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Nonprofit · EIN 30-6201571

BERNATCHEZ FAMILY FOUNDATION TR UA 12132006

Also known as MICHAEL E BERNATCHEZ TTEE

Tax-exempt · SARASOTA, FL 34236

Financials

$114K$136K2023$175K$140K2024$152K$154K2025
Revenue Expenses · by fiscal year end
Financials of BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$151,806$153,654-$1,848$1,843,540$0$1,843,540
December 31, 2024990-PF$174,925$140,472$34,453$1,845,388$0$1,845,388
December 31, 2023990-PF$113,967$135,916-$21,949$1,810,935$0$1,810,935
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$46,778
Net gain from sales of assets
$105,028

Expenses

Grants and similar amounts paid
$108,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$108,000
Excise tax on investment income
$1,512

Balance sheet and other

Total assets, start of year
$1,845,388
Total assets, end of year
$1,843,540
Total liabilities, end of year
$0
Net assets, end of year
$1,843,540
Fair market value of assets
$2,609,325
Qualifying distributions
$108,000
Net investment income
$151,806

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL E BERNATCHEZ
5 ROSEWOOD PLACE, WESTBOROUGH, MA 01581
CO-TRUSTEE5$0
JAMES J BERNATCHEZ
242 BAXTER LANE, MILFORD, CT 06460
CO-TRUSTEE5$0
DANIEL P BERNATCHEZ
12322 ASANA CT, VENICE, FL 34293
CO-TRUSTEE5$0
MARC G BERNATCHEZ
20 ASHWOOD CIRCLE, SHELTON, CT 06484
CO-TRUSTEE5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MICHAEL E BERNATCHEZ
5 ROSEWOOD PLACE, WESTBOROUGH, MA 01581
CO-TRUSTEE5$0
JAMES J BERNATCHEZ
242 BAXTER LANE, MILFORD, CT 06460
CO-TRUSTEE5$0
DANIEL P BERNATCHEZ
12322 ASANA CT, VENICE, FL 34293
CO-TRUSTEE5$0
MARC G BERNATCHEZ
20 ASHWOOD CIRCLE, SHELTON, CT 06484
CO-TRUSTEE5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MICHAEL E BERNATCHEZ
5 ROSEWOOD PLACE, WESTBOROUGH, MA 01581
CO-TRUSTEE5$0
JAMES J BERNATCHEZ
242 BAXTER LANE, MILFORD, CT 06460
CO-TRUSTEE5$0
DANIEL P BERNATCHEZ
12322 ASANA CT, VENICE, FL 34293
CO-TRUSTEE5$0
MARC G BERNATCHEZ
20 ASHWOOD CIRCLE, SHELTON, CT 06484
CO-TRUSTEE5$0

Address and contacts

Address (IRS master file)
800 S OSPREY AVE, SARASOTA, FL 34236-7801
In care of
% MICHAEL BERNATCHEZ
Signed the 990-PF
MICHAEL E BERNATCHEZ, CO-TRUSTEE
Phone
(508) 898-3418
Return prepared by
SUPLEE SHEA CRAMER & MILLER PA

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6201571
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,843,540
Income (IRS master file)
$747,149

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$151,806$153,654$1,843,540IRS
990-PFDecember 2024$174,925$140,472$1,845,388IRS
990-PFDecember 2023$113,967$135,916$1,810,935XML
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 30-6201571).

Questions about BERNATCHEZ FAMILY FOUNDATION TR UA 12132006

What is the EIN of BERNATCHEZ FAMILY FOUNDATION TR UA 12132006?
The employer identification number (EIN) of BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 is 30-6201571.
Is BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 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 BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BERNATCHEZ FAMILY FOUNDATION TR UA 12132006?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $151,806, expenses of $153,654 and total assets of $1,843,540 at year end.

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