EIN 61-0514702

Isaac Bernheim Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1939
Most recent tax filings
2023-12-01
Description
The Isaac Bernheim Trust is a private foundation located in Pittsburgh, PA. The Trust primarily funds general support and made one grant last year. Grantees include the Isaac W Bernheim Foundation.
Related structure
Isaac Bernheim Trust is a subordinate organization under Bernheim Arboretum and Research Forest.
Total revenues
$1,417,630
2023
Total expenses
$2,533,162
2023
Total assets
$19,888,032
2023
Num. employees
0
2023

Program areas at Isaac Bernheim Trust

Support provided under Trust agreement to issac Bernheim foundation

Grants made by Isaac Bernheim Trust

GranteeGrant descriptionAmount
Bernheim Arboretum and Research ForestGeneral Support$2,260,804

Personnel at Isaac Bernheim Trust

NameTitle
Pnc Bank N ATax Manager

Financials for Isaac Bernheim Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$1,063,003
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$354,627
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,417,630

Form 990s for Isaac Bernheim Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-17990View PDF
2022-122023-11-09990PFView PDF
2019-122021-05-12990PFView PDF
2018-122019-06-27990PFView PDF
2017-122018-08-23990PFView PDF
...and 8 more Form 990s
Data update history
January 21, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 21, 2024
Updated personnel
Identified 3 new personnel
December 31, 2023
Used new vendors
Identified 2 new vendors, including , and
August 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 1, 2020
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsEnvironmental organizationsChapter / child organizationsCharities
Issues
Environment
Characteristics
Funds one specific organizationProvides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
116 Allegheny Ctr Mall P8yb3502l
Pittsburgh, PA 15212
Metro area
Pittsburgh, PA
County
Allegheny County, PA
Phone
(602) 603-7006
IRS details
EIN
61-0514702
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1939
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
C11: Environment Single Organization Support
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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