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Private foundation (trust)EIN 866621826Est. 2022-12

BRUCE A FORTIER CHARITABLE TRUST

NAPOLEON, OH 43545

Accepts unsolicited proposals

Total Assets

$591K

FY 2023

Annual Giving

$448K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$45K

FY 2023

Grant Range

$900–$225K

Typical

Deadlines

First of the month following the quart…

Applications

Focus Areas

Human Services

Financial Snapshot

2023 filing

Total Revenue

$17K

Total Expenses

$449K

Qualifying Distributions

$448K

Distributable Amount

$39K

Min. Investment Return

$40K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $900 through median $3K to maximum $225K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $448K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

13 grants

LIFEWISE
$300K
2 grants
WILDCAT YOUTH 32 ATHLETICS
$225K
1 grant
TIANA'S WISH
$10K
2 grants
GOOD SAMARITAN SCHOOL
$7K
1 grant
CHILDREN'S LANTERN
$5K
1 grant
RAVENS CARE
$4K
1 grant
NATIONWIDE CHILDREN'S OF TOLEDO
$2K
1 grant
FIRST PRESBYTERIAN CHURCH
$2K
1 grant

Grant Size Distribution

13 grants

<$10K
10
grants
$10–50K
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Ohio
$558K
100% of total

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BRUCE A FORTIER CHARITABLE TRUST — Grants, Financials & Contact | Grantivo