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
Under IRS private-foundation payout rules, Bernard Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2024 grants, the largest include Community Kollel of Kansas City ($5,380), Barnes Jewish Hospital Foundation ($2,152), Jewish Federation of Southern Il ($1,076).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY KOLLEL OF KANSAS CITY OVERLAND PARK, KS | UNRESTRICTED GENERAL | $5,380 |
| SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL | UNRESTRICTED GENERAL | $538 |
| JEWISH FEDERATION OF SOUTHERN IL BELLEVILLE, IL | UNRESTRICTED GENERAL | $1,076 |
| MADISON COUNTY URBAN LEAGUE ALTON, IL | UNRESTRICTED GENERAL | $538 |
| UNITED WAY OF GREATER ST LOUIS SAINT LOUIS, MO | UNRESTRICTED GENERAL | $1,076 |
| BARNES JEWISH HOSPITAL FOUNDATION SAINT LOUIS, MO | UNRESTRICTED GENERAL | $2,152 |
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 |
Frequently Asked Questions
How large is Bernard Charitable Trust?
As of 2024, Bernard Charitable Trust holds $247K in total assets with $25K in annual revenue. It awarded 6 grants totaling $11K in 2024.
Where does Bernard Charitable Trust operate?
Bernard Charitable Trust has awarded grants in Florida, Illinois, Indiana, Kansas, Missouri.
What size grants does Bernard Charitable Trust award?
In 2024, Bernard Charitable Trust awarded 6 grants totaling $11K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Bernard Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard Charitable Trust's EIN?
Bernard Charitable Trust's EIN (Employer Identification Number) is 23-7020270. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bernard Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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