Nonprofit · EIN 87-4293165
DAVID W BERNOLFO MEMORIAL FOUNDATION INC
Tax-exempt · SALT LAKE CTY, UT 84111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,705,646 | $2,026,333 | $679,313 | $73,751,474 | $15,151,721 | $58,599,753 |
| December 31, 2023 | 990-PF | $55,940,079 | $1,214,940 | $54,725,139 | $73,072,161 | $15,151,721 | $57,920,440 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $840,074
- Interest
- $1,805,572
- Other income
- $60,000
Expenses
- Grants and similar amounts paid
- $2,000,000
- Disbursements for charitable purposes
- $2,026,333
- Excise tax on investment income
- $36,774
Balance sheet and other
- Total assets, start of year
- $73,072,161
- Total assets, end of year
- $73,751,474
- Total liabilities, end of year
- $15,151,721
- Net assets, end of year
- $58,599,753
- Fair market value of assets
- $80,709,810
- Qualifying distributions
- $2,026,333
- Net investment income
- $2,645,646
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W BERNOLFO 163 S MAIN STREET, SALT LAKE CITY, UT 84111 | President | 0 | $0 |
| STEPHEN C BAMBERGER 163 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111 | Vice President | 0 | $0 |
| ASHLEY CAMPANGNA 2004 SHERIDAN ROAD, SALT LAKE CITY, UT 84108 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W BERNOLFO 163 S MAIN STREET, SALT LAKE CITY, UT 84111 | President | 0 | $0 |
| STEPHEN C BAMBERGER 163 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111 | Vice President | 0 | $0 |
| ASHLEY CAMPANGNA 2004 SHERIDAN ROAD, SALT LAKE CITY, UT 84108 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 163 S MAIN ST, SALT LAKE CTY, UT 84111-1917
- Signed the 990-PF
- DAVID W BERNOLFO, President
- Phone
- (801) 364-4882
- Return prepared by
- AJW Advisory Group PLC
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 | Not 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
- 87-4293165
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $73,751,474
- Income (IRS master file)
- $4,705,646
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,705,646 | $2,026,333 | $73,751,474 | IRS |
| 990-PF | December 2023 | $55,940,079 | $1,214,940 | $73,072,161 | XML |
| 990-PF | December 2022 | – | – | – | 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 87-4293165).
Questions about DAVID W BERNOLFO MEMORIAL FOUNDATION INC
- What is the EIN of DAVID W BERNOLFO MEMORIAL FOUNDATION INC?
- The employer identification number (EIN) of DAVID W BERNOLFO MEMORIAL FOUNDATION INC is 87-4293165.
- Is DAVID W BERNOLFO MEMORIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to DAVID W BERNOLFO MEMORIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID W BERNOLFO MEMORIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID W BERNOLFO MEMORIAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID W BERNOLFO MEMORIAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DAVID W BERNOLFO MEMORIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does DAVID W BERNOLFO MEMORIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,705,646, expenses of $2,026,333 and total assets of $73,751,474 at year end.
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