R S Gernon Trust
R S Gernon Trust is a private foundation based in Dallas, Texas. Its grant program supports educational, health care, and human services programming for underserved people in Norwich, Connecticut.
R S Gernon Trust at a glance
In short: R S Gernon Trust gave $109K across 21 grants in 2026 (avg $5K), mostly in Connecticut. 10% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $109,000
- +1.9% vs 2025
- Grants made (2026)
- 21
- +5.0% vs 2025
- Average grant
- $5,190
- -3.0% vs 2025
- Median grant
- $5,000
- Total assets
- $2,554,104
- +13.6% vs 2025
- New grantees (estimate)
- 10% first-time grantees (2 of 21, 2026; small sample)
- Primary geography
- Connecticut (95% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to R S Gernon Trust
- How to Apply
The 2025 filing lists Bank of America as the contact, says to see the attachment for forms and materials, and restricts awards to organizations located in or operating in Norwich, Connecticut, for the benefit of…
The 2025 filing lists Bank of America as the contact, says to see the attachment for forms and materials, and restricts awards to organizations located in or operating in Norwich, Connecticut, for the benefit of Norwich residents.
- Review Cycle
- The 2025 filing lists August 15; that deadline has passed.
- Deadline
- The 2025 filing lists August 15; that deadline has passed.
- Contact
Application contact: Bank Of America
Mailing address: 777 Main Street, Hartford, CT 06115
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from R S Gernon Trust
Who R S Gernon Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was United Community & Family Services ($8K). Together the top 10 received $59K.
Grant Size Distribution
84 grants across all recorded years
The most common grant size was under $50K: 84 grants of 84 (100%).
Geographic Focus
Where this funder awards grants
The trust’s grant program description says it specifically serves people in Norwich, Connecticut. Its 2025 filing restricts awards to organizations located in or operating in Norwich for Norwich residents. In filing year 2026, 95% of grant dollars went to recipients in Connecticut and 5% to recipients in New York.
Grant Distribution by State
Share of 2026 grant dollars across all 21 itemized grants.
States
Cities
Is R S Gernon Trust open to new grantees?
10%
first-time grantees, 2026
In 2026, 2 of 21 grantees (10%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $5K. How we count
Medians: $5K first-time, $5K repeat.
- 71% of 2026 grantees were also funded in 2025. Method
- Giving grew 82% from 2023 to 2026. Method
- In 2026 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). 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 2021 to 2026, annual grant giving ranged from $60K (2023) to $109K (2026). In 2026 it made 21 grants totaling $109K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Community & Family Services Norwich, CT | Unrestricted General | $8,000 |
| Madonna Place Inc Norwich, CT | Unrestricted General | $8,000 |
| Martin House Inc Norwich, CT | Unrestricted General | $7,000 |
| Safe Futures Inc New London, CT | Unrestricted General | $6,000 |
| Girl Scouts of Connecticut Inc Lebanon, CT | Unrestricted General | $5,000 |
| Junior Achievement of SW New England Hartford, CT | Unrestricted General | $5,000 |
| United Cerebral Palsy Assn Eastern CT Quaker Hill, CT | Unrestricted General | $5,000 |
| Thames Valley Council Community Action Jewett City, CT | Unrestricted General | $5,000 |
| Big Brothers Big Sisters of Connecticut Hartford, CT | Unrestricted General | $5,000 |
| Arts for Learning Connecticut Hamden, CT | Unrestricted General | $5,000 |
Ready to take the next step with R S Gernon Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,554,104 | $341,018 | $154,464 | $109,000 | 21 | $128,595 | $318,711 | $139,730 |
| 2025 | $2,249,110 | $207,610 | $147,146 | $107,000 | 20 | $125,096 | $184,857 | $127,493 |
| 2024 | $2,213,143 | $70,660 | $138,748 | $103,000 | 17 | $119,822 | $45,749 | $118,642 |
| 2023 | $2,235,310 | $-57,456 | $102,547 | $60,000 | 10 | $75,323 | $28,565 | $111,677 |
| 2022 | $2,366,846 | $449,412 | $131,197 | $89,680 | 16 | $107,843 | $426,863 | $123,308 |
| 2021 | $2,326,257 | $168,453 | $107,249 | $72,500 | 12 | — | $150,480 | $122,497 |
Under IRS private-foundation payout rules, R S Gernon Trust reported a distributable amount of $140K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s stated mission is to support and promote quality educational, human services, and health care programming for underserved populations, specifically serving the people of Norwich, Connecticut.
Its 2026 grants included organizations whose own missions address family support and child-abuse prevention (Madonna Place), supportive community and housing for people recovering from mental illness and addictions (Martin House), and services for people affected by abuse (Safe Futures). Other 2026 grantees described missions involving adult education (Rose City Learning Center), energy assistance (Operation Fuel), disability inclusion (Lumibility), support for girls’ self-sufficiency (STEPS), and early-childhood literacy (Read to Grow).
Grantmaking
In filing year 2026, the trust awarded 21 grants totaling $109,000. Grants ranged from $3,000 to $8,000, with a median award of $5,000. The 2025 filing describes grants as primarily one year in duration, with occasional multi-year support.
Among the largest 2026 awards were $8,000 each to United Community & Family Services and Madonna Place; $7,000 to Martin House; and $6,000 to Safe Futures. The filing lists the purposes of these grants as unrestricted general support.
The grant program description says applicants must be 501(c)(3) charitable organizations. Capital-project requests are generally not considered, and applicants will not be awarded a grant for more than three consecutive years.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Bank of America as trustee.
R S Gernon Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$27K (2022) → $30K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $30K, to Bank of America (Trustee).
Frequently asked questions about R S Gernon Trust
How much does R S Gernon Trust give each year?
R S Gernon Trust gave $109K across 21 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $107K across 20 grants.
What is R S Gernon Trust's typical grant size?
R S Gernon Trust's median grant in 2026 was $5,000, and its average grant was $5,190, across 21 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from R S Gernon Trust that year got $5K on average.
Where does R S Gernon Trust give grants?
R S Gernon Trust gives mostly in Connecticut: 95% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Norwich, CT (5 grants), Hartford, CT (3 grants) and New London, CT (3 grants).
Does R S Gernon Trust give general operating support?
Yes: 100% of R S Gernon Trust's 2026 grants with a stated purpose (21 of 21) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are R S Gernon Trust's largest grantees?
R S Gernon Trust's largest 2026 grantees include United Community & Family Services ($8,000), Madonna Place Inc ($8,000) and Martin House Inc ($7,000), according to its 2026 IRS Form 990-PF. Together they received 21% of its itemized 2026 grant dollars.
How large is R S Gernon Trust?
R S Gernon Trust reported $2.6M in total assets on its 2026 IRS Form 990-PF. It paid out $129K in qualifying distributions that year, against a required minimum of $140K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does R S Gernon Trust fund?
The trust’s stated mission is to support and promote quality educational, human services, and health care programming for underserved populations, specifically serving the people of Norwich, Connecticut. See mission & focus areas ↑
How do I apply for a grant from R S Gernon Trust?
The 2025 filing lists Bank of America as the contact, says to see the attachment for forms and materials, and restricts awards to organizations located in or operating in Norwich, Connecticut, for the benefit of… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in R S Gernon Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). R S Gernon Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/r-s-gernon-trust-morg_5283aec276404207bbb00b26fc59f2bd
BibTeX
@misc{grantable_066142263_2026,
author = {{Grantable}},
title = {{R S Gernon Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/r-s-gernon-trust-morg_5283aec276404207bbb00b26fc59f2bd},
note = {Accessed 2026-10-16. 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 R S Gernon 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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