George E Barnard Trust
George E Barnard Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 5 grants totaling $128K. Net investment income was $197K.
George E Barnard Trust at a glance
In short: George E Barnard Trust gave $128K across 5 grants in 2025 (avg $26K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $128,128
- +16.5% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $25,626
- +16.5% vs 2024
- Median grant
- $32,032
- Total assets
- $2,265,540
- +2.9% vs 2024
- Primary geography
- Massachusetts (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 George E Barnard Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was North Shore Medical Center ($32K). Together the top 5 received $128K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How George E Barnard Trust gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). 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 2025, annual grant giving ranged from $84K (2023) to $136K (2022). In 2025 it made 5 grants totaling $128K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North Shore Medical Center Salem, MA | Unrestricted General | $32,032 |
| Beverly Hospital Charlestown, MA | Unrestricted General | $32,032 |
| Family & Child Services of Greater Lynn Lynn, MA | Unrestricted General | $32,032 |
| Boys and Girls Club of Lynn Lynn, MA | Unrestricted General | $16,016 |
| Lynn Home for Elderly Persons Lynn, MA | Unrestricted General | $16,016 |
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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 | $2,265,540 | $224,036 | $168,924 | $128,128 | 5 | $142,734 | $196,741 | $133,787 |
| 2024 | $2,201,148 | $87,166 | $146,358 | $109,943 | 5 | $123,840 | $58,787 | $126,265 |
| 2023 | $2,185,678 | $-10,690 | $118,964 | $84,103 | 5 | $96,983 | $27,071 | $116,321 |
| 2022 | $2,260,614 | $436,865 | $182,552 | $136,427 | 5 | $150,264 | $411,207 | $123,182 |
| 2021 | $2,390,179 | $155,787 | $145,194 | $103,407 | 5 | — | $132,167 | $135,733 |
| 2020 | $2,083,759 | $193,928 | $126,711 | $95,093 | 5 | — | $173,943 | $111,306 |
Under IRS private-foundation payout rules, George E Barnard Trust reported a distributable amount of $134K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
George E Barnard Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $34K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $34K, to Bank of America N a (Trustee).
Frequently asked questions about George E Barnard Trust
How much does George E Barnard Trust give each year?
George E Barnard Trust gave $128K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 5 grants.
What is George E Barnard Trust's typical grant size?
George E Barnard Trust's median grant in 2025 was $32,032, and its average grant was $25,626, across 5 grants on its 2025 IRS Form 990-PF.
Where does George E Barnard Trust give grants?
George E Barnard Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lynn, MA (3 grants).
Does George E Barnard Trust give general operating support?
Yes: 100% of George E Barnard Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are George E Barnard Trust's largest grantees?
George E Barnard Trust's largest 2025 grantees include North Shore Medical Center ($32,032), Beverly Hospital ($32,032) and Family & Child Services of Greater Lynn ($32,032), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is George E Barnard Trust?
George E Barnard Trust reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $143K in qualifying distributions that year, against a required minimum of $134K (roughly 5% of its investment assets).
What is George E Barnard Trust's EIN?
George E Barnard Trust's EIN (Employer Identification Number) is 04-6008355. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 19, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
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