Bershtel Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 8 grants totaling $195K. Net investment income was $107K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-6.5% YoY
Annual Giving
$195K
-23.9% YoY
Grant Count
8
-20.0% YoY
Avg Grant Size
$24K
-4.9% YoY
Under IRS private-foundation payout rules, Bershtel Family Foundation reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.
About Bershtel Family Foundation
Based on IRS filings
Bershtel Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 8 grants totaling $195K. Net investment income was $107K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,441,721 | $1,541,848 | $271,481 |
| Revenue | $115,927 | $1,575,528 | $144,642 |
| Expenses | $205,588 | $261,136 | $40,835 |
| Qualifying Distributions | $195,000 | $256,400 | $31,000 |
| Net Investment Income | $106,939 | $71,952 | $43,247 |
| Distributable Amount | $71,984 | $43,653 | $11,710 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include New Israel Fund ($100,000), Jewish National Fund ($35,000), Playmakers Inc ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PLAYMAKERS INC COVINGTON, LA | GENERAL SUPPORT | $25,000 |
| PROJECT ROZANA USA INC NEW YORK, NY | GENERAL SUPPORT | $15,000 |
| WOMEN WAGE PEACE | GENERAL SUPPORT | $5,000 |
| JEWISH NATIONAL FUND HUNTINGTON, NY | GENERAL SUPPORT | $35,000 |
| NEW ISRAEL FUND WASHINGTON, DC | GENERAL SUPPORT | $100,000 |
| JEWISH LONG BEACH LONG BEACH, CA | GENERAL SUPPORT | $5,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICE PHOENIX, AZ | GENERAL SUPPORT | $5,000 |
| HABONIM DROR FOUNDATION INC NEW YORK, NY | GENERAL SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JACK BERSHTEL | TREASURER | 1 | — |
| SHARON BERSHTEL | PRESIDENT | 1 | — |
| KEN BOB | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bershtel Family Foundation?
Bershtel Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BEACH, CA. It holds $1.4M in total assets as of 2024.
How large is Bershtel Family Foundation?
As of 2024, Bershtel Family Foundation holds $1.4M in total assets with $116K in annual revenue. It awarded 8 grants totaling $195K in 2024.
Where does Bershtel Family Foundation operate?
Bershtel Family Foundation has awarded grants in Arizona, California, District of Columbia, Illinois, Louisiana, Maryland, New York.
What size grants does Bershtel Family Foundation award?
In 2024, Bershtel Family Foundation awarded 8 grants totaling $195K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Bershtel Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bershtel Family Foundation reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bershtel Family Foundation's EIN?
Bershtel Family Foundation's EIN (Employer Identification Number) is 27-1464685. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bershtel Family Foundation'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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