2026-07-07T15:56:36-04:00 2025-12-31 990PF 2025-01-01 366452735 Bernauer Family Charitable Trust BERN 6303364121 107 ESTATE DR HENDERSONVILLE NC 28739 Tom Barfield Trustee 6303364121 2026-07-08 2025 2025-03-06 01:10:19Z X X 1456708 X X 2499 2499 56312 56312 141180 524907 141180 -13077 -13077 186914 186914 0 0 0 0 0 0 15 15 0 15 15 0 82900 82900 82915 15 82900 103999 186899 0 0 0 0 5613 2421 2421 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1032383 1117291 1454287 0 0 0 1037996 1119712 1456708 0 0 0 0 0 0 0 0 0 0 X 1037996 1119712 0 0 1037996 1119712 1037996 1119712 1037996 103999 23013 1165008 45296 1119712 CNA Financial P 2024-10-04 2025-06-17 47617 0 51131 -3514 -3514 Conagra Brands P 2025-06-20 2025-07-14 116458 0 128940 -12482 -12482 Abbvie P 2020-11-24 2025-05-17 134572 0 75901 58671 58671 CNA Financial P 2020-10-02 2025-06-17 55916 0 38179 17737 17737 Exxon Mobil P 2020-02-15 2025-06-17 170344 0 89576 80768 80768 141180 -15996 2598 0 2598 0 2598 0 0 0 0 0 2598 0 false false false 0 0 0 false false false false true true NC true false false false false false Tom Barfield 6303364121 107 ESTATE DR HENDERSONVILLE NC 28739 false false false false false false false false false false false false false false false false false false false false false false false Tom Barfield 107 Estate Drive 107 ESTATE DR HENDERSONVILLE NC 28739 Trustee 0.50 0 0 0 Jack Bernauer 907 Middleton Lane Inverness IL 60010 Trustee 0.50 0 0 0 NONE NONE 0 22351 0 22351 0 0 22351 335 22016 1101 1101 2598 0 2598 0 0 0 0 0 82900 0 0 0 0 82900 0 0 2023 2022 2021 0 19815 23323 6225 4740 12495 66598 82900 0 0 0 82900 0 0 149498 0 0 0 0 0 0 19815 129683 23323 6225 4740 12495 82900 X Parkinsons Foundation PO Box 96318 Washington DC 20090 PF Contribution 5000 Blood Cancer United 1201 15th Street NW Suite 410 Washington DC 20005 PF Contribution 5000 Orlando Health Organization 3160 Southgate Commerce Blvd St 50 Orlando FL 32806 PF Contribution 2500 Christian Care Center 115 N 13th St Leesburg FL 34748 PF Contribution 4000 Humane Society Of Sumter County 994 Co Rd 529A Lake Panasoffkee FL 33538 PF Contribution 1000 Arthritis Foundation 1355 Peachtree St NE Suite 600 Atlanta GA 30319 PF Contribution 300 Alzheimers Association 2250 N Michigan Ave Chicago IL 60601 PF Contribution 6000 Bradley University 1501 W Bradley Ave Peoria IL 61625 PF Contribution 1000 Wounded Warriors PO BOX 758525 Topeka KS 66675 PF Contribution 2500 Brain Aneurysm Foundation 269 Hanover Street Hanover MA 02339 PF Contribution 300 American Cancer Society PO Box 6704 Hagerstown MD 21741 PF Contribution 5000 Kiwanis PO Box 2138 Hendersonville NC 28793 PF Contribution 500 Magnolia Mission 386 W Main St Franklin NC 28734 PF Contribution 500 Manna Food Bank 627 Swannanoa River Rd Asheville NC 28805 PF Contribution 1000 Safelight 317 N Washington St Hendersonville NC 28739 PF Contribution 1500 Young Life Henderson County PO Box 1632 Hendersonville NC 28793 PF Contribution 5000 Blue Ridge Humane Society 100B Chadwick Square Court Hendersonville NC 28792 PF Contribution 800 Boys Girls Club Of Henderson 1304 Ashe St Hendersonville NC 28792 PF Contribution 1000 Housing Assistance Corp 214 N King St Hendersonville NC 28792 PF Contribution 1000 Grace Lutheran - ELCA World Hunger 1245 6th Avenue West Hendersonville NC 28739 PF Contribution 1000 Grace Lutheran 1245 6th Avenue West Hendersonville NC 28739 PF Contribution 7000 Habitat For Humanity 1111 Keith Street Hendersonville NC 28792 PF Contribution 5000 Hendersonville Rescue Mission 639 Maple Street Hendersonville NC 28793 PF Contribution 2000 The Water Project P O Box 3353 Concord NH 03302 PF Contribution 3000 Bucknell University One Dent Drive Lewisburg PA 17837 PF Contribution 15000 Front Porch Housing 1433 Cleveland St Greenville SC 29607 PF Contribution 1000 St Judes Childrens Hospital 262 Danny Thomas Pl Memphis TN 38105 PF Contribution 5000 82900 0 2499 0 0 0 0 56312 900099 0 0 0 2499 0 56312 58811 4 Income for donations to charities false false false false false false false false false false The trust donated all its income in 2025 Abbvie 0 0 Altria Group 200273 245920 Avista 101375 108490 CNA Financial 0 0 ExxonMobil 0 0 Kinder Morgan 89170 145285 Lincoln National 45060 71471 Pfizer 67368 63122 UPS 144811 146305 Verizon 116403 115877 AllianceBernstein 191759 251467 Enterprise Products 67808 179536 Suburban Propane Partners 93264 126814 Alliance Bernstein reduction in value 31632 Suburban Propane reduction in value 13664 Enterprise Products -13906 -13906 Suburban Propane Products -9220 -9220 Alliance Bernstein 10049 10049 Enterprise Products 23013 Illinois Charitable Board 15 15 0 0