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Bruce & Anne Bundy Foundation Trust 113093 22114739 is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1994. The principal officer is Bank Of California Ttee. It holds total assets of $7.4M. Annual income is reported at $971K. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2023. Grantmaking is concentrated in California. According to available records, Bruce & Anne Bundy Foundation Trust 113093 22114739 has made 32 grants totaling $1.4M, with a median grant of $23K. Annual giving has decreased from $903K in 2022 to $450K in 2023. Individual grants have ranged from $7K to $100K, with an average award of $42K. The foundation has supported 14 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$7K
Median Grant
$23K
Average Grant
$41K
Largest Grant
$100K
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bruce & Anne Bundy Foundation Trust 113093 22114739 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in CA.
Bruce & Anne Bundy Foundation Trust 113093 22114739 has distributed a total of $1.4M across 32 grants. The median grant size is $23K, with an average of $42K. Individual grants have ranged from $7K to $100K.
Bruce & Anne Bundy Foundation Trust 113093 22114739 typically selects its grantees rather than accepting unsolicited proposals.
Bruce & Anne Bundy Foundation Trust 113093 22114739 is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mufg Union Bank N A | CO-TRUSTEE | $141K | $0 | $141K |
| Winnifred Marald Nosworthy | CO-TRUSTEE | $25K | $0 | $25K |
Total Giving
$612K
Total Assets
$7.5M
Fair Market Value
$9.3M
Net Worth
$7.5M
Grants Paid
$450K
Contributions
N/A
Net Investment Income
$773K
Distribution Amount
$445K
Total: $2.4M
Total Grants
32
Total Giving
$1.4M
Average Grant
$42K
Median Grant
$23K
Unique Recipients
14
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Sanford Burnham Prebys MedGENERAL OPERATING | La Jolla, CA | $100K | 2023 |
| The Salk Institute ForGENERAL OPERATING | La Jolla, CA | $100K | 2023 |
| Ucla Stein Eye InstituteGENERAL OPERATING | Los Angeles, CA | $100K | 2023 |
| Blind Childrens Learning CenterGENERAL OPERATING | Los Angeles, CA | $40K | 2023 |
| John Tracy ClinicGENERAL OPERATING | Los Angeles, CA | $30K | 2023 |
| Alzheimers Assoc Of Orange CountyGENERAL OPERATING | Irvine, CA | $20K | 2023 |
| Braille Institute Of AmericaGENERAL OPERATING | Los Angeles, CA | $20K | 2023 |
| No Limits For Deaf ChildrenGENERAL OPERATING | Culver City, CA | $20K | 2023 |
| Wayfinder Fami SvcsGENERAL OPERATING | Los Angeles, CA | $10K | 2023 |
| Easter Seals SouthernGENERAL OPERATING | Irvine, CA | $10K | 2023 |
| Jules Stein Eye InstituteCHARITABLE | Los Angeles, CA | $100K | 2022 |
| Goodwill Industries OfCHARITABLE | Santa Ana, CA | $20K | 2022 |
| No Limits For Deaf Children And FamiliesCHARITABLE | Culver City, CA | $20K | 2022 |
| Blind Children'S CenterCHARITABLE | Los Angeles, CA | $20K | 2022 |