The Bardell Family Foundation
The Bardell Family Foundation is a private foundation, based in Moraga, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $823K in total assets. In 2025, it awarded 1 grant totaling $150K. Net investment income was $16K.
The Bardell Family Foundation at a glance
In short: The Bardell Family Foundation gave $150K across 1 grant in 2025 (avg $150K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $150,000
- Grants made (2025)
- 1
- Average grant
- $150,000
- Median grant
- $150,000
- Total assets
- $822,540
- -14.3% vs 2024
- Primary geography
- Virginia (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 The Bardell Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fork Union Military Academy ($150K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Bardell Family Foundation gives
- Giving grew 1150% from 2022 to 2025. Method
- In 2025 it paid out 351% of its IRS minimum distribution (the 5% rule). 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 2022 to 2025, annual grant giving ranged from $12K (2022) to $153K (2023). In 2025 it made 1 grant totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fork Union Military Academy Fork Union, VA | For General Purposes | $150,000 |
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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 | $822,540 | $24,978 | $162,832 | $150,000 | 1 | $152,381 | $16,455 | $43,363 |
| 2024 | $959,933 | $49,468 | $17,744 | — | — | $5,094 | $40,595 | $45,527 |
| 2023 | $922,926 | $50,976 | $162,414 | $153,000 | 2 | $153,000 | $41,562 | $45,589 |
| 2022 | $1,034,364 | $166,569 | $32,205 | $12,000 | 2 | $12,000 | — | $44,453 |
| 2021 | $900,000 | $900,000 | — | — | — | — | — | $2,186 |
Under IRS private-foundation payout rules, The Bardell Family Foundation reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bardell Family Foundation is led by Darren L. Bardell, President & Director on every filing since 2021; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Darren L. Bardell
President & Director
On filings since 2021
2 hrs/week
No compensation reported
Annie-Laurie Bardell
CFO, Director & Secretary
On filings since 2021
2 hrs/week
No compensation reported
Elizabeth Bardell
Associate Director
On filings since 2021
2 hrs/week
No compensation reported
Jane Bardell
Associate Director
On filings since 2021
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 The Bardell Family Foundation
How much does The Bardell Family Foundation give each year?
The Bardell Family Foundation gave $150K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is The Bardell Family Foundation?
The Bardell Family Foundation reported $823K in total assets on its 2025 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
Where does The Bardell Family Foundation operate?
The Bardell Family Foundation has awarded grants in California, Florida, Pennsylvania, Virginia.
What is The Bardell Family Foundation's EIN?
The Bardell Family Foundation's EIN (Employer Identification Number) is 87-4102838. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in The Bardell Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Bardell Family Foundation funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/the-bardell-family-foundation-morg_992fc4c91f0547b6a760c5d5b778b81d
BibTeX
@misc{grantable_874102838_2026,
author = {{Grantable}},
title = {{The Bardell Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-bardell-family-foundation-morg_992fc4c91f0547b6a760c5d5b778b81d},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Bardell Family Foundation'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.
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