Bernstein Charitable Trust
Bernstein Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it awarded 4 grants totaling $511K. Net investment income was $459K.
Bernstein Charitable Trust at a glance
In short: Bernstein Charitable Trust gave $511K across 4 grants in 2025 (avg $128K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $510,552
- -2.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $127,638
- -2.5% vs 2024
- Median grant
- $127,638
- Total assets
- $3,052,190
- -3.3% vs 2024
- Primary geography
- California (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bernstein Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Hadassah Medical Relief Association ($128K). Together the top 4 received $511K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was in the $100–250K range: 16 grants of 20 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Bernstein Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $381K (2023) to $621K (2022). In 2025 it made 4 grants totaling $511K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hadassah Medical Relief Association New York, NY | Unrestricted General | $127,638 |
| UCLA - Los Angeles Los Angeles, CA | Unrestricted General | $127,638 |
| Cedars-Sinai Medical Center W Hollywood, CA | Unrestricted General | $127,638 |
| St John's Health Center Foundation Santa Monica, CA | Unrestricted General | $127,638 |
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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 | $3,052,190 | $536,678 | $639,630 | $510,552 | 4 | $553,935 | $459,273 | $550,911 |
| 2024 | $3,155,287 | $509,492 | $637,250 | $523,404 | 4 | $566,371 | $439,315 | $545,776 |
| 2023 | $3,283,154 | $336,928 | $498,488 | $380,632 | 4 | $424,645 | $282,327 | $508,097 |
| 2022 | $3,444,040 | $578,611 | $757,299 | $621,180 | 4 | $668,513 | $502,966 | $474,237 |
| 2021 | $3,623,901 | $741,778 | $700,162 | $560,364 | 4 | $610,190 | $659,677 | $508,449 |
| 2020 | $3,582,219 | $447,531 | $570,315 | $448,508 | 4 | — | $370,353 | $455,069 |
Under IRS private-foundation payout rules, Bernstein Charitable Trust reported a distributable amount of $551K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernstein Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$123K (2021) → $107K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $107K, to Bank of America (Trustee).
Frequently asked questions about Bernstein Charitable Trust
How much does Bernstein Charitable Trust give each year?
Bernstein Charitable Trust gave $511K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $523K across 4 grants.
What is Bernstein Charitable Trust's typical grant size?
Bernstein Charitable Trust's median grant in 2025 was $127,638, and its average grant was $127,638, across 4 grants on its 2025 IRS Form 990-PF.
Where does Bernstein Charitable Trust give grants?
Bernstein Charitable Trust gives mostly in California: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (25%).
Does Bernstein Charitable Trust give general operating support?
Yes: 100% of Bernstein Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Bernstein Charitable Trust?
Bernstein Charitable Trust reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $554K in qualifying distributions that year, against a required minimum of $551K (roughly 5% of its investment assets).
What is Bernstein Charitable Trust's EIN?
Bernstein Charitable Trust's EIN (Employer Identification Number) is 95-6934018. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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