Bernard A & Rebecca S Bernard Foundation

Claremont, CA
Tax-exempt since March 2025
EIN: 51-6157356

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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

$31.3k (2024)

Expenses

$56.5k (2024)

Total Assets

$2.58M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 July
2024

Revenue

$31,329

Expenses

$56,546

Net Income

-$25,217

Net Assets

$2,578,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$187	0.6%
Dividends	$19,065	60.9%
Sales of Assets	$0
Other Income	$12,077	38.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,546	100%
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	$2,578,608
Total Liabilities	$0
Net Assets	$2,578,608

Compensation

Key Employees and Officers	Compensation	Other
Bernard Bernstein (Trustee)	$0	$0
Dean Solomon (Trustee)	$0	$0
Joan Bernard (Trustee)	$0	$0

990-PF

Filed on June 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2021

Revenue

$61,648

Expenses

$2,700

Net Income

$58,948

Net Assets

$2,529,601

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$1,058	1.7%
Sales of Assets	$0
Other Income	$60,572	98.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,700	100%
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	$2,529,601
Total Liabilities	$0
Net Assets	$2,529,601

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending July
2020

Revenue

$49,979

Expenses

$33,522

Net Income

$16,457

Net Assets

$2,454,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$103	0.2%
Dividends	$5,820	11.6%
Sales of Assets	$0
Other Income	$44,056	88.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,575	55.4%
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	$2,454,799
Total Liabilities	$1
Net Assets	$2,454,798

Compensation

Key Employees and Officers	Compensation	Other
Bernard Bernstein (Trustee)	$0	$0
Dean Solomon (Trustee)	$0	$0
Joan Bernard (Trustee)	$0	$0

990-PF

Filed on June 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2019

Revenue

-$387,328

Expenses

$78,628

Net Income

-$465,956

Net Assets

$2,438,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$433
Dividends	$9,333
Sales of Assets	$0
Other Income	-$397,094

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,196	86.7%
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	$2,438,342
Total Liabilities	$1
Net Assets	$2,438,341

Compensation

Key Employees and Officers	Compensation	Other
Bernard Bernstein (Trustee)	$0	$0
Dean Solomon (Trustee)	$0	$0
Joan Bernard (Trustee)	$0	$0

990-PF

Filed on June 15, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2018

Revenue

-$451,162

Expenses

$43,800

Net Income

-$494,962

Net Assets

$2,904,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$383
Dividends	$6,075
Sales of Assets	$0
Other Income	-$457,620

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,575	76.7%
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	$2,904,298
Total Liabilities	$0
Net Assets	$2,904,298

Compensation

Key Employees and Officers	Compensation	Other
Bernard Bernstein (Trustee)	$0	$0
Dean Solomon (Trustee)	$0	$0
Joan Bernard (Trustee)	$0	$0

990-PF

Filed on June 17, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2017

Revenue

$69,808

Expenses

$20,845

Net Income

$48,963

Net Assets

$3,399,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$5,859	8.4%
Sales of Assets	$0
Other Income	$63,945	91.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,219	63.4%
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	$3,399,260
Total Liabilities	$0
Net Assets	$3,399,260

Compensation

Key Employees and Officers	Compensation	Other
Bernard Bernstein (Trustee)	$0	$0
Dean Solomon (Trustee)	$0	$0
Joan Bernard (Trustee)	$0	$0

990-PF

Filed on June 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2016

Revenue

$29,225

Expenses

$51,082

Net Income

-$21,857

Net Assets

$3,350,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$16,135	55.2%
Sales of Assets	$0
Other Income	$13,085	44.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,358	84.9%
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	$3,350,297
Total Liabilities	$0
Net Assets	$3,350,297

Compensation

Key Employees and Officers	Compensation	Other
Bernard Bernstein (Trustee)	$0	$0
Dean Solomon (Trustee)	$0	$0
Joan Bernard (Trustee)	$0	$0

990-PF

Filed on June 16, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2015

Revenue

-$101,495

Expenses

$67,333

Net Income

-$168,828

Net Assets

$3,372,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7
Dividends	$18,474
Sales of Assets	$0
Other Income	-$119,976

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,871	87.4%
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	$3,372,154
Total Liabilities	$0
Net Assets	$3,372,154

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending July
2014

Revenue

-$75,370

Expenses

$53,022

Net Income

-$128,392

Net Assets

$3,540,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,523
Dividends	$25,987
Sales of Assets	$33,425
Other Income	-$141,305

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,717	88.1%
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	$3,540,982
Total Liabilities	$0
Net Assets	$3,540,982

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending July
2013

Revenue

-$17,823

Expenses

$67,867

Net Income

-$85,690

Net Assets

$3,669,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22
Dividends	$23,346
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,200	63.7%
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	$3,675,874
Total Liabilities	$6,500
Net Assets	$3,669,374

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending July
2012

Revenue

-$132,263

Expenses

$148,118

Net Income

-$280,381

Net Assets

$3,755,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$227
Dividends	$51,314
Sales of Assets	$0
Other Income	-$94,114

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,603	90.2%
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	$3,755,064
Total Liabilities	$0
Net Assets	$3,755,064

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending July
2011

Revenue

$285,010

Expenses

$143,527

Net Income

$141,483

Net Assets

$4,035,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$825	0.3%
Dividends	$51,778	18.2%
Sales of Assets	$30,740	10.8%
Other Income	$201,667	70.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,216	89.3%
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	$4,035,445
Total Liabilities	$0
Net Assets	$4,035,445

990-PF

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

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

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

PDF

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What Is This Data?

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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.

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Bernard A & Rebecca S Bernard Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $31.3k (2024)

Expenses $56.5k (2024)

Total Assets $2.58M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending July 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2009

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2008

Revenue

$31.3k (2024)

Expenses

$56.5k (2024)

Total Assets

$2.58M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001

Fiscal Year Ending July
1999