Joan D and John S Bell Charitable

Foundation · Grantmaker Shorewood, WI EIN: 93-2543961

Joan D and John S Bell Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Shorewood, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 1 grant totaling $100K. Net investment income was $57K.

Key facts about Joan D and John S Bell Charitable

EIN: 93-2543961
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $100,000
Grants made (2024): 1
Average grant: $100,000
Median grant: $100,000
Total assets: $1,525,261
Primary geography: Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How Joan D and John S Bell Charitable gives

In 2024 it paid out 132% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

+2.3% YoY

Annual Giving

$100K

Grant Count

Avg Grant Size

$100K

Under IRS private-foundation payout rules, Joan D and John S Bell Charitable reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

About Joan D and John S Bell Charitable

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $100K (100%)

Share of all 1 itemized 2024 grant dollars.

States

Wisconsin

Cities

Milwaukee

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$1,525,261	$1,491,182
Revenue	$72,081	$1,497,548
Expenses	$117,677	$2,691
Qualifying Distributions	$101,187	—
Net Investment Income	$57,391	$61,323
Distributable Amount	$76,698	$29,651

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2023–2024

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

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Friends of Madacc ($100,000).

Recipient	Purpose	Amount
FRIENDS OF MADACC Milwaukee, WI	EXPAND AND UPDATE EQUIPMENT IN MADACC'S EXERCISE AREA FOR DOGS TO HELP RELIEVE STRESS AND PROVIDE EXERCISE.	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Susan Zarwell	Trustee	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Joan D and John S Bell Charitable?

Joan D and John S Bell Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Shorewood, WI. It holds $1.5M in total assets as of 2024.

How large is Joan D and John S Bell Charitable?

As of 2024, Joan D and John S Bell Charitable holds $1.5M in total assets with $72K in annual revenue. It awarded 1 grant totaling $100K in 2024.

Where does Joan D and John S Bell Charitable operate?

Joan D and John S Bell Charitable has awarded grants in Wisconsin.

What size grants does Joan D and John S Bell Charitable award?

In 2024, Joan D and John S Bell Charitable awarded 1 grant totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.

How much is Joan D and John S Bell Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joan D and John S Bell Charitable reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joan D and John S Bell Charitable's EIN?

Joan D and John S Bell Charitable's EIN (Employer Identification Number) is 93-2543961. IRS Form 990 filing data is available on this page for 2023–2024.