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EIN 23-7020270

Bernard Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Dallas
State
Texas
Year formed
1969
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Bernard Charitable Trust is a private foundation located in Dallas, TX that primarily funds unrestricted general and women's philanthropy. Its grantees include Barnes Jewish Hospital FDN and others, and it made eight grants last year.
Total revenues
$8,802
2023
Total expenses
$17,156
2023
Total assets
$238,768
2023
Num. employees
0
2023

Program areas at Bernard Charitable Trust

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

Grants made by Bernard Charitable Trust

GranteeGrant descriptionAmount
The Foundation for Barnes-Jewish HospitalUnrestricted General$2,256
Indianapolis ZoologicalUnrestricted General$1,880
Promise Community HomesUnrestricted General$1,880
...and 3 more grants made

Personnel at Bernard Charitable Trust

NameTitleCompensation
Bank of America N AManaging Director$3,979

Financials for Bernard Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$6,495
Net rental income$0
Net gain from sale of non-inventory assets$1,640
Gross sales of inventory$0
Miscellaneous revenues$667
Total revenues$8,802

Form 990s for Bernard Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-16990PFView PDF
2022-122023-04-11990PFView PDF
2021-122022-03-22990PFView PDF
2020-122021-03-26990PFView PDF
2019-122020-09-11990PRView PDF
...and 8 more Form 990s
Data update history
June 16, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 8, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
February 3, 2020
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
JewishReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 653067
Dallas, TX 75265
County
Dallas County, TX
Phone
(888) 866-3275
IRS details
EIN
23-7020270
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1969
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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