Bershtel Family Foundation
The Bershtel Family Foundation is a private foundation based in Long Beach, California. In its 2025 filing, it reported grants to 13 charitable organizations, including organizations in Jewish community life, healthcare cooperation, refugee support, youth education, and public broadcasting.
Key facts about Bershtel Family Foundation
In short: Bershtel Family Foundation gave $251K across 13 grants in 2025 (avg $19K), mostly in New York. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-1464685
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $251,480
- Grants made (2025)
- 13
- Average grant
- $19,345
- Median grant
- $5,000
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2025)
- Total assets
- $1,312,287
- Primary geography
- New York (80% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-9.0% YoY
Annual Giving
$251K
+29.0% YoY
Grant Count
13
+62.5% YoY
Avg Grant Size
$19K
-20.6% YoY
Under IRS private-foundation payout rules, Bershtel Family Foundation reported a distributable amount of $67K for 2025 — the minimum it must pay out in qualifying distributions.
Is Bershtel Family Foundation open to new grantees?
38%
first-time grantees, 2025
In 2025, 5 of 13 grantees (38%) were first-time recipients. First grants averaged $4K; repeat grants $29K. How we count
Medians: $5K first-time, $8K repeat.
- 31% of 2025 grantees were also funded in 2024. Method
- Giving grew 711% from 2022 to 2025. Method
- In 2025 it paid out 378% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. Project Rozana USA describes its mission as promoting Israeli-Palestinian cooperation in healthcare; HIAS describes its work as welcoming and supporting forcibly displaced people; and Habonim Camp Kvutza describes offering year-round educational and social activities along with summer camp. Other grantees include organizations focused on Jewish family services, youth programs, Israel-related public information, and public broadcasting, as described by those organizations.
Grantmaking
In 2025, the foundation awarded 13 grants totaling $251,480. Grants ranged from $300 to $150,000, with a median grant of $5,000. The largest awards included $150,000 to Jewish National Fund, $40,000 to Project Rozana USA, $15,000 to Jewish Long Beach, and $10,000 to HIAS. Other grants included $5,180 to Habonim Camp Kvutza and $5,000 each to Long Beach Poly, Shul by the Shore, New Jewish Narrative, PEF Israel Endowment Fund, Jewish Family and Children’s Services, and Habonim Dror Foundation. Public Broadcasting Service received $300.
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Geographic Focus
Where this funder awards grants
The 2025 filing shows that 80% of grant dollars went to recipients in New York, 14% to California, 4% to Maryland, and 2% to Washington, DC. The filing also lists Virginia at 0%.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $16K (2020) to $256K (2023). In 2025 it made 13 grants totaling $251K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish National Fund ($150K). Together the top 10 received $245K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 42 grants of 46 (91%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish National Fund New York, NY | General Support | $150,000 |
| Project Rozana USA Inc New York, NY | General Support | $40,000 |
| Jewish Long Beach Long Beach, CA | General Support | $15,000 |
| Hias Inc Silver Spring, MD | General Support | $10,000 |
| Habonim Camp Kvutza Inc Los Angeles, CA | General Support | $5,180 |
| Long Beach Poly Long Beach, CA | General Support | $5,000 |
| Shul by the Shore Long Beach, CA | General Support | $5,000 |
| New Jewish Narrative Washington, DC | General Support | $5,000 |
| PEF Israel Endowment Fund Inc New York, NY | General Support | $5,000 |
| Jewish Family and Children's Services San Francisco, CA | General Support | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,312,287 | $102,429 | $265,375 | $251,480 |
| 2024 | $1,441,721 | $115,927 | $205,588 | $195,000 |
| 2023 | $1,541,848 | $1,575,528 | $261,136 | $256,400 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,312,287 | $1,441,721 | $1,541,848 |
| Revenue | $102,429 | $115,927 | $1,575,528 |
| Expenses | $265,375 | $205,588 | $261,136 |
| Qualifying Distributions | $251,480 | $195,000 | $256,400 |
| Net Investment Income | $92,408 | $106,939 | $71,952 |
| Distributable Amount | $66,533 | $71,984 | $43,653 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 22, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 9, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jack Bershtel as treasurer, Sharon Bershtel as president, and Ken Bob as secretary.
Bershtel Family Foundation is led by Sharon Bershtel, President since 2022 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sharon Bershtel
President
Treasurer → President, 2022
On filings since 2019
1 hr/week
No compensation reported
Jack Bershtel
Treasurer
President → Treasurer, 2022
On filings since 2019
1 hr/week
No compensation reported
Ken Bob
Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 4438 Hazelbrook Avenue, Long Beach, CA 90808
Phone: (562) 688-0071
Frequently asked questions about Bershtel Family Foundation
How much does Bershtel Family Foundation give each year?
Bershtel Family Foundation gave $251K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $195K across 8 grants.
What is Bershtel Family Foundation's typical grant size?
Bershtel Family Foundation's median grant in 2025 was $5,000, and its average grant was $19,345, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bershtel Family Foundation that year got $4K on average.
Where does Bershtel Family Foundation give grants?
Bershtel Family Foundation gives mostly in New York: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (14%). The most frequent recipient cities were New York, NY (3 grants) and Long Beach, CA (3 grants).
Does Bershtel Family Foundation give general operating support?
Yes: 100% of Bershtel Family Foundation's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bershtel Family Foundation's largest grantees?
Bershtel Family Foundation's largest 2025 grantees include Jewish National Fund ($150,000), Project Rozana USA Inc ($40,000) and Jewish Long Beach ($15,000), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.
How large is Bershtel Family Foundation?
Bershtel Family Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $251K in qualifying distributions that year, against a required minimum of $67K (roughly 5% of its investment assets).
What does Bershtel Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Bershtel Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Bershtel Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Bershtel Family Foundation by hand.
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