Helen L Bruce Irrevocable Trust
Helen L Bruce Irrevocable Trust is a private foundation, based in Walla Walla, WA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $431K in total assets. In 2025, it awarded 3 grants totaling $24K. Net investment income was $10K.
Helen L Bruce Irrevocable Trust at a glance
In short: Helen L Bruce Irrevocable Trust gave $24K across 3 grants in 2025 (avg $8K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,819
- +1.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $7,940
- +1.6% vs 2024
- Median grant
- $2,382
- Total assets
- $431,471
- -3.9% vs 2024
- Primary geography
- Colorado (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Helen L Bruce Irrevocable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Community Uplift Ministries ($19K). Together the top 3 received $24K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Helen L Bruce Irrevocable Trust gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $22K (2023) to $28K (2022). In 2025 it made 3 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Uplift Ministries Golden, CO | Annual Distribution | $19,055 |
| College of the Ozarks Point Lookout, MO | Annual Distribution | $2,382 |
| Wesley United Methodist Church Milton-Freewater, OR | Annual Distribution | $2,382 |
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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 | $431,471 | $13,998 | $31,568 | $23,819 | 3 | $25,915 | $9,936 | $23,928 |
| 2024 | $449,081 | $16,621 | $30,984 | $23,442 | 3 | $25,501 | $9,050 | $23,083 |
| 2023 | $463,897 | $2,207 | $29,622 | $22,318 | 3 | $24,350 | $8,616 | $21,902 |
| 2022 | $491,312 | $12,225 | $36,141 | $28,189 | 3 | $30,404 | $11,087 | $22,988 |
| 2021 | $515,058 | $90,563 | $35,579 | $27,148 | 3 | $29,337 | $21,241 | $26,951 |
| 2020 | $460,068 | $-12,263 | $34,772 | $27,194 | 3 | — | $8,308 | $24,042 |
Under IRS private-foundation payout rules, Helen L Bruce Irrevocable Trust reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen L Bruce Irrevocable Trust's only listed officer is Baker Boyer Bank Wealth Management, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Baker Boyer Bank Wealth Management
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $6K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 Baker Boyer Bank Wealth Management (Trustee).
Frequently asked questions about Helen L Bruce Irrevocable Trust
How much does Helen L Bruce Irrevocable Trust give each year?
Helen L Bruce Irrevocable Trust gave $24K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 3 grants.
What is Helen L Bruce Irrevocable Trust's typical grant size?
Helen L Bruce Irrevocable Trust's median grant in 2025 was $2,382, and its average grant was $7,940, across 3 grants on its 2025 IRS Form 990-PF.
Where does Helen L Bruce Irrevocable Trust give grants?
Helen L Bruce Irrevocable Trust gives mostly in Colorado: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Missouri (10%) and Oregon (10%).
Does Helen L Bruce Irrevocable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Helen L Bruce Irrevocable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Annual Distribution" (3 grants).
How large is Helen L Bruce Irrevocable Trust?
Helen L Bruce Irrevocable Trust reported $431K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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