The@Bertha & Harry Bailen Endowment Fund

Pittsburgh, PA
Tax-exempt since July 1998
EIN: 62-6328884

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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

$56.2k (2025)

Expenses

$76.4k (2025)

Total Assets

$983k (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 June
2025

Revenue

$56,166

Expenses

$76,362

Net Income

-$20,196

Net Assets

$983,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,362	55.8%
Sales of Assets	$24,804	44.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,662	80.7%
Compensation of Officers*	$17,230	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$983,099
Total Liabilities	$0
Net Assets	$983,099

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$17,230	$0

990-PF

Filed on Nov. 12, 2025

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

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Fiscal Year Ending June
2024

Revenue

$45,541

Expenses

$74,487

Net Income

-$28,946

Net Assets

$1,002,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,121	59.6%
Sales of Assets	$17,106	37.6%
Other Income	$1,314	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,455	82.5%
Compensation of Officers*	$16,008	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,002,920
Total Liabilities	$0
Net Assets	$1,002,920

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$16,008	$0

990-PF

Filed on Feb. 24, 2025

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2023

Revenue

-$45,297

Expenses

$78,331

Net Income

-$123,628

Net Assets

$1,032,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,934
Sales of Assets	-$71,231
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,933	86.7%
Compensation of Officers*	$15,187	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,032,368
Total Liabilities	$0
Net Assets	$1,032,368

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$15,187	$0

990-PF

Filed on Aug. 29, 2023

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

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Fiscal Year Ending June
2022

Revenue

$140,019

Expenses

$78,976

Net Income

$61,043

Net Assets

$1,155,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,007	20.7%
Sales of Assets	$111,012	79.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,877	85.9%
Compensation of Officers*	$17,848	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,155,748
Total Liabilities	$0
Net Assets	$1,155,748

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$17,848	$0

990-PF

Filed on Oct. 28, 2022

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

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PDF XML

Fiscal Year Ending June
2021

Revenue

$85,270

Expenses

$76,138

Net Income

$9,132

Net Assets

$1,093,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,197	26.0%
Sales of Assets	$62,042	72.8%
Other Income	$1,031	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,559	87.4%
Compensation of Officers*	$17,612	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,093,856
Total Liabilities	$1
Net Assets	$1,093,855

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$17,612	$0

990-PF

Filed on Oct. 25, 2021

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

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Fiscal Year Ending June
2020

Revenue

-$5,660

Expenses

$74,569

Net Income

-$80,229

Net Assets

$1,085,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,891
Sales of Assets	$0
Other Income	$4,604

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,835	88.3%
Compensation of Officers*	$16,015	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,085,611
Total Liabilities	$1
Net Assets	$1,085,610

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$16,015	$0

990-PF

Filed on Nov. 10, 2020

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

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XML

Fiscal Year Ending June
2019

Revenue

$153,185

Expenses

$86,262

Net Income

$66,923

Net Assets

$1,165,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,886	16.2%
Sales of Assets	$128,299	83.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,201	75.6%
Compensation of Officers*	$16,360	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,165,476
Total Liabilities	$0
Net Assets	$1,165,476

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$16,360	$0

990-PF

Filed on July 12, 2019

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

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Fiscal Year Ending June
2018

Revenue

$346,623

Expenses

$74,321

Net Income

$272,302

Net Assets

$1,098,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,457	6.5%
Sales of Assets	$324,094	93.5%
Other Income	$72	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,244	89.1%
Compensation of Officers*	$15,250	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	$1,098,551
Total Liabilities	$0
Net Assets	$1,098,551

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$15,250	$0

990-PF

Filed on Aug. 6, 2018

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

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PDF XML

Fiscal Year Ending June
2017

Revenue

$53,482

Expenses

$68,357

Net Income

-$14,875

Net Assets

$826,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,143	28.3%
Sales of Assets	$36,083	67.5%
Other Income	$2,256	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,813	90.4%
Compensation of Officers*	$11,810	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$826,252
Total Liabilities	$0
Net Assets	$826,252

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$11,810	$0

990-PF

Filed on July 26, 2017

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

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Fiscal Year Ending June
2016

Revenue

$54,450

Expenses

$68,238

Net Income

-$13,788

Net Assets

$842,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,439	28.4%
Sales of Assets	$39,011	71.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,134	91.1%
Compensation of Officers*	$9,495	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$842,108
Total Liabilities	$0
Net Assets	$842,108

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$9,495	$0

990-PF

Filed on July 7, 2016

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

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Fiscal Year Ending June
2015

Revenue

$72,740

Expenses

$64,415

Net Income

$8,325

Net Assets

$855,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,421	26.7%
Sales of Assets	$53,319	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,635	86.4%
Compensation of Officers*	$10,140	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$855,895
Total Liabilities	$0
Net Assets	$855,895

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$10,140	$0

990-PF

Filed on Oct. 30, 2015

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

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Fiscal Year Ending June
2014

Revenue

$153,852

Expenses

$58,565

Net Income

$95,287

Net Assets

$847,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,155	9.2%
Sales of Assets	$139,697	90.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,296	89.3%
Compensation of Officers*	$9,539	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$847,569
Total Liabilities	$0
Net Assets	$847,569

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$9,539	$0

990-PF

Filed on Nov. 5, 2014

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

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PDF XML

Fiscal Year Ending June
2013

Revenue

$40,712

Expenses

$58,911

Net Income

-$18,199

Net Assets

$752,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,777	46.1%
Sales of Assets	$21,935	53.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,080	90.1%
Compensation of Officers*	$8,604	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$752,282
Total Liabilities	$1
Net Assets	$752,281

990-PF

Filed on Nov. 14, 2013

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$43,049

Expenses

$59,045

Net Income

-$15,996

Net Assets

$770,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,449	33.6%
Sales of Assets	$28,600	66.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,639	90.8%
Compensation of Officers*	$8,192	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$770,481
Total Liabilities	$1
Net Assets	$770,480

990-PF

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

PDF

Fiscal Year Ending June
2011

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

990-PF

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

PDF

Fiscal Year Ending June
2010

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

990-PF

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

PDF

Fiscal Year Ending June
2009

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

990-PF

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

PDF

Fiscal Year Ending June
2008

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

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

990

Primary tax return for a nonprofit’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.

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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 »

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Updated March 23, 2026

The@Bertha & Harry Bailen Endowment Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $56.2k (2025)

Expenses $76.4k (2025)

Total Assets $983k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$56.2k (2025)

Expenses

$76.4k (2025)

Total Assets

$983k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002