Joan D and John S Bell Charitable

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 grants totaling $100K. Net investment income was $57K.

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%)

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

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 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

From 2024 IRS filing

From 2024 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 grants 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 grants 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.