Bernard Charitable Trust
DALLAS, TX EIN: 23-7020270
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$247K
+3.3% YoY
Annual Giving
$11K
-4.6% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$2K
+11.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $246,653 | $238,768 | $247,215 |
| Revenue | $25,386 | $8,802 | $-5,939 |
| Expenses | $17,273 | $17,156 | $19,504 |
| Qualifying Distributions | $13,175 | $13,506 | $14,787 |
| Net Investment Income | $21,144 | $4,383 | $1,486 |
| Distributable Amount | $14,049 | $12,984 | $13,431 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bernard Charitable Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $4,750 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Missouri $26K (46%)
Kansas $11K (19%)
Illinois $10K (18%)
Indiana $8K (13%)
Florida $3K (5%)
Cities
AltonBellevilleCarmelIndianapolisOverland ParkSaint LouisSt LouisTampaWhitestown
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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