R S Gernon Trust
R S Gernon Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 20 grants totaling $107K. Net investment income was $185K.
Key facts about R S Gernon Trust
- EIN
- 06-6142263
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $107,000
- Grants made (2025)
- 20
- Average grant
- $5,350
- Median grant
- $5,000
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2025)
- Total assets
- $2,249,110
- Primary geography
- Connecticut (95% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who R S Gernon Trust funds
By grant dollars, the top recipient states for R S Gernon Trust's 20 itemized 2025 grants were Connecticut (95%). The most frequent recipient cities were Norwich, CT (5 grants), Hartford, CT (3 grants) and New London, CT (3 grants). 20% of grants with a stated purpose were for general or operating support.
Is R S Gernon Trust open to new grantees?
20%
first-time grantees, 2025
In 2025, 4 of 20 grantees (20%) were first-time recipients. First grants averaged $4K; repeat grants $6K. How we count
Medians: $5K first-time, $5K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with R S Gernon Trust
- How to evaluate R S Gernon Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to R S Gernon Trust with AI
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+1.6% YoY
Annual Giving
$107K
+3.9% YoY
Grant Count
20
+17.6% YoY
Avg Grant Size
$5K
-11.7% YoY
Under IRS private-foundation payout rules, R S Gernon Trust reported a distributable amount of $127K for 2025 — the minimum it must pay out in qualifying distributions.
About R S Gernon Trust
Based on IRS filings
R S Gernon Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 20 grants totaling $107K. Net investment income was $185K.
Ready to take the next step with R S Gernon Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 20 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,249,110 | $2,213,143 | $2,235,310 |
| Revenue | $207,610 | $70,660 | $-57,456 |
| Expenses | $147,146 | $138,748 | $102,547 |
| Qualifying Distributions | $125,096 | $119,822 | $75,323 |
| Net Investment Income | $184,857 | $45,749 | $28,565 |
| Distributable Amount | $127,493 | $118,642 | $111,677 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
75 grants across all recorded years
Open Grants
1 open opportunity from R S Gernon Trust
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Madonna Place Inc ($8,000), Operation Fuel ($8,000), Thames River Community Service Inc ($7,500).
| Recipient | Purpose | Amount |
|---|---|---|
| MADONNA PLACE INC Norwich, CT | SUPPORT FAMILY SUPPORT | $8,000 |
| OPERATION FUEL Hartford, CT | SUPPORT THE EMERGENCY | $8,000 |
| THAMES RIVER COMMUNITY SERVICE INC Norwich, CT | SUPPORT CT RAPID RE-HOUSING | $7,500 |
| MARTIN HOUSE INC Norwich, CT | SUPPORT LIVING | $7,000 |
| EASTERN CONNECTICUT SYMPHONY New London, CT | SUPPORTS MUSIC IN THE | $6,000 |
| GIRL SCOUTS OF CONNECTICUT INC Lebanon, CT | SUPPORT CAMPERSHIP PROGRAM | $5,000 |
| UNITED CEREBRAL PALSY ASSN EASTERN CT Quaker Hill, CT | SUPPORTS DISABILITY | $5,000 |
| THAMES VALLEY COUNCIL COMMUNITY ACTION Jewett City, CT | SUPPORTS HOMELESS | $5,000 |
| BIG BROTHERS BIG SISTERS OF CONNECTICUT Hartford, CT | SUPPORT EASTERN CT FOSTER | $5,000 |
| SAFE FUTURES INC New London, CT | SUPPORT VIOLENCE PREVENTION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $27,674 |
Frequently Asked Questions
How large is R S Gernon Trust?
As of 2025, R S Gernon Trust holds $2.2M in total assets with $208K in annual revenue. It awarded 20 grants totaling $107K in 2025.
Where does R S Gernon Trust operate?
R S Gernon Trust has awarded grants in Connecticut, New York.
What size grants does R S Gernon Trust award?
In 2025, R S Gernon Trust awarded 20 grants totaling $107K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is R S Gernon Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, R S Gernon Trust reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is R S Gernon Trust's EIN?
R S Gernon Trust's EIN (Employer Identification Number) is 06-6142263. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.