George H Bernhardt Memorial Fund
George H Bernhardt Memorial Fund is a private foundation focused on Health, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $221K in total assets. In 2025, it awarded 1 grant totaling $17K. Net investment income was $13K.
George H Bernhardt Memorial Fund at a glance
In short: George H Bernhardt Memorial Fund gave $17K across 1 grant in 2025 (avg $17K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $17,125
- +80.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $17,125
- +80.3% vs 2024
- Median grant
- $17,125
- Total assets
- $221,193
- -2.7% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who George H Bernhardt Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Caldwell Memorial Hospital ($17K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How George H Bernhardt Memorial Fund gives
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 139% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2024) to $17K (2025). In 2025 it made 1 grant totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Caldwell Memorial Hospital Lenoir, NC | General Operation | $17,125 |
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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 | $221,193 | $17,318 | $23,254 | $17,125 | 1 | $18,739 | $12,980 | $13,508 |
| 2024 | $227,310 | $12,358 | $15,035 | $9,500 | 1 | $11,036 | $8,188 | $12,984 |
| 2023 | $229,760 | $7,705 | $16,711 | $11,500 | 1 | $12,971 | $3,764 | $12,040 |
| 2022 | $239,012 | $9,241 | $19,932 | $14,000 | 1 | $15,435 | $5,190 | $12,937 |
| 2021 | $249,790 | $29,134 | $16,638 | $10,500 | 1 | $11,967 | $24,613 | $14,393 |
| 2020 | $237,256 | $17,527 | $15,990 | $10,500 | 1 | — | $13,692 | $12,470 |
| 2019 | $235,747 | $24,530 | $15,858 | $10,500 | 1 | — | $20,648 | $12,277 |
Under IRS private-foundation payout rules, George H Bernhardt Memorial Fund reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
George H Bernhardt Memorial Fund's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$4K (2019) → $5K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about George H Bernhardt Memorial Fund
How much does George H Bernhardt Memorial Fund give each year?
George H Bernhardt Memorial Fund gave $17K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.
How large is George H Bernhardt Memorial Fund?
George H Bernhardt Memorial Fund reported $221K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
What is George H Bernhardt Memorial Fund?
George H Bernhardt Memorial Fund is a private foundation focused on Health, based in Saint Louis, MO. It holds $221K in total assets as of 2025.
Where does George H Bernhardt Memorial Fund operate?
George H Bernhardt Memorial Fund has awarded grants in North Carolina.
What is George H Bernhardt Memorial Fund's EIN?
George H Bernhardt Memorial Fund's EIN (Employer Identification Number) is 56-6065231. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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