Isaac W Bernheim Trust
- Assets
- $18.2m
- Revenue
- $1.6m
- Investments
- $13.5m
- Employees
- 0
- Location
- Pittsburgh, PA
- Founding
- 02/1956
- Data as of
- 12/2016
- EIN
- 61-0514702
Organization Overview
Isaac W Bernheim Trust is located in Pittsburgh, PA. The organization was established in 1956. According to its NTEE Classification (C11) the organization is classified as: Single Organization Support, under the broad grouping of Environment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Isaac W Bernheim Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2016, Isaac W Bernheim Trust generated $1.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 2 years, the organization has seen revenues fall by an average of (10.0%) each year. All expenses for the organization totaled $1.7m during the year ending 12/2016. As we would expect to see with falling revenues, expenses have declined by (0.2%) per year over the past 2 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Pnc Bank Na Co-Trustee | 6 | $28,894 | |
Marshall P Eldred Jr Co-Trustee | 1 | $0 | |
Jon M Burnham Co-Trustee | 1 | $0 | |
Debra B Hyman Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $574,077 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $827,604 |
| Capital Gain Net Income | $827,604 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $164,226 |
| Total Revenue | $1,565,907 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $28,894 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $18,540 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $450 |
| Total operating and administrative expenses | $122,888 |
| Contributions, gifts, grants paid | $1,599,194 |
| Total expenses and disbursements | $1,722,082 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,183,655 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $3 |
| Investments—mortgage loans | $0 |
| Investments—other | $75,740 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,506,237 |
| Total assets | $18,226,582 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
National Marine Sanctuary Foundation Silver Spring, MD | $12,239,682 | $12,012,761 |
Riverside Park Conservancy Inc New York, NY | $11,373,583 | $9,288,014 |
Friends Of The Conservatory Columbus, OH | $5,891,502 | $1,655,692 |
Hudson Highlands Fjord Trail Inc Poughkeepsie, NY | $51,752,630 | $44,608,311 |
Foundation For Pennsylvaniawatersheds Johnstown, PA | $2,712,127 | $3,307,572 |
Friends Of Rye Nature Center Inc Rye, NY | $2,439,536 | $2,200,140 |
Planting Fields Foundation Oyster Bay, NY | $28,898,888 | $1,054,105 |
Isaac W Bernheim Trust Pittsburgh, PA | $18,226,582 | $1,565,907 |
Sustainable Pittsburgh Pittsburgh, PA | $1,722,770 | $1,252,857 |
Jenkins Arboretum & Gardens Devon, PA | $25,174,273 | $1,391,960 |
Friends Of Aullwood Inc Dayton, OH | $4,192,193 | $1,426,376 |
Kew Foundation America BOTANIC GARDENS KEW Wilmington, DE | $0 | $0 |