Bernard a & Rebecca S Bernard
Bernard a & Rebecca S Bernard is a private foundation based in Claremont, California. It reported 21 grants totaling $174,518 in 2025, supporting organizations including a donor-advised fund, a university, recovery services, arts organizations, and community and religious organizations.
Bernard a & Rebecca S Bernard at a glance
In short: Bernard a & Rebecca S Bernard gave $175K across 21 grants in 2025 (avg $8K), top state Ohio. 57% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $174,518
- +208.6% vs 2024
- Grants made (2025)
- 21
- +61.5% vs 2024
- Average grant
- $8,310
- +91.1% vs 2024
- Median grant
- $3,000
- Total assets
- $2,945,165
- +14.2% vs 2024
- New grantees (estimate)
- 57% first-time grantees (12 of 21, 2025; small sample)
- Primary geography
- Ohio (46% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bernard a & Rebecca S Bernard
- How to Apply
-
Submit materials in writing; no specific form is required. The filing states that the foundation does not restrict giving to preselected organizations. Restrictions on awards: none listed.
- Review Cycle
- N/A, as stated on the 2024 filing.
- Deadline
- N/A, as stated on the 2024 filing.
- Contact
Application contact: Ba Rs Bernard Fnd
Mailing address: 300 W Foothill Blvd, Claremont, CA 91711
Phone: (909) 621-3023
Email: bernieb@yablcpa.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bernard a & Rebecca S Bernard funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Fidelity Charitable Donor ADV Fund ($81K). Together the top 10 received $158K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 59 grants of 60 (98%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Ohio (46%), Delaware (21%), Pennsylvania (12%), Florida (6%), and Nevada (6%). Other listed 2025 recipients were in Washington, California, and West Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
Is Bernard a & Rebecca S Bernard open to new grantees?
57%
first-time grantees, 2025
In 2025, 12 of 21 grantees (57%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $10K; repeat grants $6K. How we count
Medians: $2K first-time, $5K repeat.
- 38% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 123% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $19K (2020) to $175K (2025). In 2025 it made 21 grants totaling $175K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Donor ADV Fund Cincinnati, OH | General | $81,084 |
| University of Delaware Newark, DE | General | $23,000 |
| Cheder Chabad of Philadelphia Melrose Park, PA | General | $10,000 |
| Victorias Voice Found Orlando, FL | General | $8,000 |
| Limen House Wilmington, DE | General | $7,500 |
| Longwood Kennett Square, PA | General | $7,500 |
| Temple Beth Shalom Spokane, WA | General | $5,600 |
| A Public Fit Theatre Company Las Vegas, NV | General | $5,000 |
| Inland Valley Humane Society Pomona, CA | General | $5,000 |
| Cockroach Theater Las Vegas, NV | General | $5,000 |
Ready to take the next step with Bernard a & Rebecca S Bernard?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,945,165 | $566,276 | $187,643 | $174,518 | 21 | $174,518 | $553,151 | $141,615 |
| 2024 | $2,578,608 | $31,329 | $56,546 | $56,546 | 13 | $56,546 | $19,252 | $27,526 |
| 2020 | $2,454,799 | $49,979 | $33,522 | $18,575 | 7 | — | — | $28,508 |
| 2019 | $2,438,342 | $-387,328 | $78,628 | $68,196 | 19 | — | — | $33,746 |
Under IRS private-foundation payout rules, Bernard a & Rebecca S Bernard reported a distributable amount of $142K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to a range of organizations. For example, Limen House describes its work as providing sober living homes for people recovering from substance use disorder. The Delaware Art Museum says its mission is to connect people to art through its collections, exhibitions, and programs. The WVU Foundation describes its mission as enriching the lives of people touched by West Virginia University by maximizing charitable support and providing services to the university, its students, and affiliated organizations.
Grantmaking
In 2025, the foundation reported 21 grants totaling $174,518. Grant amounts ranged from $250 to $81,084, with a median of $3,000.
Among the largest reported grants were $81,084 to Fidelity Charitable Donor Advised Fund, $23,000 to the University of Delaware, $10,000 to Cheder Chabad of Philadelphia, $8,000 to Victorias Voice Foundation, and $7,500 each to Limen House and Longwood. Other grants included $5,000 each to A Public Fit Theatre Company, Inland Valley Humane Society, and Cockroach Theater; $3,000 to the Delaware Art Museum; and $2,500 to Bnai Jacob Cemetery Association. The WVU Foundation also reported receiving a $1,000 grant from the foundation in 2025.
The 2024 filing states that applications should be submitted in writing, with no specific form. It lists no restrictions on awards and no deadline.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bernard Bernstein, Dean Solomon, and Joan Bernard as trustees.
Bernard a & Rebecca S Bernard's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bernard Bernstein
Trustee
On filings since 2019
No compensation reported
Dean Solomon
Trustee
On filings since 2019
No compensation reported
Joan Bernard
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bernard a & Rebecca S Bernard
How much does Bernard a & Rebecca S Bernard give each year?
Bernard a & Rebecca S Bernard gave $175K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $57K across 13 grants.
What is Bernard a & Rebecca S Bernard's typical grant size?
Bernard a & Rebecca S Bernard's median grant in 2025 was $3,000, and its average grant was $8,310, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bernard a & Rebecca S Bernard that year got $10K on average.
Where does Bernard a & Rebecca S Bernard give grants?
Bernard a & Rebecca S Bernard's top state is Ohio, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Delaware (21%) and Pennsylvania (12%). The most frequent recipient cities were Wilmington, DE (4 grants) and Las Vegas, NV (2 grants).
Does Bernard a & Rebecca S Bernard give general operating support?
Yes: 100% of Bernard a & Rebecca S Bernard's 2025 grants with a stated purpose (21 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bernard a & Rebecca S Bernard's largest grantees?
Bernard a & Rebecca S Bernard's largest 2025 grantees include Fidelity Charitable Donor ADV Fund ($81,084), University of Delaware ($23,000) and Cheder Chabad of Philadelphia ($10,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is Bernard a & Rebecca S Bernard?
Bernard a & Rebecca S Bernard reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $175K in qualifying distributions that year, against a required minimum of $142K (roughly 5% of its investment assets).
What does Bernard a & Rebecca S Bernard fund?
No mission statement for the foundation is provided. Its 2025 grants went to a range of organizations. For example, Limen House describes its work as providing sober living homes for people recovering from substance use disorder. See mission & focus areas ↑
How do I apply for a grant from Bernard a & Rebecca S Bernard?
Submit materials in writing; no specific form is required. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 15, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in Bernard a & Rebecca S Bernard's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bernard a & Rebecca S Bernard funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/bernard-a-and-rebecca-s-bernard-morg_f99afccfaf864665a2083ba201cb9236
BibTeX
@misc{grantable_516157356_2026,
author = {{Grantable}},
title = {{Bernard a \& Rebecca S Bernard funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bernard-a-and-rebecca-s-bernard-morg_f99afccfaf864665a2083ba201cb9236},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bernard a & Rebecca S Bernard's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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