Samuel B & Lorena Bruce Charitable Trust
Samuel B & Lorena Bruce Charitable Trust is a private foundation, 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.
Samuel B & Lorena Bruce Charitable Trust at a glance
In short: Samuel B & Lorena Bruce Charitable Trust gave $8K across 2 grants in 2024 (avg $4K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $7,505
- +6.9% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $3,753
- +6.9% vs 2023
- Median grant
- $3,753
- Total assets
- $307,490
- +4.2% vs 2023
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Samuel B & Lorena Bruce Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was MD Anderson ($6K). Together the top 2 received $8K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Samuel B & Lorena Bruce Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (−8%). 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 2019 to 2024, annual grant giving ranged from $7K (2023) to $8K (2021). In 2024 it made 2 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MD Anderson Houston, TX | Pediatric | $6,000 |
| Texas Health Foundation Arlington, TX | NICU | $1,505 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $307,490 | $8,877 | $15,010 | $7,505 | 2 | $12,940 | $14,605 |
| 2023 | $294,980 | $7,033 | $7,105 | $7,020 | 2 | — | $13,911 |
| 2022 | $283,818 | $9,671 | $14,513 | $7,400 | 2 | — | — |
| 2021 | — | $15,180 | $7,727 | $8,150 | 2 | — | $15,601 |
| 2020 | — | $4,192 | $7,090 | $7,350 | 2 | — | $14,205 |
| 2019 | $309,779 | $9,069 | $7,304 | $7,600 | 2 | $1,556 | $14,643 |
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.
Leadership & Key People
Officers and directors from IRS filings
Samuel B & Lorena Bruce Charitable Trust is led by Paula W. Stapp, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2024 filing
Paula W. Stapp
Trustee
On filings since 2019
5 hrs/week
$7K (2019) → $7K (2024)
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $7K, to Paula W Stapp (Trustee).
Frequently asked questions about Samuel B & Lorena Bruce Charitable Trust
How much does Samuel B & Lorena Bruce Charitable Trust give each year?
Samuel B & Lorena Bruce Charitable Trust gave $8K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $7K across 2 grants.
How large is Samuel B & Lorena Bruce Charitable Trust?
Samuel B & Lorena Bruce Charitable Trust reported $307K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $9K.
Where does Samuel B & Lorena Bruce Charitable Trust operate?
Samuel B & Lorena Bruce Charitable Trust has awarded grants in Texas.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 20, 2020)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Samuel B & Lorena Bruce Charitable Trust funds
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