Nonprofit · EIN 20-8907660
BERNARD FOUNDATION
Tax-exempt · TYLER, TX 75711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,718,842 | $902,395 | $2,816,447 | $19,111,458 | $0 | $19,111,458 |
| December 31, 2024 | 990-PF | $470,089 | $808,488 | -$338,399 | $16,134,371 | $0 | $16,134,371 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,192,775
- Dividends
- $376,296
- Interest
- $55,997
- Net gain from sales of assets
- -$38,377
- Other income
- $132,151
Expenses
- Grants and similar amounts paid
- $886,489
- Disbursements for charitable purposes
- $886,489
- Excise tax on investment income
- $5,857
Balance sheet and other
- Total assets, start of year
- $16,134,371
- Total assets, end of year
- $19,111,458
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,111,458
- Fair market value of assets
- $22,706,883
- Qualifying distributions
- $886,489
- Net investment income
- $431,738
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY H GRINSTEAD 1107 ROYAL ADELADE DR, COLLEGE STATION, TX 77845 | Vice President | 1 | $0 |
| GEORGE TREY HENDERSON III PO BOX 153220, LUFKIN, TX 75915 | President | 1 | $0 |
| RICHARD W JETT JR 3304 S BROADWAY AVE, TYLER, TX 75701 | Director | 1 | $0 |
| STEWART HENDERSON 1808 WESTERN DR, FORT WORTH, TX 76107 | SEC/TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY H GRINSTEAD 1107 ROYAL ADELADE DR, COLLEGE STATION, TX 77845 | Vice President | 1 | $0 |
| GEORGE TREY HENDERSON III PO BOX 153220, LUFKIN, TX 75915 | President | 1 | $0 |
| RICHARD W JETT JR 3304 S BROADWAY AVE, TYLER, TX 75701 | Director | 1 | $0 |
| STEWART HENDERSON 1808 WESTERN DR, FORT WORTH, TX 76107 | SEC/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6717, TYLER, TX 75711-6717
- In care of
- % MILDRED H GRINSTEAD
- Signed the 990-PF
- GEORGE TREY HENDERSON III, President
- Phone
- (903) 592-7999
- Return prepared by
- HENRY & PETERS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8907660
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $19,111,458
- Income (IRS master file)
- $4,385,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $417,086 | $778,285 | $16,472,770 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BERNARD FOUNDATION
- What is the EIN of BERNARD FOUNDATION?
- The employer identification number (EIN) of BERNARD FOUNDATION is 20-8907660.
- Is BERNARD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to BERNARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERNARD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BERNARD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,718,842, expenses of $902,395 and total assets of $19,111,458 at year end.
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All nonprofits in TYLER · Texas · Philanthropy, voluntarism and grantmaking foundations