Civic Intelligence

Isaac Bernheim Trust

990 • Fiscal year 2010 • EIN 61-0514702

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 10, 2011

Organization ProfileN/A
C/O Pnc Bank 620 Liberty Avenue No10 FL15222-2705
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2010 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets3rd percentile

Assets

$21,049,361

No earlier filing loaded for comparison.

Net Assets

$21,049,361

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,577,307

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2010: $21,049,361Liabilities 2010: $0Net Assets 2010: $21,049,3612010Assets 2011: $21,164,177Liabilities 2011: $0Net Assets 2011: $21,164,1772011Assets 2012: $19,507,012Liabilities 2012: $0Net Assets 2012: $19,507,0122012Assets 2013: $19,015,508Liabilities 2013: $0Net Assets 2013: $19,015,5082013Assets 2014: $18,647,561Liabilities 2014: $0Net Assets 2014: $18,647,5612014Assets 2015: $18,668,256Liabilities 2015: $0Net Assets 2015: $18,668,2562015Assets 2016: $18,226,582Liabilities 2016: $0Net Assets 2016: $18,226,5822016Assets 2017: $19,497,094Liabilities 2017: $0Net Assets 2017: $19,497,0942017Assets 2022: $21,030,575Liabilities 2022: $0Net Assets 2022: $21,030,5752022Assets 2023: $19,888,032Liabilities 2023: $0Net Assets 2023: $19,888,0322023Assets 2024: $21,602,836Liabilities 2024: $0Net Assets 2024: $21,602,8362024

Highlighted filing

2010

Assets$21,049,361
Liabilities$0
Net Assets$21,049,361
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,577,3072010Revenue 2011: $1,085,899Expenses 2011: $965,199Net Income 2011: $120,7002011Expenses 2012: $1,558,1732012Revenue 2013: $1,055,702Expenses 2013: $1,547,206Net Income 2013: -$491,5042013Revenue 2014: $1,311,222Expenses 2014: $1,622,049Net Income 2014: -$310,8272014Revenue 2015: $1,932,793Expenses 2015: $1,728,412Net Income 2015: $204,3812015Revenue 2016: $1,565,907Expenses 2016: $1,722,082Net Income 2016: -$156,1752016Revenue 2017: $3,402,916Expenses 2017: $1,776,110Net Income 2017: $1,626,8062017Revenue 2022: $1,672,690Expenses 2022: $2,387,144Net Income 2022: -$714,4542022Revenue 2023: $1,417,630Expenses 2023: $2,533,162Net Income 2023: -$1,115,5322023Revenue 2024: $4,348,074Expenses 2024: $2,667,119Net Income 2024: $1,680,9552024

Highlighted filing

2010

Revenue-
Expenses$1,577,307
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 10, 2011
Return Version
2010v3.4
Gross Receipts
$5,624,079
Mission and Program Overview

Mission

A supporting organization to the issac bernheim foundation whose mission is to connect people with nature through land conservation, education, ecological research and sustainable landscapes.

Filing and Contact Details

Filer

EIN
61-0514702
Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0CANCEL TEMPORARY SALE LIABILITY RELATED TO EMPEROR GREATER CHINA FUND -834,196.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XI, LINE 8 - OTHER ADJUSTMENTS:
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IRS990ScheduleD/OtherSecurities/BookValue3469011
IRS990ScheduleD/OtherSecurities/Description0KINDER MORGAN ENERGY PARTNERS
IRS990ScheduleD/OtherSecurities/Description1ENBRIDGE ENERGY PARTNERS L.P.
IRS990ScheduleD/OtherSecurities/Description2BREITBURN ENERGY PARTNERS LP
IRS990ScheduleD/OtherSecurities/Description3COPANO ENERGY LLC COM UNITS
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: ISAAC BERNHEIM FOUNDATION IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO PROVIDE FINANCIAL SUPPORT TO THE BERNHEIM FOUNDATION
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IRS990ScheduleL/AmountOfTaxImposed018750
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IRS990ScheduleL/DQPTable/DescriptionOfTransaction0PAID COMPENSATION TO BURNHAM ASSET MANAGEMENT, WHICH IS A CORPORATION SUBSTANTIALLY OWNED (MORE THAN 35%) BY THE GREAT GRANDSON AND GREAT GREAT GRANDCHILDREN OF THE SETTLOR, ISAAC W BERNHEIM.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUST BECAME AWARE IN NOVEMBER 2010 THAT THE AMENDMENTS TO INTERNAL REVENUE CODE SECTION 4958 MADE BY THE PENSION PROTECTION ACT OF 2006 RESULT IN THE ARRANGEMENTS BETWEEN THE TRUST AND ITS INVESTMENT MANAGER, BURNHAM SECURITIES INC./BURNHAM ASSET MANAGEMENT ("BSI/BAM") BEING AUTOMATIC EXCESS BENEFIT TRANSACTIONS, DESPITE THE INHERENT FAIRNESS OF THE ARRANGEMENTS AND CONSIDERABLE BENEFIT THAT THEY AFFORD THE TRUST -- BSI/BAM HAS PROVIDED SERVICES TO THE TRUST AT SUBSTANTIALLY BELOW-MARKET RATES THROUGHOUT THE RELATIONSHIP. THE TRUST AND ITS MANAGEMENT WERE ENTIRELY UNAWARE OF THESE CHANGES TO THE LAW AND THE IMPACT THEY HAD ON THE TRUST AND ITS RELATIONSHIP WITH BSI/BAM. THE TRUST DOES NOT NOW PAY FEES TO BSI/BAM IN EXCHANGE FOR THE SERVICES.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUST DOES NOT NOW PAY FEES TO BSI/BAM IN EXCHANGE FOR SERVICES.
IRS990ScheduleO/GeneralExplanation/Explanation2JON BURNHAM IS THE FATHER TO DEBRA HYMAN, WHO ARE BOTH CO-TRUSTEES OF THE TRUST. JON BURNHAM AND DEBRA HYMAN ALSO OWN MORE THAN 35% OF BURNHAM ASSET MANAGEMENT, WHO IS THE INVESTMENT COMPANY FOR THE TRUST.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ISAAC W BERNHEIM TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ISAAC W BERNHEIM TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/GeneralExplanation/Explanation5PNC BANK AS CO-TRUSTEE OF THE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY AND IS PROVIDED TO THE OTHER CO-TRUSTEES BEFORE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation6THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN "INTERESTED PERSON" UNDER THE POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation7FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG.
IRS990ScheduleO/GeneralExplanation/Explanation8FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation9CANCEL TEMPORARY SALE LIABILITY RELATED TO EMPEROR GREATER CHINA FUND -834,196. TOTAL TO FORM 990, PART XI, LINE 5: -834,196.
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IRS990ScheduleO/GeneralExplanation/Identifier1INADVERTENT AUTOMATIC EXCESS BENEFIT TRANSACTION -- CORRECTIVE ACTION
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IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/Identifier5FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier6CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART IV, LINE 25A AND FORM 990, SCHEDULE L
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 5:
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode015222
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10PNC BANK NA TRUSTEE
IRS990/TheBooksAreInCareOf/TelephoneNumber04127685892
IRS990/TotalAssets/BOY023480138
IRS990/TotalAssetsBOY023480138
IRS990/TotalAssets/EOY021049361
IRS990/TotalAssetsEOY021049361
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear01577307
IRS990/TotalExpensesPriorYear01614109
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0127791
IRS990/TotalFunctionalExpenses/ProgramServices01449516
IRS990/TotalFunctionalExpenses/Total01577307
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY023480138
IRS990/TotalLiabNetAssetsFundBalances/EOY021049361
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY023480138
IRS990/TotalNetAssetsFundBalances/EOY021049361
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue092330
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense01449516
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg028158
IRS990/TotalRevenueCurrentYear0-19274
IRS990/TotalRevenue/ExclusionAmount0-19274
IRS990/TotalRevenuePriorYear01818862
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0-19274
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/WrittenPolicyOrProcedure00
IRS990/YearFormation01956
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0610514702
ReturnHeader/Filer/Name/BusinessNameLine10ISAAC BERNHEIM TRUST
ReturnHeader/Filer/NameControl0BERN
ReturnHeader/Filer/Phone04127685892
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02011-11-10
ReturnHeader/Officer/Name0JOHN W ALRUTZ
ReturnHeader/Officer/Phone04127685892
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,049,361
Liabilities
$0
Net assets
$21,049,361
Revenue
-
Expenses
$1,577,307
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$4.35$2.67$1.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$0.00$19.9$1.42$2.53$1.12
2022Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$1.67$2.39$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$3.40$1.78$1.63
2016Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.57$1.72$0.16
2015Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.93$1.73$0.20
2014Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.31$1.62$0.31
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$1.06$1.55$0.49
2012Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.56
2011Summary only. Only limited summary data is available for this year.$21.2$0.00$21.2$1.09$0.97$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$0.00$21.0$1.58