Nonprofit · EIN 54-6500526
GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR
Also known as OGRADY JOHN B TTEE
Tax-exempt · RICHMOND, VA 23218
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $317,805 | $384,039 | -$66,234 | $3,155,229 | $0 | $3,155,229 |
| June 30, 2025 | 990-PF | $215,872 | $460,141 | -$244,269 | $3,221,459 | $0 | $3,221,459 |
| June 30, 2024 | 990-PF | $183,291 | $492,352 | -$309,061 | $3,454,591 | $0 | $3,454,591 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $119,828
- Net gain from sales of assets
- $197,977
Expenses
- Grants and similar amounts paid
- $160,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $337,813
- Excise tax on investment income
- $4,144
Balance sheet and other
- Total assets, start of year
- $3,221,459
- Total assets, end of year
- $3,155,229
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,155,229
- Fair market value of assets
- $4,186,180
- Qualifying distributions
- $337,813
- Net investment income
- $317,805
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin S Candland c/o McGuireWoods LLP PO Box 397, Richmond, VA 232180397 | Trustee | 2 | $0 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin S Candland c/o McGuireWoods LLP PO Box 397, Richmond, VA 232180397 | Trustee | 2 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin S Candland c/o McGuireWoods LLP PO Box 397, Richmond, VA 232180397 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 397, RICHMOND, VA 23218-0397
- In care of
- % JOHN B OGRADY
- Signed the 990-PF
- Benjamin S Candland, Trustee
- Phone
- (804) 775-1047
- Website
- www.bellscholarship.org
- Return prepared by
- McGuireWoods 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6500526
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $3,221,459
- Income (IRS master file)
- $1,075,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $317,805 | $384,039 | $3,155,229 | XML |
| 990-PF | June 2025 | $215,872 | $460,141 | $3,221,459 | XML |
| 990-PF | June 2024 | $183,291 | $492,352 | $3,454,591 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 54-6500526).
Questions about GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR
- What is the EIN of GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR?
- The employer identification number (EIN) of GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR is 54-6500526.
- Is GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does GLORIA WILKES BELL & CARLOS R BELL CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $317,805, expenses of $384,039 and total assets of $3,155,229 at year end.
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