Lillie & Albert Bernard

MARIETTA, OH EIN: 31-6079609

Lillie & Albert Bernard is a private foundation, based in MARIETTA, OH. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $72K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$72K

+0.2% YoY

Annual Giving

$3K

-18.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-18.6% YoY

Under IRS private-foundation payout rules, Lillie & Albert Bernard reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Lillie & Albert Bernard

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $6K (100%)

States

Ohio

Cities

Wilmington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$71,902	$71,780	$74,815
Revenue	$4,937	$2,761	$-2,769
Expenses	$4,793	$5,755	$1,594
Qualifying Distributions	$3,683	$4,457	$795
Net Investment Income	$3,854	$1,490	$970
Distributable Amount	$4,124	$3,863	$3,996

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

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wilmington College ($2,607).

Recipient	Purpose	Amount
WILMINGTON COLLEGE WILMINGTON, OH	EDUCATIONAL	$2,607

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PEOPLES BANK	TRUSTEE	1	$1,062

Frequently Asked Questions

How large is Lillie & Albert Bernard?

As of 2024, Lillie & Albert Bernard holds $72K in total assets with $5K in annual revenue. It awarded 1 grants totaling $3K in 2024.

Where does Lillie & Albert Bernard operate?

Lillie & Albert Bernard has awarded grants in Ohio.

What size grants does Lillie & Albert Bernard award?

In 2024, Lillie & Albert Bernard awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Lillie & Albert Bernard required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lillie & Albert Bernard reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.