Bernstein Family Charitable Foundation
Bernstein Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ENGLEWOOD, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $354K in total assets. In 2024, it awarded 6 grants totaling $20K. Net investment income was $151K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$354K
+63.0% YoY
Annual Giving
$20K
-33.3% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$3K
-33.3% YoY
Under IRS private-foundation payout rules, Bernstein Family Charitable Foundation reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernstein Family Charitable Foundation
Based on IRS filings
Bernstein Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ENGLEWOOD, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $354K in total assets. In 2024, it awarded 6 grants totaling $20K. Net investment income was $151K.
Focus Areas
Ready to take the next step with Bernstein Family Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $354,018 | $217,250 | $200,846 |
| Revenue | $284,100 | $69,429 | $19,326 |
| Expenses | $27,003 | $31,780 | $10,468 |
| Qualifying Distributions | $20,000 | $30,000 | $9,600 |
| Net Investment Income | $150,517 | $45,871 | $31,650 |
| Distributable Amount | $12,538 | $10,081 | $9,267 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Yeshivat Netivot Montessori ($10,000), East Hill Synagogue ($3,600), The Frisch School ($1,800).
| Recipient | Purpose | Amount |
|---|---|---|
| EAST HILL SYNAGOGUE ENGLEWOOD, NJ | GENERAL USE. | $3,600 |
| THE FRISCH SCHOOL PARAMUS, NJ | GENERAL USE. | $1,800 |
| JEWISH FEDERATION - NORTHERN NJ PARAMUS, NJ | GENERAL USE. | $1,800 |
| UJA - FEDERATION OF NEW YORK NEW YORK, NY | GENERAL USE. | $1,800 |
| YESHIVAT NETIVOT MONTESSORI EAST BRUNSWICK, NJ | GENERAL USE. | $10,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER NEW YORK, NY | GENERAL USE. | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SAMUEL BERNSTEIN | PRESIDENT | 1 | — |
| BETH BERNSTEIN | SECRETARY - TREASURER | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernstein Family Charitable Foundation?
Bernstein Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ENGLEWOOD, NJ. It holds $354K in total assets as of 2024.
How large is Bernstein Family Charitable Foundation?
As of 2024, Bernstein Family Charitable Foundation holds $354K in total assets with $284K in annual revenue. It awarded 6 grants totaling $20K in 2024.
Where does Bernstein Family Charitable Foundation operate?
Bernstein Family Charitable Foundation has awarded grants in New Jersey, New York.
What size grants does Bernstein Family Charitable Foundation award?
In 2024, Bernstein Family Charitable Foundation awarded 6 grants totaling $20K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Bernstein Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernstein Family Charitable Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernstein Family Charitable Foundation's EIN?
Bernstein Family Charitable Foundation's EIN (Employer Identification Number) is 20-5960190. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bernstein Family Charitable Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Laborers Intl Union of 472 Hcl
NEWARK, NJ
Assets
$61.5M
Grants
1
Total Given
$179K
The Community Chest of Englewood
ENGLEWOOD, NJ
Assets
$491K
Grants
5
Total Given
$38K
Margaret a Darrin Charitable Trust
FLORHAM PARK, NJ
Assets
$111.3M
Grants
61
Total Given
$6.9M
Anplr Religious Education Inc
PASSAIC, NJ
Assets
$19K
Grants
0
Total Given
—
The William & Phyllis Mack Family
FORT LEE, NJ
Assets
$5.9M
Grants
53
Total Given
$3.2M
New Digital Trade Coalition Ndtc
NORTH BERGEN, NJ
Assets
$300
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Bernstein Family Charitable Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Bernstein Family Charitable Foundation to a real strategy.