2024-04-23T06:10:40-04:00 2023-12-31 990PF 2023-01-01 366452735 BERNAUER FAMILY CHARITABLE TRUST % John Bernauer BERN 8472878081 907 Meddleton LN INVERNESS IL 60010 John Bernauer Trustee 2024-04-23 John Bernauer XXX-XX-XXXX 2023 2023-04-26 12:10:37Z X 1164686 X X 62146 0 0 -4091 218561 0 0 0 0 0 0 2400 2400 2400 60455 2400 2400 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17 0 0 17 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17 0 0 17 63000 63000 63017 0 0 63017 -2562 2400 2400 2801 1802 1802 0 0 0 0 0 0 0 709780 973140 1162884 0 0 0 0 0 0 0 0 0 0 0 712581 974942 1164686 0 0 0 0 0 0 0 0 0 0 0 0 0 X 712581 974942 712581 974942 712581 974942 712581 -2562 264923 974942 974942 33 33 33 0 0 0 33 0 0 false false false 0 0 0 false false false false true true true false false false false false John Bernauer 8472878081 907 Meddleton LN INVERNESS IL 60010 false false false false false false false false false true false false false false false false false false false false false false John A Bernauer 907 Middleton Lane Inverness IL 60010 Trustee 1.00 0 0 0 Thomas M Barfield 107 Estate Drive Hendersonville NC 28739 Trustee 0.50 0 0 0 1169523 13423 0 1182946 0 0 1182946 17744 1165202 58260 58260 33 0 33 58227 0 58227 0 58227 63017 0 0 0 0 63017 58227 6225 55633 26118 12495 19815 23323 6225 87976 63017 6225 58260 4740 92716 55633 55633 0 -33 0 26118 66598 12495 19815 23323 6225 4740 None None X Young Life PO Box520 Colorado Springs CO 80901 No Relationship 509a1 Contribution 4000 Young Life PO Box 1632 Hendersonville NC 28793 No Relationship 509a1 Contribution 2000 Global Giving 1 Thomas Circle NW STE 800 Washington DC DC 20005 No Relationship 509a1 Contribution 2000 Arnold Palmer - Neonatal Care Unit 92 W Miller St Orlando FL 32806 No Relationship 509a1 Contribution 1000 Alzheimer's Association 2250 N Michigan Ave Chicago IL 60601 No Relationship 509a1 Contribution 5000 Habitat for Humanity 1111Keith St Hendersonville NC 28792 No Relationship 509a1 Contribution 5000 St Jude's Children's Hospital 262 Danny Thomas Pl Memphis TN 38105 No Relationship 509a1 Contribution 5000 American Cancer Society 1 E Wacker Dr Chicago IL 60601 No Relationship 509a1 Contribution 500 Evan's Scholarship Foundation 2501 Patriot Blvd Glenview IL 60026 No Relationship 509a1 Contribution 500 Leukemia and Lymphoma Society PO Box 22443 New York NY 10087 No Relationship 509a1 Contribution 5000 Make-A-Wish Foundation 640 LaSalle Dr Chicago IL 60654 No Relationship 509a1 Contribution 4000 Bucknell University One Dent Dr Lewisburg PA 17837 No Relationship 509a1 Contribution 10000 Bradley University 1501 W Bradley Ave Peoria IL 61625 No Relationship 509a1 Contribution 1000 Your Humane Society - SPCA 494 C Rd 529A Lake Panasoffkee FL 33538 No Relationship 509a1 Contribution 500 Grace Luteren Church 1245 6th Ave Hendersonville NC 28739 No Relationship 509a1 Contribution 5000 Razom 14 2nd Ave SE 305 New York NY 10003 No Relationship 509a1 Contribution 2000 Parkinson's Research Foudation PO Box 96318 District of Columbia DC 20090 No Relationship 509a1 Contribution 2500 Blue Ridge Humane Society 100 B Chadwick Court Hendersonville NC 28792 No Relationship 509a1 Contribution 500 Henderson Rescue Mission 6 9 Maple St Hendersonville NC 28793 No Relationship 509a1 Contribution 1000 Manna Food Bank 627 Swannanna River Rd Ashville NC 28805 No Relationship 509a1 Contribution 1000 The Water Project PO Box 3353 Concord NH 03302 No Relationship 509a1 Contribution 3000 Safelight 317 N Washington St Hendersonville NC 28739 No Relationship 509a1 Contribution 1500 African Wildlife Foundation 1100 New Jersey Ave SE STE 900 Washinton DC 20003 No Relationship 509a1 Contribution 1000 63000 None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 false false false false false false false false false false Newell Brands 2022-09 Purchase 2023-05 Newell Brands 15437 22587 0 0 Kraft Heinz 2020-11 Purchase 2022-10 Kraft Heinz 76321 79760 0 0 Verizon Communications 2020-02 Purchase 2023-07 Verizon Communications 31749 54619 0 0 Magellan Midstream 2021-05 Purchase 2023-09 Magellan Midstream 95054 65686 0 0 None 0 0 Abbie Inc 75901 112353 BHP 29298 36546 Altria 15261 13514 CNA Financial 38179 52888 Exxon Mobile 148691 246451 Gilead Sciences 79492 98022 IBM 56339 78995 Kraft Heinz 0 0 Magellen Midstream Oneok 60751 64111 Verizon Communication 61628 39774 AllianceBernstein 111272 99296 Enterprise Enterprise Products 1 59156 Kinder Morgan 50503 52920 AT&T 103599 59351 Newell 0 0 Avangard 40026 42133 Avista Corp 36056 40208 Mercedes Benz 31927 28360 Suburban Propane 34216 38806 0 0 0 0 None 0 0 None 0 0 0 Nondividend Distributions 2400 2400 2400 Increase in Cost due to stepped up value due ti inheritance 264923 None 0 0 none 0 0 Federal Income Tax 17 0 0 17