Bernard a & Rebecca S Bernard is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAREMONT, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 13 grants totaling $57K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
Annual Giving
$57K
Grant Count
13
Avg Grant Size
$4K
Under IRS private-foundation payout rules, Bernard a & Rebecca S Bernard reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernard a & Rebecca S Bernard
Based on IRS filings
Bernard a & Rebecca S Bernard is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAREMONT, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 13 grants totaling $57K. Net investment income was $19K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2020 |
|---|---|---|
| Total Assets | $2,578,608 | $2,454,799 |
| Revenue | $31,329 | $49,979 |
| Expenses | $56,546 | $33,522 |
| Qualifying Distributions | $56,546 | — |
| Net Investment Income | $19,252 | — |
| Distributable Amount | $27,526 | $28,508 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greater Jewish Miami ($25,000), Congregational Bnai Jacob ($8,336), A Public Fit Theatre Company ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A PUBLIC FIT THEATRE COMPANY LAS VEGAS, NV | GENERAL | $5,000 |
| INLAND VALLEY HUMANE SOCIETY POMONA, CA | GENERAL | $4,000 |
| TALLEYVILLE FIRE COMPANY WILMINGTON, DE | GENERAL | $250 |
| CHILDREN'S MIRACLE NETWORK SALT LAKE CITY, UT | GENERAL | $1,000 |
| TARGET CANCER FOUNDATION CAMBRIDGE, MA | GENERAL | $2,000 |
| CONGREGATIONAL BNAI JACOB MIAMI, FL | GENERAL | $8,336 |
| GREATER JEWISH MIAMI MIAMI, FL | GENERAL | $25,000 |
| UNIVERSITY OF DELAWARE NEWARK, DE | GENERAL | $2,500 |
| LIMEN HOUSE WILMINGTON, DE | GENERAL | $3,500 |
| TEMPLE BETH SHALOM SPOKANE, WA | GENERAL | $2,150 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BERNARD BERNSTEIN | TRUSTEE | 1 | — |
| DEAN SOLOMON | TRUSTEE | 0.5 | — |
| JOAN BERNARD | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernard a & Rebecca S Bernard?
Bernard a & Rebecca S Bernard is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAREMONT, CA. It holds $2.6M in total assets as of 2024.
How large is Bernard a & Rebecca S Bernard?
As of 2024, Bernard a & Rebecca S Bernard holds $2.6M in total assets with $31K in annual revenue. It awarded 13 grants totaling $57K in 2024.
Where does Bernard a & Rebecca S Bernard operate?
Bernard a & Rebecca S Bernard has awarded grants in California, Delaware, Florida, Massachusetts, Nevada, New York, Utah, Washington.
What size grants does Bernard a & Rebecca S Bernard award?
In 2024, Bernard a & Rebecca S Bernard awarded 13 grants totaling $57K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Bernard a & Rebecca S Bernard required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard a & Rebecca S Bernard reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard a & Rebecca S Bernard's EIN?
Bernard a & Rebecca S Bernard's EIN (Employer Identification Number) is 51-6157356. 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.
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