Carol and Alan J Bernon Family
Carol and Alan J Bernon Family is a private foundation based in East Greenwich, Rhode Island. In 2024, it awarded 12 grants totaling $903,000, all listed as organization support.
Key facts about Carol and Alan J Bernon Family
In short: Carol and Alan J Bernon Family gave $903K across 12 grants in 2024 (avg $75K), mostly in New York. 33% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 04-6661364
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $903,000
- Grants made (2024)
- 12
- Average grant
- $75,250
- Median grant
- $40,000
- New grantees (estimate)
- 33% first-time grantees (4 of 12, 2024; small sample)
- Total assets
- $6,795,983
- Primary geography
- New York (64% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 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 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
Under IRS private-foundation payout rules, Carol and Alan J Bernon Family reported a distributable amount of $382K for 2024 — the minimum it must pay out in qualifying distributions.
Is Carol and Alan J Bernon Family open to new grantees?
33%
first-time grantees, 2024
In 2024, 4 of 12 grantees (33%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $13K; repeat grants $106K. How we count
Medians: $11K first-time, $68K repeat.
- 58% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−7%). Method
- In 2024 it paid out 236% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2024 grants went to organizations including educational institutions, community and social-service organizations, and arts and wildlife organizations. For example, Hofstra University describes itself as an institution of higher learning, while Worcester Academy says it aims to foster lifelong learning and strong character. Big Brothers Big Sisters Lone Star says its foundation supports Big Brothers Big Sisters Lone Star; the USA Film Festival describes its work as encouraging excellence in film and video arts through cultural and educational programs.
Grantmaking
In 2024, the foundation made 12 grants totaling $903,000. Awards ranged from $500 to $400,000, with a median grant of $40,000. The largest awards included $400,000 to Hofstra University, $125,000 to the George W. Bush Foundation, $105,000 to Worcester Academy, and $85,000 to Big Brothers Big Sisters Lone Star. Other grants included $50,000 each to the Jewish Federation of Greater Dallas and New York University, and $30,000 to Grace Academy of Dallas.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Carol and Alan J Bernon Family?
Geographic Focus
Where this funder awards grants
In 2024, recipients in New York received 64% of grant dollars, recipients in Texas received 24%, and recipients in Massachusetts received 13%.
Grant Distribution by State
Share of 2024 grant dollars across all 12 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $784K (2022) to $1.0M (2023). In 2024 it made 12 grants totaling $903K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Hofstra University ($400K). Together the top 10 received $900K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 26 grants of 53 (49%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hofstra University Hempstead, NY | Organization Support | $400,000 |
| George W Bush Foundation Jamaica, NY | Organization Support | $125,000 |
| Worcester Academy Worcester, MA | Organization Support | $105,000 |
| Big Brothers Big Sisters (Lone Star) Irving, TX | Organization Support | $85,000 |
| Jewish Federation of Greater Dallas Dallas, TX | Organization Support | $50,000 |
| New York University New York, NY | Organization Support | $50,000 |
| Grace Academy of Dallas Dallas, TX | Organization Support | $30,000 |
| USA Film Festival Dallas, TX | Organization Supportorganization Support | $25,000 |
| Dallas International School PTO Dallas, TX | Organization Support | $20,000 |
| Jewish Big Brothers Big Sisters - Boston Waltham, MA | Organization Support | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $6,795,983 | $1,067,462 | $911,671 | $903,000 |
| 2023 | $6,335,652 | -$755,350 | $1,038,683 | $1,032,513 |
| 2022 | $8,302,036 | $1,120,129 | $799,113 | $784,430 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Alan J Bernon and Carol Bernon as trustees.
Carol and Alan J Bernon Family's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alan J. Bernon
Trustee
On filings since 2020
10 hrs/week
No compensation reported
Carol Bernon
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: PO Box 70, East Greenwich, RI 02818
Phone: (401) 884-2400
Frequently asked questions about Carol and Alan J Bernon Family
How much does Carol and Alan J Bernon Family give each year?
Carol and Alan J Bernon Family gave $903K across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.0M across 8 grants.
What is Carol and Alan J Bernon Family's typical grant size?
Carol and Alan J Bernon Family's median grant in 2024 was $40,000, and its average grant was $75,250, across 12 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Carol and Alan J Bernon Family that year got $13K on average.
Where does Carol and Alan J Bernon Family give grants?
Carol and Alan J Bernon Family gives mostly in New York: 64% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Texas (24%) and Massachusetts (13%). The most frequent recipient cities were Dallas, TX (5 grants).
Does Carol and Alan J Bernon Family give general operating support?
Not in 2024: none of the 12 grants with a stated purpose on Carol and Alan J Bernon Family's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Organization Support" (11 grants).
Who are Carol and Alan J Bernon Family's largest grantees?
Carol and Alan J Bernon Family's largest 2024 grantees include Hofstra University ($400,000), George W Bush Foundation ($125,000) and Worcester Academy ($105,000), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How large is Carol and Alan J Bernon Family?
Carol and Alan J Bernon Family reported $6.8M in total assets on its 2024 IRS Form 990-PF. It paid out $903K in qualifying distributions that year, against a required minimum of $382K (roughly 5% of its investment assets).
What does Carol and Alan J Bernon Family fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations including educational institutions, community and social-service organizations, and arts and wildlife organizations. See mission & focus areas ↑
How do I apply for a grant from Carol and Alan J Bernon Family?
The foundation 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 Carol and Alan J Bernon Family's EIN?
Carol and Alan J Bernon Family's EIN (Employer Identification Number) is 04-6661364. IRS Form 990 filing data is available on this page for 2020–2024.
Does Carol and Alan J Bernon Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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