Carl Bard Charitable Trust a is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 3 grants totaling $18K. Net investment income was $34K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$359K
+3.6% YoY
Annual Giving
$18K
+36.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$6K
+36.1% YoY
About Carl Bard Charitable Trust a
Based on IRS filings
Carl Bard Charitable Trust a is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 3 grants totaling $18K. Net investment income was $34K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $358,838 | $346,203 | $354,431 |
| Revenue | $38,091 | $11,193 | $-9,919 |
| Expenses | $25,072 | $19,293 | $28,488 |
| Qualifying Distributions | $20,521 | $15,494 | $22,703 |
| Net Investment Income | $33,522 | $6,261 | $3,466 |
| Distributable Amount | $20,592 | $18,833 | $19,397 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $5,639 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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