James R Vial Trust Under Will 47v005014

LANCASTER, PA EIN: 81-1166863

James R Vial Trust Under Will 47v005014 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LANCASTER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $740K in total assets. In 2024, it awarded 2 grants totaling $39K. Net investment income was $49K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$740K

+1.4% YoY

Annual Giving

$39K

-14.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

-14.8% YoY

Under IRS private-foundation payout rules, James R Vial Trust Under Will 47v005014 reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About James R Vial Trust Under Will 47v005014

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $202K (100%)

States

Pennsylvania

Cities

ElizabethtownHarrisburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$739,847	$729,850	$749,840
Revenue	$59,292	$34,713	$30,396
Expenses	$49,662	$55,519	$54,972
Qualifying Distributions	$39,447	$46,302	$43,208
Net Investment Income	$49,077	$25,496	$20,759
Distributable Amount	$42,342	$38,228	$39,287

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Roman Catholic Diocese of Harrisburg ($26,284), Elizabethtown College ($13,163).

Recipient	Purpose	Amount
ELIZABETHTOWN COLLEGE ELIZABETHTOWN, PA	FINANCIAL ASSISTANCE NON	$13,163
ROMAN CATHOLIC DIOCESE OF HARRISBURG HARRISBURG, PA	SACRED HEART OF JESUS /	$26,284

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FULTON BANK N A	TRUSTEE	2	$10,001

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is James R Vial Trust Under Will 47v005014?

James R Vial Trust Under Will 47v005014 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LANCASTER, PA. It holds $740K in total assets as of 2024.

How large is James R Vial Trust Under Will 47v005014?

As of 2024, James R Vial Trust Under Will 47v005014 holds $740K in total assets with $59K in annual revenue. It awarded 2 grants totaling $39K in 2024.

Where does James R Vial Trust Under Will 47v005014 operate?

James R Vial Trust Under Will 47v005014 has awarded grants in Pennsylvania.

What size grants does James R Vial Trust Under Will 47v005014 award?

In 2024, James R Vial Trust Under Will 47v005014 awarded 2 grants totaling $39K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is James R Vial Trust Under Will 47v005014 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James R Vial Trust Under Will 47v005014 reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.