ISAAC W BERNHEIM TRUST

As filed

Subsection

03

NTEE code

C110

Classification

1000

Street

500 1ST AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

More than 50 organizations in the IRS Business Master File share this street address, so they are not listed here. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

• SUPPORT PROVIDED UNDER TRUST AGREEMENT TO ISSAC BERNHEIM FOUNDATION

  Expenses $2,377,587 · Grants $2,359,094

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $4,348,074

  Expenses

  $2,667,119

  Contributions

  $0

  Grants paid

  $2,359,094

• 2023

  Revenue

  $1,417,630

  Expenses

  $2,533,162

  Contributions

  $0

  Grants paid

  $2,260,804

• 2022

  Revenue

  $1,672,690

  Expenses

  $2,387,144

  Contributions

  — not reported

  Grants paid

  $2,103,403

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2017 · 990-PF

  Revenue

  $3,402,916

  Expenses

  $1,776,110

  Assets (EOY)

  $19,497,094

• 2016 · 990-PF

  Revenue

  $1,565,907

  Expenses

  $1,722,082

  Assets (EOY)

  $18,226,582

• 2015 · 990-PF

  Revenue

  $1,932,793

  Expenses

  $1,728,412

  Assets (EOY)

  $18,668,256

• 2014 · 990-PF

  Revenue

  $1,311,222

  Expenses

  $1,622,049

  Assets (EOY)

  $18,647,561

• 2013 · 990-PF

  Revenue

  $1,055,702

  Expenses

  $1,547,206

  Assets (EOY)

  $19,015,508

• 2012 · 990-PF

  Revenue

  — not reported

  Expenses

  $1,558,173

  Assets (EOY)

  $19,507,012

• 2010 · 990

  Revenue

  — not reported

  Expenses

  $1,577,307

  Assets (EOY)

  $21,049,361

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

• ISSAC BERNHEIM FOUNDATION

  $2,359,094

  2024 · GENERAL SUPPORT

• ISSAC BERNHEIM FOUNDATION

  $2,260,804

  2023 · GENERAL SUPPORT

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files