Edward V Bird Trust
Edward V Bird Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $5.3M in total assets. In 2026, it awarded 1 grant totaling $199K. Net investment income was $706K.
Edward V Bird Trust at a glance
In short: Edward V Bird Trust gave $199K across 1 grant in 2026 (avg $199K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $198,727
- +7.0% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $198,727
- +7.0% vs 2025
- Median grant
- $198,727
- Total assets
- $5,308,028
- +13.1% vs 2025
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Edward V Bird Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Massachusetts General Hospital ($199K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Edward V Bird Trust gives
- Giving held roughly steady from 2023 to 2026 (+4%). Method
- In 2026 it paid out 78% 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
From 2020 to 2026, annual grant giving ranged from $167K (2024) to $1.3M (2022). In 2026 it made 1 grant totaling $199K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Massachusetts General Hospital Boston, MA | Unrestricted General | $198,727 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $5,308,028 | $750,706 | $270,458 | $198,727 | 1 | $223,821 | $706,176 | $285,997 |
| 2025 | $4,691,836 | $448,595 | $255,788 | $185,660 | 1 | $209,126 | $401,430 | $268,627 |
| 2024 | $4,479,515 | $152,087 | $223,759 | $166,526 | 1 | $187,431 | $113,968 | $242,231 |
| 2023 | $4,559,166 | $-62,270 | $264,041 | $190,388 | 1 | $211,659 | $57,347 | $237,293 |
| 2022 | $4,877,616 | $1,229,166 | $1,355,767 | $1,281,969 | 1 | $1,308,936 | $1,183,784 | $272,145 |
| 2021 | $5,478,024 | $388,414 | $320,472 | $242,396 | 1 | — | $349,928 | $278,902 |
| 2020 | $4,951,519 | $407,872 | $354,548 | $291,906 | 1 | — | $385,898 | $267,252 |
Under IRS private-foundation payout rules, Edward V Bird Trust reported a distributable amount of $286K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Edward V Bird Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$54K (2022) → $59K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $59K, to Bank of America (Trustee).
Frequently asked questions about Edward V Bird Trust
How much does Edward V Bird Trust give each year?
Edward V Bird Trust gave $199K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $186K across 1 grant.
How large is Edward V Bird Trust?
Edward V Bird Trust reported $5.3M in total assets on its 2026 IRS Form 990-PF. It paid out $224K in qualifying distributions that year, against a required minimum of $286K (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 Edward V Bird Trust operate?
Edward V Bird Trust has awarded grants in Massachusetts.
What is Edward V Bird Trust's EIN?
Edward V Bird Trust's EIN (Employer Identification Number) is 04-6020389. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2025
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