Gunard Berry Carlson Memorial Foundation Inc

DOWNINGTOWN, PA EIN: 23-6261693

Gunard Berry Carlson Memorial Foundation Inc is a private foundation, based in DOWNINGTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $141K. Net investment income was $195K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

+0.3% YoY

Annual Giving

$141K

+2.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$141K

+2.9% YoY

Under IRS private-foundation payout rules, Gunard Berry Carlson Memorial Foundation Inc reported a distributable amount of $162K for 2024 — the minimum it must pay out in qualifying distributions.

About Gunard Berry Carlson Memorial Foundation Inc

Based on IRS filings

Ready to take the next step with Gunard Berry Carlson Memorial Foundation Inc?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $751K (100%)

States

Pennsylvania

Cities

Downingtown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,727,946	$2,719,655	$2,472,428
Revenue	$296,911	$213,883	$509,566
Expenses	$15,195	$152,122	$175,619
Qualifying Distributions	—	$137,000	$168,000
Net Investment Income	$195,130	$76,416	$388,440
Distributable Amount	$161,973	$157,253	$176,057

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached Schedule ($141,000).

Recipient	Purpose	Amount
See Attached Schedule Downingtown, PA	Donations	$141,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Gunard C Travaglini	Secretary Treasurer	1	—
Frederick C Travaglini	President	1	—
Anna M Travaglini	Director	1	—
Craig Travaglini	Director	1	—
Whitney Travaglini	Director	1	—
Sheena Travaglini-Neill	Director	1	—

Frequently Asked Questions

How large is Gunard Berry Carlson Memorial Foundation Inc?

As of 2024, Gunard Berry Carlson Memorial Foundation Inc holds $2.7M in total assets with $297K in annual revenue. It awarded 1 grants totaling $141K in 2024.

Where does Gunard Berry Carlson Memorial Foundation Inc operate?

Gunard Berry Carlson Memorial Foundation Inc has awarded grants in Pennsylvania.

What size grants does Gunard Berry Carlson Memorial Foundation Inc award?

In 2024, Gunard Berry Carlson Memorial Foundation Inc awarded 1 grants totaling $141K — an average of about $141K per grant, based on its IRS Form 990 filings.

How much is Gunard Berry Carlson Memorial Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Gunard Berry Carlson Memorial Foundation Inc reported a distributable amount of $162K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Gunard Berry Carlson Memorial Foundation Inc's EIN?

Gunard Berry Carlson Memorial Foundation Inc's EIN (Employer Identification Number) is 23-6261693. IRS Form 990 filing data is available on this page for 2020–2024.