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Nonprofit · EIN 86-6621826

BRUCE A FORTIER CHARITABLE TRUST

Tax-exempt · NAPOLEON, OH 43545

Financials

$17K$449K2023$14K$164K2024$1K$258K2025
Revenue Expenses · by fiscal year end
Financials of BRUCE A FORTIER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,303$258,331-$257,028$183,531$0$183,531
December 31, 2024990-PF$13,774$163,800-$150,026$440,559$0$440,559
December 31, 2023990-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.

NameTitleHours / weekCompensation
WAYNE EICHER
14217 CO RD Z, NAPOLEON, OH 43545
PRESIDENT0.25$0
CHARLOTTE WILLIAMS
24448 KAMMEYER ROAD, DEFIANCE, OH 43512
SECRETARY0.25$0
AMANDA VOGELSONG
1581 S CLINTON ST, DEFIANCE, OH 43512
TREASURER0.25$0
LINDSY WYSE
20147 CO RD D, ARCHBOLD, OH 43502
TRUSTEE0.25$0
JUSTIN LEWIS
5623 MATSQUI PL, BLAINE, WA 98230
TRUSTEE0.25$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
WAYNE EICHER
14217 CO RD Z, NAPOLEON, OH 43545
PRESIDENT0.25$0
CHARLOTTE WILLIAMS
24448 KAMMEYER ROAD, DEFIANCE, OH 43512
SECRETARY0.25$0
AMANDA VOGELSONG
1581 S CLINTON ST, DEFIANCE, OH 43512
TREASURER0.25$0
LINDSY WYSE
20147 CO RD D, ARCHBOLD, OH 43502
TRUSTEE0.25$0
JUSTIN LEWIS
5623 MATSQUI PL, BLAINE, WA 98230
TRUSTEE0.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
WAYNE EICHER
14217 CO RD Z, NAPOLEON, OH 43545
PRESIDENT0.25$0
CHARLOTTE WILLIAMS
24448 KAMMEYER ROAD, DEFIANCE, OH 43512
SECRETARY0.25$0
AMANDA VOGELSONG
1581 S CLINTON ST, DEFIANCE, OH 43512
TREASURER0.25$0
LINDSY WYSE
20147 CO RD D, ARCHBOLD, OH 43502
TRUSTEE0.25$0
JUSTIN LEWIS
5623 MATSQUI PL, BLAINE, WA 98230
TRUSTEE0.25$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,303$258,331$183,531IRS
990-PFDecember 2024$13,774$163,800$440,559IRS
990-PFDecember 2023$17,449$449,267$590,585XML
990-PFDecember 2022–––IRS
990-PFDecember 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.

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