Jane Beltz Under Will Fbo Hoag Memorial

INDIANA, PA EIN: 30-6171447

Jane Beltz Under Will Fbo Hoag Memorial is a private foundation, based in INDIANA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $420K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$420K

+3.2% YoY

Annual Giving

$13K

-43.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$13K

-43.7% YoY

Under IRS private-foundation payout rules, Jane Beltz Under Will Fbo Hoag Memorial reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Jane Beltz Under Will Fbo Hoag Memorial

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $91K (100%)

States

California

Cities

Newport Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$419,807	$406,956	$422,902
Revenue	$33,153	$15,863	$10,252
Expenses	$22,917	$31,787	$38,602
Qualifying Distributions	$20,581	$31,741	$33,889
Net Investment Income	$21,578	$8,730	$3,302
Distributable Amount	$29,568	$27,320	$28,404

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 Hoag Memorial Hospital Foundation ($12,614).

Recipient	Purpose	Amount
HOAG MEMORIAL HOSPITAL FOUNDATION NEWPORT BEACH, CA	SUPPORT	$12,614

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 Under Will Fbo Hoag Memorial?

As of 2024, Jane Beltz Under Will Fbo Hoag Memorial holds $420K in total assets with $33K in annual revenue. It awarded 1 grants totaling $13K in 2024.

Where does Jane Beltz Under Will Fbo Hoag Memorial operate?

Jane Beltz Under Will Fbo Hoag Memorial has awarded grants in California.

What size grants does Jane Beltz Under Will Fbo Hoag Memorial award?

In 2024, Jane Beltz Under Will Fbo Hoag Memorial awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Jane Beltz Under Will Fbo Hoag Memorial required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jane Beltz Under Will Fbo Hoag Memorial reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jane Beltz Under Will Fbo Hoag Memorial's EIN?

Jane Beltz Under Will Fbo Hoag Memorial's EIN (Employer Identification Number) is 30-6171447. IRS Form 990 filing data is available on this page for 2020–2024.