The Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 12 grants totaling $106K. Net investment income was $96K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
-0.8% YoY
Annual Giving
$106K
+14.0% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$9K
+4.5% YoY
Under IRS private-foundation payout rules, The Bernard Family Foundation reported a distributable amount of $97K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bernard Family Foundation
Based on IRS filings
The Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 12 grants totaling $106K. Net investment income was $96K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,563,165 | $1,575,248 | $1,613,700 |
| Revenue | $106,332 | $66,290 | $74,560 |
| Expenses | $118,415 | $104,739 | $133,295 |
| Qualifying Distributions | $107,718 | $94,823 | $119,625 |
| Net Investment Income | $96,156 | $56,374 | $64,051 |
| Distributable Amount | $96,829 | $92,894 | $95,617 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
78 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Chabad of Nashville ($36,000), New Museum at Bradford Brinton ($20,000), Friends of Chabad ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHABAD OF NASHVILLE NASHVILLE, TN | TO FULFILL EXEMPT PURPOSE | $36,000 |
| EAGLE'S NEST FOUNDATION PISGAH FOREST, NC | TO FULFILL EXEMPT PURPOSE | $3,000 |
| FERRIS FOUNDATION BIG RAPIDS, MI | TO FULFILL EXEMPT PURPOSE | $5,000 |
| FRIENDS OF CHABAD NEW YORK, NY | TO FULFILL EXEMPT PURPOSE | $10,000 |
| NATURE CONSERVANCY IN WYOMING LANDER, WY | TO FULFILL EXEMPT PURPOSE | $3,000 |
| NEW MUSEUM AT BRADFORD BRINTON BIG HORN, WY | TO FULFILL EXEMPT PURPOSE | $20,000 |
| PERC INC GRAND ISLE, VT | TO FULFILL EXEMPT PURPOSE | $3,000 |
| PROCLAIMING JUSTICE TO THE NATIONS INC FRANKLIN, TN | TO FULFILL EXEMPT PURPOSE | $5,000 |
| TENNESSEE WILDLIFE RESOURCES FOUNDATION NASHVILLE, TN | TO FULFILL EXEMPT PURPOSE | $10,000 |
| WYO THEATER INC SHERIDAN, WY | TO FULFILL EXEMPT PURPOSE | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS E BERNARD | PRESIDENT | 1 | — |
| LISA MARIE BERNARD | SECRETARY | 1 | — |
| LEE S KRAFT | TREASURER | 1 | — |
| MARK ROBIN | DIRECTOR | 1 | — |
| HANNAH JONES-BERNARD | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bernard Family Foundation?
The Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. It holds $1.6M in total assets as of 2024.
How large is The Bernard Family Foundation?
As of 2024, The Bernard Family Foundation holds $1.6M in total assets with $106K in annual revenue. It awarded 12 grants totaling $106K in 2024.
Where does The Bernard Family Foundation operate?
The Bernard Family Foundation has awarded grants in California, Colorado, Louisiana, Michigan, North Carolina, New York, Tennessee, Virginia, Vermont, Wyoming.
What size grants does The Bernard Family Foundation award?
In 2024, The Bernard Family Foundation awarded 12 grants totaling $106K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Bernard Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bernard Family Foundation reported a distributable amount of $97K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Bernard Family Foundation's EIN?
The Bernard Family Foundation's EIN (Employer Identification Number) is 27-4292251. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Bernard Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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