Bernstein Charitable Trust

DALLAS, TX EIN: 95-6934018

Bernstein Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 4 grants totaling $523K. Net investment income was $439K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.2M

-3.9% YoY

Annual Giving

$523K

+37.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$131K

+37.5% YoY

Under IRS private-foundation payout rules, Bernstein Charitable Trust reported a distributable amount of $546K for 2024 — the minimum it must pay out in qualifying distributions.

About Bernstein Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $1.9M (75%)

New York $634K (25%)

States

California New York

Cities

Los AngelesNew YorkSanta MonicaW Hollywood

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,155,287	$3,283,154	$3,444,040
Revenue	$509,492	$336,928	$578,611
Expenses	$637,250	$498,488	$757,299
Qualifying Distributions	$566,371	$424,645	$668,513
Net Investment Income	$439,315	$282,327	$502,966
Distributable Amount	$545,776	$508,097	$474,237

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 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 Hadassah Medical Relief Association Inc ($130,851), Ucla - University of Southern California ($130,851), Cedars-sinai Medical Center ($130,851).

Recipient	Purpose	Amount
HADASSAH MEDICAL RELIEF ASSOCIATION INC NEW YORK, NY	HADASSAH UNIVERSITY	$130,851
UCLA - UNIVERSITY OF SOUTHERN CALIFORNIA LOS ANGELES, CA	UNRESTRICTED GENERAL	$130,851
CEDARS-SINAI MEDICAL CENTER W HOLLYWOOD, CA	DR. MONTY M BERNSTEIN	$130,851
ST JOHN'S HEALTH CENTER FOUNDATION SANTA MONICA, CA	UNRESTRICTED GENERAL	$130,851

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$106,168

Frequently Asked Questions

How large is Bernstein Charitable Trust?

As of 2024, Bernstein Charitable Trust holds $3.2M in total assets with $509K in annual revenue. It awarded 4 grants totaling $523K in 2024.

Where does Bernstein Charitable Trust operate?

Bernstein Charitable Trust has awarded grants in California, New York.

What size grants does Bernstein Charitable Trust award?

In 2024, Bernstein Charitable Trust awarded 4 grants totaling $523K — an average of about $131K per grant, based on its IRS Form 990 filings.

How much is Bernstein Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernstein Charitable Trust reported a distributable amount of $546K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.