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ISAAC W. BERNHEIM FOUNDATION

Company Details

Name: ISAAC W. BERNHEIM FOUNDATION
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 14 May 1929 (96 years ago)
Organization Date: 14 May 1929 (96 years ago)
Organization Number: 0003867
Industry: Forestry
Number of Employees: Medium (20-99)
Primary County: Bullitt
Place of Formation: KENTUCKY
Last Annual Report: 06 Jun 2024 (5 months ago)
Principal Office: 1703 Clermont Road, Highway 245, PO Box 130, Clermont, KY 40110
Principal Office ZIP code: 40110

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
ULAYUCE41AN1 2024-09-19 2499 CLERMONT ROAD HWY 245, CLERMONT, KY, 40110, USA 2499 CLERMONT RD HWY 245, P O BOX 130, CLERMONT, KY, 40110, USA

Business Information
Doing Business As BERNHEIM ARBORETUM AND RESEARCH FOREST
URL www.bernheim.org
Division Name ISAAC W BERNHEIM FOUNDATION
Congressional District 02
State/Country of Incorporation KY, USA
Activation Date 2023-09-28
Initial Registration Date 2014-04-07
Entity Start Date 1929-05-10
Fiscal Year End Close Date Feb 28

Service Classifications
NAICS Codes 712130

Points of Contacts
Electronic Business
Title PRIMARY POC
Name KELSEY L. EILERS
Role GRANTS MANAGER
Address 2499 CLERMONT ROAD, CLERMONT, KY, 40110, USA
Title ALTERNATE POC
Name KELSEY L. EILERS
Role GRANTS MANAGER
Address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 40110, USA
Government Business
Title PRIMARY POC
Name ROY T PRICE
Role CONTROLLER
Address 2499 CLERMONT ROAD, CLERMONT, KY, 40110, USA
Title ALTERNATE POC
Name KELSEY L. EILERS
Role GRANTS MANAGER
Address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 40110, USA
Past Performance
Title PRIMARY POC
Name KELSEY L. EILERS
Role GRANTS MANAGER
Address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 40110, USA
Title ALTERNATE POC
Name KELSEY L. EILERS
Role GRANTS MANAGER
Address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 40110, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BERNHEIM ARBORETUM AND RESEARCH FOREST 2023 610444651 2024-04-04 ISAAC W BERNHEIM FOUNDATION 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Sponsor’s telephone number 5026482136
Plan sponsor’s DBA name BERNHEIM ARBORETUM & RESEARCH FOREST
Plan sponsor’s address 2499 CLERMONT ROAD, HWY 245, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2024-04-04
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2022 610444651 2023-06-07 ISAAC W BERNHEIM FOUNDATION 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan sponsor’s address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2023-06-07
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2021 610444651 2022-06-13 ISAAC W BERNHEIM FOUNDATION 72
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan sponsor’s address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2022-06-13
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2020 610444651 2021-06-11 ISAAC W BERNHEIM FOUNDATION 70
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Sponsor’s telephone number 5029558512
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan sponsor’s address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2021-06-11
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2019 610444651 2020-07-10 ISAAC W BERNHEIM FOUNDATION 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Sponsor’s telephone number 5029558512
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan sponsor’s address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2020-07-10
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2018 610444651 2019-07-05 ISAAC W BERNHEIM FOUNDATION 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Sponsor’s telephone number 5029558512
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan sponsor’s address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2019-07-05
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2017 610444651 2018-07-04 ISAAC W BERNHEIM FOUNDATION 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Sponsor’s telephone number 5029558512
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCHFOREST
Plan sponsor’s address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2018-07-04
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2016 610444651 2017-07-19 ISAAC W BERNHEIM FOUNDATION 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Sponsor’s telephone number 5029558512
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan sponsor’s address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2015 610444651 2016-07-24 ISAAC W BERNHEIM FOUNDATION 71
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Sponsor’s telephone number 5029558512
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan sponsor’s address 2499 CLERMONT ROAD, PO BOX 130, CLERMONT, KY, 401100130

Signature of
Role Plan administrator
Date 2016-07-24
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature
BERNHEIM ARBORETUM AND RESEARCH FOREST 2014 610444651 2015-05-10 ISAAC W BERNHEIM FOUNDATION 72
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 712100
Sponsor’s telephone number 5029558512
Plan sponsor’s DBA name BERNHEIM ARBORETUM AND RESEARCH FOREST
Plan sponsor’s address HIGHWAY 245, 2499 CLERMONT ROAD, CLERMONT, KY, 40110

Signature of
Role Plan administrator
Date 2015-05-10
Name of individual signing ROY PRICE
Valid signature Filed with authorized/valid electronic signature

Treasurer

Name Role
Peter Resnik Treasurer

Vice President

Name Role
Martha Slaughter Vice President

Director

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

Incorporator

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

Registered Agent

Name Role
FBT LLC Registered Agent

President

Name Role
Kathy Knotts President

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 Withdrawal 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
Annual Report 2024-06-06
Principal Office Address Change 2024-06-06
Annual Report 2023-05-01
Annual Report 2022-06-29

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Date of last update: 15 Nov 2024

Sources: Kentucky Secretary of State

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