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Nonprofit · EIN 61-0514702

ISAAC W BERNHEIM TRUST

Tax-exempt · PITTSBURGH, PA 15219

Financials

$1.4M$2.5M2023$4.3M$2.7M2024$2.6M$2.8M2025
Revenue Expenses · by fiscal year end
Financials of ISAAC W BERNHEIM TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,620,731$2,768,990-$148,259$21,489,736$0$21,489,736
December 31, 2024990$4,348,074$2,667,119$1,680,955$21,602,836$0$21,602,836
December 31, 2023990$1,417,630$2,533,162-$1,115,532$19,888,032$0$19,888,032
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$2,675,167
Net gain from sales of assets
$1,500,372
Other revenue
-$54,436

Expenses

Grants and similar amounts paid
$2,437,854
Compensation of officers, directors and key employees
$38,716
Salaries, compensation and benefits (total)
$38,716
Professional fundraising fees
$0
Program services (functional)
$2,457,212
Management and general (functional)
$311,778

Balance sheet and other

Total assets, start of year
$21,602,836
Total assets, end of year
$21,489,736
Total liabilities, end of year
$0
Net assets, end of year
$21,489,736
Publicly traded securities
$21,058,904
Gross receipts
$5,503,056
Employees
0
Year formed
1939
State of legal domicile
KY

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PNC BANK NACO-TRUSTEE
Institutional trustee
1$38,716
David HandmakerCO-TRUSTEE
Trustee or director
1$0
Jon M BurnhamCO-TRUSTEE
Trustee or director
1$0
Debra G BurnhamCO-TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
PNC BANK NATRUSTEE
Institutional trustee
1$37,127
David HandmakerCO-TRUSTEE
Trustee or director
1$0
Jon M BurnhamCO-TRUSTEE
Trustee or director
1$0
Debra G BurnhamCO-TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
PNC BANK NATRUSTEE
Institutional trustee
1$34,266
David HandmakerCO-TRUSTEE
Trustee or director
1$0
Jon M BurnhamCO-TRUSTEE
Trustee or director
1$0
Debra G BurnhamCO-TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
500 1ST AVE, PITTSBURGH, PA 15219-3128
In care of
% PNC BANK
Principal officer (990 for 2025)
PNC BANK NA, 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219
Signed the 990
PNC BANK N A, TAX MANAGER
Phone
(602) 603-7006
Return prepared by
PWC US TAX LLP

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • SUPPORT PROVIDED UNDER TRUST AGREEMENT TO ISSAC BERNHEIM FOUNDATION
    Expenses $2,457,212 · grants $2,437,854

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-0514702
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III functionally integrated
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C110)
Assets (IRS master file)
$21,489,736
Income (IRS master file)
$5,503,056

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,620,731$2,768,990$21,489,736IRS
990December 2024$4,348,074$2,667,119$21,602,836XML
990December 2023$1,417,630$2,533,162$19,888,032XML
990-PFDecember 2022–––IRS
990-TDecember 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 61-0514702).

Questions about ISAAC W BERNHEIM TRUST

What is the EIN of ISAAC W BERNHEIM TRUST?
The employer identification number (EIN) of ISAAC W BERNHEIM TRUST is 61-0514702.
Is ISAAC W BERNHEIM TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to ISAAC W BERNHEIM TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does ISAAC W BERNHEIM TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ISAAC W BERNHEIM 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 ISAAC W BERNHEIM TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ISAAC W BERNHEIM TRUST?
The 990 for the year ended December 31, 2025 names PNC BANK NA.
Who are the officers and directors of ISAAC W BERNHEIM TRUST?
The 990 for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $38,716 (PNC BANK NA, CO-TRUSTEE).
How much revenue does ISAAC W BERNHEIM TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,620,731, expenses of $2,768,990 and total assets of $21,489,736 at year end.

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