Bernard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TYLER, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.1M in total assets. In 2024, it awarded 9 grants totaling $788K. Net investment income was $394K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.1M
-2.1% YoY
Annual Giving
$788K
+3.7% YoY
Grant Count
9
+50.0% YoY
Avg Grant Size
$88K
-30.9% YoY
Under IRS private-foundation payout rules, Bernard Foundation reported a distributable amount of $861K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernard Foundation
Based on IRS filings
Bernard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TYLER, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.1M in total assets. In 2024, it awarded 9 grants totaling $788K. Net investment income was $394K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,134,371 | $16,472,770 | $16,682,363 |
| Revenue | $470,089 | $417,086 | $664,011 |
| Expenses | $808,488 | $778,285 | $349,420 |
| Qualifying Distributions | $788,011 | $760,141 | $327,260 |
| Net Investment Income | $393,558 | $378,295 | $319,952 |
| Distributable Amount | $861,070 | $795,308 | $784,617 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Legacy Institute for Financial Educ ($251,000), First Baptist Church Tyler ($180,000), East Texas Food Bank ($125,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANGELINA COLLEGE LUFKIN, TX | PUBLIC SUPPORT | $17,000 |
| FIRST BAPTIST CHURCH TYLER TYLER, TX | WEE CARE PROGRAM MINISTRY | $180,000 |
| EAST TEXAS FOOD BANK TYLER, TX | SOCIAL ASSISTANCE | $125,000 |
| MONUMENTS MEN FOUNDATION DALLAS, TX | GENERAL SUPPORT | $75,000 |
| ANGELINA COUNTY EXPOSITION CENTER I LUFKIN, TX | GENERAL SUPPORT | $40,000 |
| LEGACY INSTITUTE FOR FINANCIAL EDUC LUFKIN, TX | EDUCATIONAL | $251,000 |
| HABITAT FOR HUMANITY OF DEEP EAST T LUFKIN, TX | SOCIAL ASSISTANCE | $50,000 |
| CHRISTIAN INFORMATION SERVICE CENTE LUFKIN, TX | GENERAL SUPPORT | $50,000 |
| ENERGY TRF LPFLOW THRU K-1 DALLAS, TX | CHARITABLE | $11 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAY H GRINSTEAD | Vice President | 1 | — |
| GEORGE TREY HENDERSON III | President | 1 | — |
| RICHARD W JETT JR | Director | 1 | — |
| STEWART HENDERSON | SEC/TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernard Foundation?
Bernard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TYLER, TX. It holds $16.1M in total assets as of 2024.
How large is Bernard Foundation?
As of 2024, Bernard Foundation holds $16.1M in total assets with $470K in annual revenue. It awarded 9 grants totaling $788K in 2024.
Where does Bernard Foundation operate?
Bernard Foundation has awarded grants in Texas.
What size grants does Bernard Foundation award?
In 2024, Bernard Foundation awarded 9 grants totaling $788K — an average of about $88K per grant, based on its IRS Form 990 filings.
How much is Bernard Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard Foundation reported a distributable amount of $861K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bernard Foundation'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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