Nonprofit · EIN 13-2898599
BERNHILL FUND
Tax-exempt · NEW YORK, NY 10016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $299,010 | $134,425 | $164,585 | $1,455,819 | $0 | $1,455,819 |
| October 31, 2024 | 990-PF | $422,339 | $285,936 | $136,403 | $1,291,234 | $0 | $1,291,234 |
| October 31, 2023 | 990-PF | $91,673 | $343,545 | -$251,872 | $1,154,831 | $0 | $1,154,831 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $15,257
- Net gain from sales of assets
- $281,918
- Other income
- $1,835
Expenses
- Grants and similar amounts paid
- $107,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $107,500
- Excise tax on investment income
- $3,838
Balance sheet and other
- Total assets, start of year
- $1,291,234
- Total assets, end of year
- $1,455,819
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,455,819
- Fair market value of assets
- $2,396,444
- Qualifying distributions
- $107,500
- Net investment income
- $297,175
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM L BERNHARD C/O SACKS 600 THIRD AVENUE, NEW YORK, NY 10016 | PRESIDENT | 5 | $0 |
| PATRICIA HEWITT C/O SACKS 600 THIRD AVENUE, NEW YORK, NY 10016 | VICE PRES, SECY | 2 | $0 |
| WINTHROP RUTHERFURD JR C/O WHITE CASE 1221 AVE OF THE, AMERICAS, NEW YORK, NY 10020 | TREASURER | 1 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM L BERNHARD C/O SACKS 600 THIRD AVENUE, NEW YORK, NY 10016 | PRESIDENT | 5 | $0 |
| PATRICIA HEWITT C/O SACKS 600 THIRD AVENUE, NEW YORK, NY 10016 | VICE PRES, SECY | 2 | $0 |
| WINTHROP RUTHERFURD JR C/O WHITE CASE 1221 AVE OF THE, AMERICAS, NEW YORK, NY 10020 | TREASURER | 1 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM L BERNHARD C/O SACKS 600 THIRD AVENUE, NEW YORK, NY 10016 | PRESIDENT | 5 | $0 |
| PATRICIA HEWITT C/O SACKS 600 THIRD AVENUE, NEW YORK, NY 10016 | VICE PRES, SECY | 2 | $0 |
| WINTHROP RUTHERFURD JR C/O WHITE CASE 1221 AVE OF THE, AMERICAS, NEW YORK, NY 10020 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO SACKS 600 THIRD AVE 2604, NEW YORK, NY 10016-0000
- In care of
- % SACKS PRESS & LACHER
- Signed the 990-PF
- WILLIAM BERNHARD, PRESIDENT
- Phone
- (212) 682-6640
- Return prepared by
- SACKS PRESS & LACHER PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-2898599
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1977
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,455,819
- Income (IRS master file)
- $1,031,693
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $299,010 | $134,425 | $1,455,819 | XML |
| 990-PF | October 2024 | $422,339 | $285,936 | $1,291,234 | XML |
| 990-PF | October 2023 | $91,673 | $343,545 | $1,154,831 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-2898599).
Questions about BERNHILL FUND
- What is the EIN of BERNHILL FUND?
- The employer identification number (EIN) of BERNHILL FUND is 13-2898599.
- Is BERNHILL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to BERNHILL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNHILL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNHILL FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNHILL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of BERNHILL FUND?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERNHILL FUND have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $299,010, expenses of $134,425 and total assets of $1,455,819 at year end.
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