Bernstein Family Charitable Foundation
Bernstein Family Charitable Foundation is a private foundation, 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.
Bernstein Family Charitable Foundation at a glance
In short: Bernstein Family Charitable Foundation gave $20K across 6 grants in 2024 (avg $3K), mostly in New Jersey. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $20,000
- -33.3% vs 2023
- Grants made (2024)
- 6
- +0.0% vs 2023
- Average grant
- $3,333
- -33.3% vs 2023
- Median grant
- $1,800
- Total assets
- $354,018
- +63.0% vs 2023
- Primary geography
- New Jersey (86% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Bernstein Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Yeshivat Netivot Montessori ($10K). Together the top 6 received $20K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
How Bernstein Family Charitable Foundation gives
- Giving grew 83% from 2021 to 2024. Method
- In 2024 it paid out 160% 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 2021 to 2024, annual grant giving ranged from $10K (2022) to $30K (2023). In 2024 it made 6 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Yeshivat Netivot Montessori East Brunswick, NJ | General Use. | $10,000 |
| 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 |
| Columbia University Medical Center New York, NY | General Use. | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $354,018 | $284,100 | $27,003 | $20,000 | 6 | $20,000 | $150,517 | $12,538 |
| 2023 | $217,250 | $69,429 | $31,780 | $30,000 | 6 | $30,000 | $45,871 | $10,081 |
| 2022 | $200,846 | $19,326 | $10,468 | $9,600 | 3 | $9,600 | $31,650 | $9,267 |
| 2021 | $216,280 | $50,075 | $11,700 | $10,900 | 4 | $10,900 | $41 | $8,868 |
| 2020 | $177,905 | $50,416 | $62 | — | — | — | $386 | $6,475 |
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.
Leadership & Key People
Officers and directors from IRS filings
Bernstein Family Charitable Foundation is led by Samuel Bernstein, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Samuel Bernstein
President
On filings since 2020
1 hr/week
No compensation reported
Beth Bernstein
Secretary - Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Bernstein Family Charitable Foundation
How much does Bernstein Family Charitable Foundation give each year?
Bernstein Family Charitable Foundation gave $20K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $30K across 6 grants.
What is Bernstein Family Charitable Foundation's typical grant size?
Bernstein Family Charitable Foundation's median grant in 2024 was $1,800, and its average grant was $3,333, across 6 grants on its 2024 IRS Form 990-PF.
Where does Bernstein Family Charitable Foundation give grants?
Bernstein Family Charitable Foundation gives mostly in New Jersey: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (14%). The most frequent recipient cities were Paramus, NJ (2 grants) and New York, NY (2 grants).
Does Bernstein Family Charitable Foundation give general operating support?
Yes: 100% of Bernstein Family Charitable Foundation's 2024 grants with a stated purpose (6 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Bernstein Family Charitable Foundation's largest grantees?
Bernstein Family Charitable Foundation's largest 2024 grantees include Yeshivat Netivot Montessori ($10,000), East Hill Synagogue ($3,600) and The Frisch School ($1,800), according to its 2024 IRS Form 990-PF. Together they received 77% of its itemized 2024 grant dollars.
How large is Bernstein Family Charitable Foundation?
Bernstein Family Charitable Foundation reported $354K in total assets on its 2024 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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