George H Bernhardt Memorial Fund

SAINT LOUIS, MO EIN: 56-6065231

George H Bernhardt Memorial Fund is a private foundation focused on Health, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $227K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$227K

-1.1% YoY

Annual Giving

$10K

-17.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

-17.4% YoY

Under IRS private-foundation payout rules, George H Bernhardt Memorial Fund reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About George H Bernhardt Memorial Fund

Based on IRS filings

George H Bernhardt Memorial Fund is a private foundation focused on Health, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $227K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $8K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Lenoir

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$16K$24K$32K20202021202220232024
Metric202420232022
Total Assets$227,310$229,760$239,012
Revenue$12,358$7,705$9,241
Expenses$15,035$16,711$19,932
Qualifying Distributions$11,036$12,971$15,435
Net Investment Income$8,188$3,764$5,190
Distributable Amount$12,984$12,040$12,937

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$7K$11K$14K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CALDWELL MEMORIAL HOSPITAL$10K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Caldwell Memorial Hospital ($9,500).

RecipientPurposeAmount
CALDWELL MEMORIAL HOSPITAL LENOIR, NCGENERAL OPERATION$9,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$4,341

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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 $227K in total assets as of 2024.

How large is George H Bernhardt Memorial Fund?

As of 2024, George H Bernhardt Memorial Fund holds $227K in total assets with $12K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does George H Bernhardt Memorial Fund operate?

George H Bernhardt Memorial Fund has awarded grants in North Carolina.

What size grants does George H Bernhardt Memorial Fund award?

In 2024, George H Bernhardt Memorial Fund awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is George H Bernhardt Memorial Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, George H Bernhardt Memorial Fund reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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