Nonprofit · EIN 94-6659802
BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $447,850 | $644,052 | -$196,202 | $7,401,759 | $0 | $7,401,759 |
| August 31, 2024 | 990-PF | $693,344 | $584,568 | $108,776 | $7,582,577 | $0 | $7,582,577 |
| August 31, 2023 | 990-PF | $888,497 | $611,802 | $276,695 | $7,474,215 | $0 | $7,474,215 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $338,198
- Net gain from sales of assets
- $111,130
- Other income
- -$1,478
Expenses
- Grants and similar amounts paid
- $413,000
- Compensation of officers, directors and key employees
- $178,419
- Disbursements for charitable purposes
- $531,568
- Excise tax on investment income
- $4,760
Balance sheet and other
- Total assets, start of year
- $7,582,577
- Total assets, end of year
- $7,401,759
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,401,759
- Fair market value of assets
- $10,525,205
- Qualifying distributions
- $531,568
- Net investment income
- $449,120
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | CO-TRUSTEE | 1 | $114,698 |
| DAVID NOSWORTHY 5635 NAPLES CANAL, LONG BEACH, CA 90803 | CO-TRUSTEE | 1 | $63,721 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | CO-TRUSTEE | 1 | $103,193 |
| DAVID NOSWORTHY 5635 NAPLES CANAL, LONG BEACH, CA 90803 | CO-TRUSTEE | 1 | $57,329 |
990-PF for the year ended August 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | CO-TRUSTEE | 1 | $117,405 |
| DAVID NOSWORTHY 5635 NAPLES CANAL, LONG BEACH, CA 90803 | CO-TRUSTEE | 1 | $23,601 |
| WINNIFRED MARALD NOSWORTHY 6239 E 5TH STREET, LONG BEACH, CA 90803 | CO-TRUSTEE | 1 | $13,757 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % BANK OF CALIFORNIA TTEE
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 94-6659802
- 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
- 1994
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,401,759
- Income (IRS master file)
- $971,286
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $447,850 | $644,052 | $7,401,759 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | $693,344 | $584,568 | $7,582,577 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | $888,497 | $611,802 | $7,474,215 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 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 94-6659802).
Questions about BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739
- What is the EIN of BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739?
- The employer identification number (EIN) of BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739 is 94-6659802.
- Is BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739 due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $114,698 (US BANK N A, CO-TRUSTEE).
- How much revenue does BRUCE & ANNE BUNDY FOUNDATION TR 113093 22114739 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $447,850, expenses of $644,052 and total assets of $7,401,759 at year end.
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