Berneda K Hale Foundation DOQ 6122003

Private foundation · Grantmaker Blacksburg, VA EIN: 27-0079045

Berneda K Hale Foundation DOQ 6122003 is a private foundation, based in Blacksburg, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $156K in total assets. In 2025, it awarded 2 grants totaling $14K. Net investment income was $5K.

Berneda K Hale Foundation DOQ 6122003 at a glance

In short: Berneda K Hale Foundation DOQ 6122003 gave $14K across 2 grants in 2025 (avg $7K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$13,636
+0.8% vs 2024
Grants made (2025)
2
+0.0% vs 2024
Average grant
$6,818
+0.8% vs 2024
Median grant
$6,818
Total assets
$155,907
-5.2% vs 2024
Primary geography
Virginia (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Berneda K Hale Foundation DOQ 6122003 funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Mountain Mission School: $7KMountain Mission School$7KJoy Ranch Inc: $7KJoy Ranch Inc$7K

The largest 2025 recipient was Mountain Mission School ($7K). Together the top 2 received $14K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

GrundyHillsville

How Berneda K Hale Foundation DOQ 6122003 gives

  • Giving held roughly steady from 2022 to 2025 (−8%). Method
  • In 2025 it paid out 96% 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

$0$5K$10K$15K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $12K (2019) to $15K (2022). In 2025 it made 2 grants totaling $14K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Mountain Mission School Grundy, VAOperating Funds$6,818
Joy Ranch Inc Hillsville, VAOperating Funds$6,818
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$155,907$9,455$18,087$13,6362$14,051$5,445$14,582
2024$164,537$18,062$18,674$13,5302$13,945$13,992$14,051
2023$165,191$30,378$18,135$14,0502$14,050$26,409$13,531
2022$152,979$9,475$19,076$14,8962$15,236$5,477$14,390
2021$162,641$6,382$17,008$12,6802$13,005$2,379$15,221
2020$173,140$19,699$16,559$12,2482—$16,168$12,995
2019$170,133$25,932$16,756$12,0902—$22,454$12,585

Under IRS private-foundation payout rules, Berneda K Hale Foundation DOQ 6122003 reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Berneda K Hale Foundation DOQ 6122003's only listed officer is National Bank Of Blacksburg, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • National Bank Of Blacksburg

    Trustee

    On filings since 2019

    20 hrs/week

    $2K (2019) → $2K (2025)

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.

Compensation Overview

From 2025 IRS filing

National Bank of Blacksburg — Trustee: $2KNational Bank of…Trustee$2K

The highest reported compensation on the 2025 filing was $2K, to National Bank of Blacksburg (Trustee).

Frequently asked questions about Berneda K Hale Foundation DOQ 6122003

How much does Berneda K Hale Foundation DOQ 6122003 give each year?

Berneda K Hale Foundation DOQ 6122003 gave $14K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 2 grants.

How large is Berneda K Hale Foundation DOQ 6122003?

Berneda K Hale Foundation DOQ 6122003 reported $156K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $15K (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.

Where does Berneda K Hale Foundation DOQ 6122003 operate?

Berneda K Hale Foundation DOQ 6122003 has awarded grants in Virginia.

What is Berneda K Hale Foundation DOQ 6122003's EIN?

Berneda K Hale Foundation DOQ 6122003's EIN (Employer Identification Number) is 27-0079045. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 2, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Berneda K Hale Foundation DOQ 6122003's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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