Bernard Foundation
Bernard Foundation is a private foundation, based in Tyler, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $19.1M in total assets. In 2025, it awarded 7 grants totaling $886K. Net investment income was $421K.
Bernard Foundation at a glance
In short: Bernard Foundation gave $886K across 7 grants in 2025 (avg $127K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $886,489
- +12.5% vs 2024
- Grants made (2025)
- 7
- -22.2% vs 2024
- Average grant
- $126,641
- +44.6% vs 2024
- Median grant
- $150,000
- Total assets
- $19,111,458
- +18.5% vs 2024
- Primary geography
- Texas (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 Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was The University of Texas at Tyler ($301K). Together the top 7 received $886K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 12 grants of 32 (38%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Bernard Foundation gives
- Giving grew 171% from 2022 to 2025. Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $65K (2020) to $886K (2025). In 2025 it made 7 grants totaling $886K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The University of Texas at Tyler Tyler, TX | Physician Assistants Program for East Texas (Longview Campus) | $301,474 |
| Hospice of East Texas Foundation Tyler, TX | General Support | $250,000 |
| Monuments Men Foundation Dallas, TX | General Support | $150,000 |
| The Joseph House Lufkin, TX | Charitable | $150,000 |
| Love Thy City of East Texas Tyler, TX | Charitable | $25,000 |
| Kurth Memorial Library Lufkin, TX | Charitable | $10,000 |
| Energy TRF LPFLOW Thru K-1 Dallas, TX | Charitable | $15 |
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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 | $19,111,458 | $3,718,842 | $902,395 | $886,489 | 7 | $886,489 | $421,401 | $984,377 |
| 2024 | $16,134,371 | $470,089 | $808,488 | $788,011 | 9 | $788,011 | $393,558 | $861,070 |
| 2023 | $16,472,770 | $417,086 | $778,285 | $760,141 | 6 | $760,141 | $378,295 | $795,308 |
| 2022 | $16,682,363 | $664,011 | $349,420 | $327,260 | 7 | $327,260 | $319,952 | $784,617 |
| 2021 | $16,359,567 | $15,206,901 | $125,724 | $120,001 | 3 | $120,001 | $502,478 | $342,738 |
| 2020 | $1,278,390 | $91,654 | $70,681 | $65,000 | 5 | — | $19,931 | $73,039 |
| 2019 | $1,257,417 | $53,577 | $84,928 | $79,000 | 4 | — | $18,424 | $71,499 |
Under IRS private-foundation payout rules, Bernard Foundation reported a distributable amount of $984K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernard Foundation is led by George Trey Henderson III, President since 2020 (on filings since 2019); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
George Trey Henderson III
President
Secretary & Tr Director → President, 2020
On filings since 2019
1 hr/week
No compensation reported
Richard W. Jett Jr.
Director
On filings since 2019
1 hr/week
No compensation reported
Jay H. Grinstead
Vice President
Vice President & Director → Vice President, 2020
On filings since 2019
1 hr/week
No compensation reported
Stewart Henderson
Secretary & Treasurer
Director → Secretary & Treasurer, 2020
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Mildred H. Grinstead (2019–2020) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bernard Foundation
How much does Bernard Foundation give each year?
Bernard Foundation gave $886K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $788K across 9 grants.
What is Bernard Foundation's typical grant size?
Bernard Foundation's median grant in 2025 was $150,000, and its average grant was $126,641, across 7 grants on its 2025 IRS Form 990-PF.
Where does Bernard Foundation give grants?
Bernard Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tyler, TX (3 grants), Lufkin, TX (2 grants) and Dallas, TX (2 grants).
Does Bernard Foundation give general operating support?
Yes: 29% of Bernard Foundation's 2025 grants with a stated purpose (2 of 7) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Charitable" (4 grants).
Who are Bernard Foundation's largest grantees?
Bernard Foundation's largest 2025 grantees include The University of Texas at Tyler ($301,474), Hospice of East Texas Foundation ($250,000) and Monuments Men Foundation ($150,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is Bernard Foundation?
Bernard Foundation reported $19.1M in total assets on its 2025 IRS Form 990-PF. It paid out $886K in qualifying distributions that year, against a required minimum of $984K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Bernard Foundation's EIN?
Bernard Foundation's EIN (Employer Identification Number) is 20-8907660. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Bernard Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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