George Wilbur Bell Testamentary Trust
George Wilbur Bell Testamentary Trust is a private foundation, based in Havana, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it made $41K in qualifying distributions.
George Wilbur Bell Testamentary Trust at a glance
- Total assets
- $2,094,278
- +3.5% vs 2024
- Revenue (2025)
- $256,735
- -56.0% vs 2024
- Qualifying distributions (2025)
- $41,294
- -88.6% vs 2024
- Expenses (2025)
- $432,589
- -39.6% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who George Wilbur Bell Testamentary Trust funds
How this funder distributes its grants
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 13 grants of 23 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How George Wilbur Bell Testamentary Trust gives
- Giving grew 114% from 2021 to 2024. Method
- In 2025 it paid out 9% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $145K (2021) to $496K (2022). In 2024 it made 6 grants totaling $312K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Advocate IL Masonic Medical Center Downers Grove, IL | Charitable | $86,640 |
| Knights Templar Eye Foundation Flower Mound, TX | Charitable | $86,640 |
| Chandlerville Lodge #724 Af & Am Virginia, IL | Charitable | $34,650 |
| Fairview United Methodist Church Chandlerville, IL | Charitable | $34,650 |
| Knights Temkplar Home for Aged & Infirm N Riverside, IL | Charitable | $34,650 |
| Shriners Hospital for Children Tampa, FL | Charitable | $34,650 |
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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 | $2,094,278 | $256,735 | $432,589 | — | — | $41,294 | — | $468,495 |
| 2024 | $2,023,387 | $583,562 | $715,906 | $311,880 | 6 | $362,916 | $230,857 | $453,738 |
| 2023 | $2,044,204 | $667,859 | $799,513 | $314,971 | 5 | $372,053 | $240,269 | $461,994 |
| 2022 | $2,095,105 | $676,151 | $946,921 | $496,492 | 6 | $552,009 | $281,553 | $468,760 |
| 2021 | $1,998,475 | $529,597 | $496,524 | $145,478 | 6 | $196,724 | $229,921 | $483,214 |
Under IRS private-foundation payout rules, George Wilbur Bell Testamentary Trust reported a distributable amount of $468K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
George Wilbur Bell Testamentary Trust's only listed officer is Havana National Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Havana National Bank
Trustee
On filings since 2021
10 hrs/week
$57K (2021) → $49K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $49K, to Havana National Bank (Trustee).
Frequently asked questions about George Wilbur Bell Testamentary Trust
How large is George Wilbur Bell Testamentary Trust?
George Wilbur Bell Testamentary Trust reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $468K (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.
Where does George Wilbur Bell Testamentary Trust operate?
George Wilbur Bell Testamentary Trust has awarded grants in Florida, Illinois, Texas.
What is George Wilbur Bell Testamentary Trust's EIN?
George Wilbur Bell Testamentary Trust's EIN (Employer Identification Number) is 37-6319397. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 16, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work George Wilbur Bell Testamentary Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in George Wilbur Bell Testamentary Trust's focus areas in our free grants database
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