Bruce Ronald & Phyllis M Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bruce Ronald & Phyllis M Trust. Data shown is extracted from Form 990-PF filings.
EIN: 77-6204532
Foundation Overview
Based in Milwaukee, WI, Bruce Ronald & Phyllis M Trust has awarded 29 grants totaling $127,250 to organizations in California. Individual grants range from $3,250 to $5,000, with a median award of $4,375.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 8 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
100% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Santa Barbara (59%), Goleta (17%), Buellton (17%).
Funding Trajectory
Stable funding levels with 8% change over 3 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Bruce Ronald & Phyllis M Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Care4paws | $4,375 | Santa Barbara, CA, US | General Operating | 2023 |
| Therapy Dogs Of Santa Barbara | $4,375 | Santa Barbara, CA, US | General Operating | 2023 |
| Animal Shelter Assistance | $4,375 | Goleta, CA, US | General Operating | 2023 |
| Santa Barbara Humane Society | $4,375 | Santa Barbara, CA, US | General Operating | 2023 |
| Care4paws | $4,375 | Santa Barbara, CA, US | General Operating | 2023 |
| Therapy Dogs Of Santa Barbara | $4,375 | Santa Barbara, CA, US | General Operating | 2023 |
| Animal Shelter Assistance | $4,375 | Goleta, CA, US | General Operating | 2023 |
| Santa Barbara Humane Society | $4,375 | Santa Barbara, CA, US | General Operating | 2023 |
| Animal Shelter Assistance | $5,000 | Goleta, CA, US | Charitable | 2022 |
| Care 4 Paws | $5,000 | Santa Barbara, CA, US | Charitable | 2022 |
| Santa Ynez Valley Humane Society(dawg | $5,000 | Buellton, CA, US | Charitable | 2022 |
| Santa Barbara Humane Society | $5,000 | Santa Barbara, CA, US | Charitable | 2022 |
| Animal Shelter Assistance | $5,000 | Goleta, CA, US | Charitable | 2022 |
| Care 4 Paws | $5,000 | Santa Barbara, CA, US | Charitable | 2022 |
| Santa Ynez Valley Humane Society(dawg | $5,000 | Buellton, CA, US | Charitable | 2022 |
| Santa Barbara Humane Society | $5,000 | Santa Barbara, CA, US | Charitable | 2022 |
| Animal Shelter Assistance | $5,000 | Goleta, CA, US | Charitable | 2022 |
| Care 4 Paws | $5,000 | Santa Barbara, CA, US | Charitable | 2022 |
| Santa Ynez Valley Humane Society(dawg | $5,000 | Buellton, CA, US | Charitable | 2022 |
| Santa Barbara Humane Society | $5,000 | Santa Barbara, CA, US | Charitable | 2022 |
| K-9 Placement And Assistance League | $4,000 | Santa Barbara, CA, US | Charitable | 2021 |
| Santa Maria Valley Humane Society | $4,000 | Santa Maria, CA, US | Help Fund Veterinary Care | 2021 |
| Care 4 Paws | $4,000 | Santa Barbara, CA, US | Charitable | 2021 |
| Santa Ynez Valley Humane Society(dawg | $4,000 | Buellton, CA, US | Charitable | 2021 |
| K-9 Placement And Assistance League | $3,250 | Santa Barbara, CA, US | Charitable | 2020 |
| Santa Maria Valley Humane Society | $3,250 | Santa Maria, CA, US | Help Fund Veterinary Care | 2020 |
| Animal Shelter Assistance Program | $3,250 | Santa Barbara, CA, US | Charitable | 2020 |
| Care 4 Paws | $3,250 | Santa Barbara, CA, US | Charitable | 2020 |
| Santa Ynez Valley Humane Society(dawg | $3,250 | Buellton, CA, US | Charitable | 2020 |
Foundations Similar to Bruce Ronald & Phyllis M Trust
Discover 5 foundations with comparable assets ($443,103-$463,301), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Jane E Zipperer Revocable
EIN: 20-2931798 | 59 grants awarded |
$447,483
(≈ Similar) |
$2,500
median grant |
Eagle River, WI
Same state |
|
|
Therese Foundation Inc
EIN: 39-1984065 | 57 grants awarded |
$457,655
(≈ Similar) |
$5,000
median grant |
Madison, WI
Same state |
|
|
Pfister & Vogel Tanning Co Fdn
EIN: 39-6036556 | 46 grants awarded |
$444,350
(≈ Similar) |
$4,250
median grant |
Milwaukee, WI
Same state |
|
|
Curtis Smith Scholarship Fund
EIN: 91-6575779 | 38 grants awarded |
$443,103
(≈ Similar) |
$2,500
median grant |
Milwaukee, WI
Same state |
|
|
Bell Donald G Tuw
EIN: 47-6060675 | 21 grants awarded |
$463,301
(≈ Similar) |
$7,557
median grant |
Milwaukee, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Bruce Ronald & Phyllis M Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 77-6204532 |
| Website | N/A |
| Address | PO BOX 634 Milwaukee, WI 53201-0634 |
Key People (2)
Board members, trustees, and key staff who oversee Bruce Ronald & Phyllis M Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-trustee | John A Berryhill |
|---|---|
| Trustee | Us Bank Na |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Bruce Ronald & Phyllis M Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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