Arnold and Jeanne Bernstein Fund

NORTH BETHESDA, MD EIN: 13-6095410

Arnold and Jeanne Bernstein Fund is a private foundation, based in NORTH BETHESDA, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $339K in total assets. In 2024, it awarded 1 grants totaling $352K. Net investment income was $79K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$339K

-44.4% YoY

Annual Giving

$352K

Grant Count

Avg Grant Size

$352K

Under IRS private-foundation payout rules, Arnold and Jeanne Bernstein Fund reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.

About Arnold and Jeanne Bernstein Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $727K (100%)

States

District of Columbia

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$338,766	$609,326	$568,257
Revenue	$93,320	$44,939	$-25,211
Expenses	$366,046	$4,817	$164,845
Qualifying Distributions	$352,000	—	$155,200
Net Investment Income	$79,274	$40,122	$9,240
Distributable Amount	$26,512	$31,829	$39,013

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached Schedule for Names of All Entities ($352,000).

Recipient	Purpose	Amount
SEE ATTACHED SCHEDULE FOR NAMES OF ALL ENTITIES WASHINGTON, DC	GENERAL OPERATING PURPOSES OF CHARITY	$352,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LINDA MILLER	DIRECTOR	—	—
EMILY MILLER	DIRECTOR	—	—
JAMIE MILLER	DIRECTOR	—	—

Frequently Asked Questions

How large is Arnold and Jeanne Bernstein Fund?

As of 2024, Arnold and Jeanne Bernstein Fund holds $339K in total assets with $93K in annual revenue. It awarded 1 grants totaling $352K in 2024.

Where does Arnold and Jeanne Bernstein Fund operate?

Arnold and Jeanne Bernstein Fund has awarded grants in District of Columbia.

What size grants does Arnold and Jeanne Bernstein Fund award?

In 2024, Arnold and Jeanne Bernstein Fund awarded 1 grants totaling $352K — an average of about $352K per grant, based on its IRS Form 990 filings.

How much is Arnold and Jeanne Bernstein Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Arnold and Jeanne Bernstein Fund reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Arnold and Jeanne Bernstein Fund's EIN?

Arnold and Jeanne Bernstein Fund's EIN (Employer Identification Number) is 13-6095410. IRS Form 990 filing data is available on this page for 2020–2024.