Bernard Family Foundation
Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chevy Chase, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 16 grants totaling $803K. Net investment income was $293K.
Key facts about Bernard Family Foundation
- EIN
- 20-3850421
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $802,500
- Grants made (2024)
- 16
- Average grant
- $50,156
- Median grant
- $22,500
- New grantees (estimate)
- 50% first-time grantees (8 of 16, 2024)
- Total assets
- $4,208,150
- Primary geography
- Maryland (91% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Bernard Family Foundation funds
By grant dollars, the top recipient states for Bernard Family Foundation's 16 itemized 2024 grants were Maryland (91%) and Texas (6%). The most frequent recipient cities were Bethesda, MD (4 grants), New York, NY (3 grants) and Potomac, MD (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Bernard Family Foundation open to new grantees?
50%
first-time grantees, 2024
In 2024, 8 of 16 grantees (50%) were first-time recipients. First grants averaged $23K; repeat grants $78K. How we count
Medians: $13K first-time, $38K repeat.
- 38% of 2024 grantees were also funded in 2023. Method
- Giving grew 91% from 2021 to 2024. Method
- In 2024 it paid out 406% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Bernard Family Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
-10.8% YoY
Annual Giving
$803K
+175.1% YoY
Grant Count
16
+33.3% YoY
Avg Grant Size
$50K
+106.3% YoY
Under IRS private-foundation payout rules, Bernard Family Foundation reported a distributable amount of $198K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernard Family Foundation
Based on IRS filings
Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chevy Chase, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 16 grants totaling $803K. Net investment income was $293K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,208,150 | $4,715,783 | $4,881,738 |
| Revenue | $342,502 | $161,981 | $55,618 |
| Expenses | $852,725 | $327,962 | $410,876 |
| Qualifying Distributions | $805,100 | $294,300 | $374,424 |
| Net Investment Income | $293,216 | $125,595 | $91,823 |
| Distributable Amount | $198,438 | $175,668 | $182,171 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024
Grant Size Distribution
64 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Make a Wish Foundation ($230,000), Olney Theatre Center ($205,000), Children's Inn at Nih Inc ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MAKE A WISH FOUNDATION Bethesda, MD | GENERAL SUPPORT | $230,000 |
| OLNEY THEATRE CENTER Olney, MD | GENERAL SUPPORT | $205,000 |
| CHILDREN'S INN AT NIH INC Bethesda, MD | GENERAL SUPPORT | $100,000 |
| SAVE A CHILD'S HEART FOUNDATION Potomac, MD | GENERAL SUPPORT | $60,000 |
| SUSAN G KOMEN FOR THE CURE Dallas, TX | GENERAL SUPPORT | $50,000 |
| THE MCLEAN SCHOOL OF MARYLAND INC Potomac, MD | GENERAL SUPPORT | $50,000 |
| SUBURBAN HOSPITAL INC Bethesda, MD | GENERAL SUPPORT | $37,000 |
| UNITED JEWISH ENDOWMENT FUND North Bethesda, MD | GENERAL SUPPORT | $25,000 |
| JEWISH FOUNDATION FOR GROUP HOMES INC (MAKOM) Rockville, MD | GENERAL SUPPORT | $20,000 |
| BETHESDA CARES INC Bethesda, MD | GENERAL SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Cathy S Bernard | Trustee | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernard Family Foundation?
Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chevy Chase, MD. It holds $4.2M in total assets as of 2024.
How large is Bernard Family Foundation?
As of 2024, Bernard Family Foundation holds $4.2M in total assets with $343K in annual revenue. It awarded 16 grants totaling $803K in 2024.
Where does Bernard Family Foundation operate?
Bernard Family Foundation has awarded grants in California, District of Columbia, Florida, Georgia, Maryland, North Carolina, New York, Pennsylvania, Tennessee, Texas, Virginia.
What size grants does Bernard Family Foundation award?
In 2024, Bernard Family Foundation awarded 16 grants totaling $803K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Bernard Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard Family Foundation reported a distributable amount of $198K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard Family Foundation's EIN?
Bernard Family Foundation's EIN (Employer Identification Number) is 20-3850421. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.