Bell-wallace Charitable Trust Xxxxx3002

CHICAGO, IL EIN: 75-6027263

Bell-wallace Charitable Trust Xxxxx3002 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $627K in total assets. In 2024, it awarded 5 grants totaling $45K. Net investment income was $36K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$627K

-2.8% YoY

Annual Giving

$45K

+0.0% YoY

Grant Count

-16.7% YoY

Avg Grant Size

$9K

+20.0% YoY

Under IRS private-foundation payout rules, Bell-wallace Charitable Trust Xxxxx3002 reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

About Bell-wallace Charitable Trust Xxxxx3002

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $210K (100%)

States

Texas

Cities

Fort Worth

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$626,906	$645,083	$654,286
Revenue	$50,322	$55,961	$25,879
Expenses	$67,475	$65,165	$60,734
Qualifying Distributions	$52,375	$51,520	$46,667
Net Investment Income	$36,125	$41,065	$17,242
Distributable Amount	$49,309	$43,696	$45,334

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

26 grants across all recorded years

Open Grants

1 open opportunity from Bell-wallace Charitable Trust Xxxxx3002

Foundation

Bell Wallace Charitable Trust Grant

BELL-WALLACE CHARITABLE TRUST XXXXX3002

Amount

Varies

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Healing Shepherd Clinic ($15,000), Baylor Scott & White All Saints ($10,000), W I Cook Foundation Inc ($10,000).

Recipient	Purpose	Amount
BAYLOR SCOTT & WHITE ALL SAINTS FORT WORTH, TX	GENERAL	$10,000
W I COOK FOUNDATION INC FORT WORTH, TX	GENERAL	$10,000
CORNERSTONE ASSISTANCE NETWORK FORT WORTH, TX	GENERAL	$5,000
HEALING SHEPHERD CLINIC FORT WORTH, TX	GENERAL	$15,000
TARRANT AREA FOOD BANK FORT WORTH, TX	GENERAL	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Bell-wallace Charitable Trust Xxxxx3002?

As of 2024, Bell-wallace Charitable Trust Xxxxx3002 holds $627K in total assets with $50K in annual revenue. It awarded 5 grants totaling $45K in 2024.

Where does Bell-wallace Charitable Trust Xxxxx3002 operate?

Bell-wallace Charitable Trust Xxxxx3002 has awarded grants in Texas.

What size grants does Bell-wallace Charitable Trust Xxxxx3002 award?

In 2024, Bell-wallace Charitable Trust Xxxxx3002 awarded 5 grants totaling $45K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Bell-wallace Charitable Trust Xxxxx3002 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bell-wallace Charitable Trust Xxxxx3002 reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bell-wallace Charitable Trust Xxxxx3002's EIN?

Bell-wallace Charitable Trust Xxxxx3002's EIN (Employer Identification Number) is 75-6027263. IRS Form 990 filing data is available on this page for 2020–2024.