Bernhardt Furniture Foundation logo

Bernhardt Furniture Foundation

LENOIR, NC EIN: 51-0202755 Website

The Bernhardt Furniture Foundation is a private foundation established in 1947 and based in Lenoir, North Carolina. It operates as a company-sponsored foundation with a volunteer leadership team and no paid staff.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.3M

+14.9% YoY

Annual Giving

$204K

+11.0% YoY

Grant Count

28

-6.7% YoY

Avg Grant Size

$7K

+18.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation supports health clinics and organizations involved with:

  • Arts and culture
  • Education
  • Cancer
  • Hunger
  • Human services
  • Christianity
  • Civic support
  • Community and economic development

Grantmaking

Review Cycle

May 30th

How to Apply

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Geographic Focus

Where this funder awards grants

Primary funding focus is North Carolina, with grants distributed to organizations in:

  • Collettsville
  • Hickory
  • Hudson
  • Lenoir
  • Morganton
  • Rutherford College
  • Caldwell County region

Grant Distribution by State

1states

Cities

CollettsvilleHickoryHudsonLenoirMorgantonPattersonRutherford CollegeThomasville

Financial History

Multi-year comparison from IRS filings

Most Recent Fiscal Year (FYE October 2024):

  • Total assets: $4,310,115
  • Total revenues: $856,101
  • Total expenses: $274,981
  • Total giving: $203,500
  • Investment income and dividends: $102,394
  • Net gain from sale of non-inventory assets: $290,607

Previous Year (FYE October 2023):

  • Total assets: $4,310,115
  • Total revenues: $473,500
  • Investment income: $82,171
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$235K$471K$706K$942K20202021202220232024
Metric202420232022
Total Assets$4,310,115$3,751,139$3,395,735
Revenue$856,101$593,611$583,126
Expenses$274,981$240,096$228,936
Qualifying Distributions$255,168$224,813$209,864
Net Investment Income$375,778$106,306$138,962
Distributable Amount$218,172$184,225$177,364

Giving Over Time

Total grant dollars and number of grants per year

$0$55K$110K$165K$220K26 grants202028 grants202124 grants202230 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CALDWELL COUNTY YOKEFELL…$20KCALDWELL MEMORIAL HOSPIT…$20KHELPING HANDS CLINIC INC$20KCALDWELL HALFWAY HOUSE$15KSHELTER HOME OF CALDWELL…$15KWEST CALDWELL HEALTH COU…$15KCALDWELL COUNCIL ON ADOL…$10KTHE WIG BANK OF CALDWELL…$10KCCC&TI FOUNDATION$10KLENOIR SOUP KITCHEN$8K

Grant Size Distribution

136 grants across all recorded years

135<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is led by a volunteer board with no compensation:

  • G. Alex Bernhardt Sr. (President)
  • James R. Collett Jr. (Vice President)
  • G. Alex Bernhardt Jr. (Vice President)
  • Anne H. Bernhardt (Vice President)
  • William F. Howard III (Treasurer)
  • Kevin McDougall (Secretary)
  • John E. Cahill (Assistant Secretary-Treasurer)
  • Dawn T. Barrett (Assistant Secretary)

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
G ALEX BERNHARDT SRPRESIDENT2
JAMES R COLLETT JRVICE PRESIDENT2
G ALEX BERNHARDT JRVICE PRESIDENT2
WILLIAM F HOWARD IIITREASURER2
ANNE H BERNHARDTVICE PRESIDENT2
KEVIN McDOUGALLSECRETARY2
JOHN E CAHILLASST SEC-TREAS2
DAWN T BARRETTASST SECRETARY2

Contact Information

Mailing Address: PO Box 740 Lenoir, NC 28645-0740

Phone: 828-759-6288

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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