Bell-Wallace Charitable Trust XXXXX3002
Bell-Wallace Charitable Trust XXXXX3002 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $638K in total assets. In 2025, it awarded 6 grants totaling $46K. Net investment income was $65K.
Bell-Wallace Charitable Trust XXXXX3002 at a glance
In short: Bell-Wallace Charitable Trust XXXXX3002 gave $46K across 6 grants in 2025 (avg $8K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,500
- +1.1% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $7,583
- -15.7% vs 2024
- Median grant
- $7,750
- Total assets
- $637,947
- +1.8% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Bell-Wallace Charitable Trust XXXXX3002
Open Grants
1 open opportunity from Bell-Wallace Charitable Trust XXXXX3002
Who Bell-Wallace Charitable Trust XXXXX3002 funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Baylor Scott & White All Saints Medical Center ($10K). Together the top 6 received $46K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Bell-Wallace Charitable Trust XXXXX3002 gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $40K (2019) to $46K (2025). In 2025 it made 6 grants totaling $46K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baylor Scott & White All Saints Medical Center Fort Worth, TX | General | $10,000 |
| W I Cook Foundation Inc Fort Worth, TX | General | $10,000 |
| Healing Shepherd Clinic Fort Worth, TX | General | $10,000 |
| Tarrant County Academy Ofmedicine Fort Worth, TX | General | $5,500 |
| Northside Inter Church Agency Inc Fort Worth, TX | General | $5,000 |
| Tarrant Area Food Bank Fort Worth, TX | General | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $637,947 | $79,251 | $68,332 | $45,500 | 6 | $53,374 | $64,725 | $52,315 |
| 2024 | $626,906 | $50,322 | $67,475 | $45,000 | 5 | $52,375 | $36,125 | $49,309 |
| 2023 | $645,083 | $55,961 | $65,165 | $45,000 | 6 | $51,520 | $41,065 | $43,696 |
| 2022 | $654,286 | $25,879 | $60,734 | $40,000 | 5 | $46,667 | $17,242 | $45,334 |
| 2021 | $689,180 | $60,708 | $61,264 | $40,000 | 5 | $47,351 | $47,319 | $49,075 |
| 2020 | $689,737 | $51,572 | $59,597 | $40,000 | 5 | — | $38,848 | $41,450 |
| 2019 | $697,940 | $69,159 | $59,348 | $40,000 | 5 | — | $55,459 | $41,616 |
Under IRS private-foundation payout rules, Bell-Wallace Charitable Trust XXXXX3002 reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bell-Wallace Charitable Trust XXXXX3002's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$16K (2019) → $18K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $18K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Bell-Wallace Charitable Trust XXXXX3002
How much does Bell-Wallace Charitable Trust XXXXX3002 give each year?
Bell-Wallace Charitable Trust XXXXX3002 gave $46K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 5 grants.
What is Bell-Wallace Charitable Trust XXXXX3002's typical grant size?
Bell-Wallace Charitable Trust XXXXX3002's median grant in 2025 was $7,750, and its average grant was $7,583, across 6 grants on its 2025 IRS Form 990-PF.
Where does Bell-Wallace Charitable Trust XXXXX3002 give grants?
Bell-Wallace Charitable Trust XXXXX3002 gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Worth, TX (6 grants).
Does Bell-Wallace Charitable Trust XXXXX3002 give general operating support?
Yes: 100% of Bell-Wallace Charitable Trust XXXXX3002's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bell-Wallace Charitable Trust XXXXX3002's largest grantees?
Bell-Wallace Charitable Trust XXXXX3002's largest 2025 grantees include Baylor Scott & White All Saints Medical Center ($10,000), W I Cook Foundation Inc ($10,000) and Healing Shepherd Clinic ($10,000), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.
How large is Bell-Wallace Charitable Trust XXXXX3002?
Bell-Wallace Charitable Trust XXXXX3002 reported $638K in total assets on its 2025 IRS Form 990-PF. It paid out $53K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
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