Cause IQ organization profile

Andrew F Bell and Edith M Bell Charitable Trust

Form 990s | Financials | Vendors | Personnel | Peers

Andrew F Bell and Edith M Bell Charitable Trust is a private foundation based in Milwaukee, WI that was founded in 2007. As of 2019 they had $62,711 in revenue and $1.3 million in assets.

Andrew F Bell and Edith M Bell Charitable Trust makes grants to other organizations, such as $14,472 to Rotary Club of Milwaukee for "General Operating"; and $7,236 to Wisconsin Humane Society (WHS) for "General Operating".

Previous legal names or variations of their name include: Andrew F And Edith M Bell Ch Trust.

EIN:

39-6788987

City:

Milwaukee

State:

Wisconsin

Founded:

2007

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$62,711

Assets:

$1,397,488

Fiscal year end:

June

Revenue trends:

Asset trends:

Form 990s for Andrew F Bell and Edith M Bell Charitable Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2019-06	Jan 23, 2020	990PF	View PDF
2018-06	Dec 22, 2018	990PF	View PDF
2017-06	Dec 21, 2017	990PF	View PDF
2016-06	Feb 17, 2017	990PF	View PDF
2015-06	Jan 13, 2016	990PF	View PDF
...and three more Form 990 PDFs

Financials for Andrew F Bell and Edith M Bell Charitable Trust

Field	2019	2018	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$43,656	$41,757	4.5%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$19,055	$79,866	-76.1%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$0	$0
Total revenues	$62,711	$121,623	-48.4%

Field	2019	2018	% Change
Compensation of current officers, etc.	$25,496	$26,481	-3.7%
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$0	$0
Accounting fees	$0	$1,500	-100%
Other fee-for-service	$0	$0
Interest	$0	$0
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$72,360	$71,509	1.2%
All other expenses	$4,440	$1,179	276.6%
Total expenses	$102,296	$100,669	1.6%

Field	2019	2018	% Change
Cash (non-interest-bearing)	$0	$496	-100%
Savings, short-term investments, etc.	$-42,283	$17,411	-342.9%
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$0	$0
Investments in corporate stock	$1,112,238	$1,073,866	3.6%
Investments in corporate bonds	$247,533	$352,445	-29.8%
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$80,000	$0	999%
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$0	$0
Total assets	$1,397,488	$1,444,218	-3.2%

Field	2019	2018
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$0	$0

Field	2019	2018
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Andrew F Bell and Edith M Bell Charitable Trust

Vendor	Services	Amount paid	Date
Pricewaterhousecoopers LLP	Tax accounting		2019-10-10

Personnel at Andrew F Bell and Edith M Bell Charitable Trust

Name	Title	Compensation	Most recent data
U S Bank N A Trustee	Trustee	-	Jan. 23, 2020

Peer private foundations

	Name	Type	Revenue	Location
1	Gary G Taylor Charitable Trust	501(c)(3)	$127,557	Milwaukee, WI
2	Harley A and Lillian M Butler Foundation	501(c)(3)	$95,569	Milwaukee, WI
3	Fletcher Margaret Mudd Charitable Foundation	501(c)(3)	$30,624	Milwaukee, WI
4	Emory T Clark Family Foundation 000011942400	501(c)(3)	$305,985	Madison, WI
5	Bitker Gould Family Charitable Foundation	501(c)(3)	$285,265	Lac Du Flambeau, WI
6	Harry and Helena Messick Charitable Trust	501(c)(3)	$269,370	Milwaukee, WI
7	Kirkpatrick Charitable Trust	501(c)(3)	$34,059	Milwaukee, WI
8	Milwaukee Braves Miller Fund	501(c)(3)	$76,113	Milwaukee, WI
9	Leo Agranoff Perpetual Charitable Trust	501(c)(3)	$16,802	Milwaukee, WI
10	Jean Jack and Mildred Lemons Charitable Trust	501(c)(3)	$277,011	Milwaukee, WI
11	A K Stephenson Foundation Charitable Trust Agy	501(c)(3)	$108,278	Milwaukee, WI
12	John Junell Trust Uw	501(c)(3)	$95,883	Milwaukee, WI
13	O G Duncan Charit Rem Unitrust	501(c)(3)	$46,074	Milwaukee, WI
14	Hiatt Charitable Trust	501(c)(3)	$40,557	Milwaukee, WI
15	Lester T Schaumleffel 94007000	501(c)(3)	$57,721	Milwaukee, WI
16	Russell T Lund Charitable Trust	501(c)(3)	$22,681	Milwaukee, WI
17	Ellen P Thomas Trust	501(c)(3)	$57,173	Milwaukee, WI
18	Edwin and Lucille Eggen Scholarship Fund	501(c)(3)	$32,985	Madison, WI
19	Moses and Caroline Shallow Scholarship Foundation	501(c)(3)	$143,279	Wausaukee, WI
20	Millard C Hamer TR Uw	501(c)(3)	$163,790	Milwaukee, WI
21	J P and Maude V Schroeder Memorial Trust	501(c)(3)	$50,605	Milwaukee, WI
22	Aitkenhead Memorial Scholarship Trust	501(c)(3)	$85,101	Milwaukee, WI
23	Robert E and Maxine Gaines Mcauley	501(c)(3)	$53,719	Milwaukee, WI
24	Plunkett Family Foundation	501(c)(3)	$92,272	Milwaukee, WI
25	Evergreen Manor Endow Trust	501(c)(3)	$88,463	Milwaukee, WI

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Cause IQ organization profile

Andrew F Bell and Edith M Bell Charitable Trust

Form 990s for Andrew F Bell and Edith M Bell Charitable Trust

Financials for Andrew F Bell and Edith M Bell Charitable Trust

Vendors for Andrew F Bell and Edith M Bell Charitable Trust

Personnel at Andrew F Bell and Edith M Bell Charitable Trust

Peer private foundations

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