Nonprofit · EIN 51-0202755
BERNHARDT FURNITURE FOUNDATION
Tax-exempt · LENOIR, NC 28645
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $752,194 | $319,226 | $432,968 | $4,743,083 | $0 | $4,743,083 |
| October 31, 2024 | 990-PF | $856,101 | $274,981 | $581,120 | $4,310,115 | $0 | $4,310,115 |
| October 31, 2023 | 990-PF | $593,611 | $240,096 | $353,515 | $3,751,139 | $0 | $3,751,139 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $484,668
- Dividends
- $120,919
- Net gain from sales of assets
- $146,562
- Other income
- $45
Expenses
- Grants and similar amounts paid
- $248,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $253,759
- Excise tax on investment income
- $2,845
Balance sheet and other
- Total assets, start of year
- $4,310,115
- Total assets, end of year
- $4,743,083
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,743,083
- Fair market value of assets
- $5,517,702
- Qualifying distributions
- $253,759
- Net investment income
- $267,526
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G ALEX BERNHARDT SR PO BOX 740, LENOIR, NC 28645 | PRESIDENT | 2 | $0 |
| JAMES R COLLETT JR PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| G ALEX BERNHARDT JR PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| WILLIAM F HOWARD III PO BOX 740, LENOIR, NC 28645 | TREASURER | 2 | $0 |
| ANNE H BERNHARDT PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| KEVIN MCDOUGALL PO BOX 740, LENOIR, NC 28645 | SECRETARY | 2 | $0 |
| JOHN E CAHILL PO BOX 740, LENOIR, NC 28645 | ASST SEC-TREAS | 2 | $0 |
| DAWN T BARRETT PO BOX 740, LENOIR, NC 28645 | ASST SECRETARY | 2 | $0 |
990-PF for the year ended October 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G ALEX BERNHARDT SR PO BOX 740, LENOIR, NC 28645 | PRESIDENT | 2 | $0 |
| JAMES R COLLETT JR PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| G ALEX BERNHARDT JR PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| WILLIAM F HOWARD III PO BOX 740, LENOIR, NC 28645 | TREASURER | 2 | $0 |
| ANNE H BERNHARDT PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| KEVIN McDOUGALL PO BOX 740, LENOIR, NC 28645 | SECRETARY | 2 | $0 |
| JOHN E CAHILL PO BOX 740, LENOIR, NC 28645 | ASST SEC-TREAS | 2 | $0 |
| DAWN T BARRETT PO BOX 740, LENOIR, NC 28645 | ASST SECRETARY | 2 | $0 |
990-PF for the year ended October 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G ALEX BERNHARDT SR PO BOX 740, LENOIR, NC 28645 | PRESIDENT | 2 | $0 |
| JAMES R COLLETT JR PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| G ALEX BERNHARDT JR PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| WILLIAM F HOWARD III PO BOX 740, LENOIR, NC 28645 | TREASURER | 2 | $0 |
| ANNE H BERNHARDT PO BOX 740, LENOIR, NC 28645 | VICE PRESIDENT | 2 | $0 |
| KEVIN McDOUGALL PO BOX 740, LENOIR, NC 28645 | SECRETARY | 2 | $0 |
| JOHN E CAHILL PO BOX 740, LENOIR, NC 28645 | ASST SEC-TREAS | 2 | $0 |
| DAWN T BARRETT PO BOX 740, LENOIR, NC 28645 | ASST SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 740, LENOIR, NC 28645-0740
- Signed the 990-PF
- WILLIAM F HOWARD, TREASURER
- Phone
- (828) 759-6288
- Return prepared by
- RM ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 51-0202755
- 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
- 1947
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,743,083
- Income (IRS master file)
- $4,268,994
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $752,194 | $319,226 | $4,743,083 | XML |
| 990-PF | October 2024 | $856,101 | $274,981 | $4,310,115 | XML |
| 990-PF | October 2023 | $593,611 | $240,096 | $3,751,139 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 51-0202755).
Questions about BERNHARDT FURNITURE FOUNDATION
- What is the EIN of BERNHARDT FURNITURE FOUNDATION?
- The employer identification number (EIN) of BERNHARDT FURNITURE FOUNDATION is 51-0202755.
- Is BERNHARDT FURNITURE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to BERNHARDT FURNITURE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNHARDT FURNITURE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNHARDT FURNITURE FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNHARDT FURNITURE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of BERNHARDT FURNITURE FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does BERNHARDT FURNITURE FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $752,194, expenses of $319,226 and total assets of $4,743,083 at year end.
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