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· Private foundation

The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$8k
Granted FY2024still arriving
19
Grants FY2024still arriving
6
States reached
$750
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$18kReligion$14kHuman Services$11kHealth$9kArts & Culture$5kHousing & Shelter$2kPhilanthropy$2kPublic Safety & Disaster$1kOther$0
02FY2024 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
6
States reached
$97k
Total assets
Largest grants
RecipientAmount
CATHOLIC MINISTRIES APPEAL$750
COLLEGE OF THE HOLY CROSS$500
TUNNEL TO TOWERS$500
NEW GROUND$500
THE MARY RUCHALSKI FOUNDATION$500
GREATER WESTHAMPTON HISTORICAL MUSEUM$500
ADOPTION OPTIONS$500
BIRTHRIGHT OF PECONIC INC$500
WOUNDED WARRIOR PROJECT$500
ST JUDES CHILDRNS RESEARCH HOSPITAL$500
LITTLE SISTERS OF THE POOR$500
Spence-Chapin Adoption Services$500
CATHOLIC CHARITIES USA$350
WESTHAMPTON WAR MEMORIAL AMBULANCE$300
BETHANY HOUSE$300
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $7k) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 26% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%WOUNDED WARRIOR PROJECT: $500 → 14%ADOPTION OPTIONS: $500 → 8%WOUNDED WARRIOR PROJECT: $300 → 14%ADOPTION OPTIONS: $500 → 8%WOUNDED WARRIOR PROJECT: $300 → 14%ADOPTION OPTIONS: $500 → 8%NEW GROUND: $500 → 6%WOUNDED WARRIOR PROJECT: $300 → 14%ADOPTION OPTIONS: $500 → 8%WOUNDED WARRIOR PROJECT: $200 → 14%ADOPTION OPTIONS: $500 → 8%NEW GROUND: $500 → 6%WOUNDED WARRIOR PROJECT: $200 → 14%ADOPTION OPTIONS: $500 → 8%WOUNDED WARRIOR PROJECT: $150 → 14%ADOPTION OPTIONS: $500 → 8%NEW GROUND: $500 → 6%NEW GROUND: $500 → 6%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
MA
PA
NJ
CT
CA
CO
MD
TN
NC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$58k · 27 repeat orgs$4k to everyone else

Grantees it renews have grown median revenue +44% since the first grant, against +22% for those funded once.

27 repeat relationships: 18 still active in FY2024, 9 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

27
14

Total granted

$58k
$4k

Median revenue growth · since first grant

+44%
+22%

Still filing today

59%
36%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $250 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationPhilanthropyHuman ServicesArts & CultureHealthReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • Fairfield University
    7× · 2018–2024 · $8k · revenue +84%
  • AO
    ADOPTION OPTIONS
    8× · 2017–2024 · $4k · revenue +16%
  • TO
    TRUSTEES OF THE COLLEGE OF THE HOLY CROSS
    8× · 2017–2024 · $3k · revenue +44%

Funded once

  • SH
    SACRED HEART ACADEMY
    8× · 2017–2024 · $860
  • AL
    ALEXS LEMONADE STAND FOUNDATION
    3× · 2022–2024 · $500 · revenue +22%
  • II
    INTERISE INC
    4× · 2021–2024 · $500 · revenue -47%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
2
St Charles Hospital Corp

We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

Health
3
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
4
Good Samaritan Hospital Medical Center

We, at ch, humbly join together to bring christs healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

Health
5
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
6
St Francis Hospital Foundation Inc

We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

Health
7
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
8
St Catherine of Siena Medical Center

We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

Health
9
Wsnchs North Inc

We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

Health
10
University Associates in Obstetrics and Gynecology University Faculty Pract ice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
11
Long Island Community Hospital At Nyu Langone Health

The goals and objectives of the corporation are as follows:(a) to operate and maintain a nonsectarian, general hospital at one or more locations for the furnishing of inpatient, ambulatory, restorative, preventative and emergency medical…

—
12
St Charles Hospital Foundation

We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

—
How this is measured
The grantee most central to the portfolio’s shape is Wounded Warrior Project Inc; the most unlike its peers is The Mary Ruchalski Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

22 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 22 of the 42 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
22/22
Grantees still filing
16/22
Grew since first funded

Where the money sits, by cause and then by grantee

Spence-Chapin Adoption Services: $3,500 · OtherSpence-Chapin Adoption ServicesIMMACULATE CONCEPTION CHURCH: $3,500 · OtherIMMACULATE CONCEPTION CHURCHLoyola University Maryland Inc: $3,000 · OtherLoyola University Maryland IncCATHOLIC MINISTRIES APPEAL: $3,000 · OtherCATHOLIC MINISTRIES APPEALST AGNES: $2,966 · OtherST AGNESST JUDES CHILDRNS RESEARCH HOSPITAL: $2,400 · OtherST JUDES CHILDRNS RESEARCH HOSPITALCATHOLIC CHARITIES USA: $2,150 · OtherCATHOLIC CHARITIES USATOMORROW'S HOPE FOUNDATION INC: $1,700 · OtherTOMORROW'S HOPE FOUNDATION INCLITTLE SISTERS OF THE POOR: $1,700 · OtherLITTLE SISTERS OF THE POOR+20 more: $7,060 · Other+20 moreFairfield University: $8,000 · EducationFairfield UniversityTRUSTEES OF THE COLLEGE OF THE HOLY CROSS: $3,400 · EducationTRUSTEES OF THE COLLEG…STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $1,000 · EducationSTEPHEN SILLER TUNNEL …ADOPTION OPTIONS: $3,500 · Human ServicesADOPTION OPTI…New Ground Inc: $2,000 · Human ServicesNew Ground In…WOUNDED WARRIOR PROJECT INC: $1,950 · Human ServicesWOUNDED WARRI…THE GREATER WESTHAMPTON HISTORICAL MUSEUM: $2,600 · Arts & CultureWESTHAMPTON BEACH PERFORMING ARTS CENTER: $2,200 · Arts & CultureST BALDRICK'S FOUNDATION INC: $1,500 · PhilanthropyThe Mary Ruchalski Foundation Inc: $1,350 · Philanthropy+1 more: $50 · PhilanthropyBIRTHRIGHT OF THE PECONIC INC: $2,400 · HealthBETHANY HOUSE INC: $1,600 · Housing & Shelter
Other$30,976Education$12,400Human Services$7,450Arts & Culture$4,800Philanthropy$2,900Health$2,400Housing & Shelter$1,600

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFairfield University: $8,000 over 7y, 0.0% of budgetADOPTION OPTIONS: $3,500 over 8y, 0.0% of budgetTRUSTEES OF THE COLLEGE OF THE HOLY CROSS: $3,400 over 8y, 0.0% of budgetLoyola University Maryland Inc: $3,000 over 8y, 0.0% of budgetTHE GREATER WESTHAMPTON HISTORICAL MUSEUM: $2,600 over 8y, 0.9% of budgetBIRTHRIGHT OF THE PECONIC INC: $2,400 over 8y, 1.4% of budgetWESTHAMPTON BEACH PERFORMING ARTS CENTER: $2,200 over 8y, 0.0% of budgetNew Ground Inc: $2,000 over 4y, 0.1% of budgetWOUNDED WARRIOR PROJECT INC: $1,950 over 8y, 0.0% of budgetTOMORROW'S HOPE FOUNDATION INC: $1,700 over 6y, 1.0% of budgetBETHANY HOUSE INC: $1,600 over 6y, 0.2% of budgetST BALDRICK'S FOUNDATION INC: $1,500 over 8y, 0.0% of budgetThe Mary Ruchalski Foundation Inc: $1,350 over 5y, 0.2% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $1,000 over 2y, 0.0% of budgetWESTHAMPTON BEACH FIRE DEPARTMENT: $500 over 2y, 0.1% of budgetALEXS LEMONADE STAND FOUNDATION: $500 over 3y, 0.0% of budgetINTERISE INC: $500 over 4y, 0.0% of budgetThe Hap Foundation Inc (F/K/A Journeycare Foundation): $500 over 8y, 0.0% of budgetGOOD SHEPHERD HOSPICE: $200 over 6y, 0.0% of budgetUNITED WAY OF LONG ISLAND: $200 over 7y, 0.0% of budgetSwim Across America Inc: $50 over 7y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Fairfield University ↗
  • Who funds ADOPTION OPTIONS ↗
  • Who funds TRUSTEES OF THE COLLEGE OF THE HOLY CROSS ↗
  • Who funds Loyola University Maryland Inc ↗
  • Who funds THE GREATER WESTHAMPTON HISTORICAL MUSEUM ↗
  • Who funds BIRTHRIGHT OF THE PECONIC INC ↗
  • Who funds WESTHAMPTON BEACH PERFORMING ARTS CENTER ↗
  • Who funds New Ground Inc ↗
  • Who funds WOUNDED WARRIOR PROJECT INC ↗
  • Who funds TOMORROW'S HOPE FOUNDATION INC ↗
  • Who funds BETHANY HOUSE INC ↗
  • Who funds ST BALDRICK'S FOUNDATION INC ↗
  • Who funds The Mary Ruchalski Foundation Inc ↗
  • Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION ↗
  • Who funds WESTHAMPTON BEACH FIRE DEPARTMENT ↗
  • Who funds ALEXS LEMONADE STAND FOUNDATION ↗
  • Who funds INTERISE INC ↗
  • Who funds The Hap Foundation Inc (F/K/A Journeycare Foundation) ↗
  • Who funds GOOD SHEPHERD HOSPICE ↗
  • Who funds UNITED WAY OF LONG ISLAND ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Al & Peggy Dematteis Family FoundationNY13.5× affinity4 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Al & Peggy Dematteis Family Foundation · Jpmorgan Chase Foundation · The Pfizer Foundation Inc · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Gregory T Bernhart & Anne M Bernhart Family Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 1%
  • Loyola University Maryland Inc: 6% of income from government
  • Fairfield University: 1% of income from government
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 42 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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