The W & R Bernheimer Family Foundation

Organization Overview

The W & R Bernheimer Family Foundation is located in Waban, MA. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. W & R Bernheimer Family Foundation 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 12/2021, W & R Bernheimer Family Foundation generated $68.9k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 19.2% each year . All expenses for the organization totaled $52.8k during the year ending 12/2021. While expenses have increased by 7.7% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990PF Filing

TAX YEAR

2021

Describe the Organization's Program Activity:

Part 3 - Line 4a

NONE. ALL OF THE FOUNDATION'S ACTIVITIES WERE INDIRECT (NOT DIRECT) CHARITABLE ACTIVITIES ACCORDING TO REGULATION SECTION 53.4942 (B)-(1)(B)(1).


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Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $0
Interest on Savings $0
Dividends & Interest $36,372
Net Rental Income$0
Net Gain on Sale of Assets $32,481
Capital Gain Net Income $32,481
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $0
Total Revenue $68,853

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