Nonprofit · EIN 42-1335958
SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR
Tax-exempt · SIOUX CITY, IA 51102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $204,528 | $129,362 | $75,166 | $2,572,052 | $0 | $2,572,052 |
| March 31, 2024 | 990-PF | $141,109 | $159,832 | -$18,723 | $2,494,433 | $0 | $2,494,433 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $79,380
- Net gain from sales of assets
- $125,148
Expenses
- Grants and similar amounts paid
- $110,732
- Disbursements for charitable purposes
- $110,732
- Excise tax on investment income
- $2,612
Balance sheet and other
- Total assets, start of year
- $2,494,433
- Total assets, end of year
- $2,572,052
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,572,052
- Fair market value of assets
- $2,944,926
- Qualifying distributions
- $110,732
- Net investment income
- $204,528
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES BERNSTEIN 940 SPYGLASS CT, DAKOTA DUNES, SD 57049 | PRESIDENT/DIR | 0 | $0 |
| NORMAN BERNSTEIN 377 W SAWGRASS TRAIL, DAKOTA DUNES, SD 57049 | VP/DIRECTOR | 0 | $0 |
| DAVID BERNSTEIN 214 COURT ST, SIOUX CITY, IA 51101 | SEC/DIRECTOR | 0 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES BERNSTEIN 940 SPYGLASS CT, DAKOTA DUNES, SD 57049 | PRESIDENT/DIR | 0 | $0 |
| NORMAN BERNSTEIN 377 W SAWGRASS TRAIL, DAKOTA DUNES, SD 57049 | VP/DIRECTOR | 0 | $0 |
| DAVID BERNSTEIN 214 COURT ST, SIOUX CITY, IA 51101 | SEC/DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 147, SIOUX CITY, IA 51102-0147
- In care of
- % SECURITY NAT BANK TRUST DEPT TTEE
- Signed the 990-PF
- JACK BERNSTEIN, DIRECTOR
- Phone
- (712) 255-8081
- Return prepared by
- Nichols Rise & Co 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Check at the IRS |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1335958
- 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
- 1989
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,381,581
- Income (IRS master file)
- $12,819,192
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $204,528 | $129,362 | $2,572,052 | XML |
| 990-PF | March 2024 | $141,109 | $159,832 | $2,494,433 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 42-1335958).
Questions about SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR
- What is the EIN of SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR?
- The employer identification number (EIN) of SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR is 42-1335958.
- Is SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR?
- The 990-PF for the year ended March 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SAMUEL AND GUSSIE BERNSTEIN FOUNDATION RVOC TR have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $204,528, expenses of $129,362 and total assets of $2,572,052 at year end.
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