Funder DirectoryBERNARD CHARITABLE TRUST
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Private foundation (trust)EIN 237020270Est. 1969-04

BERNARD CHARITABLE TRUST

DALLAS, TX 752653067

Accepts unsolicited proposals

Total Assets

$292K

FY 2024

Annual Giving

$11K

FY 2024

Grants Made

6

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$538–$5K

Typical

Deadlines

No dead line

Applications

Programs & Activities

Program 1

The sole charitable activity of this organization is the making of contributions and grants to qualified charitable organizations. No direct charitable activities are conducted

Financial Snapshot

2024 filing

Total Revenue

$25K

Total Expenses

$17K

Qualifying Distributions

$13K

Distributable Amount

$14K

Min. Investment Return

$14K

Undistributed Income

$12K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $538 through median $1K to maximum $5K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $13K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

44 grants

BARNES JEWISH HOSPITAL FDN
$11K
4 grants
COMMUNITY KOLLEL OF KANSAS CITY
$11K
3 grants
JEWISH FEDERATION OF SOUTHERN IL
$8K
6 grants
UNITED WAY OF GREATER ST LOUIS
$7K
6 grants
RAINBOW VILLAGE PROPERTIES INC
$5K
3 grants
BARNES JEWISH HOSPITAL FOUNDATION
$4K
2 grants
PROMISE COMMUNITY HOMES
$4K
2 grants
MADISON COUNTY URBAN LEAGUE
$3K
6 grants

Grant Size Distribution

44 grants

<$10K
44
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Missouri
$31K
46% of total
Kansas
$14K
21% of total
Illinois
$12K
17% of total
Indiana
$8K
11% of total
Florida
$3K
5% of total

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BERNARD CHARITABLE TRUST — Grants, Financials & Contact | Grantivo