Public nonprofit record
BERNAUER FAMILY CHARITABLE TRUST
EIN 36-6452735 · Private Independent Foundations (T22)
What they do
BERNAUER FAMILY CHARITABLE TRUST .
Money
Tax year 2025Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
Annual surplus
$103,999
Revenue was higher than expenses for this filing year.
Selected spending reported on the 990
Each amount is compared with total expenses separately. These categories can overlap, so they should not be added together as a pie chart.
Grants paid$409,701 · 494.1% of expenses
This source amount exceeds total expenses; compare the filing details carefully. Revenue$186,914
Expenses$82,915
Assets$1,456,708
Income$744,589
Grants given$409,701
Average grant$2,969
Stocks and bonds$1,454,287
Investing fees$15
People
Tax year 2025Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
See everyone listed on the board or leadership roster (2)
JACK BERNAUERTRUSTEE
TOM BARFIELDTRUSTEE
About this charity
- Recognized since
- January 1971
- Location
- 107 ESTATE DR, HENDERSONVILLE, NC 28739
- County
- Lake
- In care of
- Tom Barfield
- Primary officer
- Tom Barfield, Trustee
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990PF
- NTEE classification
- Private Independent Foundations (T22)
- IRS tax category
- Private Independent Foundations
- Grant-giving organization
- Yes