Lillie & Albert Bernard
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
1
+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
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.
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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 | $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.
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 2022–2024.
Explore Open Grants
Browse active grant opportunities in Lillie & Albert Bernard's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.