Lillie & Albert Bernard
Lillie & Albert Bernard is a private foundation, based in Marietta, OH. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $73K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $5K.
Lillie & Albert Bernard at a glance
In short: Lillie & Albert Bernard gave $3K across 1 grant in 2025 (avg $3K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,048
- +16.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $3,048
- +16.9% vs 2024
- Median grant
- $3,048
- Total assets
- $72,928
- +1.4% vs 2024
- Primary geography
- Ohio (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 Lillie & Albert Bernard funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Wilmington College ($3K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Lillie & Albert Bernard gives
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2023 to 2025, annual grant giving ranged from $3K (2024) to $3K (2023). In 2025 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wilmington College Wilmington, OH | Educational | $3,048 |
Ready to take the next step with Lillie & Albert Bernard?
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 | $72,928 | $6,420 | $5,396 | $3,048 | 1 | $4,146 | $5,310 | $4,294 |
| 2024 | $71,902 | $4,937 | $4,793 | $2,607 | 1 | $3,683 | $3,854 | $4,124 |
| 2023 | $71,780 | $2,761 | $5,755 | $3,201 | 1 | $4,457 | $1,490 | $3,863 |
| 2022 | $74,815 | $-2,769 | $1,594 | — | — | $795 | $970 | $3,996 |
Under IRS private-foundation payout rules, Lillie & Albert Bernard reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lillie & Albert Bernard's only listed officer is Peoples Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Peoples Bank
Trustee
On filings since 2022
1 hr/week
$1K (2022) → $1K (2025)
Data from IRS Form 990 filings, 2022–2025. "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 $1K, to Peoples Bank (Trustee).
Frequently asked questions about Lillie & Albert Bernard
How much does Lillie & Albert Bernard give each year?
Lillie & Albert Bernard gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
How large is Lillie & Albert Bernard?
Lillie & Albert Bernard reported $73K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Lillie & Albert Bernard operate?
Lillie & Albert Bernard has awarded grants in Ohio.
What is Lillie & Albert Bernard's EIN?
Lillie & Albert Bernard's EIN (Employer Identification Number) is 31-6079609. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2022–2024
Explore Open Grants
Browse active grant opportunities in Lillie & Albert Bernard's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Ohio
Drake Ray & Ruth Schol Fund OAG
Columbus, OH
The fund supports scholarships for Eastwood High School students pursuing post-high-school education, with a 3.0 GPA required; recent grants ranged from $500 to $3,500, typically $1,000. It is based in Columbus, Ohio, and recent awards went mostly to recipients in Ohio, with others in Kentucky and Indiana. The filing says it does not restrict giving to preselected organizations; applicants should contact the Eastwood High School principal and submit a paper application by April 15.
Assets
$306K
Grants
11
Total Given
$13K
Cassner Foundation
Hillsboro, OH
The Cassner Foundation funds scholarships, school expansion, and general programs, primarily in Ohio, with most of its 2026 grant dollars going to Ohio recipients. Its 2026 awards ranged from $800 to $60,000, with a median of $3,500. It does not accept unsolicited funding requests.
Assets
$3.2M
Grants
32
Total Given
$197K
The Troy Foundation
Troy, OH
The Troy Foundation funds arts and culture, education, health and human services, youth development, environmental protection, community beautification, and emergency assistance for nonprofits. In 2024, grants ranged from $5,310 to $2,438,051, with a median of $22,806; its giving includes Troy and nearby communities, as well as recipients elsewhere in Ohio. Unsolicited requests are not addressed generally, though some specific programs invite eligible organizations to inquire or apply.
Assets
$159.1M
Grants
141
Total Given
$9.1M
The Community Foundation of Louisville Depository Inc
Louisville, KY
The Community Foundation of Louisville supports a broad range of causes, including arts, parks, education, social services, and libraries, with most 2025 grant dollars going to Kentucky organizations. Its 2025 grants had a median of $15,200 and ranged from $5,100 to over $2.3 million; the available information does not say whether it accepts unsolicited requests.
Assets
$24.0M
Grants
421
Total Given
$20.5M
G & M Owens FB Owens Fam Fnd Irr
Pittsburgh, PA
Assets
$1.5M
Grants
7
Total Given
$75K
The Greater Cincinnati Foundation
Cincinnati, OH
The Greater Cincinnati Foundation funds nonprofits working on education, housing, community and cultural vibrancy, and related regional needs, with responsive grants focused on its eight-county Greater Cincinnati service area. Its 2024 median grant was $20,000, though amounts vary widely; specific opportunities include awards of up to $35,000 for Resilient Communities and up to $450,000 through the Neighborhood Development Fund. It lists RFP and letter-of-intent opportunities but does not state whether it accepts unsolicited requests.
Assets
$1.0B
Grants
1,408
Total Given
$184.4M
More similar funders
More Funders in Ohio
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Lillie & Albert Bernard's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Lillie & Albert Bernard down — hundreds of funders to go?