F&j Spence Bell Tua Fbo Duke Unv

SAINT LOUIS, MO EIN: 56-6064953

F&j Spence Bell Tua Fbo Duke Unv is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $70K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$70K

-7.9% YoY

Annual Giving

$4K

+16.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+16.7% YoY

Under IRS private-foundation payout rules, F&j Spence Bell Tua Fbo Duke Unv reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About F&j Spence Bell Tua Fbo Duke Unv

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $17K (100%)

States

North Carolina

Cities

Durham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$70,141	$76,174	$80,071
Revenue	$3,355	$1,760	$1,634
Expenses	$9,425	$5,651	$6,498
Qualifying Distributions	$7,912	$4,220	$4,664
Net Investment Income	$1,855	$830	$857
Distributable Amount	$4,023	$3,839	$4,119

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 Duke University ($3,500).

Recipient	Purpose	Amount
DUKE UNIVERSITY DURHAM, NC	GENERAL OPERATING	$3,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$1,645

Frequently Asked Questions

How large is F&j Spence Bell Tua Fbo Duke Unv?

As of 2024, F&j Spence Bell Tua Fbo Duke Unv holds $70K in total assets with $3K in annual revenue. It awarded 1 grants totaling $4K in 2024.

Where does F&j Spence Bell Tua Fbo Duke Unv operate?

F&j Spence Bell Tua Fbo Duke Unv has awarded grants in North Carolina.

What size grants does F&j Spence Bell Tua Fbo Duke Unv award?

In 2024, F&j Spence Bell Tua Fbo Duke Unv awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is F&j Spence Bell Tua Fbo Duke Unv required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, F&j Spence Bell Tua Fbo Duke Unv reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is F&j Spence Bell Tua Fbo Duke Unv's EIN?

F&j Spence Bell Tua Fbo Duke Unv's EIN (Employer Identification Number) is 56-6064953. IRS Form 990 filing data is available on this page for 2020–2024.