Belle's Foundation

LAKEWAY, TX EIN: 83-1913033

Belle's Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKEWAY, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $73K in total assets. In 2024, it awarded 3 grants totaling $50K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$73K

-27.7% YoY

Annual Giving

$50K

Grant Count

Avg Grant Size

$17K

Under IRS private-foundation payout rules, Belle's Foundation reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Belle's Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $85K (48%)

Texas $46K (26%)

Arizona $20K (11%)

Virginia $15K (9%)

Tennessee $10K (6%)

States

Arizona Florida Tennessee Texas Virginia

Cities

AlexandriaAustinNashvilleSurpriseVero Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$73,185	$101,179	$102,168
Revenue	$22,529	$2,163	$19,033
Expenses	$50,485	$3,122	$38,782
Qualifying Distributions	$50,000	$2,772	$37,527
Net Investment Income	$22,179	$1,813	$7,778
Distributable Amount	$4,254	$6,446	$6,159

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include America's Mighty Warriors ($20,000), Charities Aid Foundation ($15,000), Regents School of Austin ($15,000).

Recipient	Purpose	Amount
AMERICA'S MIGHTY WARRIORS SURPRISE, AZ	GENERAL SUPPORT	$20,000
CHARITIES AID FOUNDATION ALEXANDRIA, VA	GENERAL SUPPORT	$15,000
REGENTS SCHOOL OF AUSTIN AUSTIN, TX	GENERAL SUPPORT`	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LORI WARD	PRESIDENT & TREASURER	0.25	—
BERINDA POST	VICE-PRESIDENT	0.25	—
MICHAEL WARD	SECRETARY	0.25	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Belle's Foundation?

Belle's Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKEWAY, TX. It holds $73K in total assets as of 2024.

How large is Belle's Foundation?

As of 2024, Belle's Foundation holds $73K in total assets with $23K in annual revenue. It awarded 3 grants totaling $50K in 2024.

Where does Belle's Foundation operate?

Belle's Foundation has awarded grants in Arizona, Florida, Tennessee, Texas, Virginia.

What size grants does Belle's Foundation award?

In 2024, Belle's Foundation awarded 3 grants totaling $50K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Belle's Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Belle's Foundation reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.