Jane Beltz Trust Fbo Dubois Regional Medical

INDIANA, PA EIN: 30-6170716

Jane Beltz Trust Fbo Dubois Regional Medical is a private foundation, based in INDIANA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $428K in total assets. In 2024, it awarded 1 grants totaling $18K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$428K

-1.6% YoY

Annual Giving

$18K

-7.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

-7.2% YoY

Under IRS private-foundation payout rules, Jane Beltz Trust Fbo Dubois Regional Medical reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Jane Beltz Trust Fbo Dubois Regional Medical

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $91K (100%)

States

Pennsylvania

Cities

Dubois

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$428,033	$434,909	$439,082
Revenue	$22,233	$25,169	$10,233
Expenses	$29,155	$29,235	$41,694
Qualifying Distributions	$26,416	$29,186	$34,319
Net Investment Income	$11,356	$14,808	$3,506
Distributable Amount	$31,124	$28,773	$29,844

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 Dubois Regional Medical Center ($18,000).

Recipient	Purpose	Amount
DUBOIS REGIONAL MEDICAL CENTER DUBOIS, PA	SUPPORT	$18,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Jane Beltz Trust Fbo Dubois Regional Medical?

As of 2024, Jane Beltz Trust Fbo Dubois Regional Medical holds $428K in total assets with $22K in annual revenue. It awarded 1 grants totaling $18K in 2024.

Where does Jane Beltz Trust Fbo Dubois Regional Medical operate?

Jane Beltz Trust Fbo Dubois Regional Medical has awarded grants in Pennsylvania.

What size grants does Jane Beltz Trust Fbo Dubois Regional Medical award?

In 2024, Jane Beltz Trust Fbo Dubois Regional Medical awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Jane Beltz Trust Fbo Dubois Regional Medical required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jane Beltz Trust Fbo Dubois Regional Medical reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jane Beltz Trust Fbo Dubois Regional Medical's EIN?

Jane Beltz Trust Fbo Dubois Regional Medical's EIN (Employer Identification Number) is 30-6170716. IRS Form 990 filing data is available on this page for 2020–2024.