Joanie Jeanne And Howard Bernard Foundation Inc

Cincinnati, OH
Tax-exempt since March 2008
EIN: 37-1547019

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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)

Revenue

$353k (2023)

Expenses

$93.6M (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

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 Sept.
2023

Revenue

$352,826

Expenses

$93,573,670

Net Income

-$93,220,844

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$227,211	64.4%
Sales of Assets	$57,239	16.2%
Other Income	$68,376	19.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,010	0.0%
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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Deborah Cribbs (President)	$0	$0
Michael Kennedy (Sec & Treasurer)	$0	$0

990-PF

Filed on July 23, 2024

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

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$3,901,374

Expenses

$7,614,677

Net Income

-$3,713,303

Net Assets

$81,765,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,958,625	50.2%
Sales of Assets	$1,809,114	46.4%
Other Income	$133,635	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,825,882	89.6%
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	$81,765,346
Total Liabilities	$0
Net Assets	$81,765,346

Compensation

Key Employees and Officers	Compensation	Other
Deborah Cribbs (President)	$0	$0
Michael Kennedy (Sec. & Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$8,663,424

Expenses

$4,794,089

Net Income

$3,869,335

Net Assets

$85,440,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,452,795	28.3%
Sales of Assets	$5,794,228	66.9%
Other Income	$416,401	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,942,748	82.2%
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	$85,440,760
Total Liabilities	$0
Net Assets	$85,440,760

Compensation

Key Employees and Officers	Compensation	Other
Deborah Cribbs (President)	$0	$0
Michael Kennedy (Secretary & Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$3,509,720

Expenses

$4,187,679

Net Income

-$677,959

Net Assets

$81,945,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,840,997	52.5%
Sales of Assets	$1,612,936	46.0%
Other Income	$55,787	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,402,123	81.2%
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	$81,945,065
Total Liabilities	$1
Net Assets	$81,945,064

Compensation

Key Employees and Officers	Compensation	Other
Deborah Cribbs (President)	$0	$0
Michael Kennedy (Treasurer)	$0	$0
Amy Deger (Secretary)	$0	$0

990-PF

Filed on Nov. 10, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$10,095,898

Expenses

$5,246,380

Net Income

$4,849,518

Net Assets

$82,660,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$215,731	2.1%
Dividends	$2,040,754	20.2%
Sales of Assets	$7,839,413	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,460,297	85.0%
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	$82,660,626
Total Liabilities	$0
Net Assets	$82,660,626

$4,763,271

Expenses

$4,734,461

Net Income

$28,810

Net Assets

$79,971,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,830	0.8%
Dividends	$1,615,667	33.9%
Sales of Assets	$3,108,774	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,911,897	82.6%
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	$79,971,493
Total Liabilities	$0
Net Assets	$79,971,493

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$11,930,345

Expenses

$6,381,846

Net Income

$5,548,499

Net Assets

$79,698,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$151,647	1.3%
Dividends	$1,699,538	14.2%
Sales of Assets	$9,623,886	80.7%
Other Income	$455,274	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,499,517	86.2%
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	$79,698,058
Total Liabilities	$0
Net Assets	$79,698,058

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$14,997,385

Expenses

$5,647,053

Net Income

$9,350,332

Net Assets

$74,561,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,983,600	86.6%
Interest Revenue	$45,092	0.3%
Dividends	$1,641,098	10.9%
Sales of Assets	$315,485	2.1%
Other Income	$12,110	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,055,863	89.5%
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	$74,561,339
Total Liabilities	$0
Net Assets	$74,561,339

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$14,854,603

Expenses

$3,057,373

Net Income

$11,797,230

Net Assets

$65,251,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,873,029	79.9%
Interest Revenue	$64,495	0.4%
Dividends	$1,567,561	10.6%
Sales of Assets	$1,342,017	9.0%
Other Income	$7,501	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,559,935	83.7%
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	$65,251,739
Total Liabilities	$0
Net Assets	$65,251,739

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,555,786

Expenses

$1,084,729

Net Income

$8,471,057

Net Assets

$53,471,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,669,335	80.3%
Interest Revenue	$88,683	0.9%
Dividends	$1,656,536	17.3%
Sales of Assets	$141,232	1.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$800,613	73.8%
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	$53,471,110
Total Liabilities	$0
Net Assets	$53,471,110

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated November 19, 2025

Joanie Jeanne And Howard Bernard Foundation Inc

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $353k (2023)

Expenses $93.6M (2023)

Total Assets $0 (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

Revenue

$353k (2023)

Expenses

$93.6M (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Sept.
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