Nonprofit · EIN 51-6157356
BERNARD A & REBECCA S BERNARD FOUNDATION
Tax-exempt (reinstated) · CLAREMONT, CA 91711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $566,276 | $187,643 | $378,633 | $2,945,165 | $0 | $2,945,165 |
| July 31, 2024 | 990-PF | $31,329 | $56,546 | -$25,217 | $2,578,608 | $0 | $2,578,608 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $18,483
- Interest
- $103,588
- Net gain from sales of assets
- $597,653
- Other income
- -$153,448
Expenses
- Grants and similar amounts paid
- $174,518
- Disbursements for charitable purposes
- $174,518
- Excise tax on investment income
- $7,689
Balance sheet and other
- Total assets, start of year
- $2,578,608
- Total assets, end of year
- $2,945,165
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,945,165
- Fair market value of assets
- $2,945,165
- Qualifying distributions
- $174,518
- Net investment income
- $566,276
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD BERNSTEIN 300 W FOOTHILL BLVD, CLAREMONT, CA 91711 | TRUSTEE | 0 | $0 |
| DEAN SOLOMON 57 LANGDON AVE, WATERTOWN, MA 024721478 | TRUSTEE | 0 | $0 |
| JOAN BERNARD 210 GREENOCK DR, WILMINGTON, DE 198072127 | TRUSTEE | 0 | $0 |
990-PF for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD BERNSTEIN 675 W FOOTHILL BLVD STE 310, CLAREMONT, CA 91711 | TRUSTEE | 1 | $0 |
| DEAN SOLOMON 57 LANGDON AVE, WATERTOWN, MA 024721478 | TRUSTEE | 0.5 | $0 |
| JOAN BERNARD 210 GREENOCK DR, WILMINGTON, DE 198072127 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 300 W FOOTHILL BLVD, CLAREMONT, CA 91711-2709
- In care of
- % YOSS ALLEN BERNSTEIN LIGHTFOOT LL
- Signed the 990-PF
- BERNARD BERNSTEIN, TRUSTEE
- Phone
- (909) 621-3023
- Return prepared by
- YOSS ALLEN BERNSTEIN LIGHTFOOT LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 51-6157356 or by the name BERNARD A & REBECCA S BERNARD FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 51-6157356
- 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
- 2025
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,945,165
- Income (IRS master file)
- $2,398,863
Revocation and reinstatement
- Exemption revoked
- December 15, 2015
- Posted by the IRS
- April 11, 2016
- Reinstated
- Effective December 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $566,276 | $187,643 | $2,945,165 | XML |
| 990-PF | July 2024 | $31,329 | $56,546 | $2,578,608 | XML |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 51-6157356).
Questions about BERNARD A & REBECCA S BERNARD FOUNDATION
- What is the EIN of BERNARD A & REBECCA S BERNARD FOUNDATION?
- The employer identification number (EIN) of BERNARD A & REBECCA S BERNARD FOUNDATION is 51-6157356.
- Is BERNARD A & REBECCA S BERNARD FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on December 15, 2015 and reinstated it effective December 15, 2015.
- Are donations to BERNARD A & REBECCA S BERNARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD A & REBECCA S BERNARD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD A & REBECCA S BERNARD FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD A & REBECCA S BERNARD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of BERNARD A & REBECCA S BERNARD FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERNARD A & REBECCA S BERNARD FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $566,276, expenses of $187,643 and total assets of $2,945,165 at year end.
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All nonprofits in CLAREMONT · California · Philanthropy, voluntarism and grantmaking foundations