Nonprofit · EIN 86-6621826
BRUCE A FORTIER CHARITABLE TRUST
Tax-exempt · NAPOLEON, OH 43545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,303 | $258,331 | -$257,028 | $183,531 | $0 | $183,531 |
| December 31, 2024 | 990-PF | $13,774 | $163,800 | -$150,026 | $440,559 | $0 | $440,559 |
| December 31, 2023 | 990-PF | $17,449 | $449,267 | -$431,818 | $590,585 | $0 | $590,585 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $1,303
Expenses
- Grants and similar amounts paid
- $257,025
- Disbursements for charitable purposes
- $257,025
- Excise tax on investment income
- $18
Balance sheet and other
- Total assets, start of year
- $440,559
- Total assets, end of year
- $183,531
- Total liabilities, end of year
- $0
- Net assets, end of year
- $183,531
- Fair market value of assets
- $183,531
- Qualifying distributions
- $257,025
- Net investment income
- $1,303
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAYNE EICHER 14217 CO RD Z, NAPOLEON, OH 43545 | PRESIDENT | 0.25 | $0 |
| CHARLOTTE WILLIAMS 24448 KAMMEYER ROAD, DEFIANCE, OH 43512 | SECRETARY | 0.25 | $0 |
| AMANDA VOGELSONG 1581 S CLINTON ST, DEFIANCE, OH 43512 | TREASURER | 0.25 | $0 |
| LINDSY WYSE 20147 CO RD D, ARCHBOLD, OH 43502 | TRUSTEE | 0.25 | $0 |
| JUSTIN LEWIS 5623 MATSQUI PL, BLAINE, WA 98230 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAYNE EICHER 14217 CO RD Z, NAPOLEON, OH 43545 | PRESIDENT | 0.25 | $0 |
| CHARLOTTE WILLIAMS 24448 KAMMEYER ROAD, DEFIANCE, OH 43512 | SECRETARY | 0.25 | $0 |
| AMANDA VOGELSONG 1581 S CLINTON ST, DEFIANCE, OH 43512 | TREASURER | 0.25 | $0 |
| LINDSY WYSE 20147 CO RD D, ARCHBOLD, OH 43502 | TRUSTEE | 0.25 | $0 |
| JUSTIN LEWIS 5623 MATSQUI PL, BLAINE, WA 98230 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAYNE EICHER 14217 CO RD Z, NAPOLEON, OH 43545 | PRESIDENT | 0.25 | $0 |
| CHARLOTTE WILLIAMS 24448 KAMMEYER ROAD, DEFIANCE, OH 43512 | SECRETARY | 0.25 | $0 |
| AMANDA VOGELSONG 1581 S CLINTON ST, DEFIANCE, OH 43512 | TREASURER | 0.25 | $0 |
| LINDSY WYSE 20147 CO RD D, ARCHBOLD, OH 43502 | TRUSTEE | 0.25 | $0 |
| JUSTIN LEWIS 5623 MATSQUI PL, BLAINE, WA 98230 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 14217 COUNTY ROAD Z, NAPOLEON, OH 43545-9613
- Signed the 990-PF
- WAYNE EICHER, PRESIDENT
- Phone
- (419) 906-7511
- Return prepared by
- SHULTZ HUBER & ASSOCIATES INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-6621826
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P30)
- Assets (IRS master file)
- $183,531
- Income (IRS master file)
- $1,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,303 | $258,331 | $183,531 | IRS |
| 990-PF | December 2024 | $13,774 | $163,800 | $440,559 | IRS |
| 990-PF | December 2023 | $17,449 | $449,267 | $590,585 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-6621826).
Questions about BRUCE A FORTIER CHARITABLE TRUST
- What is the EIN of BRUCE A FORTIER CHARITABLE TRUST?
- The employer identification number (EIN) of BRUCE A FORTIER CHARITABLE TRUST is 86-6621826.
- Is BRUCE A FORTIER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to BRUCE A FORTIER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRUCE A FORTIER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRUCE A FORTIER CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRUCE A FORTIER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BRUCE A FORTIER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BRUCE A FORTIER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,303, expenses of $258,331 and total assets of $183,531 at year end.
Other nonprofits in NAPOLEON
- FILLING MEMORIAL HOME OF MERCY INC EIN 34-4481347 · last filed 990 for 2024
- COMMUNITY LIVING AND SUPPORTIVE SERVICES EIN 80-0894397 · last filed 990 for 2025
- TOGETHER WE CAN MAKE A DIFFERENCE INITIATIVES EIN 27-0759384 · last filed 990-EZ for 2024
- HENRY COUNTY SENIOR CENTER ADVOCATES EIN 83-3299257 · last filed 990-EZ for 2025
- HENRY COUNTY CHRISTMAS CHEER EIN 20-2880360 · last filed 990-N for 2025
- CULTURAL CENTER OF HENRY COUNTY EIN 45-5566825 · last filed 990-N for 2025
- NW OHIO SENIOR SERVICES EIN 83-2850546 · last filed 990-N for 2025
- HENRY COUNTY HOSPITAL INC EIN 34-4477047 · last filed 990 for 2025