The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust

WESTHAMPTON, NY EIN: 20-6934392

The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTHAMPTON, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $97K in total assets. In 2024, it awarded 19 grants totaling $8K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$97K

-2.4% YoY

Annual Giving

$8K

+8.4% YoY

Grant Count

19

+0.0% YoY

Avg Grant Size

$439.474

+8.4% YoY

About The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust

Based on IRS filings

The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTHAMPTON, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $97K in total assets. In 2024, it awarded 19 grants totaling $8K. Net investment income was $7K.

Ready to take the next step with The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AuroraBaltimoreBostonChicagoFairfieldHampton BaysJacksonvilleJamaicaLevittownMemphisNew YorkRockville CenterRockville CentreRooseveltStaten IslandUniondaleWest HamptonWest HartfordWesthampton BeachWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$6K$9K$12K20202021202220232024
Metric202420232022
Total Assets$97,154$99,544$105,366
Revenue$8,392$4,503$8,182
Expenses$10,782$10,025$9,668
Qualifying Distributions$1,253$1,203$8,675
Net Investment Income$7,213$3,381$7,159
Distributable Amount$5,713$5,505$5,812

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$5K$7K$9K18 grants202019 grants202117 grants202219 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CATHOLIC MINISTRIES APPEAL$750ADOPTION OPTIONS$500BIRTHRIGHT OF PECONIC INC$500WOUNDED WARRIOR PROJECT$500COLLEGE OF THE HOLY CROSS$500Spence-Chapin Adoption S…$500ST JUDES CHILDRNS RESEAR…$500LITTLE SISTERS OF THE POOR$500THE MARY RUCHALSKI FOUND…$500NEW GROUND$500

Grant Size Distribution

92 grants across all recorded years

92<$50K$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

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
GREGORY T BERNHARTTRUSTEE0.5
ANNE M BERNHARTTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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