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  4. Helen L Bruce Irrevocable Trust
EIN 27-6267829

Helen L Bruce Irrevocable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Walla Walla
State
Washington
Year formed
2018
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Helen L Bruce Irrevocable Trust is a private foundation located in Walla Walla, WA. It primarily funds annual distribution and has granted to Community Uplift Ministries and other organizations. Last year, the trust made three grants.
Total revenues
$2,207
2023
Total expenses
$29,622
2023
Total assets
$463,897
2023
Num. employees
0
2023

Program areas at Helen L Bruce Irrevocable Trust

Sale of stocks to generate income and or cash to pay grants to
Charitable organizations.

Grants made by Helen L Bruce Irrevocable Trust

GranteeGrant descriptionAmount
Community Uplift MinistriesAnnual Distribution$17,854
College of the OzarksAnnual Distribution$2,232

Personnel at Helen L Bruce Irrevocable Trust

NameTitle
Bonnie SantschiTrustee

Financials for Helen L Bruce Irrevocable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$12,915
Net rental income$0
Net gain from sale of non-inventory assets$-10,708
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,207

Form 990s for Helen L Bruce Irrevocable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-02990PFView PDF
2022-122023-10-16990PFView PDF
2021-122022-05-11990PFView PDF
2020-122021-05-14990PFView PDF
2019-122021-06-09990PFView PDF
...and 2 more Form 990s
Data update history
December 5, 2023
Posted financials
Added Form 990PF for fiscal year 2022
December 4, 2023
Updated personnel
Identified 1 new personnel
November 27, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 1796
Walla Walla, WA 99362
Metro area
Walla Walla, WA
County
Walla Walla County, WA
Phone
(509) 525-2000
IRS details
EIN
27-6267829
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2018
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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