Bernau Family Foundation Inc

Hardy, VA
Tax-exempt since Aug. 1995
EIN: 22-3382599

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$228k (2024)

Expenses

$156k (2024)

Total Assets

$1.82M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$228,214

Expenses

$155,969

Net Income

$72,245

Net Assets

$1,819,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300	0.1%
Interest Revenue	$5	0.0%
Dividends	$23,804	10.4%
Sales of Assets	$82,815	36.3%
Other Income	$121,290	53.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,359	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,819,279
Total Liabilities	$0
Net Assets	$1,819,279

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
Sally Bishop (Vp)	$0	$0
Kevin Knapp (Vp)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0
Lynn Knapp (Advisory Board Membe)	$0	$0
William Davis (Advisory Board Membe)	$0	$0

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990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$127,253

Expenses

$164,298

Net Income

-$37,045

Net Assets

$1,747,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	7.9%
Interest Revenue	$13	0.0%
Dividends	$24,977	19.6%
Sales of Assets	$14,411	11.3%
Other Income	$77,852	61.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,580	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,747,034
Total Liabilities	$0
Net Assets	$1,747,034

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
Sally Bishop (Vp)	$0	$0
Kevin Knapp (Vp)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0
Lynn Knapp (Advisory Board Membe)	$0	$0
William Davis (Advisory Board Membe)	$0	$0

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990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$99,606

Expenses

$155,421

Net Income

-$55,815

Net Assets

$1,784,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,312	1.3%
Interest Revenue	$14	0.0%
Dividends	$25,452	25.6%
Sales of Assets	$234	0.2%
Other Income	$72,594	72.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,527	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,784,079
Total Liabilities	$0
Net Assets	$1,784,079

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
Sally Bishop (Vp)	$0	$0
Kevin Knapp (Vp)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0
Lynn Knapp (Advisory Board Membe)	$0	$0
William Davis (Advisory Board Membe)	$0	$0

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990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$171,990

Expenses

$112,534

Net Income

$59,456

Net Assets

$1,839,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	5.8%
Interest Revenue	$30	0.0%
Dividends	$24,974	14.5%
Sales of Assets	$45,485	26.4%
Other Income	$91,501	53.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,732	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,839,894
Total Liabilities	$0
Net Assets	$1,839,894

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
Sally Bishop (Vp)	$0	$0
Kevin Knapp (Vp)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0
Lynn Knapp (Advisory Board Membe)	$0	$0
William Davis (Advisory Board Membe)	$0	$0

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990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$43,430

Expenses

$157,243

Net Income

-$113,813

Net Assets

$1,780,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$54,646	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,722	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,780,438
Total Liabilities	$1
Net Assets	$1,780,437

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
Sally Bishop (Vp)	$0	$0
Kevin Knapp (Vp)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0
Lynn Knapp (Advisory Board Membe)	$0	$0
William Davis (Advisory Board Membe)	$0	$0

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990-PF

Filed on Aug. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$101,625

Expenses

$166,227

Net Income

-$64,602

Net Assets

$1,894,250

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$250	0.2%
Dividends	$57,809	56.9%
Sales of Assets	$43,598	42.9%
Other Income	-$32

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,804	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,894,251
Total Liabilities	$1
Net Assets	$1,894,250

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0

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990-PF

Filed on May 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$135,629

Expenses

$116,469

Net Income

$19,160

Net Assets

$1,958,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$51,720	38.1%
Sales of Assets	$83,763	61.8%
Other Income	$136	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,675	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,958,853
Total Liabilities	$0
Net Assets	$1,958,853

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0

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990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

-$12,699

Expenses

$134,896

Net Income

-$147,595

Net Assets

$1,939,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9
Dividends	$47,190
Sales of Assets	-$59,573
Other Income	-$325

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,815	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,939,693
Total Liabilities	$0
Net Assets	$1,939,693

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$68,529

Expenses

$175,587

Net Income

-$107,058

Net Assets

$2,087,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.7%
Interest Revenue	$20	0.0%
Dividends	$41,349	60.3%
Sales of Assets	$26,476	38.6%
Other Income	$184	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,136	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,087,288
Total Liabilities	$0
Net Assets	$2,087,288

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$91,310

Expenses

$116,525

Net Income

-$25,215

Net Assets

$2,194,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$44,497	48.7%
Sales of Assets	$46,810	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,887	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,194,346
Total Liabilities	$0
Net Assets	$2,194,346

Compensation

Key Employees and Officers	Compensation	Other
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
David Knapp (Vp)	$0	$0
Wendi Bernau (Vp)	$0	$0
Lynn Knapp (Advisory Boa)	$0	$0
William Davis (Advisory Boa)	$0	$0

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990-PF

Filed on Aug. 2, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$253,321

Expenses

$113,597

Net Income

$139,724

Net Assets

$2,169,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	19.7%
Interest Revenue	$8	0.0%
Dividends	$45,894	18.1%
Sales of Assets	$155,933	61.6%
Other Income	$1,486	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,228	94.4%
Compensation of Officers*	$875	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,169,561
Total Liabilities	$0
Net Assets	$2,169,561

Compensation

Key Employees and Officers	Compensation	Other
Wendi Bernau (Vp)	$875	$1,310
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
David Knapp (Vp)	$0	$0
Lynn Knapp (Advisory Boa)	$0	$0

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990-PF

Filed on May 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$127,439

Expenses

$144,922

Net Income

-$17,483

Net Assets

$2,029,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,566	24.0%
Interest Revenue	$8	0.0%
Dividends	$40,188	31.5%
Sales of Assets	$54,536	42.8%
Other Income	$2,141	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,866	95.8%
Compensation of Officers*	$875	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,029,837
Total Liabilities	$0
Net Assets	$2,029,837

Compensation

Key Employees and Officers	Compensation	Other
Wendi Bernau (Vp)	$875	$1,473
Theodore G Bernau (Pres & Treas)	$0	$0
Ruth E Bernau (Vp & Sec'y)	$0	$0
Sally Bishop (Vp)	$0	$0
Kevin Knapp (Vp)	$0	$0
David Knapp (Vp)	$0	$0
Lynn Knapp (Advisory Boa)	$0	$0

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990-PF

Filed on Sept. 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$4,140

Expenses

$106,035

Net Income

-$101,895

Net Assets

$1,984,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$76	1.8%
Dividends	$38,272	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,290	88.9%
Compensation of Officers*	$3,388	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,984,360
Total Liabilities	$1
Net Assets	$1,984,359

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$50,515

Expenses

$106,206

Net Income

-$55,691

Net Assets

$2,086,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.1%
Dividends	$38,021	75.3%
Sales of Assets	$12,461	24.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,132	89.6%
Compensation of Officers*	$4,788	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,086,255
Total Liabilities	$1
Net Assets	$2,086,254

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Bernau Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $228k (2024)

Expenses $156k (2024)

Total Assets $1.82M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$228k (2024)

Expenses

$156k (2024)

Total Assets

$1.82M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001