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Nonprofiteer
← ISAAC W BERNHEIM TRUST

Form 990 for tax year 2023

Filed by ISAAC W BERNHEIM TRUST.

Totals

Total revenue
$1,417,630
Total expenses
$2,533,162
Contributions and grants received
$0
Grants paid
$2,260,804
Program service revenue
$0
Investment income
$1,417,630
Other revenue
$0
Total assets, end of year
$19,888,032
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$19,888,032
Program services expenses (Part IX)
$2,277,937
Management and general expenses
$255,225
Fundraising expenses
$0
Program service expenses (Part III)
$2,277,937

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,063,003 · excluded $1,063,003

  • 7a · Gross sales of assets other than inventory

    securities $3,418,328

  • 7b · Less cost or other basis and sales expenses

    securities $3,063,701

  • 7c · Gain or loss

    securities $354,627

  • 7d · Net gain or loss

    total $354,627 · excluded $354,627

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,260,804 · program services $2,260,804

  • 5 · Compensation of officers, directors and key employees

    total $34,266 · program services $17,133 · management and general $17,133

  • 11b · Fees: legal

    total $5,368 · management and general $5,368

  • 11f · Fees: investment management

    total $223,470 · management and general $223,470

  • 24a · Other expenses: FOREIGN TAXES PAID

    total $8,504 · management and general $8,504

  • 24b · Other expenses: ADR SERVICE FEES

    total $200 · management and general $200

  • 24c · Other expenses: FORM 8940 FILING FEE

    total $550 · management and general $550

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $798,739 · end of year $667,119

  • 11 · Investments: publicly traded securities

    beginning of year $20,231,536 · end of year $19,220,613

  • 15 · Other assets

    beginning of year $300 · end of year $300

  • 29 · Capital stock, trust principal or current funds

    beginning of year $21,030,575 · end of year $19,888,032

Mission and programs · 2023

Mission

A SUPPORTING ORGANIZATION TO THE ISSAC BERNHEIM FOUNDATION WHOSE MISSION IS TO CONNECT PEOPLE WITH NATURE THROUGH LAND CONSERVATION, EDUCATION, ECOLOGICAL RESEARCH AND SUSTAINABLE LANDSCAPES.

  • SUPPORT PROVIDED UNDER TRUST AGREEMENT TO ISSAC BERNHEIM FOUNDATION

    Expenses $2,277,937 · Grants $2,260,804

As filed on the 2023 return.

Listed in Part VII

  • David Handmaker

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jon M Burnham

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Debra G Burnham

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Pnc Bank Na

    TRUSTEE

    Total calculated
    $34,266
    From this org
    $34,266
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
17 October 2024
IRS schema version
2023v5.1
Source object
202422919349301237

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