Helen L Bruce Irrevocable Trust
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
3
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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