2025-11-12T12:01:32-06:00 2024-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2024-01-01 610514702 ISAAC BERNHEIM TRUST ISAA 6026037006 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 6026037006 2025-10-21 true true LAWRENCE MCGUIRE P01233953 4123556000 2025-10-21 X 2024 2025-03-06 01:10:19Z PNC BANK NA 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 7190536 false X N/A X 1939 KY 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. 4 3 0 0 0 0 0 1417630 4360722 -12648 1417630 4348074 2260804 2359094 0 34266 37127 0 0 238092 270898 2533162 2667119 -1115532 1680955 19888032 21602836 0 0 19888032 21602836 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. false false 2377587 2359094 SUPPORT PROVIDED UNDER TRUST AGREEMENT TO ISSAC BERNHEIM FOUNDATION 2377587 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 4 3 false false false false false false false true true false false true true true true false true false false false KY X PNC BANK N A 6026037006 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 David Handmaker CO-TRUSTEE 1.0 X 0 0 0 Jon M Burnham CO-TRUSTEE 1.0 X 0 0 0 Debra G Burnham CO-TRUSTEE 1.0 X 0 0 0 PNC BANK NA TRUSTEE 1.0 X 37127 0 0 37127 0 0 1 false false false PREMIER WEALTH ADVISORS 1570 OMEGA DRIVE PITTSBURGH PA 15205 264195 1 1104392 1104392 6098792 2842462 3256330 3256330 3256330 PARTNERSHIP INCOME 900099 -39099 -39099 26451 26451 -12648 4348074 4348074 2359094 2359094 37127 18563 18564 264195 264195 FOREIGN TAXES PAID 6392 6392 ADR SERVICE FEES 261 261 CLASS ACTION FILING FEE 50 50 2667119 2377657 289462 0 667119 763672 19220613 20839164 300 19888032 21602836 0 0 X 19888032 21521863 80973 19888032 21602836 19888032 21602836 X 1680955 33849 X false false false X X X 1 ISSAC BERNHEIM FOUNDATION 610444651 7 true 2359094 0 1 2359094 0 true false false false false false false false false false false true false false false false true false true 0 16496 0 1063003 1130402 1063003 1146898 0 255225 289462 0 807778 857436 45947506 52912074 0 863289 0 45947506 53775363 0 0 45947506 53775363 689213 806630 45258293 52968733 1584040 1853906 0 1584040 1853906 807778 686611 1584040 1584040 0 1584040 2359094 0 0 0 0 0 2359094 2359094 1584040 1.0 1584040 0 0 0 0 0 2277937 2277937 0 1584040 0 693897 2359094 0 2359094 0 0 3052991 0 0 0 693897 2359094 Schedule A, Part IV, Section D, Line 2 The organization maintains a close and continuous working relationship with the supported organization by having meetings about general operations of the trust, disbursing funds as directed by the supported organization, and providing statements of trust activities. Schedule A, Part IV, Section D, Line 3 While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions. true ISSAC BERNHEIM FOUNDATION HIGHWAY 245 CLERMONT KY 40110 610444651 501(C)(3) 2359094 FMV GENERAL SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 ISSAC BERNHEIM TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO THE ISAAC BERNHEIM FOUNDATION AS DIRECTED BY THE TRUSTS GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a PNC BANK NA, AS TRUSTEEE, CONTEMPORANEOUSLY DOCUMENTS MEETINGS AND WRITTEN ACTIONS. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b PNC BANK NA, AS TRUSTEEE, CONTEMPORANEOUSLY DOCUMENTS MEETINGS AND WRITTEN ACTIONS. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW ELECTRONIC COPY OF FORM 990 IS PROVIDED TO TRUSTEE BEFORE FILING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c PNC BANK NA REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PAGE 6, PART VI, LINE 18 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 PNC BANK NA PROVIDES COPIES UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ:($6,720), PARTNERSHIP INCOME ADJ $39,099, COST BASIS ADJUSTMENT $1,470 ISSAC BERNHEIM FOUNDATION HIGHWAY 245 CLERMONT KY 40110 610444651 CONNECTING PEOPLE WITH NATURE KY 501(C)(3) 7 N/A false false true false false false false false false false false false false false false false false false false false ISSAC W BERNHEIM FOUNDATION b 2359094 CASH