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
Ready to take the next step with Bershtel Family Foundation?
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
Similar Funders
Funders that support many of the same organizations
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Jewish Community Federation of San
SAN FRANCISCO, CA
Assets
$1.5B
Grants
991
Total Given
$123.7M
Jewish Federation of Greater
PHILADELPHIA, PA
Assets
$476.4M
Grants
275
Total Given
$33.8M
Gary and Evelyn Trachten Family
NEW ROCHELLE, NY
Assets
$101K
Grants
87
Total Given
$74K
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Associated Jewish Charities of Baltimore
BALTIMORE, MD
Assets
$422.3M
Grants
505
Total Given
$30.1M
California Community Foundation
LOS ANGELES, CA
Assets
$2.2B
Grants
2,025
Total Given
$272.6M
Jewish Communal Fund
NEW YORK, NY
Assets
$3.0B
Grants
4,673
Total Given
$953.3M
Combined Jewish Philanthropies of Greater Boston Inc
BOSTON, MA
Assets
$2.3B
Grants
1,105
Total Given
$322.3M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Bershtel Family 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