Bell Schaefer Family Foundation

RALEIGH, NC EIN: 85-3979193

Bell Schaefer Family Foundation is a private foundation focused on Human Services, based in RALEIGH, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $7.3M in total assets. In 2024, it awarded 53 grants totaling $217K. Net investment income was $196K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.3M

+40.2% YoY

Annual Giving

$217K

+44.7% YoY

Grant Count

53

+3.9% YoY

Avg Grant Size

$4K

+39.2% YoY

Under IRS private-foundation payout rules, Bell Schaefer Family Foundation reported a distributable amount of $319K for 2024 — the minimum it must pay out in qualifying distributions.

About Bell Schaefer Family Foundation

Based on IRS filings

Bell Schaefer Family Foundation is a private foundation focused on Human Services, based in RALEIGH, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $7.3M in total assets. In 2024, it awarded 53 grants totaling $217K. Net investment income was $196K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AustinBooneBuies CreekChapel HillCharlotteChicagoDurhamEdinaEdnaGarnerLake WylieMinneapolisMonoroviaMonroviaMontreatRaleighTampaWashingtonWilmingtonWilson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$62K$123K$185K$247K2021202220232024
Metric202420232022
Total Assets$7,271,871$5,186,475$2,870,552
Revenue$201,498$85,663$8,176
Expenses$224,426$155,859$169,191
Qualifying Distributions$216,580$149,676$163,495
Net Investment Income$195,883$79,565$6,098
Distributable Amount$319,210$215,971$149,676

Giving Over Time

Total grant dollars and number of grants per year

$0$54K$108K$162K$217K0 grants202142 grants202251 grants202353 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNC HEALTH FOUNDATION$112KNCSU FOUNDATION$28KSAMARITAN'S PURSE$5KTRIANGLE FAMILY SERVICES$5KCAMPBELL UNIVERSITY$3KHEALING TRANSITIONS$3KTRANSITIONS LIFECARE$3KNORTH RALEIGH MINISTRIES$2KST BALDRICK'S FOUNDATION$2KTOWN OF MONTREAT$1K

Grant Size Distribution

142 grants across all recorded years

141<$50K$50–100K1$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 Unc Health Foundation ($112,000), Ncsu Foundation ($28,000), Samaritan's Purse ($5,000).

RecipientPurposeAmount
A PLACE AT THE TABLE RALEIGH, NCGENERAL SUPPORT$500
ACTIVATE GOOD RALEIGH, NCGENERAL SUPPORT$500
ALLIANCE MEDICAL MINISTRY RALEIGH, NCGENERAL SUPPORT$1,000
AMERICAN RED CROSS RALEIGH, NCGENERAL SUPPORT$1,000
APPALACHIAN STATE UNIVERSITY FOUNDATION RALEIGH, NCGENERAL SUPPORT$1,000
AUTISM SOCIETY OF NORTH CAROLINA RALEIGH, NCGENERAL SUPPORT$500
BAND TOGETHER RALEIGH, NCGENERAL SUPPORT$500
BOYS SCOUTS OF AMERICA RALEIGH, NCGENERAL SUPPORT$100
CAMPBELL UNIVERSITY BUIES CREEK, NCGENERAL SUPPORT$2,500
COLON CANCER COALITION MINNEAPOLIS, MNGENERAL SUPPORT$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN MCNAIR BELLPRESIDENT & TREASURER
LAURA SCHAEFER BELLVICE PRESIDENT & SECRETARY

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bell Schaefer Family Foundation?

Bell Schaefer Family Foundation is a private foundation focused on Human Services, based in RALEIGH, NC. It holds $7.3M in total assets as of 2024.

How large is Bell Schaefer Family Foundation?

As of 2024, Bell Schaefer Family Foundation holds $7.3M in total assets with $201K in annual revenue. It awarded 53 grants totaling $217K in 2024.

Where does Bell Schaefer Family Foundation operate?

Bell Schaefer Family Foundation has awarded grants in California, District of Columbia, Delaware, Florida, Illinois, Minnesota, North Carolina, South Carolina, Texas.

What size grants does Bell Schaefer Family Foundation award?

In 2024, Bell Schaefer Family Foundation awarded 53 grants totaling $217K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Bell Schaefer Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bell Schaefer Family Foundation reported a distributable amount of $319K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bell Schaefer Family Foundation's EIN?

Bell Schaefer Family Foundation's EIN (Employer Identification Number) is 85-3979193. IRS Form 990 filing data is available on this page for 2021–2024.

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

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