Bernice F Reese Charitable Trust

CHAMBERSBURG, PA EIN: 25-6911468

Bernice F Reese Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHAMBERSBURG, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $310K in total assets. In 2024, it awarded 1 grants totaling $17K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$310K

+0.3% YoY

Annual Giving

$17K

+6.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$17K

+6.4% YoY

Under IRS private-foundation payout rules, Bernice F Reese Charitable Trust reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Bernice F Reese Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $90K (100%)

States

Pennsylvania

Cities

Chambersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$310,342	$309,279	$319,867
Revenue	$24,909	$11,895	$23,434
Expenses	$23,817	$22,449	$26,942
Qualifying Distributions	$19,712	$18,641	$22,054
Net Investment Income	$20,756	$8,050	$19,512
Distributable Amount	$16,995	$15,826	$16,179

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Central Presbyterian Church ($17,324).

Recipient	Purpose	Amount
CENTRAL PRESBYTERIAN CHURCH CHAMBERSBURG, PA	GENERAL SUPPORT	$17,324

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Bernice F Reese Charitable Trust?

Bernice F Reese Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHAMBERSBURG, PA. It holds $310K in total assets as of 2024.

How large is Bernice F Reese Charitable Trust?

As of 2024, Bernice F Reese Charitable Trust holds $310K in total assets with $25K in annual revenue. It awarded 1 grants totaling $17K in 2024.

Where does Bernice F Reese Charitable Trust operate?

Bernice F Reese Charitable Trust has awarded grants in Pennsylvania.

What size grants does Bernice F Reese Charitable Trust award?

In 2024, Bernice F Reese Charitable Trust awarded 1 grants totaling $17K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Bernice F Reese Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernice F Reese Charitable Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.