Nonprofit · EIN 36-6452735
BERNAUER FAMILY CHARITABLE TRUST
Tax-exempt · HENDERSONVLLE, NC 28739
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $186,914 | $82,915 | $103,999 | $1,119,712 | $0 | $1,119,712 |
| December 31, 2024 | 990-PF | $129,504 | $66,450 | $63,054 | $1,037,996 | $0 | $1,037,996 |
| December 31, 2023 | 990-PF | $60,455 | $63,017 | -$2,562 | $974,942 | $0 | $974,942 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $56,312
- Interest
- $2,499
- Net gain from sales of assets
- $141,180
- Other income
- -$13,077
Expenses
- Grants and similar amounts paid
- $82,900
- Disbursements for charitable purposes
- $82,900
- Excise tax on investment income
- $2,598
Balance sheet and other
- Total assets, start of year
- $1,037,996
- Total assets, end of year
- $1,119,712
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,119,712
- Fair market value of assets
- $1,456,708
- Qualifying distributions
- $82,900
- Net investment income
- $186,914
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tom Barfield 107 Estate Drive, 107 ESTATE DR, HENDERSONVILLE, NC 28739 | Trustee | 0.5 | $0 |
| Jack Bernauer 907 Middleton Lane, Inverness, IL 60010 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John A Bernauer 907 Middleton Lane, Inverness, IL 60010 | Trustee | 1 | $0 |
| Thomas M Barfield 107 Estate Drive, Hendersonville, NC 28739 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John A Bernauer 907 Middleton Lane, Inverness, IL 60010 | Trustee | 1 | $0 |
| Thomas M Barfield 107 Estate Drive, Hendersonville, NC 28739 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 107 ESTATE DR, HENDERSONVLLE, NC 28739-6112
- In care of
- % JOHN BERNAUER
- Signed the 990-PF
- Tom Barfield, Trustee
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-6452735
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,119,712
- Income (IRS master file)
- $570,641
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $186,914 | $82,915 | $1,119,712 | XML |
| 990-PF | December 2024 | $129,504 | $66,450 | $1,037,996 | IRS |
| 990-PF | December 2023 | $60,455 | $63,017 | $974,942 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 36-6452735).
Questions about BERNAUER FAMILY CHARITABLE TRUST
- What is the EIN of BERNAUER FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of BERNAUER FAMILY CHARITABLE TRUST is 36-6452735.
- Is BERNAUER FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to BERNAUER FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNAUER FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNAUER FAMILY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNAUER FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERNAUER FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERNAUER FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $186,914, expenses of $82,915 and total assets of $1,119,712 at year end.
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