Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEVY CHASE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 16 grants totaling $803K. Net investment income was $293K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
-10.8% YoY
Annual Giving
$803K
+175.1% YoY
Grant Count
16
+33.3% YoY
Avg Grant Size
$50K
+106.3% YoY
Under IRS private-foundation payout rules, Bernard Family Foundation reported a distributable amount of $198K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernard Family Foundation
Based on IRS filings
Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEVY CHASE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 16 grants totaling $803K. Net investment income was $293K.
Focus Areas
Ready to take the next step with Bernard Family Foundation?
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 | $4,208,150 | $4,715,783 | $4,881,738 |
| Revenue | $342,502 | $161,981 | $55,618 |
| Expenses | $852,725 | $327,962 | $410,876 |
| Qualifying Distributions | $805,100 | $294,300 | $374,424 |
| Net Investment Income | $293,216 | $125,595 | $91,823 |
| Distributable Amount | $198,438 | $175,668 | $182,171 |
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
64 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Make a Wish Foundation ($230,000), Olney Theatre Center ($205,000), Children's Inn at Nih Inc ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DC YOUTH ORCHESTRA WASHINGTON, DC | GENERAL SUPPORT | $2,500 |
| JBI INTERNATIONAL INC NEW YORK, NY | GENERAL SUPPORT | $2,500 |
| MAKE A WISH FOUNDATION BETHESDA, MD | GENERAL SUPPORT | $230,000 |
| OLNEY THEATRE CENTER OLNEY, MD | GENERAL SUPPORT | $205,000 |
| SUSAN G KOMEN FOR THE CURE DALLAS, TX | GENERAL SUPPORT | $50,000 |
| UNITED JEWISH ENDOWMENT FUND NORTH BETHESDA, MD | GENERAL SUPPORT | $25,000 |
| SAVE A CHILD'S HEART FOUNDATION POTOMAC, MD | GENERAL SUPPORT | $60,000 |
| CHILDREN'S INN AT NIH INC BETHESDA, MD | GENERAL SUPPORT | $100,000 |
| THE MCLEAN SCHOOL OF MARYLAND INC POTOMAC, MD | GENERAL SUPPORT | $50,000 |
| SUBURBAN HOSPITAL INC BETHESDA, MD | GENERAL SUPPORT | $37,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CATHY S BERNARD | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernard Family Foundation?
Bernard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEVY CHASE, MD. It holds $4.2M in total assets as of 2024.
How large is Bernard Family Foundation?
As of 2024, Bernard Family Foundation holds $4.2M in total assets with $343K in annual revenue. It awarded 16 grants totaling $803K in 2024.
Where does Bernard Family Foundation operate?
Bernard Family Foundation has awarded grants in California, District of Columbia, Florida, Georgia, Maryland, North Carolina, New York, Pennsylvania, Tennessee, Texas, Virginia.
What size grants does Bernard Family Foundation award?
In 2024, Bernard Family Foundation awarded 16 grants totaling $803K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Bernard Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard Family Foundation reported a distributable amount of $198K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard Family Foundation's EIN?
Bernard Family Foundation's EIN (Employer Identification Number) is 20-3850421. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bernard Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Greater Washington Community Foundation
WASHINGTON, DC
Assets
$530.9M
Grants
1,163
Total Given
$83.7M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Nora Roberts Foundation
GLENN DALE, MD
Assets
$105.4M
Grants
592
Total Given
$7.5M
The Morris and Gwendolyn Cafritz
WASHINGTON, DC
Assets
$636.1M
Grants
451
Total Given
$23.7M
The Jewish Federation of Greater
NORTH BETHESDA, MD
Assets
$354.3M
Grants
401
Total Given
$36.6M
The Wendi & Daniel H Abramowitz Family
POTOMAC, MD
Assets
$201K
Grants
45
Total Given
$63K
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
California Community Foundation
LOS ANGELES, CA
Assets
$2.2B
Grants
2,025
Total Given
$272.6M
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Bernard Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Bernard Family Foundation to a real strategy.