Richard and Mary Bard Foundation

NAPLES, FL EIN: 85-2069616

Richard and Mary Bard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $875K in total assets. In 2024, it awarded 12 grants totaling $66K. Net investment income was $40K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$875K

+5.2% YoY

Annual Giving

$66K

-21.1% YoY

Grant Count

12

-25.0% YoY

Avg Grant Size

$6K

+5.2% YoY

Under IRS private-foundation payout rules, Richard and Mary Bard Foundation reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.

About Richard and Mary Bard Foundation

Based on IRS filings

Richard and Mary Bard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $875K in total assets. In 2024, it awarded 12 grants totaling $66K. Net investment income was $40K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AdrianBryanColumbusEvanstonFort WayneHillsdaleHollandNaplesOnsteadStatan IslandTraverse CityWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$36K$72K$108K$144K202120232024
Metric202420232021
Total Assets$874,910$831,678$846,562
Revenue$130,494$98,918$129,288
Expenses$87,284$87,526$175
Qualifying Distributions$76,535$83,730
Net Investment Income$39,745$18,137$89,113
Distributable Amount$50,720$43,207$24,244

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$42K$63K$84K0 grants202116 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE HERITAGE FOUNDATION$10KTHE OHIO STAT UNIVERSITY…$10KTRINITY LUTHERAN CHURCH$10KCONSRVATIVE PARTNERSHIP …$10KTUNNELS TO TOWERS FOUNDA…$10KNORTH NAPLES UNITED METH…$5KHILLSDALE COLLEGE$5KNORTH ROME BAPTIST CHURCH$2KFIRST CHURCH OF CHRIST$1KSIGMA CHI FOUNDATION$1K

Grant Size Distribution

28 grants across all recorded years

28<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Heritage Foundation ($10,000), The Ohio Stat University Foundati ($10,000), Trinity Lutheran Church ($10,000).

RecipientPurposeAmount
FIRST CHURCH OF CHRIST BRYAN, OHGENERAL$1,000
THE HERITAGE FOUNDATION WASHINGTON, DCGENERAL$10,000
THE OHIO STAT UNIVERSITY FOUNDATI COLUMBUS, OHGENERAL$10,000
NORTH NAPLES UNITED METHODIST CHURC NAPLES, FLGENERAL$5,000
HILLSDALE COLLEGE HILLSDALE, MIGENERAL$5,000
SIGMA CHI FOUNDATION EVANSTON, ILGENERAL$1,000
COMMUNITY HOSPITALS & WELLNESS BRYAN, OHGENERAL$1,000
HOPE COLLEGE HOLLAND, MIGENERAL$1,000
TRINITY LUTHERAN CHURCH TRAVERSE CITY, MIGENERAL$10,000
NORTH ROME BAPTIST CHURCH ONSTEAD, MIGENERAL$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD O BARDPRESIDENT/TR1
MARY E BARDSECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Richard and Mary Bard Foundation?

Richard and Mary Bard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $875K in total assets as of 2024.

How large is Richard and Mary Bard Foundation?

As of 2024, Richard and Mary Bard Foundation holds $875K in total assets with $130K in annual revenue. It awarded 12 grants totaling $66K in 2024.

Where does Richard and Mary Bard Foundation operate?

Richard and Mary Bard Foundation has awarded grants in District of Columbia, Florida, Illinois, Indiana, Michigan, New York, Ohio.

What size grants does Richard and Mary Bard Foundation award?

In 2024, Richard and Mary Bard Foundation awarded 12 grants totaling $66K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Richard and Mary Bard Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Richard and Mary Bard Foundation reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Richard and Mary Bard Foundation's EIN?

Richard and Mary Bard Foundation's EIN (Employer Identification Number) is 85-2069616. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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