Joseph R and Barbara a Gard Family

Private foundation · Grantmaker Lincoln, NE EIN: 27-4298903

Joseph R and Barbara a Gard Family is a private foundation focused on Education, based in Lincoln, NE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 9 grants totaling $105K. Net investment income was $188K.

Key facts about Joseph R and Barbara a Gard Family

In short: Joseph R and Barbara a Gard Family gave $105K across 9 grants in 2025 (avg $12K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.

EIN
27-4298903
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$105,000
Grants made (2025)
9
Average grant
$11,667
Median grant
$10,000
Total assets
$1,410,760
Primary geography
Nebraska (87% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+10.2% YoY

Annual Giving

$105K

+5.0% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$12K

+5.0% YoY

Under IRS private-foundation payout rules, Joseph R and Barbara a Gard Family reported a distributable amount of $99K for 2025 — the minimum it must pay out in qualifying distributions.

How Joseph R and Barbara a Gard Family gives

  • Giving grew 50% from 2022 to 2025. Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

LincolnOmahaElkhornRochesterWaverlyTulsaWashingtonAtlanta

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K4 grants2019 4 grants2020 8 grants2021 5 grants2022 5 grants2023 9 grants2024 9 grants2025

From 2019 to 2025, annual grant giving ranged from $53K (2019) to $105K (2025). In 2025 it made 9 grants totaling $105K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Mount Michael Benedictine School: $20KMount Michael BenedictineSchool$20KSt Wenceslaus Catholic Church: $20KSt Wenceslaus Catholic Church$20KCatholic Social Services of Southern Nebraska: $15KCatholic Social Services ofSouthern Nebraska$15KMatt Talbot Kitchen: $15KMatt Talbot Kitchen$15KMadonna Foundation: $10KMadonna Foundation$10KMonte Cassino School: $10KMonte Cassino School$10KTabitha Meals on Wheels: $10KTabitha Meals on Wheels$10KGift of Life Transplant House: $4KGift of Life Transplant House$4KCreighton College of Nursing: $1KCreighton College of Nursing$1K

The largest 2025 recipient was Mount Michael Benedictine School ($20K). Together the top 9 received $105K.

Grant Size Distribution

36 grants across all recorded years

36<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 36 grants of 36 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mount Michael Benedictine School Elkhorn, NETo Provide General Support.$20,000
St Wenceslaus Catholic Church Omaha, NEPlayground and Reading Program.$20,000
Catholic Social Services of Southern Nebraska Lincoln, NETo be used for st. Gianna's home for women and children.$15,000
Matt Talbot Kitchen Lincoln, NETo Provide General Support.$15,000
Madonna Foundation Lincoln, NETo Provide General Support.$10,000
Monte Cassino School Tulsa, OKTo Provide General Support.$10,000
Tabitha Meals on Wheels Lincoln, NETo Provide General Support.$10,000
Gift of Life Transplant House Rochester, MNMemorial.$4,000
Creighton College of Nursing Omaha, NEStethoscope Program Fund.$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,410,760$1,279,764$1,251,623
Revenue$239,061$133,335$166,878
Expenses$108,065$105,194$79,398
Qualifying Distributions$105,000$100,000$76,500
Net Investment Income$188,298$53,362$118,812
Distributable Amount$98,663$89,716$74,190

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 16, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 2, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 2, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Joseph R and Barbara a Gard Family is led by Barbara A. Gard, President & Treasurer since 2021 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Barbara A. Gard

    President & Treasurer

    President → President & Treasurer, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • Joseph J. Gard

    Vice President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Daniel R. Gard

    Secretary

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Anne E. Gard (2019–2020) — Secretary

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.

Frequently asked questions about Joseph R and Barbara a Gard Family

How much does Joseph R and Barbara a Gard Family give each year?

Joseph R and Barbara a Gard Family gave $105K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 9 grants.

What is Joseph R and Barbara a Gard Family's typical grant size?

Joseph R and Barbara a Gard Family's median grant in 2025 was $10,000, and its average grant was $11,667, across 9 grants on its 2025 IRS Form 990-PF.

Where does Joseph R and Barbara a Gard Family give grants?

Joseph R and Barbara a Gard Family gives mostly in Nebraska: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oklahoma (10%). The most frequent recipient cities were Lincoln, NE (4 grants) and Omaha, NE (2 grants).

Does Joseph R and Barbara a Gard Family give general operating support?

Yes: 56% of Joseph R and Barbara a Gard Family's 2025 grants with a stated purpose (5 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Joseph R and Barbara a Gard Family's largest grantees?

Joseph R and Barbara a Gard Family's largest 2025 grantees include Mount Michael Benedictine School ($20,000), St Wenceslaus Catholic Church ($20,000) and Catholic Social Services of Southern Nebraska ($15,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.

How large is Joseph R and Barbara a Gard Family?

Joseph R and Barbara a Gard Family reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $105K in qualifying distributions that year, against a required minimum of $99K (roughly 5% of its investment assets).

What is Joseph R and Barbara a Gard Family?

Joseph R and Barbara a Gard Family is a private foundation focused on Education, based in Lincoln, NE. It holds $1.4M in total assets as of 2025.

What is Joseph R and Barbara a Gard Family's EIN?

Joseph R and Barbara a Gard Family's EIN (Employer Identification Number) is 27-4298903. 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.

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