Bard Robert L & Agnes Cook Bard-tr
Bard Robert L & Agnes Cook Bard-tr is a private foundation focused on Adults, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 19 grants totaling $164K. Net investment income was $204K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.4M
+0.4% YoY
Annual Giving
$164K
+13.1% YoY
Grant Count
19
-5.0% YoY
Avg Grant Size
$9K
+19.0% YoY
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.
About Bard Robert L & Agnes Cook Bard-tr
Based on IRS filings
Bard Robert L & Agnes Cook Bard-tr is a private foundation focused on Adults, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 19 grants totaling $164K. Net investment income was $204K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,422,262 | $3,407,919 | $3,228,421 |
| Revenue | $234,520 | $346,050 | $330,639 |
| Expenses | $217,921 | $194,752 | $191,718 |
| Qualifying Distributions | $182,991 | $161,821 | $158,372 |
| Net Investment Income | $204,237 | $317,370 | $300,443 |
| Distributable Amount | $200,280 | $180,357 | $170,038 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
98 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Camphill Village Kimberton Hills ($12,000), Royersford Free Public Library ($11,000), Open Hearth Inc ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICA RESPONDS WITH LOVE VALLEY FORGE, PA | GENERAL OPERATING | $5,000 |
| CITIZEN ADVOCACY OF CHESTER COUNTY PHOENIXVILLE, PA | GENERAL OPERATING | $9,000 |
| OPEN HEARTH INC PHOENIXVILLE, PA | GENERAL OPERATING | $10,000 |
| SPRINGFORD AREA HISTORICAL SOCIETY ROYERSFORD, PA | GENERAL OPERATING | $10,000 |
| ROYERSFORD FREE PUBLIC LIBRARY ROYERSFORD, PA | GENERAL OPERATING | $11,000 |
| TRELLIS FOR TOMORROW PHOENIXVILLE, PA | GENERAL OPERATING | $8,000 |
| BRUSH WITH THE LAW NORTH WALES, PA | GENERAL OPERATING | $9,000 |
| UNIVERSITY OF PENNSYLVANIA MUSEUM PHILADELPHIA, PA | GENERAL OPERATING | $10,000 |
| PHOENIXVILLE AREA SENIOR CENTER PHOENIXVILLE, PA | GENERAL OPERATING | $10,000 |
| HEALTH CARE ACCESS PHOENIXVILLE, PA | GENERAL OPERATING | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $48,728 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bard Robert L & Agnes Cook Bard-tr?
Bard Robert L & Agnes Cook Bard-tr is a private foundation focused on Adults, based in PITTSBURGH, PA. It holds $3.4M in total assets as of 2025.
How large is Bard Robert L & Agnes Cook Bard-tr?
As of 2025, Bard Robert L & Agnes Cook Bard-tr holds $3.4M in total assets with $235K in annual revenue. It awarded 19 grants totaling $164K in 2025.
Where does Bard Robert L & Agnes Cook Bard-tr operate?
Bard Robert L & Agnes Cook Bard-tr has awarded grants in Pennsylvania.
What size grants does Bard Robert L & Agnes Cook Bard-tr award?
In 2025, Bard Robert L & Agnes Cook Bard-tr awarded 19 grants totaling $164K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Bard Robert L & Agnes Cook Bard-tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bard Robert L & Agnes Cook Bard-tr reported a distributable amount of $200K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Bard Robert L & Agnes Cook Bard-tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.