Edward V Bird Trust

DALLAS, TX EIN: 04-6020389

Edward V Bird Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 1 grants totaling $186K. Net investment income was $401K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.7M

+4.7% YoY

Annual Giving

$186K

+11.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$186K

+11.5% YoY

Under IRS private-foundation payout rules, Edward V Bird Trust reported a distributable amount of $269K for 2025 — the minimum it must pay out in qualifying distributions.

About Edward V Bird Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $2.1M (100%)

States

Massachusetts

Cities

Boston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$4,691,836	$4,479,515	$4,559,166
Revenue	$448,595	$152,087	$-62,270
Expenses	$255,788	$223,759	$264,041
Qualifying Distributions	$209,126	$187,431	$211,659
Net Investment Income	$401,430	$113,968	$57,347
Distributable Amount	$268,627	$242,231	$237,293

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Massachusetts General Hospital ($185,660).

Recipient	Purpose	Amount
MASSACHUSETTS GENERAL HOSPITAL BOSTON, MA	UNRESTRICTED GENERAL	$185,660

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$55,365

Frequently Asked Questions

How large is Edward V Bird Trust?

As of 2025, Edward V Bird Trust holds $4.7M in total assets with $449K in annual revenue. It awarded 1 grants totaling $186K in 2025.

Where does Edward V Bird Trust operate?

Edward V Bird Trust has awarded grants in Massachusetts.

What size grants does Edward V Bird Trust award?

In 2025, Edward V Bird Trust awarded 1 grants totaling $186K — an average of about $186K per grant, based on its IRS Form 990 filings.

How much is Edward V Bird Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Edward V Bird Trust reported a distributable amount of $269K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.