The Texas State Capitol

Form 990-PFTax year 2025EIN 23-7020270

Bernard Charitable Trust

A private foundation in Dallas, TX. Its return for tax year 2025 lists 7 grants and $11,689 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Maria Botelho Bank of America
100 Westminster St
Providence, RI 02903
(866) 461-7287
Form and materials
No application form
Deadlines
No dead line
Restrictions
No restrictions

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $11,689

    Grants listed
    7
    Assets, end of year
    $255,879
  • Tax year 2024

    $10,760

    Grants listed
    6
    Assets, end of year
    $246,653
  • Tax year 2023

    $11,281

    Grants listed
    7
    Assets, end of year
    $238,768
  • Tax year 2022

    $12,638

    Grants listed
    8
    Assets, end of year
    $247,215
  • Tax year 2021

    $10,657

    Grants listed
    8
    Assets, end of year
    $272,629
  • Tax year 2020

    $12,774

    Grants listed
    8
    Assets, end of year
    $227,494
  • Tax year 2019

    $10,354

    Grants listed
    7
    Assets, end of year
    $228,373
  • Tax year 2018

    $10,089

    Grants listed
    7
    Assets, end of year
    $232,282

Grants paid in 2025

7 grants, largest first

As listed on the return.

  1. Community Kollel of Kansas CityOverland Park, KS

    Unrestricted general

    $2,936
  2. Jewish Fed of Great Kansas CityOverland Park, KS

    Lisa bernard lion of judah

    $2,936
  3. Barnes Jewish Hospital FoundationSaint Louis, MO

    Unrestricted general

    $2,327
  4. Jewish Federation of Southern IlBelleville, IL

    Unrestricted general

    $1,163
  5. United Way of Greater St LouisSaint Louis, MO

    Unrestricted general

    $1,163
  6. Shriners Hospitals for ChildrenTampa, FL

    Unrestricted general

    $582
  7. Madison County Urban LeagueAlton, IL

    Unrestricted general

    $582

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Religion1 grant $2,93656% of the total
  2. Philanthropy and grantmaking1 grant $1,16322% of the total
  3. Health1 grant $58211% of the total
  4. Human services1 grant $58211% of the total

By State

Grants to organizations with a US address, latest year.

  1. Kansas2 grants $5,872
  2. Missouri2 grants $3,490
  3. Illinois2 grants $1,745
  4. Florida1 grant $582

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bank of AmericaTRUSTEE Hours 1Pay $5,042

The return

More foundations

Similar foundations

Same main cause (religion), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Zenas FoundationDallas, TX 5 grants Preselected only $11,500 giving
  2. TR UW Elsie Mae PlaceDallas, TX 1 grant Preselected only $10,984 giving
  3. McCamey Foundation IncDallas, TX 3 grants Preselected only $10,688 giving
  4. Alice Martin TR UW FBO StanleyDallas, TX 1 grant Preselected only $9,559 giving
  5. Emma S Tousant TuaDallas, TX 1 grant Preselected only $15,333 giving