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
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.
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
Among its reported 2024 grants, the largest include Hofstra University ($400,000), George W Bush Foundation ($125,000), Worcester Academy ($105,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BIG BROTHERS BIG SISTERS (LONE STAR) IRVING, TX | ORGANIZATION SUPPORT | $85,000 |
| GEORGE W BUSH FOUNDATION JAMAICA, NY | ORGANIZATION SUPPORT | $125,000 |
| HOFSTRA UNIVERSITY HEMPSTEAD, NY | ORGANIZATION SUPPORT | $400,000 |
| JEWISH FEDERATION OF GREATER DALLAS DALLAS, TX | ORGANIZATION SUPPORT | $50,000 |
| NEW YORK UNIVERSITY NEW YORK, NY | ORGANIZATION SUPPORT | $50,000 |
| USA FILM FESTIVAL DALLAS, TX | ORGANIZATION SUPPORTORGANIZATION SUPPORT | $25,000 |
| WORCESTER ACADEMY WORCESTER, MA | ORGANIZATION SUPPORT | $105,000 |
| JEWISH BIG BROTHERS BIG SISTERS - BOSTON WALTHAM, MA | ORGANIZATION SUPPORT | $10,000 |
| DALLAS INTERNATIONAL SCHOOL PTO DALLAS, TX | ORGANIZATION SUPPORT | $20,000 |
| BRITTNEY'S BELIEVERS FOUNDATION HOLLISTON, MA | ORGANIZATION SUPPORT | $500 |
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
Frequently Asked Questions
What does Carol and Alan J Bernon Family fund?
The foundation's giving priorities include: • Education • Children and social services • Jewish federated giving programs • Cancer institutes
How do I apply for a grant from Carol and Alan J Bernon Family?
**Grant Activity & Amounts:** • Total giving in 2024: $903,000 • Typical award range: $500–$531,930 • Made 12 grants in 2024 **Recent Grants (2024):** • Chabad at Hofstra University: $400,000 • Worcester Academy: $105,000 • Jewish Federation of Greater Dallas: $50,000 **Grant Types:** The foundation provides organization support grants to its grantees.
Where does Carol and Alan J Bernon Family make grants?
The foundation's grant-making focuses primarily on Texas, New York, and Massachusetts.
What size grants does Carol and Alan J Bernon Family award?
In 2024, Carol and Alan J Bernon Family awarded 12 grants totaling $903K — an average of about $75K per grant, based on its IRS Form 990 filings.
How much is Carol and Alan J Bernon Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carol and Alan J Bernon Family reported a distributable amount of $382K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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