Albert C & Bertha P Markstein Foundation
Albert C & Bertha P Markstein Foundation is a private foundation, based in DIABLO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $623K in total assets. In 2024, it awarded 3 grants totaling $40K. Net investment income was $37K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$623K
-1.9% YoY
Annual Giving
$40K
+0.0% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$13K
+33.3% YoY
Under IRS private-foundation payout rules, Albert C & Bertha P Markstein Foundation reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
About Albert C & Bertha P Markstein Foundation
Based on IRS filings
Albert C & Bertha P Markstein Foundation is a private foundation, based in DIABLO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $623K in total assets. In 2024, it awarded 3 grants totaling $40K. Net investment income was $37K.
Ready to take the next step with Albert C & Bertha P Markstein Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $623,193 | $635,075 | $654,817 |
| Revenue | $43,786 | $26,938 | $49,877 |
| Expenses | $55,669 | $46,681 | $51,225 |
| Qualifying Distributions | $40,000 | $40,000 | $40,000 |
| Net Investment Income | $36,712 | $20,595 | $43,176 |
| Distributable Amount | $34,004 | $32,083 | $33,970 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Wyoming Colorado Children's Society ($15,000), Wounded Warriors Project ($15,000), Ucsf Benioff Children's Hospital Fo ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UCSF BENIOFF CHILDREN'S HOSPITAL FO OAKLAND, CA | GENERAL FUND | $10,000 |
| WYOMING COLORADO CHILDREN'S SOCIETY CHEYENNE, WY | CHILDREN'S WELFARE | $15,000 |
| WOUNDED WARRIORS PROJECT JACKSONVILLE, FL | GENERAL FUND | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT C MARKSTEIN | PRES/DIRECTOR | — | — |
| THOMAS V BRET | Secretary | — | — |
| ROBERT C MARKSTEIN | CFO | — | — |
Frequently Asked Questions
How large is Albert C & Bertha P Markstein Foundation?
As of 2024, Albert C & Bertha P Markstein Foundation holds $623K in total assets with $44K in annual revenue. It awarded 3 grants totaling $40K in 2024.
Where does Albert C & Bertha P Markstein Foundation operate?
Albert C & Bertha P Markstein Foundation has awarded grants in California, District of Columbia, Florida, New York, Tennessee, Virginia, Wyoming.
What size grants does Albert C & Bertha P Markstein Foundation award?
In 2024, Albert C & Bertha P Markstein Foundation awarded 3 grants totaling $40K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Albert C & Bertha P Markstein Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Albert C & Bertha P Markstein Foundation reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Albert C & Bertha P Markstein Foundation's EIN?
Albert C & Bertha P Markstein Foundation's EIN (Employer Identification Number) is 68-0261458. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.