Nonprofit · EIN 93-2543961
JOAN D AND JOHN S BELL CHARITABLE FOUNDATION
Tax-exempt · SHOREWOOD, WI 53211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,409,630 | $50,563 | $16,359,067 | $19,048,388 | $0 | $19,048,388 |
| December 31, 2024 | 990-PF | $72,081 | $117,677 | -$45,596 | $1,525,261 | $0 | $1,525,261 |
| December 31, 2023 | 990-PF | $1,497,548 | $2,691 | $1,494,857 | $1,491,182 | $0 | $1,491,182 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $16,083,184
- Dividends
- $227,494
- Net gain from sales of assets
- $98,952
Expenses
- Grants and similar amounts paid
- $5,162
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,173
- Excise tax on investment income
- $3,957
Balance sheet and other
- Total assets, start of year
- $1,525,261
- Total assets, end of year
- $19,048,388
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,048,388
- Fair market value of assets
- $19,048,388
- Qualifying distributions
- $6,173
- Net investment income
- $326,446
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN ZARWELL PO BOX 11945, SHOREWOOD, WI 53211 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN ZARWELL PO BOX 11945, SHOREWOOD, WI 53211 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN ZARWELL PO BOX 11945, SHOREWOOD, WI 53211 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11945, SHOREWOOD, WI 53211-0945
- Signed the 990-PF
- SUSAN ZARWELL, TRUSTEE
- Phone
- (414) 379-5831
- Return prepared by
- RITZ HOLMAN 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-2543961
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $19,048,388
- Income (IRS master file)
- $19,275,841
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,409,630 | $50,563 | $19,048,388 | XML |
| 990-PF | December 2024 | $72,081 | $117,677 | $1,525,261 | IRS |
| 990-PF | December 2023 | $1,497,548 | $2,691 | $1,491,182 | XML |
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 93-2543961).
Questions about JOAN D AND JOHN S BELL CHARITABLE FOUNDATION
- What is the EIN of JOAN D AND JOHN S BELL CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOAN D AND JOHN S BELL CHARITABLE FOUNDATION is 93-2543961.
- Is JOAN D AND JOHN S BELL CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to JOAN D AND JOHN S BELL CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN D AND JOHN S BELL CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN D AND JOHN S BELL CHARITABLE FOUNDATION 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 JOAN D AND JOHN S BELL CHARITABLE FOUNDATION 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 JOAN D AND JOHN S BELL CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOAN D AND JOHN S BELL CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,409,630, expenses of $50,563 and total assets of $19,048,388 at year end.
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