Samuel B & Lorena Bruce Charitable Trust
Samuel B & Lorena Bruce Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKPORT, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $307K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$307K
+4.2% YoY
Annual Giving
$8K
+6.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$4K
+6.9% YoY
Under IRS private-foundation payout rules, Samuel B & Lorena Bruce Charitable Trust reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
About Samuel B & Lorena Bruce Charitable Trust
Based on IRS filings
Samuel B & Lorena Bruce Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKPORT, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $307K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $13K.
Focus Areas
Ready to take the next step with Samuel B & Lorena Bruce Charitable Trust?
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 | $307,490 | $294,980 | $283,818 |
| Revenue | $8,877 | $7,033 | $9,671 |
| Expenses | $15,010 | $7,105 | $14,513 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $12,940 | — | — |
| Distributable Amount | $14,605 | $13,911 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Md Anderson ($6,000), Texas Health Foundation ($1,505).
| Recipient | Purpose | Amount |
|---|---|---|
| TEXAS HEALTH FOUNDATION ARLINGTON, TX | NICU | $1,505 |
| MD ANDERSON HOUSTON, TX | PEDIATRIC | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAULA W STAPP | TRUSTEE | 5 | $6,755 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Samuel B & Lorena Bruce Charitable Trust?
Samuel B & Lorena Bruce Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKPORT, TX. It holds $307K in total assets as of 2024.
How large is Samuel B & Lorena Bruce Charitable Trust?
As of 2024, Samuel B & Lorena Bruce Charitable Trust holds $307K in total assets with $9K in annual revenue. It awarded 2 grants totaling $8K in 2024.
Where does Samuel B & Lorena Bruce Charitable Trust operate?
Samuel B & Lorena Bruce Charitable Trust has awarded grants in Texas.
What size grants does Samuel B & Lorena Bruce Charitable Trust award?
In 2024, Samuel B & Lorena Bruce Charitable Trust awarded 2 grants totaling $8K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Samuel B & Lorena Bruce Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel B & Lorena Bruce Charitable Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Samuel B & Lorena Bruce Charitable Trust's EIN?
Samuel B & Lorena Bruce Charitable Trust's EIN (Employer Identification Number) is 31-6660157. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Samuel B & Lorena Bruce Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Shell Usa Company Foundation
HOUSTON, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Communities Foundation of Texas Inc
DALLAS, TX
Assets
$1.0B
Grants
2,182
Total Given
$143.6M
Greater Houston Community Foundation
HOUSTON, TX
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Celanese Foundation
IRVING, TX
Assets
—
Grants
1,423
Total Given
$1.8M
Once Upon a Time Foundation
FORT WORTH, TX
Assets
$276.7M
Grants
1,039
Total Given
$10.7M
Baker Hughes Foundation
HOUSTON, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
Bnsf Railway Foundation
FORT WORTH, TX
Assets
$1.7M
Grants
920
Total Given
$6.1M
Community Foundation of North Texas (tax
FORT WORTH, TX
Assets
$544.9M
Grants
872
Total Given
$41.3M
The Houston Food Bank
HOUSTON, TX
Assets
$156.8M
Grants
866
Total Given
$282.6M
Michael & Susan Dell Foundation
AUSTIN, TX
Assets
—
Grants
835
Total Given
$164.6M
American Heart Association Inc
DALLAS, TX
Assets
$1.9B
Grants
794
Total Given
$227.6M
More Funders in Texas
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Samuel B & Lorena Bruce Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities