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Nonprofit · EIN 88-2451668

JOANIE C BERNARD FOUNDATION

Tax-exempt · CINCINNATI, OH 45263

Financials

$95.6M$4.7M2022$6.9M$5.3M2023$10.1M$6.1M2024
Revenue Expenses · by fiscal year end
Financials of JOANIE C BERNARD FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$10,142,012$6,080,661$4,061,351$85,106,716$0$85,106,716
September 30, 2024990-PF$6,882,116$5,265,331$1,616,785$81,127,635$0$81,127,635
September 30, 2023990-PF$95,627,029$4,682,681$90,944,348$79,797,612$0$79,797,612
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$2,089,080
Net gain from sales of assets
$7,235,525
Other income
$817,407

Expenses

Grants and similar amounts paid
$3,607,500
Compensation of officers, directors and key employees
$719,123
Disbursements for charitable purposes
$5,254,071
Excise tax on investment income
$131,509

Balance sheet and other

Total assets, start of year
$81,127,635
Total assets, end of year
$85,106,716
Total liabilities, end of year
$0
Net assets, end of year
$85,106,716
Fair market value of assets
$108,289,429
Qualifying distributions
$5,254,071
Net investment income
$10,134,099

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK NA
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
TRUSTEE1$679,123
MIKE KENNEDY
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
COTRUSTEE1$20,000
PAULA WHARTON
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
COTRUSTEE1$20,000
HEIDI JARK
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
COTRUSTEE1$0
DEBORAH CRIBBS
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
COTRUSTEE1$0
990-PF for the year ended September 30, 2024: 5 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK NA
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
TRUSTEE1$685,680
PAULA WHARTON
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
COTRUSTEE1$35,000
MIKE KENNEDY
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
COTRUSTEE1$15,000
HEIDI JARK
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
COTRUSTEE1$0
DEBORAH CRIBBS
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
COTRUSTEE1$0
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK NA
38 FOUNTAIN SQ PLAZA MD1090X6, CINCINNATI, OH 45202
TRUSTEE1$384,267

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD FOUNDATION
Signed the 990-PF
MATTHEW CAROTHERS, TRUSTEE
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
88-2451668
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
2022
Accounting year ends
September
Files
Form 990-PF
Category (NTEE)
Animal-related (D99)
Assets (IRS master file)
$85,106,716
Income (IRS master file)
$51,036,386

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$10,142,012$6,080,661$85,106,716XML
990-TSeptember 2025–––IRS
990-PFSeptember 2024$6,882,116$5,265,331$81,127,635XML
990-TSeptember 2024–––IRS
990-PFSeptember 2023$95,627,029$4,682,681$79,797,612XML

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 88-2451668).

Questions about JOANIE C BERNARD FOUNDATION

What is the EIN of JOANIE C BERNARD FOUNDATION?
The employer identification number (EIN) of JOANIE C BERNARD FOUNDATION is 88-2451668.
Is JOANIE C BERNARD FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to JOANIE C BERNARD FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOANIE C BERNARD FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOANIE C BERNARD FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOANIE C BERNARD FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JOANIE C BERNARD FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 5 people; 3 received compensation from the organization, the highest $679,123 (FIFTH THIRD BANK NA, TRUSTEE).
How much revenue does JOANIE C BERNARD FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $10,142,012, expenses of $6,080,661 and total assets of $85,106,716 at year end.

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