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was CARE4PAWS ($5K). Together the top 5 received $22K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Bruce Ronald & Phyllis M Trust gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $16K (2019) to $22K (2025). In 2025 it made 5 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CARE4PAWS Santa Barbara, CA | General Operating | $5,000 |
| Channel Islands Marine & Wildlife Santa Barbara, CA | General Operating | $5,000 |
| Santa Barbara Humane Society Santa Barbara, CA | General Operating | $5,000 |
| Santa Ynez Valley Humane Society Buellton, CA | General Operating | $5,000 |
| Therapy Dogs of Santa Barbara Santa Barbara, CA | General Operating | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $413,832 | $33,757 | $34,173 | $22,000 | 5 | $24,079 | $23,143 | $25,296 |
| 2024 | $414,246 | $25,444 | $33,415 | $20,000 | 4 | $22,074 | $15,751 | $23,742 |
| 2023 | $422,218 | $71,969 | $27,961 | $17,500 | 4 | $19,416 | $62,653 | $20,074 |
| 2022 | $378,404 | $11,499 | $31,824 | $20,000 | 4 | $23,363 | $4,153 | $21,034 |
| 2021 | $398,837 | $52,429 | $26,500 | $16,000 | 4 | $19,305 | $45,315 | $23,685 |
| 2020 | $372,943 | $14,785 | $26,339 | $16,250 | 5 | — | $7,940 | $19,337 |
| 2019 | $384,484 | $18,903 | $26,389 | $16,000 | 5 | — | $10,822 | $19,275 |
Under IRS private-foundation payout rules, Bruce Ronald & Phyllis M Trust reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bruce Ronald & Phyllis M Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
John A. Berryhill
Co-Trustee
On filings since 2019
1 hr/week
$3K (2019) → $6K (2025)
US Bank N A
Trustee
On filings since 2024
1 hr/week
$5K (2024) → $5K (2025)
Former officers (2)
- Former: US Bank NA (2023) — Trustee
- Former: Mufg Union Bank N A (2019–2022) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to John a Berryhill (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Bruce Ronald & Phyllis M Trust
How much does Bruce Ronald & Phyllis M Trust give each year?
Bruce Ronald & Phyllis M Trust gave $22K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 4 grants.
What is Bruce Ronald & Phyllis M Trust's typical grant size?
Bruce Ronald & Phyllis M Trust's median grant in 2025 was $5,000, and its average grant was $4,400, across 5 grants on its 2025 IRS Form 990-PF.
Where does Bruce Ronald & Phyllis M Trust give grants?
Bruce Ronald & Phyllis M Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (4 grants).
Does Bruce Ronald & Phyllis M Trust give general operating support?
Yes: 100% of Bruce Ronald & Phyllis M Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bruce Ronald & Phyllis M Trust's largest grantees?
Bruce Ronald & Phyllis M Trust's largest 2025 grantees include CARE4PAWS ($5,000), Channel Islands Marine & Wildlife ($5,000) and Santa Barbara Humane Society ($5,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is Bruce Ronald & Phyllis M Trust?
Bruce Ronald & Phyllis M Trust reported $414K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Bruce Ronald & Phyllis M Trust?
Bruce Ronald & Phyllis M Trust is a private foundation focused on Environment & Animals, based in Eagan, MN. It holds $414K in total assets as of 2025.
What is Bruce Ronald & Phyllis M Trust's EIN?
Bruce Ronald & Phyllis M Trust's EIN (Employer Identification Number) is 77-6204532. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
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