Carol and Alan J Bernon Family
The Carol and Alan J Bernon Family Charitable Foundation is a private foundation established in 1991 in Massachusetts and currently based in East Greenwich, Rhode Island. The foundation operates as a 501(c)(3) tax-exempt organization with the EIN 04-6661364.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.8M
+7.3% YoY
Annual Giving
$903K
-12.5% YoY
Grant Count
12
+50.0% YoY
Avg Grant Size
$75K
-41.7% YoY
Mission & Focus Areas
The foundation's giving priorities include:
- Education
- Children and social services
- Jewish federated giving programs
- Cancer institutes
Grantmaking
The foundation provides organization support grants to its grantees.
Grant Types
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Geographic Focus
Where this funder awards grants
The foundation's grant-making focuses primarily on Texas, New York, and Massachusetts.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2024:
- Total assets: $6,795,983
- Total revenues: $1,067,462
- Total expenses: $911,671
- Total liabilities: $0
- Investment income and dividends: $132,300 (partial figure from 2024)
- Total grants, contributions, etc.: $397,616
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,795,983 | $6,335,652 | $8,302,036 |
| Revenue | $1,067,462 | $-755,350 | $1,120,129 |
| Expenses | $911,671 | $1,038,683 | $799,113 |
| Qualifying Distributions | $903,000 | $1,032,513 | $784,430 |
| Net Investment Income | $661,425 | $60,545 | $83,383 |
| Distributable Amount | $381,930 | $338,984 | $315,138 |
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
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALAN J BERNON | TRUSTEE | 10 | — |
| CAROL BERNON | TRUSTEE | — | — |
Contact Information
Address: PO Box 70 East Greenwich, RI 02818-0070 United States
Telephone: 401-884-2400
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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