A M Bell Memorial Fund Trust

PENNINGTON, NJ EIN: 52-6028560

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 grants totaling $20K. Net investment income was $28K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$447K

+1.6% YoY

Annual Giving

$20K

-3.4% YoY

Grant Count

1

+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

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 grants totaling $20K. Net investment income was $28K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$34K$51K$67K20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$12K$18K$23K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

AG BELL ASSOCIATION$20K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

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

RecipientPurposeAmount
AG BELL ASSOCIATION WASHINGTON, DCGENERAL OPERATING$19,968

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ATRUSTEE$303

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE2$303

Subject Areas

Focus areas based on grantmaking activity

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 grants 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 grants 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.

What is A M Bell Memorial Fund Trust's EIN?

A M Bell Memorial Fund Trust's EIN (Employer Identification Number) is 52-6028560. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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