Bruce & Anne Bundy Foundation Tr 113093 22114739
- Assets
- $7.5m
- Revenue
- $888.5k
- Investments
- $7.4m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 05/1994
- Data as of
- 08/2023
- EIN
- 94-6659802
Organization Overview
Bruce & Anne Bundy Foundation Tr 113093 22114739 is located in Milwaukee, WI. The organization was established in 1994. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bruce & Anne Bundy Foundation Tr 113093 22114739 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2023, Bruce & Anne Bundy Foundation Tr 113093 22114739 generated $888.5k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 22.8% each year . All expenses for the organization totaled $611.8k during the year ending 08/2023. While expenses have increased by 3.1% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Bruce & Anne Bundy Foundation Tr 113093 22114739 has awarded 42 individual grants totaling $1,709,385. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Us Bank N A Co-Trustee | 1 | $117,405 | |
Winnifred Marald Nosworthy Co-Trustee | 1 | $13,757 | |
David Nosworthy Co-Trustee | 1 | $23,601 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $295,056 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $595,727 |
| Capital Gain Net Income | $595,727 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$2,286 |
| Total Revenue | $888,497 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $154,763 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,824 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $215 |
| Total operating and administrative expenses | $161,802 |
| Contributions, gifts, grants paid | $450,000 |
| Total expenses and disbursements | $611,802 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $52,585 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $5,038,528 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $7,474,215 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bruce & Anne Bundy Foundation Tr 113093 22114739 has awarded $450,000 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
THE SALK INSTITUTE FOR PURPOSE: GENERAL OPERATING | $100,000 |
JOHN TRACY CLINIC PURPOSE: GENERAL OPERATING | $30,000 |
EASTER SEALS SOUTHERN PURPOSE: GENERAL OPERATING | $10,000 |
BLIND CHILDRENS LEARNING CENTER PURPOSE: GENERAL OPERATING | $40,000 |
ALZHEIMERS ASSOC OF ORANGE COUNTY PURPOSE: GENERAL OPERATING | $20,000 |
SANFORD BURNHAM PREBYS MED PURPOSE: GENERAL OPERATING | $100,000 |