Private foundation (trust)EIN 776204532Est. 2002-06
BRUCE RONALD & PHYLLIS M TRUST
MILWAUKEE, WI 532010634
Accepts unsolicited proposalsTotal Assets
$452K
FY 2023
Annual Giving
$18K
FY 2023
Grants Made
4
FY 2023
Avg Grant
$4K
FY 2023
Grant Range
$4K–$4K
Typical
Deadlines
November 1st
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$72K
Total Expenses
$28K
Qualifying Distributions
$19K
Distributable Amount
$20K
Min. Investment Return
$21K
Undistributed Income
$18K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
17 grants
Grant Size Distribution
17 grants
Geographic Focus
1 states
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