Bernard and Pauline Herbert Schlshp Tr
EIN 206945564Total Given 2017–2023
$1.1M
6 grants · $159K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$185K
typical big bets · $182K–$185K
grant size
100%
deep partner · 1/1 multi-year
repeat
$4.3M
Assets (2023)
1
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $178K | $4.3M | $219K | 1 |
| 2018 | $185K | $3.8M | $343K | 1 |
| 2020 | $185K | $4.5M | $172K | 1 |
| 2021 | $186K | $4.9M | $326K | 1 |
| 2022 | $201K | $3.9M | $93K | 1 |
| 2023 | $182K | $4.3M | $167K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$178K
25th Pctl
$182K
Median
$185K
Average
$186K
75th Pctl
$185K
Maximum
$201K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JN
Jp Morgan Chase Bank Na
5 yrs
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Des Moines University | Des Moines, IA | $201,363 | SCHOLARSHIP | 2022 |
| Des Moines University | Des Moines, IA | $185,505 | SCHOLARSHIP | 2021 |
| Des Moines University | Des Moines, IA | $185,308 | SCHOLARSHIP | 2018 |
| Des Moines University | Des Moines, IA | $184,810 | SCHOLARSHIP | 2020 |
| Des Moines University | Des Moines, IA | $181,568 | SCHOLARSHIP | 2023 |
| Des Moines University | Des Moines, IA | $177,628 | SCHOLARSHIP | 2017 |