Isaac W Bernheim Trust

Isaac W Bernheim Trust is a charitable organization in Pittsburgh, Pennsylvania. Its tax id (EIN) is 61-0514702. It was granted tax-exempt status by IRS in July, 2023. For detailed information such as income and other financial data of Isaac W Bernheim Trust, refer to the following table.


Profile of Isaac W Bernheim Trust

Organization Name Isaac W Bernheim Trust
Tax Id (EIN)61-0514702
Address 116 Allegheny Center Mall P8yb3502l, Pittsburgh, PA 15212-5333
In Care of Name Pnc Bank
All tax-exempt organizations in zip code 15212
Tax PeriodAssetIncomeRevenue
December, 2013$19,015,508$5,833,838$0
December, 2015$18,668,256$4,355,730$0
December, 2016$18,226,582$5,484,301$0
December, 2017$19,497,094$10,271,354$0
December, 2018$20,614,170$10,523,356$0
December, 2019$20,788,858$4,198,552$0
December, 2022$21,030,575$4,983,594$0
December, 2023$19,888,032$4,481,331$1,417,630
IRS Exempt Status Ruling Date July, 2023
Exempt Status Unconditional Exemption
Deductibility Contributions are deductible
Tax Exempt Classification Environmental Quality, Protection and Beautification
Tax Exempt Activity Single Organization Support
NTEE CodeC11
Organization's purposes,
activities, & operations
Endowment fund or financial services
(note: this activity classification has been replaced by the Tax Exempt Classification shown above since 1995.)
Foundation Type 509(a)(3) Type III functionally integrated
Organization Type Trust
Organization Classification Charitable Organization
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 (all other) or 990EZ return
Private Foundation Filing Requirement No need to 990-PF return
Asset Range Reported on Form 990$10,000,000 to 49,999,999
Income Range Reported on Form 990$1,000,000 to 4,999,999
Accounting Period 12