CAROL LAVIN BERNICK FAMILY FOUNDATION

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Cite this

Plain text CAROL LAVIN BERNICK FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/carol-lavin-bernick-family-foundation-364134174. Retrieved 2026-11-05.

APA furp.org. (n.d.). CAROL LAVIN BERNICK FAMILY FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 5, 2026, from https://furp.org/org/carol-lavin-bernick-family-foundation-364134174

MLA “CAROL LAVIN BERNICK FAMILY FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/carol-lavin-bernick-family-foundation-364134174. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $1.7M · expenses $522K · assets $8.3M

Also known as
C/O POLISHED NICKEL CAPITAL MGMT
EIN
36-4134174
Address
ONE TOWER LANE STE 4450, OAKBROOK TERR, IL 60181-4671
NTEE code
T20Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
April 1998 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Carol Bernick PRESIDENT/TREASURER2011-2024 0 $0 reported 1
Craig Bernick DIRECTOR2013-2024 0 $0 reported 1
Peter Bernick DIRECTOR2013-2024 0 $0 reported 1
Elizabeth Bernick Huber VICE PRESIDENT/SECRETARY2013-2024 0 $0 reported 1

People by year

2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRESIDENT/TREASURER0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY0 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRESIDENT/TREASURER0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY0 $0-$0 $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRESIDENT/TREASURER0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY0 $0-$0 $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRESIDENT/TREASURER0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY0 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRESIDENT/TREASURER0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY0 $0-$0 $01
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRESIDENT/TREASURER0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY0 $0-$0 $01
2018 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK President/Treasurer0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECREtary0 $0-$0 $01
2017 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK President/Treasurer0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECREtary0 $0-$0 $01
2016 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRES/TREAS0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY/D0 $0-$0 $01
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRES/TREAS0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY/D0 $0-$0 $01
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRESIDENT/TREASURER/DIRECTOR0 $0-$0 $01
CRAIG BERNICK DIRECTOR0 $0-$0 $01
PETER BERNICK DIRECTOR0 $0-$0 $01
ELIZABETH BERNICK HUBER VICE PRESIDENT/SECRETARY/DIRECTOR0 $0-$0 $01
2012 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRES/TREAS0 $0-$0 $01
2011 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL BERNICK PRES/TREAS0 $0-$0 $01

Highest-paid independent contractors

2022 · 1 contractor · $54K
NameLocationServicePaid
MERRILL LYNCHCHICAGO, ILINVEST MGTMT FEES$53,517
2021 · 1 contractor · $64K
NameLocationServicePaid
MERRILL LYNCHCHICAGO, ILINVEST MGTMT FEES$63,578
2020 · 1 contractor · $54K
NameLocationServicePaid
MERRILL LYNCHCHICAGO, ILINVEST MGTMT FEES$53,959
2019 · 1 contractor · $53K
NameLocationServicePaid
MERRILL LYNCHCHICAGO, ILINVEST MGTMT FEES$53,112
2018 · 1 contractor · $53K
NameLocationServicePaid
MERRILL LYNCHCHICAGO, ILINVEST MGTMT FEES$53,176
2017 · 1 contractor · $51K
NameLocationServicePaid
MERRILL LYNCHCHICAGO, ILINVEST MGTMT FEES$51,458
2016 · 1 contractor · $51K
NameLocationServicePaid
MERRILL LYNCHCHICAGO, ILINVESTMENT EXPENSES$51,408

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 56 grants to organizations · $451K
2023 · 73 grants to organizations · $616K
2022 · 76 grants to organizations · $464K
2021 · 62 grants to organizations · $365K
2020 · 54 grants to organizations · $697K
2019 · 100 grants to organizations · $406K

Listed grants add up to $406,195; the return's “grants paid” expense line says $422,695. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 97 grants to organizations · $465K
2017 · 101 grants to organizations · $735K
2016 · 121 grants to organizations · $695K
2015 · 133 grants to organizations · $923K
2013 · 131 grants to organizations · $724K
2012 · 119 grants to organizations · $791K
2011 · 128 grants to organizations · $1.0M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,709,833$521,671 $8,284,549$8,284,549 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,292,401$679,479 $7,096,386$7,096,386 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$396,466$539,761 $6,483,464$6,483,464 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,177,484$449,733 $6,626,759$6,626,759 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$505,252$769,776 $5,899,008$5,899,008 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$358,518$499,470 $6,163,532$6,163,532 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$370,814$525,355 $6,304,484$6,304,484 $3,000- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$511,493$806,398 $6,460,025$6,460,025 $0- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$324,783$755,933 $6,754,930$6,754,930 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$443,457$978,988 $6,744,266$6,744,266 -- $0--
2013 · Form 990PF period ending 2014-11-30 · view filing · original 990 ↗
$377,516$807,998 $7,478,413$7,478,413 -- $0--
2012 · Form 990PF period ending 2013-11-30 · view filing · original 990 ↗
$845,176$866,297 $7,908,895$7,908,895 -- $0--
2011 · Form 990PF period ending 2012-11-30 · view filing · original 990 ↗
$378,534$1,220,281 $7,930,016$7,930,016 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
KNIGHT FAMILY FOUNDATIONILT20 $1,898,595$1,348,563 SECRETARY / DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
KAUFMAN FAMILY FOUNDATIONILT20 $1,599,406$751,111 DIRECTOR, PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
TENGELSEN FAMILY FOUNDATIONILT20 $1,795,238$1,044,092 PRESIDENT/SECRETARY$30,000 Same NTEE code T20, revenue within 2x, same state
COLE-CRONE FAMILY FOUNDATION INCILT20 $1,650,506$1,789,237 SECRETARY/DIRECTOR$10,000 Same NTEE code T20, revenue within 2x, same state
RITZENTHALER FAMILY FOUNDATIONILT20 $1,766,889$2,590,188 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
OSCAR G & ELSA S MAYER FAMILY FOUNDATIONILT20 $1,787,711$855,525 DIRECTOR & TREASURER$0 Same NTEE code T20, revenue within 2x, same state
BACCA FOUNDATIONILT20 $1,710,827$2,057,519 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
LITANIA FOUNDATIONILT20 $1,529,321$127,712 DIRECTOR$23,143 Same NTEE code T20, revenue within 2x, same state
EDNA FOUNDATIONILT20 $1,565,750$413,032 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE@MARTHA AND JOSEPH SCHRODT FAMILY FOUNDATIONILT20 $1,592,772$751,082 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
125 FOUNDATION TRILT20 $1,606,915$507,177 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
WHEELER FOUNDATIONILT20 $1,595,820$1,955,354 EXECUTIVE DIRECTOR$6,900 Same NTEE code T20, revenue within 2x, same state
HAIKU FOUNDATION TRILT20 $1,527,328$67,144 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
FRANKLIN SQUARE FOUNDATIONILT20 $1,802,533$1,007,880 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
TRANSITIONS FOUNDATIONILT20 $1,658,865$128,535 PRESIDENT$237,966 Same NTEE code T20, revenue within 2x, same state
NIGHT OWL FOUNDATIONILT20 $1,610,785$1,387,600 DIR./PRES.$0 Same NTEE code T20, revenue within 2x, same state
SELFRELIANCE FOUNDATIONILT20 $1,856,099$1,120,920 Director$6,000 Same NTEE code T20, revenue within 2x, same state
RITA B KEEFE CHARITABLE FOUNDATION INCILT20 $1,768,984$775,193 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
EDNA AND FRED L MANDEL JR FOUNDATIONILT20 $1,591,432$1,369,550 DIRECTOR & SECRETARY$45,000 Same NTEE code T20, revenue within 2x, same state
RICHARD AND MARTHA MELMAN FOUNDATIONILT20 $1,859,513$393,859 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
THE VIRGINIA W KETTERING FOUNDATIONILT20 $1,868,480$1,600,368 TRUSTEE$161,247 Same NTEE code T20, revenue within 2x, same state
DAN & PAT JORNDT AMUNDSEN HIGH SCHOOL LEARNING FOUNDATION INCILT20 $1,520,018$712,633 PRESIDENT/TREASURER$40,000 Same NTEE code T20, revenue within 2x, same state
LIFEHOUSE RECOVERY ORGANIZATIONILT20 $1,895,657$2,059,512 EXECUTIVE DIRECTOR$142,344 Same NTEE code T20, revenue within 2x, same state
LIONS OF ILLINOIS ENDOWMENT FUNDILT20 $1,563,112$384,715 Executive Dir.$86,000 Same NTEE code T20, revenue within 2x, same state
MARY FROST ASHLEY CHARITABLE TRUSTILT20 $1,711,686$889,517 C0-TRUSTEE$88,757 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
QUAD CITIES GOLF CLASSIC CHARITABLE FOUNDATION DAF sponsor$829,3157 12018–2024 LIONS OF ILLINOIS ENDOWMENT FUND
COMMUNITY FOUNDATION OF THE QUINCY AREA DAF sponsor$62,4016 12014–2021 TRANSITIONS FOUNDATION
GREATER MIAMI JEWISH FEDERATION DAF sponsor$53,5003 12017–2022 FALIC FAMILY FOUNDATION
KATZ FAMILY FOUNDATION INC Private foundation$20,0002 12018–2022 FALIC FAMILY FOUNDATION
MICHAEL J AND KAREN B FREY FOUNDATION Private foundation$16,0001 12020–2020 FLAHERTY FAMILY FOUNDATION
JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY DAF sponsor$15,0001 12022–2022 RJS FAMILY FOUNDATION
MARCY & LEONA CHANIN FOUNDATION INC Private foundation$13,5001 12022–2022 FALIC FAMILY FOUNDATION
THE FOUNDATION FOR NORTH AMERICA WILD SHEEP DAF sponsor$11,0001 12024–2024 CABELA FAMILY FOUNDATION
ADES FAMILY FOUNDATION INC Private foundation$10,0001 12023–2023 FALIC FAMILY FOUNDATION
COLLIER COMMUNITY FOUNDATION INC DAF sponsor$8,0001 12021–2021 FLAHERTY FAMILY FOUNDATION
RUSSELL & RONALEE GALBUT FAMILYFOUNDATION Private foundation$3,6001 12023–2023 FALIC FAMILY FOUNDATION
THE MARK AND JANE WILF FAMILY FOUNDATION INC Private foundation$3,6002 12020–2020 FALIC FAMILY FOUNDATION
SOAR FOUNDATION Private foundation$3,0003 12021–2023 FLAHERTY FAMILY FOUNDATION
SRAGOWICZ FOUNDATION INC Private foundation$1,5002 12018–2023 FALIC FAMILY FOUNDATION
JOHN AND NANCY SYKES FOUNDATION INCORPORATED Private foundation$1,0002 12024–2025 HAWK FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $521,671 spent · pay $0 · grants $450,962 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $450,962 86.4%
Other expenses $33,641 6.4%
Taxes $17,080 3.3%
Fees: other professional $10,000 1.9%
Fees: legal $9,988 1.9%
Total$521,671100%

View the filing

2023 · Form 990PF · $679,479 spent · pay $0 · grants $615,950 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $615,950 90.7%
Other expenses $48,013 7.1%
Fees: other professional $8,000 1.2%
Taxes $6,905 1.0%
Fees: legal $611 0.1%
Total$679,479100%

View the filing

2022 · Form 990PF · $539,761 spent · pay $0 · grants $463,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $463,800 85.9%
Other expenses $53,517 9.9%
Taxes $11,775 2.2%
Fees: other professional $8,000 1.5%
Fees: legal $2,669 0.5%
Total$539,761100%

View the filing

2021 · Form 990PF · $449,733 spent · pay $0 · grants $365,275 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $365,275 81.2%
Other expenses $63,623 14.1%
Taxes $11,905 2.6%
Fees: other professional $7,500 1.7%
Fees: legal $1,430 0.3%
Total$449,733100%

View the filing

2020 · Form 990PF · $769,776 spent · pay $0 · grants $699,255 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $699,255 90.8%
Other expenses $53,959 7.0%
Taxes $9,547 1.2%
Fees: other professional $7,015 0.9%
Total$769,776100%

View the filing

2019 · Form 990PF · $499,470 spent · pay $0 · grants $422,695 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $422,695 84.6%
Other expenses $53,152 10.6%
Taxes $11,523 2.3%
Fees: other professional $6,900 1.4%
Fees: accounting $5,000 1.0%
Fees: legal $200 0.0%
Total$499,470100%

View the filing

2018 · Form 990PF · $525,355 spent · pay $0 · grants $464,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $464,750 88.5%
Other expenses $53,216 10.1%
Taxes $7,241 1.4%
Fees: legal $148 0.0%
Total$525,355100%

View the filing

2017 · Form 990PF · $806,398 spent · pay $0 · grants $737,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $737,800 91.5%
Fees: other professional $51,473 6.4%
Taxes $12,457 1.5%
Fees: accounting $4,500 0.6%
Fees: legal $143 0.0%
Other expenses $25 0.0%
Total$806,398100%

View the filing

2016 · Form 990PF · $755,933 spent · pay $0 · grants $694,170 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $694,170 91.8%
Other expenses $51,598 6.8%
Fees: other professional $7,625 1.0%
Taxes $2,540 0.3%
Total$755,933100%

View the filing

2015 · Form 990PF · $978,988 spent · pay $0 · grants $923,450 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $923,450 94.3%
Other expenses $45,459 4.6%
Fees: other professional $7,180 0.7%
Taxes $2,899 0.3%
Total$978,988100%

View the filing

2013 · Form 990PF · $807,998 spent · pay $0 · grants $723,550 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $723,550 89.5%
Other expenses $64,577 8.0%
Taxes $16,121 2.0%
Fees: other professional $3,750 0.5%
Total$807,998100%

View the filing

2012 · Form 990PF · $866,297 spent · pay $0 · grants $790,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $790,600 91.3%
Other expenses $56,527 6.5%
Taxes $13,281 1.5%
Fees: other professional $5,889 0.7%
Total$866,297100%

View the filing

2011 · Form 990PF · $1,220,281 spent · pay $0 · grants $1,045,172 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,045,172 85.7%
Taxes $116,075 9.5%
Other expenses $48,609 4.0%
Fees: other professional $10,425 0.9%
Total$1,220,281100%

View the filing

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