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Nonprofit · EIN 22-3382599

BERNAU FAMILY FOUNDATION INC

Tax-exempt · HARDY, VA 24101

Financials

$127K$164K2023$228K$156K2024
Revenue Expenses · by fiscal year end
Financials of BERNAU FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$228,214$155,969$72,245$1,819,279$0$1,819,279
December 31, 2023990-PF$127,253$164,298-$37,045$1,747,034$0$1,747,034
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$300
Dividends
$23,804
Interest
$5
Net gain from sales of assets
$82,815
Other income
$121,290

Expenses

Grants and similar amounts paid
$138,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$150,359
Excise tax on investment income
$3,090

Balance sheet and other

Total assets, start of year
$1,747,034
Total assets, end of year
$1,819,279
Total liabilities, end of year
$0
Net assets, end of year
$1,819,279
Fair market value of assets
$3,748,954
Qualifying distributions
$150,359
Net investment income
$227,914

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.

NameTitleHours / weekCompensation
THEODORE G BERNAU
PO BOX 916, HARDY, VA 24101
PRES & TREAS0.2$0
RUTH E BERNAU
PO BOX 916, HARDY, VA 24101
VP & SEC'Y0.4$0
SALLY BISHOP
415 E 85TH ST, NEW YORK, NY 10028
VP0$0
KEVIN KNAPP
1527 WEST GRANVILLE UNIT 3, CHICAGO, IL 60661
VP0$0
DAVID KNAPP
100 RUSSELL ST, MIDDLETOWN, CT 06457
VP0$0
WENDI BERNAU
4904 BELLADONNA DR, FORT WORTH, TX 76123
VP0.5$0
LYNN KNAPP
1527 WEST GRANVILLE UNIT 3, CHICAGO, IL 60661
ADVISORY BOARD MEMBE0$0
WILLIAM DAVIS
4904 BELLADONNA DR, FORT WORTH, TX 76123
ADVISORY BOARD MEMBE0.5$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
THEODORE G BERNAU
PO BOX 916, HARDY, VA 24101
PRES & TREAS0.2$0
RUTH E BERNAU
PO BOX 916, HARDY, VA 24101
VP & SEC'Y0.4$0
SALLY BISHOP
415 E 85TH ST, NEW YORK, NY 10028
VP0$0
KEVIN KNAPP
1527 WEST GRANVILLE UNIT 3, CHICAGO, IL 60661
VP0$0
DAVID KNAPP
100 RUSSELL ST, MIDDLETOWN, CT 06457
VP0$0
WENDI BERNAU
4904 BELLADONNA DR, FORT WORTH, TX 76123
VP0.5$0
LYNN KNAPP
1527 WEST GRANVILLE UNIT 3, CHICAGO, IL 60661
ADVISORY BOARD MEMBE0$0
WILLIAM DAVIS
4904 BELLADONNA DR, FORT WORTH, TX 76123
ADVISORY BOARD MEMBE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 916, HARDY, VA 24101-0916
Signed the 990-PF
RUTH E BERNAU, VP & SECRETARY
Phone
(540) 719-0985
Return prepared by
KEMP TAX AND ACCOUNTING SERVICES

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-3382599
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,819,279
Income (IRS master file)
$285,287

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$228,214$155,969$1,819,279IRS
990-PFDecember 2023$127,253$164,298$1,747,034XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 22-3382599).

Questions about BERNAU FAMILY FOUNDATION INC

What is the EIN of BERNAU FAMILY FOUNDATION INC?
The employer identification number (EIN) of BERNAU FAMILY FOUNDATION INC is 22-3382599.
Is BERNAU FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to BERNAU FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNAU FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNAU FAMILY 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 BERNAU FAMILY 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 BERNAU FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does BERNAU FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $228,214, expenses of $155,969 and total assets of $1,819,279 at year end.

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