The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust
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
Under IRS private-foundation payout rules, The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Catholic Ministries Appeal ($750), Adoption Options ($500), Birthright of Peconic Inc ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| ADOPTION OPTIONS AURORA, CO | GENERAL | $500 |
| BIRTHRIGHT OF PECONIC INC HAMPTON BAYS, NY | GENERAL | $500 |
| WESTHAMPTON BEACH PERFORMING ARTS CENTER WEST HAMPTON, NY | GENERAL | $300 |
| CATHOLIC CHARITIES USA BALTIMORE, MD | GENERAL | $350 |
| WOUNDED WARRIOR PROJECT JACKSONVILLE, FL | GENERAL | $500 |
| COLLEGE OF THE HOLY CROSS WORCESTER, MA | GENERAL | $500 |
| Spence-Chapin Adoption Services NEW YORK, NY | GENERAL | $500 |
| ST JUDES CHILDRNS RESEARCH HOSPITAL MEMPHIS, TN | GENERAL | $500 |
| TOMORROW'S HOPE FOUNDATION UNIONDALE, NY | GENERAL | $300 |
| LITTLE SISTERS OF THE POOR JAMAICA, NY | GENERAL | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GREGORY T BERNHART | TRUSTEE | 0.5 | — |
| ANNE M BERNHART | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust?
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTHAMPTON, NY. It holds $97K in total assets as of 2024.
How large is The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust?
As of 2024, The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust holds $97K in total assets with $8K in annual revenue. It awarded 19 grants totaling $8K in 2024.
Where does The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust operate?
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust has awarded grants in Colorado, Connecticut, Florida, Illinois, Massachusetts, Maryland, New York, Pennsylvania, Tennessee.
What size grants does The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust award?
In 2024, The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust awarded 19 grants totaling $8K — an average of about $439.474 per grant, based on its IRS Form 990 filings.
How much is The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's EIN?
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's EIN (Employer Identification Number) is 20-6934392. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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