Carol and Alan J Bernon Family

Foundation · Grantmaker EAST GREENWICH, RI EIN: 04-6661364

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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

New York $3.1M (68%)

Texas $908K (20%)

Massachusetts $411K (9%)

Florida $100K (2%)

Kansas $75K (2%)

Oklahoma $3K (0%)

States

Florida Kansas Massachusetts New York Oklahoma Texas

Cities

DallasHempsteadHollistonIrvingJamaicaKansas CityN AttleboroNew YorkNewtonOklahoma CityTampaWalthamWorcester

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.