Bell Volta Life Memorial Fd Tr

PENNINGTON, NJ EIN: 52-6028559

Bell Volta Life Memorial Fd Tr 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 $282K in total assets. In 2024, it awarded 1 grants totaling $12K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$282K

+1.5% YoY

Annual Giving

$12K

-4.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

-4.3% YoY

Under IRS private-foundation payout rules, Bell Volta Life Memorial Fd Tr reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Bell Volta Life Memorial Fd Tr

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 $64K (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	$282,387	$278,201	$280,468
Revenue	$17,642	$11,721	$12,883
Expenses	$13,366	$13,965	$16,104
Qualifying Distributions	$12,815	$13,320	$14,838
Net Investment Income	$17,218	$10,817	$12,418
Distributable Amount	$13,871	$12,766	$13,351

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 ($12,298).

Recipient	Purpose	Amount
AG BELL ASSOCIATION WASHINGTON, DC	GENERAL OPERATING	$12,298

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	$862

Subject Areas

Focus areas based on grantmaking activity

Human services

Frequently Asked Questions

What is Bell Volta Life Memorial Fd Tr?

Bell Volta Life Memorial Fd Tr is a private foundation focused on Human services, based in PENNINGTON, NJ. It holds $282K in total assets as of 2024.

How large is Bell Volta Life Memorial Fd Tr?

As of 2024, Bell Volta Life Memorial Fd Tr holds $282K in total assets with $18K in annual revenue. It awarded 1 grants totaling $12K in 2024.

Where does Bell Volta Life Memorial Fd Tr operate?

Bell Volta Life Memorial Fd Tr has awarded grants in District of Columbia.

What size grants does Bell Volta Life Memorial Fd Tr award?

In 2024, Bell Volta Life Memorial Fd Tr awarded 1 grants totaling $12K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Bell Volta Life Memorial Fd Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bell Volta Life Memorial Fd Tr reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bell Volta Life Memorial Fd Tr's EIN?

Bell Volta Life Memorial Fd Tr's EIN (Employer Identification Number) is 52-6028559. IRS Form 990 filing data is available on this page for 2020–2024.