Bernard Brennan Tr Uw
Bernard Brennan Tr Uw is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $395K in total assets. In 2025, it awarded 3 grants totaling $22K. Net investment income was $40K.
Bernard Brennan Tr Uw at a glance
In short: Bernard Brennan Tr Uw gave $22K across 3 grants in 2025 (avg $7K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,597
- +30.2% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $7,199
- +30.2% vs 2024
- Median grant
- $200
- Total assets
- $394,785
- +3.4% vs 2024
- 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 September 2026.
Who Bernard Brennan Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Saint Mary's Home of Erie ($21K). Together the top 3 received $22K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Bernard Brennan Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $14K (2023) to $22K (2025). In 2025 it made 3 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Saint Mary's Home of Erie Erie, PA | Unrestricted General | $21,377 |
| Corry Community Foundation Erie, PA | Unrestricted General | $200 |
| St Thomas Church Corry, PA | Unrestricted General | $20 |
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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 | $394,785 | $45,467 | $32,138 | $21,597 | 3 | $25,843 | $39,887 | $23,842 |
| 2024 | $381,744 | $40,981 | $24,968 | $16,587 | 3 | $19,633 | $35,392 | $22,050 |
| 2023 | $366,280 | $12,568 | $21,788 | $13,558 | 3 | $17,153 | $6,737 | $20,182 |
| 2022 | $376,652 | $-8,395 | $30,036 | $20,557 | 3 | $23,371 | $3,197 | $20,824 |
| 2021 | $414,079 | $87,194 | $27,297 | $18,182 | 4 | $21,506 | $81,187 | $23,290 |
| 2020 | $353,771 | $29,544 | $27,947 | $18,653 | 2 | — | $25,039 | $19,931 |
Under IRS private-foundation payout rules, Bernard Brennan Tr Uw reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernard Brennan Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $7K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $7K, to Bank of America (Trustee).
Frequently asked questions about Bernard Brennan Tr Uw
How much does Bernard Brennan Tr Uw give each year?
Bernard Brennan Tr Uw gave $22K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 3 grants.
What is Bernard Brennan Tr Uw's typical grant size?
Bernard Brennan Tr Uw's median grant in 2025 was $200, and its average grant was $7,199, across 3 grants on its 2025 IRS Form 990-PF.
Where does Bernard Brennan Tr Uw give grants?
Bernard Brennan Tr Uw 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 Erie, PA (2 grants).
Does Bernard Brennan Tr Uw give general operating support?
Yes: 100% of Bernard Brennan Tr Uw's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Bernard Brennan Tr Uw?
Bernard Brennan Tr Uw reported $395K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
What is Bernard Brennan Tr Uw?
Bernard Brennan Tr Uw is a private foundation focused on Health, based in Dallas, TX. It holds $395K in total assets as of 2025.
What is Bernard Brennan Tr Uw's EIN?
Bernard Brennan Tr Uw's EIN (Employer Identification Number) is 06-6031443. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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