Bernstein Family Foundation Inc
Bernstein Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILL VALLEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $571K in total assets. In 2024, it awarded 19 grants totaling $89K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$571K
-9.0% YoY
Annual Giving
$89K
+20.3% YoY
Grant Count
19
-13.6% YoY
Avg Grant Size
$5K
+39.3% YoY
Under IRS private-foundation payout rules, Bernstein Family Foundation Inc reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernstein Family Foundation Inc
Based on IRS filings
Bernstein Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILL VALLEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $571K in total assets. In 2024, it awarded 19 grants totaling $89K. Net investment income was $33K.
Focus Areas
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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 | $571,198 | $627,609 | $704,973 |
| Revenue | $45,929 | $19,790 | $90,084 |
| Expenses | $102,340 | $97,154 | $81,426 |
| Qualifying Distributions | $89,000 | $74,000 | $75,750 |
| Net Investment Income | $32,589 | — | $63,435 |
| Distributable Amount | $36,597 | $36,480 | $36,308 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
129 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Doctors Without Borders ($15,000), Go Campaign ($10,500), Ensworth School ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION SAN FRANCISCO, CA | FOR LEGISLATIVE SUPPORT OF ORGANIZATION DEFENDING CIVIL LIBERTIES | $3,000 |
| CENTRAL REFORM CONGREGATION ST LOUIS, MO | JEWISH COMMUNITY SUPPORT | $3,000 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | GLOBAL MEDICAL AID | $15,000 |
| ENSWORTH SCHOOL NASHVILLE, TN | EDUCATION SUPPORT | $10,000 |
| GATEWAY PET GUARDIANS ST LOUIS, MO | VETERINARY CARE | $2,000 |
| HARDING SCHOOL SANTA BARBARA, CA | EDUCATION SUPPORT | $5,000 |
| JOHN HOPKINS UNIVERSITY BALTIMORE, MD | UNIVERSITY EDUCATION SUPPORT | $5,000 |
| KQED SAN FRANCISCO, CA | PUBLIC BROADCASTING CHANNEL SUPPORT | $500 |
| LIFT FOR LIFE ST LOUIS, MO | GIVING STUDENTS A STRONG EDUCATIONAL FOUNDATION | $7,000 |
| MARIN HUMANE SOCIETY NOVATO, CA | END HOMELESSNESS IN THE BAY AREA BY 2030 | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID BERNSTEIN | PRESIDENT | 0.5 | — |
| LAUREL BERNSTEIN | VICE PRESIDENT | 1 | — |
| CAROLYN BERNSTEIN | VICE PRESIDENT | 0.5 | — |
| JEFFREY BERNSTEIN | VICE PRESIDENT | 0.5 | — |
| PATRICIA BERNSTEIN | SECRETARY TREASURER | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernstein Family Foundation Inc?
Bernstein Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILL VALLEY, CA. It holds $571K in total assets as of 2024.
How large is Bernstein Family Foundation Inc?
As of 2024, Bernstein Family Foundation Inc holds $571K in total assets with $46K in annual revenue. It awarded 19 grants totaling $89K in 2024.
Where does Bernstein Family Foundation Inc operate?
Bernstein Family Foundation Inc has awarded grants in Arizona, California, District of Columbia, Illinois, Massachusetts, Maryland, Minnesota, Missouri, New York, Rhode Island, Tennessee, Texas, Virginia.
What size grants does Bernstein Family Foundation Inc award?
In 2024, Bernstein Family Foundation Inc awarded 19 grants totaling $89K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Bernstein Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernstein Family Foundation Inc reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernstein Family Foundation Inc's EIN?
Bernstein Family Foundation Inc's EIN (Employer Identification Number) is 52-2068202. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bernstein Family Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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