Private foundation (trust)EIN 208907660Est. 2007-06

BERNARD FOUNDATION

TYLER, TX 75711

Total Assets

$16.7M

FY 2023

Annual Giving

$760K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$127K

FY 2023

Grant Range

$6–$405K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$417K

Total Expenses

$778K

Qualifying Distributions

$760K

Distributable Amount

$795K

Min. Investment Return

$801K

Undistributed Income

$788K

Payout rate 96%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.96%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $6 through median $58K to maximum $405K, 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

5 years

Giving over time from 2018 to 2023. Peak $760K in 2023. Hover bars for details.

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

Top Recipients

28 grants

THE UNIVERSITY OF TEXAS AT TYLER
$505K
2 grants
KOURAGE HEALTH
$200K
1 grant
CHRISTUS TRINITY MOTHER FRANCES FOU
$132K
3 grants
MONUMENTS MEN FOUNDATION
$100K
2 grants
ANGELINA COLLEGE
$75K
2 grants
SARAH'S HOPE CHARITABLE AND EDUCATI
$75K
1 grant
TEXAS CONSERVATION ALLIANCE
$60K
1 grant
HOSPICE OF EAST TEXAS FOUNDATION
$60K
2 grants

Grant Size Distribution

28 grants

<$10K
13
grants
$10–50K
8
grants
$50–250K
6
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

3 states

Texas
$1.3M
99% of total
Virginia
$10K
1% of total
District of Columbia
$1K
0% of total

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BERNARD FOUNDATION — Grants, Financials & Contact | Grantivo