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Bernheim Foundation Collection, 1929-1979

details | guide | text

Author

Dwayne Cox

Title

Bernheim Foundation Collection

Date

1929-1979

Repository

University Archives and Records CenterLouisville, Kentucky 40292

Conditions Governing Access note

Open to researchers

Preferred Citation Note

[Identification of item], Bernheim Foundation Collection, 1929-1979, University Archives and Records Center, University of Louisville, Louisville.

Extent

11.75 linear ft.

Biography/History

In 1929 Kentucky distiller and philanthropist I.W. Bernheim directed the creation of a foundation and a fund bearing his name. He intended for this corporation to oversee the development of an arboretum, natural forest, and nature center on a 14,000-acre tract in Bullitt and Nelson counties. This privately-financed development would be open to the public to strengthen its visitors' love of natural beauty.

Bernheim's specific plans for this project apparently originated during the early 1920s, as he reflected upon his life and family during long walks in the woods that surrounded his home. He envisioned the creation of a place where wildlife and forest would not be managed for production, but left basically unspoiled. Perhaps Bernheim had been influenced by the growing public concern for conservation of natural resources as America's frontier period came to an end. He undoubtedly believed that nature provided a tonic for the corrupting influences of society. Within the bounds of Bernheim's wooded legacy, discussion of religion and politics, the sale of merchandise, and racial and economic discrimination would be prohibited.

The founder's wonderful vision for the forest outran the funds available for its development. During their first decade, the trustees of the foundation devoted their primary attention to work on the wilderness aspects of Bernheim's dreams: the construction of fire lanes, building of access roads, and enforcement of game laws. Personnel problems, strained relations with the forest's neighbors, and confusion about the founder's goals and wishes impeded their progress. By the end of the 1930s, however, the trustees had sponsored several studies outlining the area's future development, gained a more realistic understanding of the task ahead of them, and made substantial improvements in the tract from a forester's viewpoint. Yet little had been done to develop the park-like provisions that Bernheim envisioned: an arboretum, recreational facilities, and a nature museum.

During the period after World War II, the development of Bernheim Forest came into better focus. Bernheim died in 1945 at age ninety-six, at which time his long-time personal secretary Robert Paul became executive director of the foundation. In 1950 Frank Bunce became the chief forester and provided solid leadership for many years thereafter. This period saw the regular opening of the forest to the public, the building of a nature museum, and the development of an arboretum. A growing concern with the quality of the environment, coupled with increased leisure time and greater mobility, strained all the nation's parks during the post-war period. The administrators of Bernheim Forest were not strangers to this development. By the 1960s, a growing interest in camping, picnicing, and other outdoor activities frequently taxed their resources.

Collection Inventory

MINUTES
Scope and Content Note:

The Bernheim Foundation has been governed by a board of directors since its incorporation in 1929. Most of the foundation's business has been conducted by the board's executive committee, the full group meeting with less regularity. The minutes contain a thorough, consistent account of the Bernheim Forest's development.

Foundation Minutes, 1929-1930
[box: One]
Foundation Minutes, 1931-1933
[box: One]
Foundation Minutes, 1934-1935
[box: One]
Foundation Minutes, 1935-1936
[box: One]
Foundation Minutes, 1936-1940
[box: One]
Foundation Minutes, 1941-1947
[box: One]
Foundation Minutes, 1948-1949
[box: One]
Foundation Minutes, 1950-1955
[box: One]
Foundation Minutes, 1956-1965
[box: One]
Foundation Minutes, 1966-1970
[box: One]
Foundation Minutes, 1971-1973
[box: One]
Misc. Foundation Minutes and Financial Statements, 1945-1952
[box: One]
Henry Offutt Resolution, 1975
[box: One]
Bernheim Trust Minutes and Correspondence, 1945-1962
[box: One]
Misc. Foundation and Trust Minutes, Correspondence, Reports, and Legal Documents, 1932-1950
[box: One]
CORRESPONDENCE
Scope and Content Note:

Foundation and forest personnel have carried on correspondence on a variety of issues and with a great number of people since 1929. Letters and accompanying material include communications to and from such firms as Olmsted Brothers, landscape architects; Robert Paul, Bernheim's long-time personal secretary who became foundation director after the benefactor's death; and Frank Bunce, who served as forest manager for several decades following World War II. Subjects include development of the forest's natural beauty; the erection of buildings, monuments, and other man-made aspects of the forest site; as well as legal and financial matters.

Huston Quin, 1937
[box: One]
Robert Paul and R.E. Bishop, 1947-1950
[box: One]
I.W. Bernheim and I.S. Jenkins, 1927-1928
[box: One]
I.S. Jenkins and T.W. Alexander, 1929-1930
[box: One]
I.S. Jenkins re Turkeys (sic), 1931-1932
[box: One]
1929-1939
[box: One]
Tax Reform, 1971
[box: One]
1971-1973
[box: One]
1929
[box: One]
1, 1930-1939, #
[box: One]
2, 1930-1939, #
[box: One]
1936-1950
[box: One]
1932-1934
[box: One]
1935
[box: One]
1943-1944
[box: One]
I.W. Bernheim to Trustees re Duties of the Executive Secretary, 1936
[box: One]
Correspondence and Finances re Dam #3, 1949-1955
[box: One]
I.W. Bernheim Instructions re Forest, 1939
[box: One]
Olmsted Brothers, 1936
[box: One]
Art Fund, 1950-1959
[box: One]
Art Fund: Description, Finances, Correspondence, 1941-1948
[box: One]
Site of Bernheim Forest, 1950
[box: One]
Internal Revenue Service, 1943-1963
[box: One]
"New Deal" Trust, 1939-1941
[box: Two]
Art Fund: Correspondence, Legal Documents, Financial, 1941-1946
[box: Two]
Arboretum: Correspondence, Brochures, Reports, 1959-1963
[box: Two]
Grave Site Memorial: Correspondence, Financial, 1956-1957
[box: Two]
Olmsted Brothers, Including Tablet, 1954
[box: Two]
Tablet, 1954-1955
[box: Two]
Art Fund Bills, 1954-1957
[box: Two]
Congress re Tax Reform, 1971-1972
[box: Two]
I.W. Bernheim, III, 1966-1976
[box: Two]
Kentucky Division of Forestry: Correspondence, Maps, Agreements, 1953-1979
[box: Two]
I.W. Bernheim, II, Fund, 1964-1971
[box: Two]
Helen Roth, 1962-1975
[box: Two]
Friends of Bernheim, 1970-1972
[box: Two]
Friends of Bernheim, 1970-1971
[box: Two]
Legal and Financial Status, 1969-1971
[box: Two]
Gas and Oil Leases, 1948-1976
[box: Two]
Plants in the Bible, 1967
[box: Two]
Cave Hill Cemetery, 1952-1955
[box: Two]
Cave Hill Cemetery, 1937-1955
[box: Two]
Olmsted Brothers, 1955
[box: Two]
Olmsted Brothers, 1956-1957
[box: Two]
Wildlife Refuge, 1930-1972
[box: Two]
Bernheim Foundation, 1936-1951
[box: Two]
Kentucky History, 1967-1970
[box: Two]
Bernheim Foundation, 1939-1944
[box: Two]
LEGAL DOCUMENTS
Scope and Content Note:

The Bernheim Foundation has been involved in a variety of legal matters beginning with the drafting and execution of the benefactor's original will and other plans for the forest. Various heirs contested Bernheim's will; from time to time the directors of the foundation sought to have it modified; and the question of tax exempt status has been a persistent one with the Bernheim Foundation.

Legal Advice re Rules, 1950
[box: Three]
Foundation By-Laws, 1948
[box: Three]
Articles of Incorporation, 1929
[box: Three]
Bishop Agreement, 1947
[box: Three]
Trust Agreement, 1939
[box: Three]
Articles of Incorporation, 1929
[box: Three]
By-Laws, 1946-1951
[box: Three]
Trust Court Rulings, 1947
[box: Three]
Trust, Will, Instructions to Robert Paul, 1, 1941-1945, #
[box: Three]
Trust, Will, Instructions to Robert Paul, 2, 1941-1945, #
[box: Three]
Trust, Will, Instructions to Robert Paul, 3, 1941-1945, #
[box: Three]
Accounting and Court Decree, 1939-1940
[box: Three]
I.W. Bernheim Estate and Wills, 1929-1933
[box: Three]
Selligman and Greenebaum: Heirs, Suit, Tax, 1947-1949
[box: Three]
Trust Suit, 1947
[box: Three]
Court Petition, 1946-1947
[box: Three]
Will, 1941
[box: Three]
Bernheim Company Stock, 1932-1934
[box: Three]
Alfred A. Green, 1946-1949
[box: Three]
Trust and Will Controversy, 1936-1951
[box: Three]
Selligman and Greenebaum, Income Tax, 1947
[box: Three]
Purchase and Title, (Suits), 1927
[box: Three]
Trust Agreement re Art Fund, 1941
[box: Three]
Trust Agreement Amendment, 1939
[box: Three]
Instrument of Gift, 1939
[box: Three]
Trust Agreement Amendment, 1939
[box: Three]
Foundation Description, 1954
[box: Three]
Art Fund and Foundation Booklets
[box: Three]
FINANCIAL RECORDS
Scope and Content Note:

This series concerns returns from the Bernheim Trust, audits of accounts, and expenditures for the running of the forest.

Bernheim Forest Payroll Ledger, 1950
[box: Three]
Bernheim Forest Payroll Ledger, 1951
[box: Three]
Bernheim Forest Payroll Ledger, 1951
[box: Three]
Bernheim Foundation Account Book, 1944-1949
[box: Three]
Bernheim Foundation Account Book, 1945
[box: Four]
Bernheim Foundation Account Book, 1950
[box: Four]
Bernheim Foundation Account Book, 1938-1945
[box: Four]
Purchase of Taylor Tract, 1937
[box: Four]
Bernheim Trust Statement, 1946
[box: Four]
Bernheim Trust Statement, 1951
[box: Four]
Bernheim Trust Statement, 1954
[box: Four]
Bernheim Trust Statement, 1955
[box: Four]
Bernheim Trust Statement, 1956
[box: Four]
Bernheim Trust Statement, 1957
[box: Four]
Bernheim Trust Statement, 1958
[box: Four]
Bernheim Trust Statement, 1959
[box: Four]
Bernheim Trust Account, 1959
[box: Four]
Improvement and Emergency Fund, 1944-1946
[box: Four]
Trust Investment Analysis, 1969
[box: Four]
Budget, 1961-1962
[box: Four]
Budget, 1960-1962
[box: Four]
Budget, 1959-1961
[box: Four]
Trust Information, 1951-1958
[box: Four]
Trust, 1945
[box: Four]
Trust, 1958
[box: Four]
New Trust Agreement, 1945
[box: Four]
New Trust, 1, 1939-1940, #
[box: Four]
New Trust, 2, 1939-1940, #
[box: Four]
New Trust, 3, 1939-1940, #
[box: Four]
Termination of Trust with City Bank Trust Company, 1939
[box: Four]
1939 Trust: Interpretation and Correspondence, 1943-1977
[box: Four]
Audit, 1936-1956
[box: Four]
Audit, 1957-1959
[box: Four]
Audit, 1960-1961
[box: Four]
Audit, 1961-1962
[box: Four]
Audit, 1962-1963
[box: Four]
Audit, 1964-1965
[box: Four]
Audit, 1966-1967
[box: Four]
Audit, 1968
[box: Four]
Audit, 1969
[box: Four]
Audit, 1970
[box: Four]
Audit, 1971
[box: Four]
Audit, 1972
[box: Four]
Audit, 1973
[box: Five]
Audit, 1974
[box: Five]
Audit, 1975
[box: Five]
Audit, 1976
[box: Five]
Audit, 1976-1977
[box: Five]
Audit, 1978
[box: Five]
Audit, 1979
[box: Five]
Payroll Sheets, 1952-1966
[box: Five]
Payroll Sheets, 1961
[box: Five]
Payroll Sheets, 1962
[box: Five]
Payroll Sheets, 1963
[box: Five]
Payroll Sheets, 1964
[box: Five]
Payroll Sheets, 1965-1966
[box: Five]
Receipts from City Farmers Bank Trust Company, 1932-1937
[box: Five]
Trust Statements, 1939-1946
[box: Five]
Trust Income, 1940-1948
[box: Five]
Bernheim Tax File, 1951-1973
[box: Five]
Investment Policy for Trust Account, 1959-1973
[box: Five]
Trust Statements, 1941-1945
[box: Five]
Trust Statements, 1969
[box: Five]
Trust Income, 1971
[box: Five]
Improvement and Emergency Account, 1971
[box: Five]
Trust Income, 1972
[box: Five]
Trust Income, 1970
[box: Five]
Improvement and Emergency Account, 1972
[box: Five]
Improvement and Emergency Account, 1973-1975
[box: Six]
Trust Accounts, 1973
[box: Six]
Trust at the Time of I.W. Bernheim's Death, 1945
[box: Six]
Bullitt and Nelson County Tax Assessment, 1971
[box: Six]
Unemployment Compensation, 1975
[box: Six]
Internal Revenue Service, 1950-1951
[box: Six]
Nelson and Bullitt County Taxes, 1970-1971
[box: Six]
Citizen's Fidelity Bank: Internal Revenue Service Regulations, 1971
[box: Six]
Robert Paul Salary Paid by Trust, 1974
[box: Six]
Securities Transactions, 1970-1976
[box: Six]
Securities Transactions, 1977-1978
[box: Six]
Securities Transactions, 1960-1969
[box: Six]
Trust Agreements, 1929-1978
[box: Six]
Income Tax Records, 1937
[box: Six]
Art Fund, 1953-1954
[box: Six]
Art Fund, 1941-1959
[box: Six]
Forest Inventories, 1935, 1937-1939
[box: Six]
Forest Inventories, 1960-1962
[box: Six]
Forest Inventories, 1963-1967
[box: Six]
Art Fund, 1943-1956
[box: Six]
Improvement and Emergency Fund, 1945-1958
[box: Six]
Foundation Payroll, 1937
[box: Six]
PLANS AND REPORTS
Scope and Content Note:

The Bernheim Foundation has commissioned a variety of reports on the development of the site that came to be called Bernheim Forest. These began in 1929 and continued up until the present. In addition to plans and reports submitted by outside agencies, this series includes reports by forest personnel such as Frank Bunce, as well as historical material compiled by Robert Paul.

Consultant's Reports, 1947, 1949
[box: Six]
Saurers Report, 1949
[box: Six]
The Bird Study, n.d
[box: Six]
Olmsted Brothers Report, 1932
[box: Six]
McKinley on Forest Nursuries, 1934
[box: Six]
Saurers Report, 1949
[box: Six]
Planning Report, 1948
[box: Six]
Lafon Report on Clermont Farm, 1929
[box: Seven]
McCarthy on Forest Development, 1929
[box: Seven]
Forest Annual Reports, 1933-1939
[box: Seven]
Olmsted Brothers, 1932/Lafon, 1929
[box: Seven]
Forest Manager's Reports, 1929-1932/Bishop Report, 1948
[box: Seven]
Brush Fire Report, 1946
[box: Seven]
Report on Main Approach and Museum Site, 1934
[box: Seven]
Bishop Report, 1948
[box: Seven]
I-64 Public Hearings, 1961
[box: Seven]
Bunce Master Plan, 1951
(four copies) [box: Seven]
Exhibits for Bunce Master Plan
(three copies) [box: Seven]
Bunce Master Plan Supplement, 1963
(four copies) [box: Seven]
McClure Report, Spring, 1971
(two copies) [box: Seven]
Bunce Master Plan, 1971
[box: Seven]
Olmsted Brothers Report, 1955
[box: Seven]
Art Fund Specifications, 1955-1956
[box: Seven]
Grave Site Report, 1956
[box: Seven]
Frank Bunce History of Site and Reference Material, n.d
[box: Seven]
Plants of Bernheim, 1955
[box: Seven]
Bunce and Paul Histories, c. 1945
[box: Seven]
Paul Forest Description, 1945
[box: Seven]
Bishop on Kentucky State Parks, 1948
[box: Seven]
Historical File Compiled by Bunce, c. 1960s
[box: Seven]
SCRAPBOOKS
Scope and Content Note:

In addition to four volumes of well-kept scrapbooks on the forest and foundation, this series includes loose clippings and other memorabilia.

Bernheim Foundation Scrapbook, #1, 1929-1962
[box: Seven]
Bernheim Foundation Scrapbook, #2, 1929-1962
[box: Seven]
Bernheim Foundation Scrapbook, #3, 1929-1962
[box: Seven]
Bernheim Foundation Scrapbook, #4, 1929-1962
[box: Seven]
"In Bloom at Bernheim,", c. 1950s to 1970s
[box: Seven]
Clippings, 1929-1938
[box: Eight]
PHOTOGRAPHS AND DRAWINGS
Scope and Content Note:

These photographs provide visual documentation of the development of Bernheim Forest beginning in the 1930s. Various drawings include architect's conceptions of the forest's development.

Forest Photographs, c. 1934
[box: Eight]
Bernheim Estate Photographs, 1930-1934
[box: Eight]
Photographs of Animal Displays from Other Museums
[box: Eight]
Architectural Drawings of the Museum, 1934
[box: Eight]
Landscape Drawings and Museum Photographs, c. 1950s
[box: Eight]
Misc. Architectural Drawings, c. 1930s to 1950s
[box: Eight]
Olmsted Brothers Drawings, 1950s
[box: Eight]
Firetower Insignia, n.d
[box: Eight]

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