Bernauer Family Charitable Trust
Bernauer Family Charitable Trust is a private foundation based in Hendersonville, North Carolina. Its 2025 filing reports 27 grants totaling $82,900 to charitable organizations, including organizations working in health, housing, social services, education, and other areas.
Bernauer Family Charitable Trust at a glance
In short: Bernauer Family Charitable Trust gave $83K across 27 grants in 2025 (avg $3K), top state North Carolina. 56% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $82,900
- +25.6% vs 2024
- Grants made (2025)
- 27
- +12.5% vs 2024
- Average grant
- $3,070
- +11.6% vs 2024
- Median grant
- $2,000
- Total assets
- $1,119,712
- +7.9% vs 2024
- New grantees (estimate)
- 56% first-time grantees (15 of 27, 2025)
- Primary geography
- North Carolina (32% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bernauer Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 107 Estate Dr, Hendersonville, NC 28739
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bernauer Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Bucknell University ($15K). Together the top 10 received $62K.
Grant Size Distribution
118 grants across all recorded years
The most common grant size was under $50K: 118 grants of 118 (100%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars by recipient state went to North Carolina (32%), Pennsylvania (18%), and Washington, DC (12%), followed by Florida (9%) and Illinois (8%). Listed 2025 recipients included organizations in North Carolina and other states, as well as Washington, DC.
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
States
Cities
Is Bernauer Family Charitable Trust open to new grantees?
56%
first-time grantees, 2025
In 2025, 15 of 27 grantees (56%) were first-time recipients. First grants averaged $2K; repeat grants $4K. How we count
Medians: $1K first-time, $4K repeat.
- 41% of 2025 grantees were also funded in 2024. Method
- Giving grew 34% from 2022 to 2025. Method
- In 2023 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $61K (2020) to $83K (2025). In 2025 it made 27 grants totaling $83K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bucknell University Lewisburg, PA | Contribution | $15,000 |
| Grace Lutheran Hendersonville, NC | Contribution | $7,000 |
| Alzheimers Association Chicago, IL | Contribution | $6,000 |
| Parkinsons Foundation Washington, DC | Contribution | $5,000 |
| Blood Cancer United Washington, DC | Contribution | $5,000 |
| American Cancer Society Hagerstown, MD | Contribution | $5,000 |
| Young Life Henderson County Hendersonville, NC | Contribution | $5,000 |
| Habitat For Humanity Hendersonville, NC | Contribution | $5,000 |
| St Judes Childrens Hospital Memphis, TN | Contribution | $5,000 |
| Christian Care Center Leesburg, FL | Contribution | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,119,712 | $186,914 | $82,915 | $82,900 | 27 | $82,900 | $186,899 | — |
| 2024 | $1,037,996 | $129,504 | $66,450 | $66,000 | 24 | $66,000 | — | — |
| 2023 | $974,942 | $60,455 | $63,017 | $63,000 | 23 | $63,017 | $2,400 | $58,227 |
| 2022 | $712,581 | $66,774 | $65,231 | $62,000 | 21 | $65,231 | $645 | $57,269 |
| 2021 | $711,038 | $175,439 | $78,259 | $74,550 | 23 | $78,259 | $151,730 | $51,227 |
| 2020 | $613,858 | $25,294 | $61,791 | $61,251 | 20 | — | $234,743 | $41,377 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations whose work includes cancer and other disease-related services, affordable housing, food assistance, shelter, support for people affected by violence, education, Christian ministry, and access to water and sanitation.
These descriptions reflect the grantees’ own missions. For example, Blood Cancer United says its mission is to cure blood cancers and improve patients’ and families’ quality of life; Habitat for Humanity describes its work as partnering with people in need to build affordable housing; and MANNA FoodBank says it works to end hunger in Western North Carolina. The Water Project describes providing sustainable water and sanitation programs in developing countries.
Grantmaking
In filing year 2025, the trust made 27 grants totaling $82,900. Grant amounts ranged from $300 to $15,000, with a median of $2,000.
The largest reported grants included $15,000 to Bucknell University; $7,000 to Grace Lutheran; $6,000 to the Alzheimer’s Association; and $5,000 each to Parkinson’s Foundation, Blood Cancer United, American Cancer Society, Young Life Henderson County, Habitat for Humanity, and St. Jude Children’s Hospital. Other listed grants included $4,000 to Christian Care Center, $3,000 to The Water Project, and $2,500 to Orlando Health Organization.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Tom Barfield and Jack Bernauer as trustees.
Bernauer Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jack Bernauer
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Tom Barfield
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: John A Bernauer Jr. (2020–2024) — Trustee
- Former: Thomas M Barfield (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bernauer Family Charitable Trust
How much does Bernauer Family Charitable Trust give each year?
Bernauer Family Charitable Trust gave $83K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $66K across 24 grants.
What is Bernauer Family Charitable Trust's typical grant size?
Bernauer Family Charitable Trust's median grant in 2025 was $2,000, and its average grant was $3,070, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bernauer Family Charitable Trust that year got $2K on average.
Where does Bernauer Family Charitable Trust give grants?
Bernauer Family Charitable Trust's top state is North Carolina, with 32% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Pennsylvania (18%) and District of Columbia (12%). The most frequent recipient cities were Hendersonville, NC (10 grants) and Washington, DC (2 grants).
Does Bernauer Family Charitable Trust give general operating support?
Not in 2025: none of the 27 grants with a stated purpose on Bernauer Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Contribution" (27 grants).
Who are Bernauer Family Charitable Trust's largest grantees?
Bernauer Family Charitable Trust's largest 2025 grantees include Bucknell University ($15,000), Grace Lutheran ($7,000) and Alzheimers Association ($6,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Bernauer Family Charitable Trust?
Bernauer Family Charitable Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $187K.
What does Bernauer Family Charitable Trust fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Bernauer Family Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bernauer Family Charitable Trust's EIN?
Bernauer Family Charitable Trust's EIN (Employer Identification Number) is 36-6452735. IRS Form 990 filing data is available on this page for 2020–2025.
Does Bernauer Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Bernauer Family Charitable Trust funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/bernauer-family-charitable-trust-morg_ac3451e811104bce88af47aec120de12
BibTeX
@misc{grantable_366452735_2026,
author = {{Grantable}},
title = {{Bernauer Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bernauer-family-charitable-trust-morg_ac3451e811104bce88af47aec120de12},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bernauer Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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