Bernard Family Foundation
- Assets
- $1.6m
- Revenue
- $66.3k
- Investments
- $1.4m
- Employees
- 0
- Location
- Nashville, TN
- Founding
- 03/2011
- Data as of
- 12/2023
- EIN
- 27-4292251
Organization Overview
Bernard Family Foundation is located in Nashville, TN. The organization was established in 2011. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bernard Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Bernard Family Foundation generated $66.3k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $104.7k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Bernard Family Foundation has awarded 114 individual grants totaling $778,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas E Bernard President | 1 | $0 | |
Lisa Marie Bernard Secretary | 1 | $0 | |
Lee S Kraft Treasurer | 1 | $0 | |
Mark Robin Director | 1 | $0 | |
Hannah Jones-Bernard Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $13,019 |
| Dividends & Interest | $39,217 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $14,054 |
| Capital Gain Net Income | $14,054 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $66,290 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,160 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $40 |
| Total operating and administrative expenses | $11,739 |
| Contributions, gifts, grants paid | $93,000 |
| Total expenses and disbursements | $104,739 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $187,420 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $662,063 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,575,248 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bernard Family Foundation has awarded $93,000 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
AGE WELL MIDDLE TN PURPOSE: TO FULFILL EXEMPT PURPOSE | $1,000 |
CHABAD OF NASHVILLE PURPOSE: TO FULFILL EXEMPT PURPOSE | $41,000 |
COLORADO ROCKY MOUNTAIN SCHOOL PURPOSE: TO FULFILL EXEMPT PURPOSE | $3,000 |
EAGLE'S NEST FOUNDATION PURPOSE: TO FULFILL EXEMPT PURPOSE | $3,000 |
NEW MUSEUM AT BRADFORD BRINTON PURPOSE: TO FULFILL EXEMPT PURPOSE | $20,000 |
PROCLAIMING JUSTICE TO THE NATIONS INC PURPOSE: TO FULFILL EXEMPT PURPOSE | $2,000 |