Bernard Family Foundation

990PF • Fiscal year 2011 • EIN 20-3850421

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 07, 2012

Organization Profile

Post Office Box 64720738

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,850,538

Flat from 2011

Net Assets

$3,850,538

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$225,903

Flat from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$3,850,538

Liabilities$0

Net Assets$3,850,538

Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$225,903

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Mar 7, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
CATHY S BERNARD	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SIGNATURE THEATRE	GENERAL OPERATING	PUBLIC CHARITY	ARLINGTON, VA, US	$65,000
Paid Grant	HIGH POINT UNIVERSITY	GENERAL OPERATING	PUBLIC CHARITY	HIGH POINT, NC, US	$35,000
Paid Grant	IMAGINATION STAGE	GENERAL OPERATING	PUBLIC CHARITY	BETHESDA, MD, US	$35,000
Paid Grant	UNITED JEWISH FEDERATION OF GREATER WASHINGTON	GENERAL OPERATING	PUBLIC CHARITY	ROCKVILLE, MD, US	$10,000
Paid Grant	THE COMMUNITY FOUNDATION	GENERAL OPERATIONS	PUBLIC CHARITY	SILVER SPRING, MD, US	$6,000
Paid Grant	JEWISH COUNCIL FOR THE AGING	GENERAL OPERATING	PUBLIC CHARITY	ROCKVILLE, MD, US	$5,000
Paid Grant	MAKE A WISH FOUNDATION	GENERAL OPERATING	PUBLIC CHARITY	BETHESDA, MD, US	$5,000
Paid Grant	ROUND HOUSE THEATRE	GENERAL OPERATING	PUBLIC CHARITY	BETHESDA, MD, US	$5,000
Paid Grant	THE CHILDREN'S INN AT NIH	GENERAL OPERATING	HOSPITAL	BETHESDA, MD, US	$5,000
Paid Grant	SHALOM EDUCATION CENTER	EDUCTION	SCHOOL	ROCKVILLE, MD, US	$5,000
Paid Grant	MEMORIAL SLOAN KETTERING CANCER CENTER	GENERAL OPERATING	HOSPITAL	NEW YORK, NY, US	$3,000
Paid Grant	MOBIL MEDICAL CARE INC	GENERAL OPERATING	PUBLIC CHARITY	BETHESDA, MD, US	$3,000
Paid Grant	MUHLENBERG COLLEGE	GENERAL OPERATING	SCHOOL	ALLENTOWN, PA, US	$3,000
Paid Grant	LAVINIA ENGLE SCHOLARSHIP FUND	SCHOLARSHIP	SCHOOL	BETHESDA, MD, US	$2,500
Paid Grant	GEORGE WASHINGTON UNIVERSITY	EDUCATION	SCHOOL	WASHINGTON, DC, US	$2,500
Paid Grant	AMERICAN KIDNEY FUND	GENERAL OPERATING	PUBLIC CHARITY	ROCKVILLE, MD, US	$2,000
Paid Grant	UNIVERSITY OF MIAMI	EDUCATION	SCHOOL	CORAL GABLES, FL, US	$2,000
Paid Grant	JEWISH FOUNDATION FOR GROUP HOMES	GENERAL OPERATIONS	PUBLIC CHARITY	ROCKVILLE, MD, US	$1,500
Paid Grant	SUSAN G KOMEN FOR THE CURE	GENERAL OPERATIONS	PUBLIC CHARITY	DALLAS, TX, US	$1,500
Paid Grant	PARTNERSHIP FOR JEWISH LIFE AND LEARING	GENERAL OPERATIONS	PUBLIC CHARITY	ROCKVILLE, MD, US	$1,000
Paid Grant	JEWISH WOMEN INTERNATIONAL	GENERAL OPERATIONS	PUBLIC CHARITY	WASHINGTON, DC, US	$1,000
Paid Grant	WOUNDED WARRIOR PROJECT	GENERAL OPERATIONS	PUBLIC CHARITY	JACKSONVILLE, FL, US	$1,000
Paid Grant	SAINT JUDES CHILDREN'S RESEARCH HOSPITAL	GENERAL OPERATIONS	PUBLIC CHARITY	MEMPHIS, TN, US	$1,000
Paid Grant	THE DAVIDSON SCHOLARSHIP FUND	SCHOLARSHIP	PUBLIC CHARITY	ROCKVILLE, MD, US	$1,000
Paid Grant	AMERICAN JEWISH COMMITTEE	GENERAL OPERATIONS	PUBLIC CHARITY	WASHINGTON, DC, US	$1,000

Filing and Contact Details

Filer

EIN: 20-3850421

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	RIVERDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	MD
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.051623
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	3195106
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	3102054
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	2455666
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	2053665
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	211476
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	170550
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	163512
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	146915
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	106017
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.275972
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	203000
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	203000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	203000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,850,538
Liabilities: $0
Net assets: $3,850,538
Revenue: -
Expenses: $225,903
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.21	$0.00	$4.21	$0.34	$0.85	$0.51
2023Summary only. Only limited summary data is available for this year.	$4.72	$0.00		$0.16	$0.33	$0.17
2022Detailed filing. Detailed filing data is available for this year.	$4.88	$0.00	$4.88	$0.06	$0.41	$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.23	$0.00	$5.23	$0.60	$0.46	$0.14
2020Detailed filing. Detailed filing data is available for this year.	$5.04	$0.00	$5.04	$0.11	$0.47	$0.37
2019Detailed filing. Detailed filing data is available for this year.	$5.46	$0.00	$5.46	$0.02	$0.36	$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.65	$0.00	$5.65	$0.22	$0.35	$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.25	$0.00	$5.25	$1.04	$0.31	$0.73
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.07	$0.00	$5.07	$0.62	$0.27	$0.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.74	$0.00	$4.74	$1.28	$0.27	$1.01
2014Detailed filing. Detailed filing data is available for this year.	$4.12	$0.00	$4.12	$0.30	$0.27	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$4.02	$0.00	$4.02	$0.24	$0.23	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$4.02	$0.00	$4.02		$0.22
2011Detailed filing. Detailed filing data is available for this year.	$3.85	$0.00	$3.85		$0.23
2011Summary only. Only limited summary data is available for this year.	$3.85	$0.00		$0.19	$0.23	$0.04
2010Summary only. Only limited summary data is available for this year.	$4.05	$0.00		$0.25	$0.23	$0.02