The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust is a private foundation based in Westhampton, New York. In 2024, it reported 19 grants totaling $8,350 to charitable organizations.
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust at a glance
In short: The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust gave $8K across 19 grants in 2024 (avg $439.474), mostly in New York. 11% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $8,350
- +8.4% vs 2023
- Grants made (2024)
- 19
- +0.0% vs 2023
- Average grant
- $439
- +8.4% vs 2023
- Median grant
- $500
- Total assets
- $97,154
- -2.4% vs 2023
- New grantees (estimate)
- 11% first-time grantees (2 of 19, 2024; small sample)
- Primary geography
- New York (72% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 2 Bishop Ave, Westhampton, NY 11977
Phone: (516) 817-9585
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Catholic Ministries Appeal ($750). Together the top 10 received $5K.
Grant Size Distribution
92 grants across all recorded years
The most common grant size was under $50K: 92 grants of 92 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 72% of grant dollars went to recipients in New York. Colorado, Florida, Massachusetts, and Tennessee each received 6%.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
Cities
Is The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust open to new grantees?
11%
first-time grantees, 2024
In 2024, 2 of 19 grantees (11%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $375; repeat grants $447. How we count
Medians: $375 first-time, $500 repeat.
- 89% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−9%). Method
- In 2024 it paid out 22% 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 (2020–2024). 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 2020 to 2024, annual grant giving ranged from $8K (2022) to $9K (2021). In 2024 it made 19 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Ministries Appeal Rockville Center, NY | General | $750 |
| Adoption Options Aurora, CO | General | $500 |
| Birthright of Peconic Inc Hampton Bays, NY | General | $500 |
| 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 |
| Little Sisters of the Poor Jamaica, NY | General | $500 |
| The Mary Ruchalski Foundation Rockville Centre, NY | General | $500 |
| New Ground Levittown, NY | General | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $97,154 | $8,392 | $10,782 | $8,350 | 19 | $1,253 | $7,213 | $5,713 |
| 2023 | $99,544 | $4,503 | $10,025 | $7,700 | 19 | $1,203 | $3,381 | $5,505 |
| 2022 | $105,366 | $8,182 | $9,668 | $7,650 | 17 | $8,675 | $7,159 | $5,812 |
| 2021 | $106,852 | $10,318 | $10,952 | $9,200 | 19 | $10,050 | $9,466 | $6,306 |
| 2020 | $107,486 | $5,878 | $10,726 | $8,600 | 18 | — | $4,997 | — |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations working in areas including veterans’ services, adoption, emergency medical care, arts and culture, and support for women and children.
The grantees describe their work in their own terms: New Ground says it helps veterans and families address the causes of homelessness and poverty; Wounded Warrior Project says it focuses on the well-being of post-9/11 veterans, service members, and their families; and Adoption Options describes itself as providing child-placement services in Colorado. Bethany House says it provides temporary assistance and support to women and children in Rochester, while Westhampton War Memorial Ambulance describes its mission as providing emergency medical care to its service communities. Westhampton Beach Performing Arts Center says it presents performing arts, music, dance, and comedy for patrons on the East End and beyond.
Grantmaking
In 2024, the trust made 19 grants totaling $8,350. Grants ranged from $250 to $750, with a median grant of $500.
Among the largest grants were $750 to Catholic Ministries Appeal and $500 each to Adoption Options, Birthright of Peconic, Wounded Warrior Project, College of the Holy Cross, Spence-Chapin Adoption Services, St. Jude Children’s Research Hospital, Little Sisters of the Poor, The Mary Ruchalski Foundation, New Ground, Tunnel to Towers, and Greater Westhampton Historical Museum. The trust also gave $300 each to Bethany House, Westhampton War Memorial Ambulance, and Westhampton Beach Performing Arts Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Gregory T Bernhart and Anne M Bernhart as trustees.
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Anne M. Bernhart
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Gregory T. Bernhart
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust
How much does The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust give each year?
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust gave $8K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $8K across 19 grants.
What is The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's typical grant size?
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's median grant in 2024 was $500, and its average grant was $439, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust that year got $375 on average.
Where does The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust give grants?
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust gives mostly in New York: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Colorado (6%) and Florida (6%). The most frequent recipient cities were Westhampton Beach, NY (3 grants) and Hampton Bays, NY (2 grants).
Does The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust give general operating support?
Yes: 100% of The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's 2024 grants with a stated purpose (19 of 19) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's largest grantees?
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust's largest 2024 grantees include Catholic Ministries Appeal ($750), Adoption Options ($500) and Birthright of Peconic Inc ($500), according to its 2024 IRS Form 990-PF. Together they received 21% of its itemized 2024 grant dollars.
How large is The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust?
The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust reported $97K in total assets on its 2024 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $6K (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 The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations working in areas including veterans’ services, adoption, emergency medical care, arts and culture, and support for women and children. See mission & focus areas ↑
How do I apply for a grant from The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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