Bruce Ronald & Phyllis M Trust is a private foundation focused on Environment & Animals, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $414K in total assets. In 2024, it awarded 4 grants totaling $20K. Net investment income was $16K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$414K
-1.9% YoY
Annual Giving
$20K
+14.3% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$5K
+14.3% YoY
Under IRS private-foundation payout rules, Bruce Ronald & Phyllis M Trust reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
About Bruce Ronald & Phyllis M Trust
Based on IRS filings
Bruce Ronald & Phyllis M Trust is a private foundation focused on Environment & Animals, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $414K in total assets. In 2024, it awarded 4 grants totaling $20K. Net investment income was $16K.
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 | $414,246 | $422,218 | $378,404 |
| Revenue | $25,444 | $71,969 | $11,499 |
| Expenses | $33,415 | $27,961 | $31,824 |
| Qualifying Distributions | $22,074 | $19,416 | $23,363 |
| Net Investment Income | $15,751 | $62,653 | $4,153 |
| Distributable Amount | $23,742 | $20,074 | $21,034 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Care4paws ($5,000), Therapy Dogs of Santa Barbara ($5,000), Santa Barbara Humane Society ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CARE4PAWS SANTA BARBARA, CA | GENERAL OPERATING | $5,000 |
| THERAPY DOGS OF SANTA BARBARA 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN A BERRYHILL | CO-TRUSTEE | 1 | $5,253 |
| US BANK N A | TRUSTEE | 1 | $4,991 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bruce Ronald & Phyllis M Trust?
Bruce Ronald & Phyllis M Trust is a private foundation focused on Environment & Animals, based in MILWAUKEE, WI. It holds $414K in total assets as of 2024.
How large is Bruce Ronald & Phyllis M Trust?
As of 2024, Bruce Ronald & Phyllis M Trust holds $414K in total assets with $25K in annual revenue. It awarded 4 grants totaling $20K in 2024.
Where does Bruce Ronald & Phyllis M Trust operate?
Bruce Ronald & Phyllis M Trust has awarded grants in California.
What size grants does Bruce Ronald & Phyllis M Trust award?
In 2024, Bruce Ronald & Phyllis M Trust awarded 4 grants totaling $20K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Bruce Ronald & Phyllis M Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bruce Ronald & Phyllis M Trust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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