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ISAAC W. BERNHEIM FOUNDATION

Company Details

Name: ISAAC W. BERNHEIM FOUNDATION
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 14 May 1929 (96 years ago)
Organization Date: 14 May 1929 (96 years ago)
Last Annual Report: 06 Jun 2024 (a year ago)
Organization Number: 0003867
Industry: Forestry
Number of Employees: Medium (20-99)
ZIP code: 40110
City: Clermont
Primary County: Bullitt County
Principal Office: 1703 Clermont Road, Highway 245, PO Box 130, Clermont, KY 40110
Place of Formation: KENTUCKY

President

Name Role
Kathy Knotts President

Treasurer

Name Role
Peter Resnik Treasurer

Director

Name Role
ANDREW KIRKPATRICK Director
Mark K Wourms Director
GEORGE S. HILLS Director
Kath Knotts Director
ROBERT WILSON Director
Rebecca A Brady Director

Registered Agent

Name Role
FBT LLC Registered Agent

Vice President

Name Role
Martha Slaughter Vice President

Incorporator

Name Role
ANDREW KIRKPATRICK Incorporator
ROBERT WILSON Incorporator
GEORGE S. HILLS Incorporator

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

Unique Entity ID:
ULAYUCE41AN1
CAGE Code:
73FT4
UEI Expiration Date:
2024-09-19

Business Information

Doing Business As:
BERNHEIM ARBORETUM AND RESEARCH FOREST
Division Name:
ISAAC W BERNHEIM FOUNDATION
Activation Date:
2023-09-28
Initial Registration Date:
2014-04-07

Form 5500 Series

Employer Identification Number (EIN):
610444651
Plan Year:
2023
Number Of Participants:
85
Sponsors DBA Name:
BERNHEIM ARBORETUM & RESEARCH FOREST
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
79
Sponsors DBA Name:
BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan Year:
2021
Number Of Participants:
72
Sponsors DBA Name:
BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan Year:
2020
Number Of Participants:
70
Sponsors DBA Name:
BERNHEIM ARBORETUM AND RESEARCH FOREST
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
67
Sponsors DBA Name:
BERNHEIM ARBORETUM AND RESEARCH FOREST
Sponsors Telephone Number:

Assumed Names

Name Status Expiration Date
BERNHEIM FOREST Active 2029-09-19
BERNHEIM Active 2029-09-19
BERNHEIM FOREST & ARBORETUM Active 2029-09-19
BERNHEIM FOREST & AROBORETUM Inactive 2029-09-19
BERNHEIM ARBORETUM AND RESEARCH FOREST Inactive 2023-11-24

Filings

Name File Date
Certificate of Assumed Name 2024-09-19
Certificate of Assumed Name 2024-09-19
Certificate of Assumed Name 2024-09-19
Certificate of Assumed Name 2024-09-19
Certificate of Withdrawal of Assumed Name 2024-09-19

USAspending Awards / Financial Assistance

Date:
2021-01-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
412800.00
Total Face Value Of Loan:
412800.00
Date:
2020-04-07
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
487500.00
Total Face Value Of Loan:
487500.00
Date:
2019-05-13
Awarding Agency Name:
Department of Agriculture
Transaction Description:
ENVIRON QUALITY INITIATIVE PGM
Obligated Amount:
-5.68
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2014-07-11
Awarding Agency Name:
Department of Agriculture
Transaction Description:
ENVIRON QUALITY INITIATIVE PGM
Obligated Amount:
149613.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
85042765
Mark:
CONNECT AT BERNHEIM
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2010-05-19
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CONNECT AT BERNHEIM

Goods And Services

For:
Entertainment and educational services in the nature of community festivals featuring art exhibitions, live musical performances, educational speakers, public discussions and educational demonstrations in the fields of art, music, science, nature and sustainability and the interconnection of the for...
First Use:
2009-09-12
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
77912928
Mark:
TREEGENERATION
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2010-01-15
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TREEGENERATION

Goods And Services

For:
Entertainment services, namely, arranging and conducting special events and contests to promote and foster conservation, ecology and sustainability
First Use:
2009-10-29
International Classes:
041 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
77577903
Mark:
BERNHEIM SELECT
Status:
The registration has been renewed.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2008-09-24
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BERNHEIM SELECT

Goods And Services

For:
Printed materials, namely, newsletters, printed informational cards in the field of live plants, trees, shrubs and perennial selection
First Use:
2006-08-08
International Classes:
016 - Primary Class
Class Status:
ACTIVE
For:
Providing agricultural information about live plants, trees, shrubs and perennials suitable or recommended for certain climates and environments via the Internet to aid in the selection of the aforesaid by the consumer
First Use:
2008-08-20
International Classes:
044 - Primary Class
Class Status:
ACTIVE
Serial Number:
77577891
Mark:
BERNHEIM SELECT
Status:
The registration has been renewed.
Mark Type:
Trademark
Application Filing Date:
2008-09-24
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BERNHEIM SELECT

Goods And Services

For:
Live plants, namely, trees, shrubs and perennials
First Use:
2008-05-12
International Classes:
031 - Primary Class
Class Status:
ACTIVE
Serial Number:
75738328
Mark:
BERNHEIM FOREST
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
1999-06-28
Mark Drawing Type:
1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Literal Elements:
BERNHEIM FOREST

Goods And Services

For:
Entertainment services in the nature of an arboretum, a wild life sanctuary and an environmental educational center; educational services, namely conducting workshops, lectures and seminars in the field of environmental, horticultural, artistic and cultural matters; educational research in the field...
First Use:
1940-01-01
International Classes:
041 - Primary Class
Class Status:
SECTION 8 - CANCELLED

OSHA's Inspections within Industry

Inspection Summary

Date:
1984-08-28
Type:
Complaint
Address:
STATE HIGHWAY 245, CLERMONT, KY, 40110
Safety Health:
Health
Scope:
Partial

Paycheck Protection Program

Date Approved:
2020-04-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
487500
Current Approval Amount:
487500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
490825.68
Date Approved:
2021-01-23
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
412800
Current Approval Amount:
412800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
415276.8

Sources: Kentucky Secretary of State