Betty Jane Bell Charitable Tr II
Betty Jane Bell Charitable Tr II is a private foundation focused on Philanthropy, based in St Petersburg, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.5M in total assets. In 2025, it awarded 9 grants totaling $369K. Net investment income was $112K.
Key facts about Betty Jane Bell Charitable Tr II
In short: Betty Jane Bell Charitable Tr II gave $369K across 9 grants in 2025 (avg $41K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 82-6747123
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $369,068
- Grants made (2025)
- 9
- Average grant
- $41,008
- Median grant
- $23,067
- Total assets
- $5,456,225
- Primary geography
- Texas (75% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.5M
-3.9% YoY
Annual Giving
$369K
+0.4% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$41K
+0.4% YoY
Under IRS private-foundation payout rules, Betty Jane Bell Charitable Tr II reported a distributable amount of $416K for 2025 — the minimum it must pay out in qualifying distributions.
How Betty Jane Bell Charitable Tr II gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $332K (2023) to $391K (2021). In 2025 it made 9 grants totaling $369K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Betty Jane Bell Kerr County ($185K). Together the top 9 received $369K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 42 grants of 47 (89%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Betty Jane Bell Kerr County Kerrville, TX | General Support | $184,532 |
| Guiding Eyes for the Blind Inc Yorktown Heights, NY | General Support | $23,067 |
| St Joseph's Indian School Chamberlain, SD | General Support | $23,067 |
| The Salvation Army-Texas Dallas, TX | General Support | $23,067 |
| St Jude Children's Research Memphis, TN | General Support | $23,067 |
| Sacred Heart Southern Missions Walls, MS | General Support | $23,067 |
| Santa Rosa Children's Hospital San Antonio, TX | General Support | $23,067 |
| Notre Dame Catholic Church Kerrville, TX | General Support | $23,067 |
| Special Olympics Texas Inc San Antonio, TX | General Support | $23,067 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,456,225 | $5,676,909 | $5,495,429 |
| Revenue | $220,679 | $607,705 | $221,349 |
| Expenses | $440,030 | $423,979 | $391,295 |
| Qualifying Distributions | $383,839 | $382,160 | $338,851 |
| Net Investment Income | $112,486 | $526,118 | $99,580 |
| Distributable Amount | $415,547 | $382,301 | $346,238 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Betty Jane Bell Charitable Tr II's only listed officer is Raymond James Trust N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Raymond James Trust N A
Trustee
New on the 2025 filing
1 hr/week
$56K (2025)
Former officers (4)
- Former: Raymond James (2023–2024) — Trustee
- Former: Happy Trust Company (2022–2023) — Prior Trustee
- Former: Happy State Bank Trst (2020–2021) — Trustee
- Former: Centennial Bank (2019) — Trustee
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 $56K, to Raymond James Trust N a (Trustee).
Frequently asked questions about Betty Jane Bell Charitable Tr II
How much does Betty Jane Bell Charitable Tr II give each year?
Betty Jane Bell Charitable Tr II gave $369K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $368K across 9 grants.
What is Betty Jane Bell Charitable Tr II's typical grant size?
Betty Jane Bell Charitable Tr II's median grant in 2025 was $23,067, and its average grant was $41,008, across 9 grants on its 2025 IRS Form 990-PF.
Where does Betty Jane Bell Charitable Tr II give grants?
Betty Jane Bell Charitable Tr II gives mostly in Texas: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (6%) and South Dakota (6%). The most frequent recipient cities were Kerrville, TX (2 grants) and San Antonio, TX (2 grants).
Does Betty Jane Bell Charitable Tr II give general operating support?
Yes: 100% of Betty Jane Bell Charitable Tr II's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Betty Jane Bell Charitable Tr II's largest grantees?
Betty Jane Bell Charitable Tr II's largest 2025 grantees include Betty Jane Bell Kerr County ($184,532), Guiding Eyes for the Blind Inc ($23,067) and St Joseph's Indian School ($23,067), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.
How large is Betty Jane Bell Charitable Tr II?
Betty Jane Bell Charitable Tr II reported $5.5M in total assets on its 2025 IRS Form 990-PF. It paid out $384K in qualifying distributions that year, against a required minimum of $416K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Betty Jane Bell Charitable Tr II?
Betty Jane Bell Charitable Tr II is a private foundation focused on Philanthropy, based in St Petersburg, FL. It holds $5.5M in total assets as of 2025.
What is Betty Jane Bell Charitable Tr II's EIN?
Betty Jane Bell Charitable Tr II's EIN (Employer Identification Number) is 82-6747123. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Betty Jane Bell Charitable Tr II by hand.
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