James R Vial Trust Under Will 47V005014

Private foundation · Grantmaker Lancaster, PA EIN: 81-1166863

James R Vial Trust Under Will 47V005014 is a private foundation, based in Lancaster, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $746K in total assets. In 2025, it awarded 2 grants totaling $31K. Net investment income was $39K.

Key facts about James R Vial Trust Under Will 47V005014

In short: James R Vial Trust Under Will 47V005014 gave $31K across 2 grants in 2025 (avg $16K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
81-1166863
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$31,173
Grants made (2025)
2
Average grant
$15,587
Median grant
$15,587
Total assets
$746,463
Primary geography
Pennsylvania (100% 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

$746K

+0.9% YoY

Annual Giving

$31K

-21.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$16K

-21.0% YoY

Under IRS private-foundation payout rules, James R Vial Trust Under Will 47V005014 reported a distributable amount of $45K for 2025 — the minimum it must pay out in qualifying distributions.

How James R Vial Trust Under Will 47V005014 gives

  • Giving fell 28% from 2022 to 2025. Method
  • In 2025 it paid out 70% 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

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

ElizabethtownHarrisburg

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $31K (2025) to $46K (2023). In 2025 it made 2 grants totaling $31K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Roman Catholic Diocese of Harrisburg: $21KRoman Catholic Diocese ofHarrisburg$21KElizabethtown College: $10KElizabethtown College$10K

The largest 2025 recipient was Roman Catholic Diocese of Harrisburg ($21K). Together the top 2 received $31K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Roman Catholic Diocese of Harrisburg Harrisburg, PASacred Heart of Jesus /$20,768
Elizabethtown College Elizabethtown, PAFinancial Assistance Non$10,405

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$746,463$739,847$729,850
Revenue$49,084$59,292$34,713
Expenses$42,559$49,662$55,519
Qualifying Distributions$31,173$39,447$46,302
Net Investment Income$38,505$49,077$25,496
Distributable Amount$44,557$42,342$38,228

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)

Leadership & Key People

Officers and directors from IRS filings

James R Vial Trust Under Will 47V005014's only listed officer is Fulton Bank N A, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Fulton Bank N A

    Trustee

    On filings since 2019

    2 hrs/week

    $9K (2019) → $10K (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

Fulton Bank N a — Trustee: $10KFulton Bank N aTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to Fulton Bank N a (Trustee).

Frequently asked questions about James R Vial Trust Under Will 47V005014

How much does James R Vial Trust Under Will 47V005014 give each year?

James R Vial Trust Under Will 47V005014 gave $31K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 2 grants.

How large is James R Vial Trust Under Will 47V005014?

James R Vial Trust Under Will 47V005014 reported $746K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $45K (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 James R Vial Trust Under Will 47V005014 operate?

James R Vial Trust Under Will 47V005014 has awarded grants in Pennsylvania.

What is James R Vial Trust Under Will 47V005014's EIN?

James R Vial Trust Under Will 47V005014's EIN (Employer Identification Number) is 81-1166863. 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.

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