Helen L Bruce Irrevocable Trust

Foundation · Grantmaker WALLA WALLA, WA EIN: 27-6267829

Helen L Bruce Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALLA WALLA, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $449K in total assets. In 2024, it awarded 3 grants totaling $23K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$449K

-3.2% YoY

Annual Giving

$23K

+5.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

+5.0% YoY

Under IRS private-foundation payout rules, Helen L Bruce Irrevocable Trust reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen L Bruce Irrevocable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $103K (80%)

Missouri $13K (10%)

Oregon $13K (10%)

States

Colorado Missouri Oregon

Cities

GoldenMilton FreewaterPoint Lookout

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$449,081	$463,897	$491,312
Revenue	$16,621	$2,207	$12,225
Expenses	$30,984	$29,622	$36,141
Qualifying Distributions	$25,501	$24,350	$30,404
Net Investment Income	$9,050	$8,616	$11,087
Distributable Amount	$23,083	$21,902	$22,988

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Uplift Ministries ($18,754), College of the Ozarks ($2,344), Wesley United Methodist Church ($2,344).

Recipient	Purpose	Amount
COLLEGE OF THE OZARKS POINT LOOKOUT, MO	ANNUAL DISTRIBUTION	$2,344
COMMUNITY UPLIFT MINISTRIES GOLDEN, CO	ANNUAL DISTRIBUTION	$18,754
WESLEY UNITED METHODIST CHURCH MILTON FREEWATER, OR	ANNUAL DISTRIBUTION	$2,344

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BAKER BOYER BANK WEALTH MANAGEMENT	TRUSTEE	—	$5,419

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen L Bruce Irrevocable Trust?

Helen L Bruce Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALLA WALLA, WA. It holds $449K in total assets as of 2024.

How large is Helen L Bruce Irrevocable Trust?

As of 2024, Helen L Bruce Irrevocable Trust holds $449K in total assets with $17K in annual revenue. It awarded 3 grants totaling $23K in 2024.

Where does Helen L Bruce Irrevocable Trust operate?

Helen L Bruce Irrevocable Trust has awarded grants in Colorado, Missouri, Oregon.

What size grants does Helen L Bruce Irrevocable Trust award?

In 2024, Helen L Bruce Irrevocable Trust awarded 3 grants totaling $23K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Helen L Bruce Irrevocable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen L Bruce Irrevocable Trust reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen L Bruce Irrevocable Trust's EIN?

Helen L Bruce Irrevocable Trust's EIN (Employer Identification Number) is 27-6267829. IRS Form 990 filing data is available on this page for 2020–2024.