Bard Robert L & Agnes Cook Bard-Tr
Bard Robert L & Agnes Cook Bard-Tr is a private foundation based in Pittsburgh, Pennsylvania. Its 2025 filing reports 19 grants totaling $163,500, all to recipients in Pennsylvania.
Bard Robert L & Agnes Cook Bard-Tr at a glance
In short: Bard Robert L & Agnes Cook Bard-Tr gave $164K across 19 grants in 2025 (avg $9K), mostly in Pennsylvania. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $163,500
- +13.1% vs 2024
- Grants made (2025)
- 19
- -5.0% vs 2024
- Average grant
- $8,605
- +19.0% vs 2024
- Median grant
- $9,000
- Total assets
- $3,422,262
- +0.4% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 19, 2025; small sample)
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bard Robert L & Agnes Cook Bard-Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Bny Mellon Na - PO Box 185, Pittsburgh, PA 15230-0185
Phone: (215) 553-2389
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bard Robert L & Agnes Cook Bard-Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Camphill Village Kimberton Hills ($12K). Together the top 10 received $102K.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 98 grants of 98 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Pennsylvania. The listed 2025 grantees include organizations in Kimberton, Royersford, Phoenixville, Philadelphia, Trappe, North Wales, and West Chester.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
Is Bard Robert L & Agnes Cook Bard-Tr open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 19 grantees (0%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. How we count
- 95% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+12%). Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $135K (2021) to $164K (2025). In 2025 it made 19 grants totaling $164K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Camphill Village Kimberton Hills Kimberton, PA | General Operating Purposes | $12,000 |
| Royersford Free Public Library Royersford, PA | General Operating | $11,000 |
| Open Hearth Inc Phoenixville, PA | General Operating | $10,000 |
| Springford Area Historical Society Royersford, PA | General Operating | $10,000 |
| University of Pennsylvania Museum Philadelphia, PA | General Operating | $10,000 |
| Phoenixville Area Senior Center Phoenixville, PA | General Operating | $10,000 |
| Meals on Wheels of Chester County West Chester, PA | General Operating | $10,000 |
| Orion Communities Phoenixville, PA | General Operating | $10,000 |
| Project Outreach Royersford, PA | General Operating | $10,000 |
| Citizen Advocacy of Chester County Phoenixville, PA | General Operating | $9,000 |
Ready to take the next step with Bard Robert L & Agnes Cook Bard-Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,422,262 | $234,520 | $217,921 | $163,500 | 19 | $182,991 | $204,237 | $200,280 |
| 2024 | $3,407,919 | $346,050 | $194,752 | $144,593 | 20 | $161,821 | $317,370 | $180,357 |
| 2023 | $3,228,421 | $330,639 | $191,718 | $142,000 | 18 | $158,372 | $300,443 | $170,038 |
| 2022 | $3,117,473 | $316,823 | $226,802 | $146,400 | 21 | $191,172 | $286,784 | $196,515 |
| 2021 | $3,029,641 | $278,035 | $217,837 | $135,025 | 20 | — | $242,942 | $189,375 |
Under IRS private-foundation payout rules, Bard Robert L & Agnes Cook Bard-Tr reported a distributable amount of $200K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees include organizations with a range of missions. For example, Camphill Village Kimberton says it works to promote well-being and dignity, especially for people with developmental disabilities, and to steward land through ecologically sound practices. Open Hearth says it provides programs to help people end homelessness and achieve housing, employment, and financial stability. Meals on Wheels of Chester County says it provides meals and personal interaction to homebound adults to help them live independently. Project Outreach says it provides financial help and addresses food insecurity in the Spring-Ford area.
Grantmaking
In filing year 2025, the foundation reported 19 grants totaling $163,500. Grants ranged from $5,000 to $12,000, with a median grant of $9,000. The largest award was $12,000 to Camphill Village Kimberton Hills in Kimberton, Pennsylvania, for general operating purposes. Other notable grants included $11,000 to Royersford Free Public Library and $10,000 each to Open Hearth, Springford Area Historical Society, the University of Pennsylvania Museum, Phoenixville Area Senior Center, Meals on Wheels of Chester County, Orion Communities, and Project Outreach. These grants were listed for general operating purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists BNY Mellon N A as trustee.
Bard Robert L & Agnes Cook Bard-Tr's only listed officer is BNY Mellon N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2021
1 hr/week
$54K (2021) → $49K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $49K, to BNY Mellon N a (Trustee).
Frequently asked questions about Bard Robert L & Agnes Cook Bard-Tr
How much does Bard Robert L & Agnes Cook Bard-Tr give each year?
Bard Robert L & Agnes Cook Bard-Tr gave $164K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $145K across 20 grants.
What is Bard Robert L & Agnes Cook Bard-Tr's typical grant size?
Bard Robert L & Agnes Cook Bard-Tr's median grant in 2025 was $9,000, and its average grant was $8,605, across 19 grants on its 2025 IRS Form 990-PF.
Where does Bard Robert L & Agnes Cook Bard-Tr give grants?
Bard Robert L & Agnes Cook Bard-Tr gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Phoenixville, PA (6 grants) and Royersford, PA (4 grants).
Does Bard Robert L & Agnes Cook Bard-Tr give general operating support?
Yes: 100% of Bard Robert L & Agnes Cook Bard-Tr's 2025 grants with a stated purpose (19 of 19) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bard Robert L & Agnes Cook Bard-Tr's largest grantees?
Bard Robert L & Agnes Cook Bard-Tr's largest 2025 grantees include Camphill Village Kimberton Hills ($12,000), Royersford Free Public Library ($11,000) and Open Hearth Inc ($10,000), according to its 2025 IRS Form 990-PF. Together they received 20% of its itemized 2025 grant dollars.
How large is Bard Robert L & Agnes Cook Bard-Tr?
Bard Robert L & Agnes Cook Bard-Tr reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $183K in qualifying distributions that year, against a required minimum of $200K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bard Robert L & Agnes Cook Bard-Tr fund?
No mission statement for the foundation is provided. Its 2025 grantees include organizations with a range of missions. See mission & focus areas ↑
How do I apply for a grant from Bard Robert L & Agnes Cook Bard-Tr?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bard Robert L & Agnes Cook Bard-Tr's EIN?
Bard Robert L & Agnes Cook Bard-Tr's EIN (Employer Identification Number) is 23-6806099. IRS Form 990 filing data is available on this page for 2021–2025.
Does Bard Robert L & Agnes Cook Bard-Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Bard Robert L & Agnes Cook Bard-Tr funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/bard-robert-l-and-agnes-cook-bard-tr-morg_39099e4245d743eba1cd440d050efb2e
BibTeX
@misc{grantable_236806099_2026,
author = {{Grantable}},
title = {{Bard Robert L \& Agnes Cook Bard-Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bard-robert-l-and-agnes-cook-bard-tr-morg_39099e4245d743eba1cd440d050efb2e},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bard Robert L & Agnes Cook Bard-Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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