Bernard Memorial Fund Trust 60713 Nect

  • Dallas, TX
  • Tax-exempt since Dec. 1970
  • EIN: 52-6029947

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,981
Expenses
$30,308
Net Income
$11,673
Net Assets
$403,243
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,659
27.8%
Sales of Assets $30,322
72.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,387
80.5%
Compensation of Officers* $7,329
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $403,243
Total Liabilities $0
Net Assets $403,243
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,329 $0

Document Links

990-PF
Filed on March 20, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,011
Expenses
$22,516
Net Income
-$9,505
Net Assets
$392,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,281
79.0%
Sales of Assets $1,576
12.1%
Other Income $1,154
8.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,311
76.9%
Compensation of Officers* $6,527
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $392,000
Total Liabilities $0
Net Assets $392,000
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,527 $0

Document Links

990-PF
Filed on April 16, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$9,126
Expenses
$31,055
Net Income
-$40,181
Net Assets
$401,644
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,121
Sales of Assets -$17,247
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,798
76.6%
Compensation of Officers* $6,367
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $401,644
Total Liabilities $0
Net Assets $401,644
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,367 $0

Document Links

990-PF
Filed on April 11, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$95,189
Expenses
$28,607
Net Income
$66,582
Net Assets
$441,782
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,791
9.2%
Sales of Assets $86,398
90.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,680
79.3%
Compensation of Officers* $7,096
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $441,782
Total Liabilities $0
Net Assets $441,782
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,096 $0

Document Links

990-PF
Filed on April 6, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,188
Expenses
$33,434
Net Income
-$4,246
Net Assets
$374,674
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,305
25.0%
Sales of Assets $21,883
75.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,388
84.9%
Compensation of Officers* $6,068
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $374,675
Total Liabilities $1
Net Assets $374,674
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $6,068 $0

Document Links

990-PF
Filed on April 22, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,162
Expenses
$21,093
Net Income
$3,069
Net Assets
$378,991
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,697
40.1%
Sales of Assets $14,465
59.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,094
76.3%
Compensation of Officers* $5,970
28.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $378,991
Total Liabilities $0
Net Assets $378,991

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,428
Expenses
$24,366
Net Income
-$9,938
Net Assets
$384,312
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,164
63.5%
Sales of Assets $4,910
34.0%
Other Income $354
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,431
83.9%
Compensation of Officers* $5,952
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $384,312
Total Liabilities $0
Net Assets $384,312

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,861
Expenses
$25,662
Net Income
-$13,801
Net Assets
$394,383
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,264
69.7%
Sales of Assets $3,597
30.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,606
80.3%
Compensation of Officers* $6,085
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $394,383
Total Liabilities $0
Net Assets $394,383

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,616
Expenses
$25,165
Net Income
$39,451
Net Assets
$400,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,410
13.0%
Sales of Assets $56,270
87.1%
Other Income -$64
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,426
85.1%
Compensation of Officers* $5,643
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $400,007
Total Liabilities $0
Net Assets $400,007

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,187
Expenses
$21,246
Net Income
-$11,059
Net Assets
$358,688
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,943
97.6%
Sales of Assets $119
1.2%
Other Income $125
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,423
86.7%
Compensation of Officers* $3,997
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $358,688
Total Liabilities $0
Net Assets $358,688

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,457
Expenses
$22,126
Net Income
-$1,669
Net Assets
$372,673
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,506
70.9%
Sales of Assets $5,951
29.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,793
89.5%
Compensation of Officers* $3,690
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $372,673
Total Liabilities $0
Net Assets $372,673

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated