A M Bell Memorial Fund Trust

Foundation · Grantmaker Pennington, NJ EIN: 52-6028560

Human services

A M Bell Memorial Fund Trust is a private foundation focused on Human services, based in Pennington, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $447K in total assets. In 2024, it awarded 1 grant totaling $20K. Net investment income was $28K.

Key facts about A M Bell Memorial Fund Trust

EIN: 52-6028560
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $19,968
Grants made (2024): 1
Average grant: $19,968
Median grant: $19,968
Total assets: $447,451
Primary geography: District of Columbia (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How A M Bell Memorial Fund Trust gives

Giving held roughly steady from 2021 to 2024 (−1%). Method
In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with A M Bell Memorial Fund Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$447K

+1.6% YoY

Annual Giving

$20K

-3.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

-3.4% YoY

Under IRS private-foundation payout rules, A M Bell Memorial Fund Trust reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About A M Bell Memorial Fund Trust

Based on IRS filings

Focus Areas

Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $20K (100%)

Share of all 1 itemized 2024 grant dollars.

States

District of Columbia

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$447,451	$440,263	$443,745
Revenue	$27,922	$18,190	$20,752
Expenses	$20,589	$21,627	$25,548
Qualifying Distributions	$20,150	$20,927	$23,788
Net Investment Income	$27,677	$17,093	$20,261
Distributable Amount	$21,973	$20,217	$21,102

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Ag Bell Association ($19,968).

Recipient	Purpose	Amount
AG BELL ASSOCIATION Washington, DC	GENERAL OPERATING	$19,968

Leadership & Key People

Officers and directors from IRS filings

A M Bell Memorial Fund Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2020 (compensated).

Officers on the 2024 filing

Bank Of America N A

Trustee

On filings since 2020

2 hrs/week

$405 (2020) → $303 (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Subject Areas

Focus areas based on grantmaking activity

Human services

Frequently Asked Questions

What is A M Bell Memorial Fund Trust?

A M Bell Memorial Fund Trust is a private foundation focused on Human services, based in Pennington, NJ. It holds $447K in total assets as of 2024.

How large is A M Bell Memorial Fund Trust?

As of 2024, A M Bell Memorial Fund Trust holds $447K in total assets with $28K in annual revenue. It awarded 1 grant totaling $20K in 2024.

Where does A M Bell Memorial Fund Trust operate?

A M Bell Memorial Fund Trust has awarded grants in District of Columbia.

What size grants does A M Bell Memorial Fund Trust award?

In 2024, A M Bell Memorial Fund Trust awarded 1 grant totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is A M Bell Memorial Fund Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, A M Bell Memorial Fund Trust reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.