Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 41-6039114

JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN

Tax-exempt · MINNEAPOLIS, MN 55405

Financials

$83K$596K2023$237K$233K2024$345K$408K2025
Revenue Expenses · by fiscal year end
Financials of JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$344,827$407,777-$62,950$1,544,359$0$1,544,359
December 31, 2024990-PF$237,031$233,440$3,591$1,607,309$0$1,607,309
December 31, 2023990-PF$82,514$595,660-$513,146$1,603,719$0$1,603,719
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$84,067
Net gain from sales of assets
$260,760

Expenses

Grants and similar amounts paid
$301,300
Compensation of officers, directors and key employees
$30,000
Disbursements for charitable purposes
$370,507
Excise tax on investment income
$4,275

Balance sheet and other

Total assets, start of year
$1,607,309
Total assets, end of year
$1,544,359
Total liabilities, end of year
$0
Net assets, end of year
$1,544,359
Fair market value of assets
$8,985,607
Qualifying distributions
$370,507
Net investment income
$344,827

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FORD W BELL
1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN 55405
TRUSTEE9$15,000
AMY BELL
1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN 55405
TRUSTEE1$15,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
FORD W BELL
1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN 55405
TRUSTEE9$7,000
AMY BELL
1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN 55405
TRUSTEE1$7,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
FORD W BELL
1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN 55405
TRUSTEE9$7,000
AMY BELL
1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN 55405
TRUSTEE1$7,000

Address and contacts

Address (IRS master file)
1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN 55405-2224
In care of
% DELTA TRUST CO
Signed the 990-PF
FORD W BELL, TRUSTEE
Phone
(612) 377-8400
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-6039114
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,544,359
Income (IRS master file)
$384,381

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$344,827$407,777$1,544,359XML
990-PFDecember 2024$237,031$233,440$1,607,309IRS
990-PFDecember 2023$82,514$595,660$1,603,719XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-6039114).

Questions about JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN

What is the EIN of JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN?
The employer identification number (EIN) of JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN is 41-6039114.
Is JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $15,000 (FORD W BELL, TRUSTEE).
How much revenue does JAMES F BELL TESTAMENTARY TRUST FOR THE BENEFIT OF UNIVERSITY OF MINN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $344,827, expenses of $407,777 and total assets of $1,544,359 at year end.

Other nonprofits in MINNEAPOLIS

All nonprofits in MINNEAPOLIS · Minnesota