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Nonprofit · EIN 75-6020180

BELL TRUST

Tax-exempt · DALLAS, TX 75230

Financials

$278K$907K2023$914K$821K2024
Revenue Expenses · by fiscal year end
Financials of BELL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$914,250$820,916$93,334$10,175,360$1,215$10,174,145
December 31, 2023990-PF$278,340$907,475-$629,135$10,082,026$1,215$10,080,811
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$206,106
Interest
$1,859
Net gain from sales of assets
$683,470
Other income
$22,815

Expenses

Grants and similar amounts paid
$590,600
Compensation of officers, directors and key employees
$64,500
Disbursements for charitable purposes
$653,072
Excise tax on investment income
$10,281

Balance sheet and other

Total assets, start of year
$10,082,026
Total assets, end of year
$10,175,360
Total liabilities, end of year
$1,215
Net assets, end of year
$10,174,145
Fair market value of assets
$12,990,004
Qualifying distributions
$653,072
Net investment income
$902,505

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
CLARK PACKER
20207 IBERIAN COURT, SPRING, TX 77379
EXECUTIVE TR30$60,600
BARBARA BELL PACKER
6335 W NORTHWEST HWY 2112, DALLAS, TX 75225
TRUSTEE1$600
BARRY D PACKER
12400 CHURCHILL CT, DALLAS, TX 75230
TRUSTEE1$600
COLLIN PACKER
921 DUNLEER DRIVE, ALLEN, TX 75013
TRUSTEE1$600
SHANE SPENCER
9017 CONWAY RD, ANNA, TX 75409
TRUSTEE1$600
PAT BILLS
7902 FREEMAN DR, ROWLETT, TX 75089
TRUSTEE1$600
JOHN B MUNS
1900 MACGREGOR, PLANO, TX 75093
TRUSTEE1$450
ROBERT T WALDRON
305 CHANTILLY COURT, HURST, TX 76054
TRUSTEE1$450
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
CLARK PACKER
20207 IBERIAN COURT, SPRING, TX 77379
EXECUTIVE TR30$60,600
BARBARA BELL PACKER
6335 W NORTHWEST HWY 2112, DALLAS, TX 75225
TRUSTEE1$600
BARRY D PACKER
12400 CHURCHILL CT, DALLAS, TX 75230
TRUSTEE1$600
COLLIN PACKER
921 DUNLEER DRIVE, ALLEN, TX 75013
TRUSTEE1$600
SHANE SPENCER
9017 CONWAY RD, ANNA, TX 75409
TRUSTEE1$600
JOHN B MUNS
1900 MACGREGOR, PLANO, TX 75093
TRUSTEE1$450
ROBERT T WALDRON
305 CHANTILLY COURT, HURST, TX 76054
TRUSTEE1$450
PAT BILLS
7902 FREEMAN DR, ROWLETT, TX 75089
TRUSTEE1$150

Address and contacts

Address (IRS master file)
11700 PRESTON RD STE 660 PMB 545, DALLAS, TX 75230-2739
Signed the 990-PF
CLARK PACKER, EXECUTIVE TRUSTEE
Phone
(972) 788-4151
Return prepared by
KEITH D LAIR PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
75-6020180
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
1958
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,175,360
Income (IRS master file)
$2,923,380

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$914,250$820,916$10,175,360XML
990-TDecember 2024–––IRS
990-PFDecember 2023$278,340$907,475$10,082,026XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 75-6020180).

Questions about BELL TRUST

What is the EIN of BELL TRUST?
The employer identification number (EIN) of BELL TRUST is 75-6020180.
Is BELL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
Are donations to BELL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BELL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of BELL TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BELL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BELL TRUST?
The 990-PF for the year ended December 31, 2024 lists 8 people; 8 received compensation from the organization, the highest $60,600 (CLARK PACKER, EXECUTIVE TR).
How much revenue does BELL TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $914,250, expenses of $820,916 and total assets of $10,175,360 at year end.

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