George E Barnard Trust
George E Barnard Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 5 grants totaling $110K. Net investment income was $59K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
+0.7% YoY
Annual Giving
$110K
+30.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$22K
+30.7% YoY
Under IRS private-foundation payout rules, George E Barnard Trust reported a distributable amount of $126K for 2024 — the minimum it must pay out in qualifying distributions.
About George E Barnard Trust
Based on IRS filings
George E Barnard Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 5 grants totaling $110K. Net investment income was $59K.
Ready to take the next step with George E Barnard Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,201,148 | $2,185,678 | $2,260,614 |
| Revenue | $87,166 | $-10,690 | $436,865 |
| Expenses | $146,358 | $118,964 | $182,552 |
| Qualifying Distributions | $123,840 | $96,983 | $150,264 |
| Net Investment Income | $58,787 | $27,071 | $411,207 |
| Distributable Amount | $126,265 | $116,321 | $123,182 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include North Shore Medical Center ($27,485), Beverly Hospital Corp ($27,485), Fam & Chil Srvs of Greater Lynn ($27,485).
| Recipient | Purpose | Amount |
|---|---|---|
| NORTH SHORE MEDICAL CENTER SALEM, MA | UNRESTRICTED GENERAL | $27,485 |
| BOYS AND GIRLS CLUB OF LYNN LYNN, MA | UNRESTRICTED GENERAL | $13,744 |
| BEVERLY HOSPITAL CORP CHARLESTOWN, MA | UNRESTRICTED GENERAL | $27,485 |
| FAM & CHIL SRVS OF GREATER LYNN LYNN, MA | UNRESTRICTED GENERAL | $27,485 |
| LYNN HOME FOR ELDERLY PERSONS LYNN, MA | UNRESTRICTED GENERAL | $13,744 |
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 N A | TRUSTEE | 1 | $31,531 |
Frequently Asked Questions
How large is George E Barnard Trust?
As of 2024, George E Barnard Trust holds $2.2M in total assets with $87K in annual revenue. It awarded 5 grants totaling $110K in 2024.
Where does George E Barnard Trust operate?
George E Barnard Trust has awarded grants in Massachusetts.
What size grants does George E Barnard Trust award?
In 2024, George E Barnard Trust awarded 5 grants totaling $110K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is George E Barnard Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George E Barnard Trust reported a distributable amount of $126K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in George E Barnard Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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