Bell Volta Fund Trust

PENNINGTON, NJ EIN: 52-6028558

Bell Volta Fund Trust is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $134K in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$134K

+1.6% YoY

Annual Giving

$6K

-4.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

-4.2% YoY

Under IRS private-foundation payout rules, Bell Volta Fund Trust reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Bell Volta Fund Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $31K (100%)

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	$134,226	$132,149	$133,404
Revenue	$8,438	$5,362	$6,422
Expenses	$6,319	$6,609	$7,621
Qualifying Distributions	$6,093	$6,324	$7,044
Net Investment Income	$8,263	$4,961	$6,232
Distributable Amount	$6,591	$6,068	$6,335

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 include Ag Bell Association ($5,887).

Recipient	Purpose	Amount
AG BELL ASSOCIATION WASHINGTON, DC	GENERAL OPERATING	$5,887

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$343

Frequently Asked Questions

How large is Bell Volta Fund Trust?

As of 2024, Bell Volta Fund Trust holds $134K in total assets with $8K in annual revenue. It awarded 1 grants totaling $6K in 2024.

Where does Bell Volta Fund Trust operate?

Bell Volta Fund Trust has awarded grants in District of Columbia.

What size grants does Bell Volta Fund Trust award?

In 2024, Bell Volta Fund Trust awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Bell Volta Fund Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bell Volta Fund Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.