Bernard Charitable Trust
Bernard Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $247K in total assets. In 2024, it awarded 6 grants totaling $11K. Net investment income was $21K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$247K
+3.3% YoY
Annual Giving
$11K
-4.6% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$2K
+11.3% YoY
About Bernard Charitable Trust
Based on IRS filings
Bernard Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $247K in total assets. In 2024, it awarded 6 grants totaling $11K. Net investment income was $21K.
Ready to take the next step with Bernard Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $246,653 | $238,768 | $247,215 |
| Revenue | $25,386 | $8,802 | $-5,939 |
| Expenses | $17,273 | $17,156 | $19,504 |
| Qualifying Distributions | $13,175 | $13,506 | $14,787 |
| Net Investment Income | $21,144 | $4,383 | $1,486 |
| Distributable Amount | $14,049 | $12,984 | $13,431 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $4,750 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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