Succ Tr Uw Bernhard Memorial Fd
EIN 526029947Total Given 2020–2024
$101K
5 grants · $20K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$21K
typical small grants · $19K–$21K
grant size
100%
deep partner · 1/1 multi-year
repeat
$480K
Assets (2024)
1
Distinct Recipients
About
NO FILING IS REQUIRED FOR WASHINGTON, D.C.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $25K | $485K | $29K | 1 |
| 2021 | $19K | $526K | $95K | 1 |
| 2022 | $21K | $406K | $-9K | 1 |
| 2023 | $14K | $451K | $13K | 1 |
| 2024 | $21K | $480K | $42K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$14K
25th Pctl
$19K
Median
$21K
Average
$20K
75th Pctl
$21K
Maximum
$25K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BN
Bank of America Na
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| A W H of Georgetown Inc | Washington, DC | $25,461 | UNRESTRICTED GENERAL | 2020 |
| A W H of Georgetown Inc | Washington, DC | $20,955 | UNRESTRICTED GENERAL | 2024 |
| A W H of Georgetown Inc | Washington, DC | $20,751 | UNRESTRICTED GENERAL | 2022 |
| A W H of Georgetown Inc | Washington, DC | $19,341 | UNRESTRICTED GENERAL | 2021 |
| A W H of Georgetown Inc | Washington, DC | $14,200 | UNRESTRICTED GENERAL | 2023 |