Bernice F Reese Charitable Trust
Bernice F Reese Charitable Trust is a private foundation, based in Chambersburg, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $310K in total assets. In 2025, it awarded 1 grant totaling $18K. Net investment income was $20K.
Bernice F Reese Charitable Trust at a glance
In short: Bernice F Reese Charitable Trust gave $18K across 1 grant in 2025 (avg $18K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,078
- +4.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $18,078
- +4.4% vs 2024
- Median grant
- $18,078
- Total assets
- $309,553
- -0.3% vs 2024
- Primary geography
- Pennsylvania (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 Bernice F Reese Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Central Presbyterian Church ($18K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bernice F Reese Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 118% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $16K (2023) to $20K (2022). In 2025 it made 1 grant totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Central Presbyterian Church Chambersburg, PA | General Support | $18,078 |
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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 | $309,553 | $24,300 | $25,158 | $18,078 | 1 | $20,472 | $20,083 | $17,330 |
| 2024 | $310,342 | $24,909 | $23,817 | $17,324 | 1 | $19,712 | $20,756 | $16,995 |
| 2023 | $309,279 | $11,895 | $22,449 | $16,278 | 1 | $18,641 | $8,050 | $15,826 |
| 2022 | $319,867 | $23,434 | $26,942 | $19,691 | 1 | $22,054 | $19,512 | $16,179 |
| 2021 | $323,318 | $46,135 | $25,851 | $18,786 | 1 | $21,189 | $41,592 | $18,335 |
| 2020 | $302,138 | $17,678 | $24,830 | $18,338 | 1 | — | $13,712 | $16,463 |
Under IRS private-foundation payout rules, Bernice F Reese Charitable Trust reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernice F Reese Charitable Trust's only listed officer is Farmers & Merchants Trust Company, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Farmers & Merchants Trust Company
Trustee
On filings since 2023
2 hrs/week
$1K (2023) → $2K (2025)
Former officers (1)
- Former: Farmers & Merchant Trust Company (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $2K, to Farmers & Merchants Trust Company (Trustee).
Frequently asked questions about Bernice F Reese Charitable Trust
How much does Bernice F Reese Charitable Trust give each year?
Bernice F Reese Charitable Trust gave $18K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 1 grant.
How large is Bernice F Reese Charitable Trust?
Bernice F Reese Charitable Trust reported $310K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).
Where does Bernice F Reese Charitable Trust operate?
Bernice F Reese Charitable Trust has awarded grants in Pennsylvania.
What is Bernice F Reese Charitable Trust's EIN?
Bernice F Reese Charitable Trust's EIN (Employer Identification Number) is 25-6911468. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
Live grants for the work Bernice F Reese Charitable Trust funds
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