F M Bernardin Charitable Trust
F M Bernardin Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 3 grants totaling $249K. Net investment income was $512K.
F M Bernardin Charitable Trust at a glance
In short: F M Bernardin Charitable Trust gave $249K across 3 grants in 2025 (avg $83K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $248,787
- +6.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $82,929
- +6.6% vs 2024
- Median grant
- $62,197
- Total assets
- $4,434,121
- +5.5% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who F M Bernardin Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Children's Mercy Hospital Foundation ($124K). Together the top 3 received $249K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 9 grants of 15 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How F M Bernardin Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 99% 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 2019 to 2025, annual grant giving ranged from $171K (2019) to $249K (2025). In 2025 it made 3 grants totaling $249K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Mercy Hospital Foundation Kansas City, MO | Unrestricted General | $124,393 |
| University of Missouri at Kansas City Kansas City, MO | Unrestricted General | $62,197 |
| Kansas City Art Institute Kansas City, MO | Unrestricted General | $62,197 |
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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 | $4,434,121 | $566,284 | $337,183 | $248,787 | 3 | $274,615 | $512,384 | $277,180 |
| 2024 | $4,203,821 | $529,944 | $320,827 | $233,396 | 3 | $258,016 | $465,743 | $260,051 |
| 2023 | $3,999,224 | $237,924 | $254,958 | $177,257 | 3 | $199,381 | $171,815 | $235,945 |
| 2022 | $4,017,845 | $2,228 | $339,249 | $243,977 | 3 | $266,266 | $128,160 | $234,425 |
| 2021 | $4,354,468 | $945,087 | $288,595 | $209,264 | 3 | $232,664 | $889,175 | $247,029 |
| 2020 | $3,693,568 | $370,071 | $271,905 | $209,472 | 3 | — | $330,107 | $213,829 |
| 2019 | $3,595,445 | $287,704 | $237,400 | $170,880 | 3 | — | $255,746 | $208,541 |
Under IRS private-foundation payout rules, F M Bernardin Charitable Trust reported a distributable amount of $277K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
F M Bernardin Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$57K (2021) → $63K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $63K, to Bank of America (Trustee).
Frequently asked questions about F M Bernardin Charitable Trust
How much does F M Bernardin Charitable Trust give each year?
F M Bernardin Charitable Trust gave $249K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $233K across 3 grants.
What is F M Bernardin Charitable Trust's typical grant size?
F M Bernardin Charitable Trust's median grant in 2025 was $62,197, and its average grant was $82,929, across 3 grants on its 2025 IRS Form 990-PF.
Where does F M Bernardin Charitable Trust give grants?
F M Bernardin Charitable Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kansas City, MO (3 grants).
Does F M Bernardin Charitable Trust give general operating support?
Yes: 100% of F M Bernardin Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is F M Bernardin Charitable Trust?
F M Bernardin Charitable Trust reported $4.4M in total assets on its 2025 IRS Form 990-PF. It paid out $275K in qualifying distributions that year, against a required minimum of $277K (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.
What is F M Bernardin Charitable Trust's EIN?
F M Bernardin Charitable Trust's EIN (Employer Identification Number) is 44-6008545. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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