Samuel And Gussie Bernstein Foundation Rvoc Tr

Sioux City, IA
Tax-exempt since Oct. 1989
EIN: 42-1335958

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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.

Donations to this organization are tax deductible.

Revenue

$205k (2025)

Expenses

$129k (2025)

Total Assets

$2.57M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 March
2025

Revenue

$204,528

Expenses

$129,362

Net Income

$75,166

Net Assets

$2,572,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,380	38.8%
Sales of Assets	$125,148	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,732	85.6%
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	$2,572,052
Total Liabilities	$0
Net Assets	$2,572,052

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norman Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on Aug. 1, 2025

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

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Fiscal Year Ending March
2024

Revenue

$141,109

Expenses

$159,832

Net Income

-$18,723

Net Assets

$2,494,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,127	51.8%
Sales of Assets	$67,982	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,500	89.8%
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	$2,494,433
Total Liabilities	$0
Net Assets	$2,494,433

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norman Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on Aug. 13, 2024

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

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XML

Fiscal Year Ending March
2023

Revenue

$122,283

Expenses

$107,462

Net Income

$14,821

Net Assets

$2,510,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,143	56.5%
Sales of Assets	$53,140	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,000	82.8%
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	$2,510,717
Total Liabilities	$0
Net Assets	$2,510,717

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norman Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on Aug. 14, 2023

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

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Fiscal Year Ending March
2022

Revenue

$187,117

Expenses

$38,734

Net Income

$148,383

Net Assets

$2,492,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,493	44.6%
Sales of Assets	$103,624	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,500	50.3%
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	$2,492,186
Total Liabilities	$0
Net Assets	$2,492,186

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norman Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on July 28, 2022

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

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Fiscal Year Ending March
2021

Revenue

$172,776

Expenses

$140,454

Net Income

$32,322

Net Assets

$2,338,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,041	30.1%
Sales of Assets	$120,735	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	89.0%
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	$2,338,499
Total Liabilities	$1
Net Assets	$2,338,498

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norman Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on Aug. 16, 2021

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

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XML

Fiscal Year Ending March
2020

Revenue

$221,096

Expenses

$157,866

Net Income

$63,230

Net Assets

$2,304,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,271	30.0%
Sales of Assets	$154,825	70.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,500	87.7%
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	$2,304,655
Total Liabilities	$1
Net Assets	$2,304,654

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norma Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on June 8, 2020

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

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Fiscal Year Ending March
2019

Revenue

$160,072

Expenses

$137,257

Net Income

$22,815

Net Assets

$2,244,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,415	39.0%
Sales of Assets	$97,657	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,000	88.2%
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	$2,244,358
Total Liabilities	$0
Net Assets	$2,244,358

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norma Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on July 10, 2019

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

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Fiscal Year Ending March
2018

Revenue

$184,900

Expenses

$143,113

Net Income

$41,787

Net Assets

$2,219,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,671	31.7%
Sales of Assets	$126,229	68.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	87.3%
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	$2,219,515
Total Liabilities	$0
Net Assets	$2,219,515

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norma Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on July 3, 2018

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

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Fiscal Year Ending March
2017

Revenue

$159,400

Expenses

$135,608

Net Income

$23,792

Net Assets

$2,195,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,613	29.9%
Sales of Assets	$109,426	68.6%
Other Income	$2,361	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,000	88.5%
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	$2,195,812
Total Liabilities	$0
Net Assets	$2,195,812

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norma Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on June 26, 2017

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

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Fiscal Year Ending March
2016

Revenue

$79,553

Expenses

$139,967

Net Income

-$60,414

Net Assets

$2,149,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,999	64.1%
Sales of Assets	$28,554	35.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,000	85.7%
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	$2,149,392
Total Liabilities	$0
Net Assets	$2,149,392

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norma Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on July 21, 2016

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

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Fiscal Year Ending March
2015

Revenue

$166,110

Expenses

$128,110

Net Income

$38,000

Net Assets

$2,190,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,468	36.4%
Sales of Assets	$105,642	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,500	87.0%
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	$2,190,546
Total Liabilities	$0
Net Assets	$2,190,546

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norma Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on Aug. 3, 2015

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

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Fiscal Year Ending March
2014

Revenue

$221,220

Expenses

$144,165

Net Income

$77,055

Net Assets

$2,144,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,264	22.3%
Sales of Assets	$171,956	77.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,000	83.9%
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	$2,144,858
Total Liabilities	$0
Net Assets	$2,144,858

Compensation

Key Employees and Officers	Compensation	Other
James Bernstein (President/Dir)	$0	$0
Norma Bernstein (Vp/Director)	$0	$0
David Bernstein (Sec/Director)	$0	$0

990-PF

Filed on Aug. 5, 2014

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

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Fiscal Year Ending March
2013

Revenue

$216,284

Expenses

$115,420

Net Income

$100,864

Net Assets

$2,068,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,569	25.2%
Sales of Assets	$156,042	72.1%
Other Income	$5,673	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	86.6%
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	$2,068,470
Total Liabilities	$0
Net Assets	$2,068,470

990-PF

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

PDF

Fiscal Year Ending March
2012

Revenue

$64,681

Expenses

$153,411

Net Income

-$88,730

Net Assets

$1,965,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,251	91.6%
Sales of Assets	$5,430	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,400	80.4%
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	$1,965,529
Total Liabilities	$0
Net Assets	$1,965,529

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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Updated January 26, 2026

Samuel And Gussie Bernstein Foundation Rvoc Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $205k (2025)

Expenses $129k (2025)

Total Assets $2.57M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$205k (2025)

Expenses

$129k (2025)

Total Assets

$2.57M (2025)

Total Liabilities

$0 (2025)

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2025

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