Bard Robert L & Agnes Cook Bard-Tr
EIN 236806099Total Given 2019–2025
$850K
123 grants · $121K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$6K
typical small grants · $5K–$9K
grant size
84%
deep partner · 27/32 multi-year
repeat
$4.2M
Assets (2025)
32
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(215) 553-2389
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $118K | $3.6M | $234K | 25 |
| 2020 | N/A | $3.4M | $120K | N/A |
| 2021 | $135K | $4.3M | $278K | 20 |
| 2022 | $146K | $3.4M | $317K | 21 |
| 2023 | $142K | $3.6M | $331K | 18 |
| 2024 | $145K | $3.9M | $346K | 20 |
| 2025 | $164K | $4.2M | $235K | 19 |
Grant Size Distribution
Based on 123 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$6K
Average
$7K
75th Pctl
$9K
Maximum
$15K
Geographic Distribution
Officers & Directors
BA
Bny Mellon N a
Trustee
BA
Bny Mellon N a
Trustee
BA
Bny Mellon N a
Trustee
BA
Bny Mellon N a
Trustee
BA
Bny Mellon N a
Trustee
BA
Bny Mellon N a
Trustee
BN
BNY Mellon NA
Co-Trustee
NE
Norman E Donoghue ESQ
Co-Trustee
Grants Awarded (123 total)
| Purpose | ||||
|---|---|---|---|---|
| Orion Communities | Phoenixville, PA | $15,000 | GENERAL OPERATING | 2022 |
| Orion Communities | Phoenixville, PA | $15,000 | GENERAL OPERATING | 2023 |
| Orion Communities | Phoenixville, PA | $15,000 | GENERAL OPERATING | 2024 |
| Open Door Ministry | Royersford, PA | $14,000 | GENERAL OPERATING | 2022 |
| Open Door Ministry | Royersford, PA | $14,000 | GENERAL OPERATING | 2023 |
| Norman E Donoghue Esq | Philadelphia, PA | $12,325 | GENERAL OPERATING | 2021 |
| Open Door Ministry | Royersford, PA | $12,000 | GENERAL OPERATING PURPOSES | 2021 |
| Orion Communities | Phoenixville, PA | $12,000 | GENERAL OPERATING PURPOSES | 2021 |
| Open Door Ministry | Royersford, PA | $12,000 | GENERAL OPERATING | 2024 |
| Camphill Village Kimberton Hills | Kimberton, PA | $12,000 | GENERAL OPERATING PURPOSES | 2025 |
| Royersford Free Public Library | Royersford, PA | $11,000 | GENERAL OPERATING | 2025 |
| Springford Area Historical Society | Royersford, PA | $10,593 | GENERAL OPERATING | 2024 |
| Royersford Free Public Library | Royersford, PA | $10,500 | GENERAL OPERATING | 2022 |
| Springford Area Historical Society | Royersford, PA | $10,500 | GENERAL OPERATING | 2023 |
| Royersford Free Public Library | Royersford, PA | $10,500 | GENERAL OPERATING | 2023 |
| Royersford Free Public Library | Royersford, PA | $10,500 | GENERAL OPERATING | 2024 |
| Spring-Ford Area Historical Society | Royersford, PA | $10,400 | GENERAL OPERATING | 2022 |
| Orion Communities | Phoenixville, PA | $10,000 | GENERAL OPERATING PURPOSES | 2019 |
| Project Outreach | Royersford, PA | $10,000 | GENERAL OPERATING PURPOSES | 2019 |
| Open Hearth Inc | Spring City, PA | $10,000 | GENERAL OPERATING PURPOSES | 2021 |
| Open Hearth Inc | Spring City, PA | $10,000 | GENERAL OPERATING | 2022 |
| Open Hearth Inc | Phoenixville, PA | $10,000 | GENERAL OPERATING | 2023 |
| Open Hearth Inc | Phoenixville, PA | $10,000 | GENERAL OPERATING | 2025 |
| Springford Area Historical Society | Royersford, PA | $10,000 | GENERAL OPERATING | 2025 |
| University of Pennsylvania Museum | Philadelphia, PA | $10,000 | GENERAL OPERATING | 2025 |