Bernard Charitable Trust

Dallas, TX
Tax-exempt since April 1969
EIN: 23-7020270

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$25.4k (2024)

Expenses

$17.3k (2024)

Total Assets

$247k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$25,386

Expenses

$17,273

Net Income

$8,113

Net Assets

$246,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,130	28.1%
Sales of Assets	$18,256	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,175	76.3%
Compensation of Officers*	$4,750	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$246,653
Total Liabilities	$0
Net Assets	$246,653

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,750	$0

990-PF

Filed on March 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$8,802

Expenses

$17,156

Net Income

-$8,354

Net Assets

$238,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,495	73.8%
Sales of Assets	$1,640	18.6%
Other Income	$667	7.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,506	78.7%
Compensation of Officers*	$4,275	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$238,768
Total Liabilities	$0
Net Assets	$238,768

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,275	$0

990-PF

Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$5,939

Expenses

$19,504

Net Income

-$25,443

Net Assets

$247,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,008
Sales of Assets	-$10,947
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,787	75.8%
Compensation of Officers*	$4,085	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$247,215
Total Liabilities	$0
Net Assets	$247,215

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,085	$0

990-PF

Filed on April 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$55,237

Expenses

$16,939

Net Income

$38,298

Net Assets

$272,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,379	9.7%
Sales of Assets	$49,858	90.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,923	76.3%
Compensation of Officers*	$4,378	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$272,629
Total Liabilities	$0
Net Assets	$272,629

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,378	$0

990-PF

Filed on March 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$20,812

Expenses

$18,576

Net Income

$2,236

Net Assets

$227,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,448	21.4%
Sales of Assets	$16,364	78.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,881	80.1%
Compensation of Officers*	$3,979	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$227,494
Total Liabilities	$1
Net Assets	$227,493

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,979	$0

990-PF

Filed on March 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$15,123

Expenses

$15,782

Net Income

-$659

Net Assets

$228,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,951	39.4%
Sales of Assets	$9,082	60.1%
Other Income	$90	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,458	78.9%
Compensation of Officers*	$3,973	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$228,373
Total Liabilities	$1
Net Assets	$228,372

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,973	$0

990-PF

Filed on April 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$19,755

Expenses

$16,268

Net Income

$3,487

Net Assets

$232,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,997	25.3%
Sales of Assets	$14,758	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,181	74.9%
Compensation of Officers*	$3,942	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$232,282
Total Liabilities	$0
Net Assets	$232,282

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,942	$0

990-PF

Filed on April 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$22,947

Expenses

$14,981

Net Income

$7,966

Net Assets

$227,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,879	21.3%
Sales of Assets	$18,043	78.6%
Other Income	$25	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,647	77.7%
Compensation of Officers*	$3,934	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$227,325
Total Liabilities	$0
Net Assets	$227,325

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,934	$0

990-PF

Filed on April 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$1,444

Expenses

$14,883

Net Income

-$13,439

Net Assets

$223,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,896	> 100%
Sales of Assets	-$3,452
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,462	77.0%
Compensation of Officers*	$3,958	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,937
Total Liabilities	$0
Net Assets	$223,937

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,958	$0

990-PF

Filed on April 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$8,678

Expenses

$15,552

Net Income

-$6,874

Net Assets

$239,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,615	64.7%
Sales of Assets	$2,658	30.6%
Other Income	$405	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,950	83.3%
Compensation of Officers*	$3,964	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,587
Total Liabilities	$0
Net Assets	$239,587

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,964	$0

990-PF

Filed on April 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$8,153

Expenses

$16,340

Net Income

-$8,187

Net Assets

$246,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,075	62.2%
Sales of Assets	$3,078	37.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,719	77.8%
Compensation of Officers*	$4,036	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$246,613
Total Liabilities	$0
Net Assets	$246,613

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$4,036	$0

990-PF

Filed on April 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$27,981

Expenses

$11,668

Net Income

$16,313

Net Assets

$249,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,802	20.7%
Sales of Assets	$22,226	79.4%
Other Income	-$47

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,201	78.9%
Compensation of Officers*	$3,760	32.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$249,654
Total Liabilities	$0
Net Assets	$249,654

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$12,597

Expenses

$14,478

Net Income

-$1,881

Net Assets

$232,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,677	68.9%
Sales of Assets	$3,920	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,442	85.9%
Compensation of Officers*	$3,268	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$232,791
Total Liabilities	$0
Net Assets	$232,791

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$10,220

Expenses

$7,283

Net Income

$2,937

Net Assets

$235,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,927	87.3%
Sales of Assets	$723	7.1%
Other Income	$570	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$3,171	43.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$235,227
Total Liabilities	$0
Net Assets	$235,227

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Updated January 26, 2026

Bernard Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $25.4k (2024)

Expenses $17.3k (2024)

Total Assets $247k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$25.4k (2024)

Expenses

$17.3k (2024)

Total Assets

$247k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2016

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2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

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2011

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