Nonprofit · EIN 20-6934392
GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST
Also known as GREGORY T BERNHART TTEE
Tax-exempt · WESTHAMPTON, NY 11977
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,392 | $10,782 | -$2,390 | $97,154 | $0 | $97,154 |
| December 31, 2023 | 990-PF | $4,503 | $10,025 | -$5,522 | $99,544 | $0 | $99,544 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,576
- Interest
- $16
- Net gain from sales of assets
- $4,800
Expenses
- Grants and similar amounts paid
- $8,350
- Disbursements for charitable purposes
- $1,253
- Excise tax on investment income
- $100
Balance sheet and other
- Total assets, start of year
- $99,544
- Total assets, end of year
- $97,154
- Total liabilities, end of year
- $0
- Net assets, end of year
- $97,154
- Fair market value of assets
- $110,283
- Qualifying distributions
- $1,253
- Net investment income
- $8,392
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY T BERNHART 155 VERNON AVENUE, ROCKVILLE CENTRE, NY 11570 | TRUSTEE | 0.5 | $0 |
| ANNE M BERNHART 155 VERNON AVENUE, ROCKVILLE CENTRE, NY 11570 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY T BERNHART 155 VERNON AVENUE, ROCKVILLE CENTRE, NY 11570 | TRUSTEE | 0.5 | $0 |
| ANNE M BERNHART 155 VERNON AVENUE, ROCKVILLE CENTRE, NY 11570 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2 BISHOP AVE, WESTHAMPTON, NY 11977-1612
- In care of
- % ALLAN C BELL
- Signed the 990-PF
- GREGORY T BERNHART, TRUSTEE
- Phone
- (516) 817-9585
- Return prepared by
- FUENTES & ANGEL CPAS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6934392
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $97,154
- Income (IRS master file)
- $20,759
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,392 | $10,782 | $97,154 | XML |
| 990-PF | December 2023 | $4,503 | $10,025 | $99,544 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6934392).
Questions about GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST
- What is the EIN of GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST is 20-6934392.
- Is GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does GREGORY T BERNHART AND ANNE MBERNHART FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,392, expenses of $10,782 and total assets of $97,154 at year end.
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